travel proposal email

Proposal Templates > Travel Proposal Template

Travel Proposal Template

Whether you’re a Tour Operator or Travel Agent, this elegant travel proposal can be used as a proposal or itinerary. Engage your potential travelers with picturesque destination photos and video that highlight your offering.

Travel and Tours Proposal Template

Easily customize this travel and tours proposal template and send it online to impress your clients and get more proposals signed.

The original language of this template is English, but you can always use the translated text.

Prepared For Ms. Kristi Frey

Prospero team

[email protected]

Are you looking for the most exciting travel and tour vacations for you and your family? Look no further. Let [Company Name] arrange an adventure beyond your wildest dreams with various activities, attractions, and excursions for the entire family. Enjoy a Safari Adventure with the younger children or White-Water Rafting with the older ones. We offer activities for those 65 years and older. So, whether you are an amateur or experienced, no matter what your family enjoys, we have it for you!

Your family’s satisfaction is our number one priority, and here is why: 1. We offer high-end, efficient, quality customer service 24 hours a day, seven days a week. Hours may vary depending on the holidays. 2. We take pride in honesty and integrity in all we do. We believe in correcting and taking ownership of problems seen and unseen. 3. Our staff members depict a friendly and courteous environment from the beginning to the ending of your stay. In addition, they make sure we offer hospitality beyond exceptional. 4. Our staff is well-trained in meeting the needs of your family’s desire. From the culinary staff to the staff paramedic, our team is well-trained to handle most situations. 5. Our job is to make sure you and your family have a stress-free vacation. The staff can make sure you have that and nothing less. 6. Any questions, concerns, or comments – we are available at any time of the day by phone or simply by coming to the concierge’s desk, and we can address your concerns immediately. 7. No one is more excited than we are when it comes to planning the ultimate travel and tour vacation for you and your family. However, we aim to make sure we are prepared to curb the enthusiasm of the entire family.

What Our Clients Say About Us

The previous project [Company Name] has done are: [Client 1]  – Many customers enjoyed the friendly and carefree travel across the world. One customer stated, “I will book another trip to Iceland. I never knew traveling the world could be so fun.” [Client 2]  – There is no place like home, and sometimes taking a vacation is just like being at home. We have prided ourselves on offering One Tank Trips for families to explore their hometowns and the surrounding cities. One of our families enjoyed a Staycation in New Orleans. They commented by saying, “It feels good to be able to enjoy a staycation. It is not always about getting on an airplane to go to another state. My vacation was planned hassle-free. I can’t wait to plan another staycation.” [Client 3] – People love the idea of getting on an airplane to visit somewhere new, and we love helping them plan that trip. We assist the customer from the East Coast to the West Coast in planning their next vacation. A return customer stated, “I experience the same friendly greeting every time I book a vacation. [Company Name] is the only company I book my vacation through.”

We understand that all families are not the same; this is why we can tailor adventures according to the families’ size, age range, and capabilities. However, we want to make sure everyone can participate as a family. All adventures include a Safari Adventure, Scavenger Hunt, Horseback Riding, and S’mores by the Campfire with the option of at least one of the following (depending on the package) Ziplining, White Water Rafting, Swimming with the Dolphins, Hiking, Kayaking, Snorkeling, or Island Adventure. Amenities are complimentary breakfast each morning and dinner (based on the number of nights staying), Unlimited pool, workout room, and conference room access. Dry cleaning and laundry facilities are available.

Assuming that we have all necessary materials ready, here are the suggested milestones:

Do you have any questions? Take your time, review this agreement, and if you want to make any changes, I will be happy to answer any questions regarding this proposal Our next step is to meet via WebEx, Skype, Zoom, or telephone to discuss the milestone goals and payment. You can reach me on my phone at 555-555-5555.

1. All prices are subjected to changes and priced as the starting prices. 2. Package price varies according to the number of additional people added. For example, family Excursion Packages include [$] – [$] for each different person. The Family Reunion Packages include [$] – [$] for each other family member over 20 people. 3. Additional adventures added to the packages start ranging from [$] – [$] per person. 4. Airfare is not included but can be worked out in the packages. 5. Some adventures do have age restrictions. 6. Check-in is at 2:00 PM, and check-out is at 11:30 AM. All fees are due at the time of booking unless paid monthly. Then a 25% down payment is due at the time of booking, which is non-refundable. 7. Cancellations are to be done seven days before arrival day unless an extreme emergency occurs, and then documentation is needed for proof. Any cancellations after seven days of arrival will lose payment made up to 50%.

Ms. Kristi Frey

Proposal Template AI

Free proposal templates in word, powerpoint, pdf and more

Travel Agency Proposal Template: A Comprehensive Guide + Free Template Download + How to Write it

Introducing the travel agency proposal template.

As someone who has worked in the travel industry for many years, I understand the importance of delivering professional and comprehensive proposals to potential clients. That’s why I’m excited to introduce the Travel Agency Proposal Template. This template is designed to help travel agencies create compelling proposals that showcase their services and expertise in a clear and organized manner. Unlike a standard proposal, this template is specifically tailored to the unique needs of a travel agency, making it easy to customize and use for every client pitch. In this article, I will outline the key components of the Travel Agency Proposal Template and explain why it is an essential tool for any travel agency looking to win new business.

Travel Agency Proposal Template

1. cover page.

• Include the name of your travel agency, logo, contact information , and the title “Travel Agency Proposal” in a professional and eye-catching design.

ABC Travel Agency 1234 Main Street, City, State, ZIP Phone: 555-123-4567 Email: [email protected] Travel Agency Proposal

My advice on cover pages: Make sure the cover page is visually appealing and includes all necessary contact information for potential clients to reach out to you easily. Consider using colors and graphics that represent your brand and the travel industry.

2. Executive Summary

• Provide a brief overview of your travel agency, its services, and the purpose of the proposal. Highlight the unique selling points and key benefits of choosing your agency.

ABC Travel Agency is a full-service travel agency offering personalized trip planning, booking services, and assistance for both leisure and corporate travel. This proposal outlines our comprehensive range of services and expertise in delivering exceptional travel experiences to our clients.

My advice on executive summaries: Keep the executive summary concise and compelling. Use this section to grab the reader’s attention and showcase what makes your agency stand out from the competition. Highlight the value you bring to potential clients.

3. Proposed Services

• Provide detailed descriptions of the services your travel agency offers, such as trip planning, accommodation booking, transportation arrangements, travel insurance, and any additional services like visa assistance or travel concierge.

Trip Planning: Our team of experienced travel consultants will work with clients to create custom itineraries based on their preferences and budget. Accommodation Booking: We have partnerships with a wide range of hotels and resorts worldwide, ensuring our clients have access to the best rates and options for their stay. Transportation Arrangements: From flights to car rentals, we handle all transportation bookings to ensure a seamless travel experience for our clients. Travel Insurance: We offer comprehensive travel insurance options to provide peace of mind and protection during our clients' trips.

My advice on proposed services: Clearly outline each service you offer and explain how it benefits your clients. Provide examples of past successful trips or client testimonials to demonstrate your expertise and the quality of your services.

4. Client Success Stories

• Include case studies or testimonials from previous clients to showcase your agency’s success in delivering exceptional travel experiences. Highlight positive outcomes, client satisfaction , and any unique challenges overcome.

"We had an amazing trip planned by ABC Travel Agency. They really took the time to understand our interests and customized every aspect of our journey. We couldn't have asked for a better experience!" - John and Sarah, Happy Clients

My advice on client success stories : Use specific examples and testimonials to build credibility and show potential clients the real impact of your services. Include details about the destinations, activities, and special experiences your agency has provided for previous clients.

5. Pricing and Packages

• Present different travel packages and pricing options, including details on what each package includes, such as accommodations, activities, meals, and any other relevant inclusions. Clearly outline the pricing structure and any additional fees or charges.

Package 1: European Adventure - 10-day trip to Europe - 5-star accommodations - Guided tours and excursions - Price: $X,XXX per person Package 2: Tropical Getaway - 7-day beach vacation in the Caribbean - All-inclusive resort stay - Water sports and activities - Price: $X,XXX per person

My advice on pricing and packages: Be transparent about pricing and clearly outline what is included in each package. Consider offering tiered packages to cater to different budgets and travel preferences. Highlight the value clients get for the price they pay.

By using these detailed examples and including personalized advice, the reader will gain a better understanding of how to effectively create a Travel Agency Proposal Template, which in turn will help them improve their own proposal documents and win more clients.

Download free Travel Agency Proposal Template in Word DocX, Powerpoint PPTX, and PDF. We included Travel Agency Proposal Template examples as well.

Download Free Travel Agency Proposal Template PDF and Examples Download Free Travel Agency Proposal Template Word Document

Download Free Travel Agency Proposal Template Powerpoint

Travel Agency Proposal Template FAQ

1. what is included in your travel agency proposal template.

Our travel agency proposal template includes a detailed outline for presenting your travel agency services, including sections for introducing your agency, explaining your services, showcasing your competitive advantages, and presenting pricing and packaging options.

2. Is the travel agency proposal template customizable?

Yes, our travel agency proposal template is fully customizable. You can easily modify the content, add your own branding, and adjust the layout to fit your specific needs and preferences.

3. How can I use the travel agency proposal template?

You can use our travel agency proposal template to create professional and persuasive proposals for potential clients. Simply fill in the details about your agency, services, and offerings, and present the proposal to potential clients to showcase the value of working with your agency.

4. Does the travel agency proposal template include sample content?

Yes, the travel agency proposal template includes sample content to help guide you through the process of creating your proposal. You can use the sample content as a starting point and customize it to fit your specific agency and services.

5. Can I use the travel agency proposal template for different types of travel services?

Yes, you can use the travel agency proposal template for a variety of travel services, including vacation packages, corporate travel arrangements, group tours, and more. The template is flexible and can be adapted to fit your specific offerings.

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Top 7 Travel Agency Proposal Templates with Examples and Samples

Amanpreet Sidhu

Are you tired of navigating the complexities of creating a compelling pitch for your travel agency? What if there was a solution designed exclusively for businesses like yours? Introducing our ready-made Travel Agency Proposal Templates – a game-changer that revolutionizes your sales process and propels your travel agency to new heights.

Crafted by industry experts, these templates seamlessly blend proven sales methodologies with travel-specific insights. From captivating presentations to streamlined follow-up sequences, every element is meticulously designed to boost conversion rates and elevate customer engagement. Experience the perfect balance of efficiency and customization. Our template provides a flexible framework tailored to your agency's unique offerings.

Showcase diverse travel packages, tailor pitches to different client demographics, and leave a lasting impression with its visually appealing design. Say goodbye to hours spent on content creation.

Transform your travel agency's future with our Top 10 Travel Agency Business Plan Templates —access expert guidance, editable Word Docs, Excel, PDF formats, and real-world examples. Elevate your agency's success today! 

Template 1 : Corporate Travel Agency Services Proposal

Introducing our thoughtfully designed PowerPoint presentation slides to showcase of your business travel services. This captivating PPT Theme creates an exceptional cover letter for your proposal, empowering you to articulate how your services stand out in the competitive market. Highlight the transparent cost structure of your offerings within this engaging layout, shedding light on your company's background and achievements. Our planned template encompasses crucial details, providing ample space for additional services and core values. Enhance client interactions with its attention-grabbing presentation slides today.

Download Now

Template 2: Touring Agency Proposal for Business Organization

This comprehensive proposal outlines vital tasks, project deliverables, destination details, and hotel information. It efficiently presents transportation requirements, including dates, locations, and details. The proposal delineates a travel schedule with dates, times, key locations, and more. Additionally, it provides insights into corporate travel insurance types, prices, and coverage details. Our PowerPoint proposal also highlights pricing packages for tours, specialized corporate packages, transportation costs, and itinerary details.

Amplify your business travel management – download this comprehensive proposal now.

Template 3: T ravel Agency Proposal Template PowerPoint Presentation Slides

Simplify trip planning for your clients with our PowerPoint Template. Cover budgeting, accommodation, and corporate travel seamlessly. Enable easy decision-making for clients for budgeting, ticketing, reservations, and transportation. Include a travel budget section for guidance. Craft an appealing proposal, ensuring trip safety and showcasing top-quality services. Fully editable, these templates cater to convenience and stand out, delivering an impactful proposal for your clients.

Template 4: One-Page Proposal for Travel Agency to Manage Real Data Management 

Introducing our One-Pager PowerPoint Template for accurate data management proposals. This succinct one-pager effectively addresses the identified problem and offers corresponding solutions. The template includes sections for your company logo, name, and visuals. Showcase your talented team members, their skills, and designations to demonstrate their ability to solve the presented issues. Add a personal touch with team photos. Provide comprehensive details about the client's problem and your consultancy solution.

Revolutionize your travel business pitch with our stunning website deck templates. Explore examples and samples that capture the essence of wanderlust, ensuring your pitch stands out. Download now to transform your presentations into memorable journeys.

Template 5: Bi-fold Travel Agency Proposal

Enhance your business visibility with the captivating proposal document. This A4-sized template is a powerful visual tool featuring engaging graphics to spotlight your business and prospects effectively. Craft a compelling project that speaks volumes about your company's identity and captures viewer interest. Tailor the bi-fold design with industry-specific shapes, visuals, and graphics for a creative and professional presentation. Download now to transform your ideas into a visually stunning and impactful travel agency proposal. Click below and grab this opportunity for comprehensive reporting.

Template 6: Bi-fold Proposal for Travel Agency to Manage Real Data Management Problem

This modern and inspiring PowerPoint Layout provides ample space to narrate your business story compellingly. Its versatility makes it ideal for crafting communication collateral for diverse products or services. Whether in print or digital, this template is a powerful marketing tool to launch your project. Replicate it for handouts, takeaways, and presentations, ensuring critical organizational information is effectively communicated. Uplift your storytelling and promotional efforts with this engaging and adaptable one-pager.

Template 7: Summary Page of Travel Agency Proposal

Use this one-pager to provide a concise company overview, highlighting critical services like SEO, web design, social media, and more. Present your management team with names, designations, and photos for a personal touch. This professionally designed template includes financial performance details, fostering persuasion for your solutions. Communicate campaign plans, estimated costs, and business cases in an effective way. Download now for a decisive marketing edge.

These adaptable templates are the key to setting yourself apart in the competitive landscape. Grab the opportunity now to download and witness potential clients evolve into delighted partners. Let our ppt templates enhance your business journey – a pathway to crafting persuasive proposals.

Seize the moment, make a lasting impact, and propel your travel agency to unparalleled heights. Click now to download and thrive in the realm of corporate travel excellence.

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Travel Proposal

Introduction.

The Problem

Our solution, 1. corporate travel management.

2. Entertainment and Music Touring

• VIP services handled with ultimate discretion.
• Last-minute and complex itineraries handled with ease.
• Group production blocks at hotels.
• VIP relations with airlines for special requests and baggage. [Add special features]

3. Dream Vacation

• In-depth local and experiential travel.
• Customized and personalized vacation planning.
• Private touring with the top guides available.

Your Benefits

• [Easy and hastless procedure]
• [Stay in the best hotels around the world]

Package Overview

Client testimonials.

Terms and Conditions

• Payment Terms: All forms of payments are to be done in USD through [Mode of Payment] . Payments once done are non-refundable. The payments are used to make proper reservations and they would help you get through the travel smoothly.
• Modifications: All forms of modifications made to the itinerary must be made at least [Number of Days] in advance. This will help us to sustain the changes in proper timing. Payments and Pricings are subjected to all forms of changes.
• Confidentiality: We ensure that any information provided by [Client Company] will be treated with confidentiality and will be accessed and handled by our authorized agents.
• Warranty: All carriers, hotels, in-city travels, and such other services are independent contractors of [Company Name] . We are not responsible for the errors and omissions made by these services, neither are we responsible for the additional expenses. The least we could do is help you make new reservations.

Acceptance and Signature

Free Travel Proposal Templates

Check out our travel proposal letter sample that perfectly defines services your agency is offering, travel packages and detailed pricing structure. create your template today.

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Title: The Art of Crafting a Travel Proposal: An In-Depth Guide

Introduction:

Travel enthusiasts will agree that the world is filled with endless opportunities to explore and experience new cultures, landscapes, and adventures. However, whether you are planning a family vacation or organizing a corporate event abroad, planning and managing a travel experience can be a complex task that requires meticulous attention to detail. To make the process more manageable for everyone involved, creating a travel proposal is a crucial step in the planning process.

A travel proposal is a comprehensive document that outlines the scope, objectives, and details of a proposed travel experience, providing clarity and guidance to travelers, organizers, and stakeholders. In this guide, we will delve into the intricacies of crafting an effective travel proposal and explore the key elements that constitute a compelling travel experience.

Understanding the Core Components of a Travel Proposal:

• Travel Objective: A clear travel objective is essential when drafting a proposal. Establish the purpose of the trip, whether it's a business retreat, educational excursion, or leisure vacation. Clarifying the travel objective will ensure all parties involved understand the trip's purpose and can make informed decisions during the planning process.
• Itinerary: A well-structured itinerary forms the backbone of any successful travel proposal. As part of the itinerary, include details on the trip's duration, daily activities, destinations, and modes of transportation. A detailed itinerary allows travelers and organizers to grasp the overall direction of the trip and anticipate any potential challenges with time management or logistics.
• Accommodations: The choice of accommodations can significantly impact the overall quality of the travel experience. Consider factors such as location, accessibility, quality of services, and budget when selecting accommodations. Provide information about booking processes, deposits, and cancellation policies as well.
• Budget: An essential element of any travel proposal is the budget. Break down the costs associated with the trip, including transportation, accommodations, meals, entrance fees, and any other necessary expenses. Be transparent about potential cost uncertainties or fluctuations, so travelers and organizers can be financially prepared.
• Logistics: A picture-perfect travel experience is often marred by logistics challenges, like transportation delays or misplaced luggage. Detailing logistics plans, such as airport transfers, local transport options, luggage handling, and porter services, will streamline the travel process and provide reassurance to both travelers and organizers.
• Contingencies: Unpredictable circumstances and emergencies can occur during any travel experience. It is crucial to address potential risks and develop contingency plans for various scenarios. Discuss options for alternative accommodations, transportation, or activities, and provide information on Travel Insurance and emergency contacts.
• Terms and Conditions: Explicitly outline the terms and conditions surrounding the trip. This section ensures legal and financial clarity between all parties involved in the planning process. Consider including information about cancellations, refunds, liability, and any other legally binding agreements.
• Stakeholder Communication: A travel proposal should include a plan for effective communication with travelers and stakeholders throughout the planning process. To foster trust and credibility, proactively share updates, address concerns, and solicit feedback. Open lines of communication contribute to a smoother, more enjoyable trip.

Crafting a Compelling Experience:

• Cultural Immersion: In designing a travel experience, prioritize cultural immersion as a key component. Develop opportunities to engage with local communities, learn about customs and traditions, and participate in cultural events. Incorporating immersive elements strengthens the emotional impact of the trip and creates lasting memories.
• Authenticity: Ensure that the travel experience remains authentic, avoiding overly commercialized or tourist-centric activities. Opt for unique, genuine experiences that genuinely represent the destination's culture and history. Authenticity will compel travelers to engage more deeply and appreciate the cultural nuances.
• Balance: Cultivating balance within the travel experience is essential in catering to the needs and preferences of individual travelers. Strive to create a balance between leisure, learning, and adventure. Offer opportunities to relax, unwind, and engage in personal interests, while also ensuring the overall travel objectives are met.
• Personalization: The key to designing a memorable travel experience often comes down to personalization. Allow for flexibility and customization within the travel proposal, enabling travelers to tailor the experience to their preferences. Offer alternatives for activities, dining, or accommodations, showcasing a commitment to meeting individual needs.
• Sustainable Practices: In an era of increased awareness of environmental and social issues, prioritize sustainable practices in the travel experience. Consider working with local suppliers and businesses, promoting eco-friendly accommodations, and partnering with organizations focused on responsible tourism.

Conclusion:

The art of crafting a travel proposal extends beyond merely providing logistical details and financial projections. It also involves sculpting a narrative that captures the imagination and compels travelers to embark on the journey with enthusiasm and anticipation. By understanding the core components of a travel proposal and focusing on crafting a compelling experience, organizers and stakeholders can design a travel experience that exceeds expectations and becomes ingrained in the memory of each participant.

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How to write a Travel proposal?

January 31, 2024

minutes of reading

"He gave me the best proposal."

Yes! That's what all your customers should say when talking about you.

They should also feel a sense of excitement and satisfaction long before they go on vacation or travel thanks to you!‍

Conversely, there's no counting the number of documents published in the wind, and proposals lost in advance...

The proposal you send your prospect will be decisive for your agency's brand.

It's important to pay attention to it, and that's why we will look at how you can make the most of your chances !

So, how do you write a sales proposal to sell your trip better? 👀

I. what is a sales proposal in tourism 🎯.

The critical moment in the sales process is the proposal: according to P-Val Conseil and their study carried out on a sample of 150 participants, this accounts for 35% of the traveler's final decision !

Drawing up a sales proposal is therefore a necessary step in the sales process, in order to validate the customer's needs and enable them to project themselves with your services.

The sales proposal is indispensable in customer acquisition.

‍It's not a quotation, which only mentions the budgetary and contractual aspects, but a presentation of the service that will be offered by the agency's services.‍

This will be read, compared with your competitors and shared internally, to be studied by those who don't yet have an opinion about your company.‍

What does it look like in the Tourism industry?‍

We're talking about selling dreams , so the proposal has to stick to them! ✨‍

This commercial support will give a foretaste of the type of travel proposed, the values conveyed, the care taken in your services and your company's identity.

And since we're buying the expertise of the Professional Organizer, whether it's a traditional Travel Agency, a specialized Tour Operator, a Destination Management Company (DMC), an Event Agency or even a Travel Planner, it's important that this shines through in your proposal, so that it's as convincing as possible.

‍➡️ In short, the proposal is:‍

• Specific to each of your customers (summary of needs, context...) ;
• An accessible , shared medium;
• Your agency's identity , know-how and interpersonal skills: your difference;
• The realization of your sale.‍

II. How to write an effective travel proposal 🚦

As a general rule, the proposal should be detailed, personalized and reflect your company's image, but certain formats are more appropriate for the type of travel you sell & your target market . ‍

Depending on the type of trip :

Selling a tour means selling a detailed itinerary and program including transport, accommodation, catering & specific activities.

To present a tour proposal well, you need to:

• Describe the recommended program day by day;
• Include a summary, and an interactive map with the route of the trip;
• Highlight several destinations at once;
• Specify what is included and what is not. ‍

📜 Recommended format :

In order to describe the course of the trip well, a Portrait document will be favored by presenting with at a minimum, text and images for each stage of the trip.

If the stay is of short duration, then a Landscape document will favor images over text.

More and more software solutions are making it possible to share the trip in a digital format, as the Voyageurs du Monde agency does, for example.

Ezus is one of these solutions, allowing you to automate the creation of these documents, saving you considerable time, and increasing your conversion by +25% !

🏖️ Private trips

Selling a private trip is first and foremost selling a destination, a travel theme coupled with agency services.

Here, the target is mainly BtoC, with individuals, groups of friends, families or couples with more or less substantial budgets: below is a breakdown of the different budgets per traveler, complementing data from Harris Interactive : 

Presenting a private travel proposal well means:‍

• Adapting your visuals to your target and your brand;I
• ncluding quality photos and videos;
• Writing short paragraphs for better memorability;
• Including included services;Proposing different options;
• Highlighting your partners & service providers on site;
• Personalizing the offer according to the brief & specifications;
• Avoiding an overly voluminous proposal: ten or so pages are enough, your prospects are short of time and want to get to the point;
• Accompanying the proposal with appendices if necessary.

In order to impress and project your customer on his journey, form is sometimes better than content. So adopt a landscape format with a minimum of text and a quality design.

Save your customers time: print out a quote, offer them plane tickets, make it easy for them to sign their registration form/contract of sale.

And don't forget to play up the agency's values & services, which are sometimes akin to concierge services!‍

💼 Business travel, conferences and incentives ‍ ‍

Selling business travel means presenting a quality commercial proposal, precise and specific to the company's needs. The end customer will be looking for a return on investment with HR, commercial or communication objectives.

Generally speaking, we're talking about the MICE (Meetings, Incentive, Conferences, Exhibitions) sector, with the possibility of addressing both groups of all sizes (SMEs, ETIs and/or Major Groups), often on the themes of reward travel, team building, seminars, galas or product promotion; and individual workers in the case of Travel Management / Business Trip.

Presenting a business travel proposal well means :

• Personalize the content of the proposal according to the customer's needs;
• Demonstrate adaptability, creativity and the "solution to everything";
• Respect the budget provided while presenting a return on investment: "your teams will emerge more united", "boost your sales force with this seminar", etc.;
• Include a summary to navigate easily and quickly through your parts;
• Highlight your specialty, your competitive advantage and the added value of your agency.

Although more modern solutions exist, the traditional tool is Powerpoint, so landscape format will be the norm. It's important to follow the company's codes and adopt a presentation medium that can be shared within the customer's team, accessible on different media (computer, projectors, tablets...)

The form of your document should be more structured than in the case of a BtoC travel proposal.

Be reactive and available to go back and forth on your proposal during negotiation/validation. And take an interest in your customer's corporate culture, so as to match it as closely as possible.

👰Honeymoons

Selling a honeymoon means selling an exceptional, unforgettable experience for the happy couple!

Presenting a honeymoon proposal well means :

• Sell the dream, create the impression of the trip of a lifetime that will remain engraved in the memories ;
• Offer all-inclusive, unusual and the best standard (according to the budget) ;
• Integrate the needs of both people to best customize and satisfy both participants ;
• Highlight its history, expertise in this subject that requires certain values & skills ;
• Offer gifts included, romantic moments & impeccable organization.

Just as in a private travel format, the landscape format is widely favored because of its visual prominence.

Highlight testimonials from former customers. A tool like TripAdvisor, Google Reviews or Trustpilot lets you centralize your reviews.

🚍 GIRs or organized departures

Selling an organized departure is above all selling an organization, an event to a group of individuals united by the same passion.

To present GIRs or organized departure proposals properly, you need to :

• Make the Program easy to read and allow participants to quickly validate their participation or registration;
• Show the advantages of the group: social network, enthusiasts, etc.;
• Allow everyone to have extras on request;
• Specify what is and isn't included in the sales conditions;
• Highlight your specialty, your logistical expertise on this subject.

A portrait document is recommended in the case of GIRs with a detailed program, especially as sales can often be made via specific distribution networks: associations, local authorities, existing groups, etc.

Enable easy sharing of travel documents (so that one participant can invite another, all the more viral if a discount is applied).

Manage registration directly on your website.

🙇 Associative trip

Selling an associative trip means selling a group trip based on a particular theme or need, usually with a contact who has already identified the ins and outs of his trip.‍

Presenting a proposal for an associative trip means:‍

• Personalize it as much as possible according to your needs and the chosen theme;
• Reassure you about the logistics and services included;
• Introduce the service providers on site;
• Identify what falls to the management team and support them in their tasks. ‍

Depending on your target audience, opt for landscape format for professional or student associations, or portrait format for thematic associations (sports, cultural). In the first case, the visual is more important, in the second, it's often the description of the steps that's important.

Keeping good track of the history of exchanges and establishing a relationship of trust over time is the key to success.

Depending on your target :

Logically, your travel sales proposal will have to be adapted in content and form to suit your target, and to establish a personalized customer relationship.‍

A few tips in this regard:

• For companies , differentiate your services from the competition by developing specific, creative themes or destination expertise.
• For associations , develop a long-term relationship of trust by understanding your customer's specific needs.
• For senior citizens , pay attention to details and include all your guarantees, included and non-included services in your proposal.
• For families & groups of friends , identify who your main contact is and help them share your trip with the other participants. The financial aspect will often be decisive compared to your competitors.

III. The 10 commandments of a travel proposal ⚡️ ‍

1. respect the deadline without rushing your work. ‍.

For a simple proposal, send a reply within 24 hours. You can take longer for a complex proposal. To be faster than your competitors, make sure you've set up quick and easy templates for generating sales proposals.

‍ Ezus offers several templates you can draw inspiration from, or customize to your image. For more information and precise illustrations of our services, book a demo !

2. Take your customers on a journey right from the first page!

Use high-quality visuals to stand out and sell the dream from the very first seconds of reading, allowing potential travelers to project themselves into the proposed experience.

3. Don't neglect a summary page.

If there's one page to read, it's this one, summarizing everything from the quotation to the various excursions.

The people who will read your proposal haven't necessarily followed the sales process from the beginning. It should therefore include all the information exchanged during the project study phase, so that they can easily understand the proposal.

4. The best prices are not enough.

Your prospect needs to assess whether you've understood his or her needs, and to understand what added value you provide over and above the selected service providers.

This is the trickiest part for you, as it involves assessing your service as best you can so that it's accepted by the customer, without making concessions on your rates.

5. Customized, made-to-measure travel!

Try replacing your customer's name with another. If your document looks interchangeable, it's not targeted enough!‍

So tailor your products and services to your customer's requirements. Now's the time to showcase your expertise as a project manager to present the right provider or services to your prospect.

Some of your customers already know in detail what they want for their trip, while others don't. For those who don't, you can give them the opportunity to think outside the box by creating their own personalized travel project using Typeform and Ezus. Find out more in this article .

6. Project your customer quickly.

The proposal must enable you to take action quickly, and optimize the customer experience. It must therefore contain all the necessary elements in a single document: terms and conditions, direct debit mandate, etc. And above all, the next steps must be clear.

7. Encourage visual content.

Illustrate your proposal as fully as possible, with schedules, tours, photos, videos, etc.

To avoid weighing down the content of your sales proposal, complete it with documents in appendices.

8. Reassure your customer.

Don't forget to include all the elements included and those not included in your proposal. Include your history, expertise and references to lend credibility to your proposal. Sales conditions are also important.

9. Prioritize your customers.

Don't waste too much time on a new customer who has contacted the whole market, or who is not yet sure of leaving. Always assess your real chances beforehand, so as not to waste your time.

Interpersonal skills are essential in the travel agent's profession, giving you confidence in your skills as a travel specialist.

Pass on your passion, your commitment and your passion for this sector!

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Discover our examples of professional travel journals 👀

They're easy to create, automated and reusable.

Surprise yourself with examples of travel documents made with Ezus on our Case Study page, or during a demo which will allow you at the same time to discover our software solution , enabling you to divide your document creation times by 2 and have all your personalized documents and travel management in one place.

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Emails for Proposal Submissions: 4 Methods With Samples

You’ve written all the essential sections for your proposal. The design looks great. Now…all you need to do is craft the perfect email to submit your proposal to your prospective client.

But, writer’s block is settling in. You’re not quite sure what to write in your proposal submission email.

Don’t fret. To help you cross this task off your to-do list, we’ve rounded up 4 unique methods for writing proposal submission emails . Plus, we’ve got email samples for each method.

All you have to do is copy and paste your favorite email sample and customize it to your needs. Let’s do this!

Why your proposal submission email matters

If you have experience writing proposals, you know that your executive summary is important. It sets the tone for the rest of your proposal and clarifies why the prospect should invest time reading it in detail.

But here’s the thing: the submission email comes first. 🤫Don’t tell your cover letter we told you so, but the email is the real first impression.

When prospective clients receive the submission email, it encourages them to view your proposal in its entirety.

To be effective, the email should be:

On brand - Every part of your client experience should be on brand, including this email. For different companies, that might mean using formal language, straight-to-the point messaging, or tons of emojis. Just make sure the email is true to your brand style.

Professional - Potential clients will judge the grammar, formatting, appearance, and language of your email to help them decide whether or not they trust you enough to do business with you, so now is not the time for sloppiness. Always proofread your emails.

Purposeful - Don’t stuff this email with unnecessary information or requests. Make sure that every line serves a purpose. If it doesn’t cut it. If your email is too long or complicated, it will be a big turn-off.

Keep these tips in mind when crafting your email, no matter which of the writing methods below you ultimately choose.

4 methods for writing proposal submission emails [with samples]

So how do you write an email to deliver your proposal?

Try one of these 4 unique email-writing methods:

Short and sweet

Full executive summary

Mini executive summary

Assume the sale

Use the one that best matches your company and industry. Then, add your unique brand style and prospect details, and hit that send button!

Method 1: Short and sweet

First up, let’s dive into the simplest of all our email-writing methods.

This email acknowledges the fact that your prospective client probably just wants to read your proposal , not a long, fluffy email. So, this email is kept short and sweet. It serves as a notification and a quick request for the reader’s attention. Nothing more, nothing less.

Sample email

Here’s an example email using this writing method:

Subject line: Partnership marketing proposal Hi Name, I enjoyed our conversation and I look forward to helping you grow your business through strategic, aligned partnerships with the right companies, associations, and influencers in your industry. I prepared a proposal based on your needs and our solution here: {link} Let’s schedule some time early next week to review any questions you might have and move this forward with next steps. Don’t hesitate to contact me with any questions in the meantime, {Your Signature}

Method 2: Full executive summary

Our next method is a lot more robust. Geoffrey James, a contributing editor for Inc., says every salesperson should master the proposal submission email.

He recommends this 7-point template to guide your writing:

Statement of gratitude (1 sentence)

Problem definition and financial impact (1-2 sentences)

Desired outcome (1-2 sentences)

Proposed solution (2-5 sentences)

Proposed price (1 sentence)

Risk reduction (1-2 sentences)

Next step (1 sentence)

With this method, you’re essentially re-purposing your cover letter for your submission email.

Here’s an example email using Geoffrey’s method:

Subject line: Software development proposal Hi Name, Thank you for giving me the opportunity to submit a proposal for your new startup. The school sports club management niche has not yet been digitized and you have the opportunity to be the first SaaS player in this space. If you don’t get to market quickly, you could lose out on this first-mover advantage. You need to take your product to market in under 6 months, and we expect to meet that deadline. I propose a small product team of two senior-level engineers, one product manager, one DevOps engineer, and one QA tester. My business team will provide strategic direction to ensure that this product team performs at a high level and stays on track with the product roadmap. The cost will be $30,000 per month, with a total expected investment of $180,000 (6 months) to develop your MVP and go to market. After this initial development, the ongoing monthly cost will be lower depending on how aggressively you want to add advanced features. To ensure that the MVP meets user needs, we will start by developing a prototype and conducting user testing with 10 target users. After product validation, we will begin development. Please read the proposal in its entirety. You can find it here: {link} If you’d like us to kickoff prototyping next month, I’ll need the signed proposal and a deposit of $30,000 by March 15th. Let’s speak later this week to go over any questions you might have and move this forward with next steps. I’ll send you an invite. {Your Signature}

Method 3: Mini executive summary

This method is inspired by Geoffrey’s 7-point template above—except that it’s a condensed version.

Instead of writing one or more sentences for all of his 7 points, you cover just 3 or 4 of those points.

The benefit of this email method is that it offers context and clarity, without being unnecessarily long.

After all, you probably don’t need to submit a super-long email with your proposal. You just need to encourage the prospect to give it a read.

We recommend you share your gratitude for being able to submit a proposal, describe their pain points or the desired outcome, and detail your proposed solution. However, you can mix and match any of the 7 points from Method 2 to craft an email that is contextualized, yet brief.

This type of proposal works well for financial aid appeal letters as these emails are not so short, and not so lengthy. Precise, to-the-point, and drives results.

For this example email, we’re including the following points: gratitude, desired outcome, proposed solution, and next step.

Subject line: Proposal ready for review Hi Name, Our team at Acme Architects is honored that you’ve given us the opportunity to submit a proposal for your dream cabin. We know how important it is that this cabin provides memories for your family to enjoy for decades to come. To achieve your goals, we’re proposing our standard package, which includes surveying, architectural renderings, design revisions, and streamlined collaboration with your engineer and building team. Please take a moment to review the proposal here: {link} Once the proposal is signed, our team will get to work immediately on the land survey. In the meantime, let's get some time on the calendar to review the proposal together and I can answer any questions. {Your Signature}

Method 4: Assume the sale

With this method, pretend like you’re writing to a new client who’s being onboarded—instead of trying to sell your services.

Most sellers know the “assume the sale” trick . Here’s how it works: you talk (or write) as if the prospect has already said yes. Your easy confidence in winning the deal helps convince them that you’re the one for the job.

This technique is frequently used on sales calls. A sales representative might say something like, “ Let’s make sure to set up a training session on this feature. Our head of education, Samantha, is really great. Your team is going to love her. What month would you like to schedule that ?” The seller is putting the prospective client in the mindset of having already said yes to the deal.

You can use this little sales trick in your proposal submission emails as well. You might hone in specifically on the next steps and not mention much else. Or you might include some details on the first few phases of the project.

Keep in mind that this trick can be effective for small businesses, but if your prospective client is a large organization, you might come across as clueless if you assume that decision-makers are already on board. So, use this method with caution. Find ways to mention onboarding and service details without being overly presumptuous.

Here’s a sample email using this method:

Subject line: Let’s get started! Hi Name, I’m looking forward to working together. You can find the proposal based on our conversation here: {link} Next week, we’ll kick things off with a 90-minute strategy session. I can’t wait for you to meet our chief brand strategist. She’s a gem and very excited about this project! Then we’ll dive straight into customer and market research, and your new brand will be ready for you by May 1st. Can’t wait! {Your Signature}

Must-have email templates when submitting proposals

When writing a professional email, it’s wise not to start from scratch. The proposal submission is an essential part of the sales process, and you want to get it right.

Before sending your sales proposal, consider using these great email templates. They’re available inside of Proposify , our platform designed for sending, tracking, and closing proposals.

Email template for sending the proposal

We’re big believers that for many companies and industries, sales emails should be kept simple.

This proposal email doesn’t include pain points or value propositions. It simply asks the prospective client to take a look at the proposal and let the sender know if they have any questions.

Let this template be a reminder: you don’t have to dress up your proposal with a complicated email. You can choose to let your proposal shine instead (and take pomp and circumstance out of the picture).

Automated follow-up email template to close the deal

Before you submit your proposal, you should set up at least one automated follow-up email . Not only will this save you time, but follow-up email automation also boosts proposal closing rates by 50% on average .

Use our reminder email template as an example. It kicks things off with a simple opening paragraph: “Do you have any questions on the proposal? I’m happy to adjust the terms to meet your needs.”

Automated thank-you email template

The thank-you email serves as one of the initial elements in your client experience.

You should use automation to send the thank-you email, because you want the client to feel good about their decision to work with you. If they sign the proposal while you’re away from your desk, automation ensures that you’re responding to their decision without delay.

You can use this email to cover important onboarding steps, such as filling out a questionnaire or booking a kickoff meeting. Or, you can simply deliver a copy of the signed proposal and let your client know you will be in touch with them as soon as possible to begin the onboarding process.

Proposify offers automated thank-you emails within our platform. This template uses simple, positive language like, “Thank you for accepting our proposal. We’re excited to get started and we’ll be in touch ASAP with next steps.”

With Proposify, you can edit any of our email templates or create your own templates for a variety of use cases.

Get proposal templates and automated emails with Proposify

To send beautiful proposals and submission emails in a snap, you need proposal software .

Proposify includes both proposal templates and email templates to save you time and create consistency for your sales team. Our software also offers analytics features so you can check which prospective clients have viewed your proposal and how often. This data will help you craft custom follow-up emails based on each client’s level of interest (or lack thereof). You can also track average viewing and closing rates to set goals for improving your sales stats.

And for the cherry on top, emails sent with Proposify enjoy an average open rate of 90.5% , so you can be sure that your emails are getting through to your prospects.

Dayana Mayfield is a B2B SaaS copywriter who believes in the power of content marketing and a good smoothie. She lives in Northern California. Connect with her on LinkedIn here: linkedin.com/in/dayanamayfield/

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• Travel Agent Proposal

A travel agent proposal is used by travel agencies to send descriptive proposals to their clients outlining the travel services they will provide. This proposal can include information like travel itineraries, booking details, accommodation details, transportation costs, necessary documents, and more. Using this ready-made Travel Agent Proposal from Jotform Sign , you can use a template to quickly draft proposals for your clients.

Feel free to make this template match your business by uploading your logo, changing visual elements, or adding or removing specific sections, form fields, and or e-signature fields. If you’d like to collect signatures from multiple parties, you can do it automatically with an automated signing order! Save time and paper by creating a professional online Travel Agent Proposal.

More templates like this

Free Business Proposal Template

Getting your business off the ground is no small task and might require gathering funding from investors. With Jotform Sign’s free business proposal template, you can present your new business’s needs, ideas, and benefits to potential investors — making it easier to get their buy-in.A business proposal template is a tool for entrepreneurs to quickly and effectively create professional business proposals without having to start from scratch. Just create and customize your proposal, then send it to your investors and other stakeholders for their e-signatures.Need to make changes to your business proposal template? No problem! With Jotform, you can drag and drop elements to personalize your proposal and match your company branding. You can add or remove form fields, create an automated signing order for multiple investors, upload logos and branding, and choose fonts and colors that work best for you. Work smarter with Jotform Sign!

Free Project Proposal Template

Don’t waste time creating multiple project proposals from scratch. With Jotform Sign’s ready-made Project Proposal template, you can generate and customize a professional-looking proposal that includes details such as an overview and description of the project, resources and budget, project goals, expected outcomes, and more. Update the wording however you see fit, then share it with clients via email to seamlessly gather e-signatures from any device.Want to personalize this Free Project Proposal to match your company’s branding with Jotform White Labeling? No problem! Using our powerful online builder, you can add or edit form fields, upload your logo and branding, include images, change fonts and colors, and make other design changes without any coding. Once both you and your client have signed this proposal, you’ll automatically receive a finalized document — ready to share, download, and print for your records.

Mobile App Development Proposal Template

Create a Mobile App Development Proposal Template that works for all occasions with Jotform Sign. With our entirely online signature and feedback collection process, you’ll be able to manage and reference signatures from your team members in one convenient place. Share via email or embed in your online team portal.Customizing this Mobile App Development Proposal Template is simple and efficient with Jotform Sign. Update the terms and conditions, add or remove form fields, change fonts and colors, and make other cosmetic changes with no coding required. Create your app proposal, send it straight to your team, and start collecting signatures and feedback instantly. Collaborate smarter with Jotform. To collect e-signatures on any device, create an e-sign document with Jotform Sign.

These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.

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Free Proposal Templates

Seeking new investors or clients? Use Jotform’s free business proposal template here to highlight the potential, ideas, and benefits of your business.

Need to write a project proposal? Get started with one of Jotform’s free project proposal templates here to save time and effort.

Create a proposal to send to your mobile app development team. Works on desktop, tablet, and mobile devices. Drag and drop to customize. No coding knowledge needed.

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Use this cleaning proposal template to make a great first impression with potential clients.

Consulting Proposal Template

Create a professional consulting proposal via Jotform Sign. Drag and drop to customize. Fill out and e-sign from any device. Easy to share. No coding.

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Create a bid proposal for upcoming projects. Customize the proposal to match your project’s theme. Works on any device — desktop, tablet, or mobile.

Sponsorship Proposal Template

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Create, track, and manage event proposals online. Gather e-signatures from any device. Drag and drop to customize the design. Turn into completed PDFs.

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Win a client who needs online marketing by using this Digital Marketing Proposal template. This proposal is very presentable and effective in terms of capturing clients in order to avail your services.

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Create a job proposal with this free template. Fill out and e-sign from any device. Easy to customize and share. Works great on any Android and iOS device.

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Create a catering proposal for your client’s next event. Easy to edit and customize. Works on all mobile, tablet, and desktop devices. Receive copies upon approval.

About Free Proposal Templates

Write a winning proposal in minutes with Jotform’s Proposal PDF Templates. Whether you need a business proposal , bid proposal , or project proposal, these free proposal templates will help guide you in creating an attention-grabbing proposal that contains key information regarding objectives, strategy, and budget. Proposal submissions will automatically be converted into PDFs that are easy to print, pitch, and present.

Personalize your proposal for your company or potential clients using Jotform’s PDF Editor . If you need to start from scratch, you can always get started generating a custom proposal for free! In any case, you’ll be able to modify your proposal template however you’d like, from writing additional form fields to changing fonts and colors. Jotform simplifies the proposal process so you can spend less time drawing up your proposals and more time closing deals.

Frequently Asked Questions

What is a proposal?

A proposal is a formal offer written in response to a specific request or opportunity with a prospective client. As the name suggests, it proposes a unique idea or a solution to a client’s problem. Proposals are evaluated on whether they meet a client’s expectations regarding goals, timelines, deliverables, and budget.

What are the different types of proposals?

From sales proposals to construction proposals to book proposals, proposals are written for all purposes and industries. Some of the most common types of proposals are grant proposals, research proposals, and business proposals. Business proposals are either solicited or unsolicited. A solicited proposal is one that has been requested by a client or written in response to an RFP (request for proposal) . RFPs are sent out by companies and agencies and list specific requirements. Unsolicited proposals initiate the sales process without responding to a request and are generally considered to be more challenging to write.

What should I include in my proposal?

Our free proposal templates already include everything you'll need for your proposal. To learn more about proposals, read our article on items to include in a proposal!

How should I write an effective business proposal?

It takes a lot more than a good idea for a proposal to be successful. Check out our tips on how to write a winning proposal .

What makes a proposal different from an estimate, quote, bid, or business plan?

Unlike estimates, quotes, and bids, proposals include information beyond the specific cost of a project or service. Proposals provide an in-depth explanation of the work being done, with details about scope, deliverables, milestones, and qualifications as well as budget.

While a business plan and business proposal might sound like the same document, one focuses on a company’s internal operations while the other seeks to create a business relationship with another company. A business plan, usually written with the intent of securing funds from an investor, summarizes a company’s overall goals and objectives. On the other hand, a business proposal focuses on a specific project or service for a prospective client.

Can a proposal become a contract?

For a document to be considered a legally binding contract, it must consist of an offer, consideration, and acceptance. A proposal can serve as the foundation for a contract, but it will generally only require a client’s signature, whereas a contract needs signatures from all involved parties.

A signed proposal may become a contract only if it contains signatures from each party and contractual language such as terms and conditions. However, it’s best to keep your contract separate from your proposal in case your client disagrees with your offer and requires a new document outlining the negotiated terms. If you need inspiration for your contract, we recommend our free contract PDF templates.

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11 Emails You Should Be Sending To Your Travel Clients

Being an online-based travel business means that email is a crucial communication channel that connects you to your clients. When used correctly, email outreach is a tool to build business relationships, connect with clients, and market your tours and travel products. To simplify things for you, we have put together 11 important business email templates that you should be using in your travel business.

Depending on the milestone your clients are at, there are specific communications you should be sending out each step of the way. From when they book to beyond when the experience is over, sending a few strategic emails can add to a seamless booking journey and keep clients engaged with your travel business.

11 Business Email Templates To Engage Your Travel Clients

1) a welcome note.

This is an important one for setting the tone of new relationships and welcoming travelers to the family. It follows after a person sets up an account profile on your website, or subscribes to your newsletter or travel offer.

Business email templates used for welcome notes are friendly, conversational, and often automated. Include an introduction to your travel company, as well as guidance on what is going to happen next. That could be a booking confirmation once a deposit has been paid, or regular newsletters to keep everyone updated on what is happening in your company.

It should also highlight how the person can contact your team should they have any questions. Another good idea is to provide links and pointers to specific sections on your website, such as your latest tour offerings or blog post.

2) The Booking Confirmation

With any luck, this will be one of the business email templates that you use most frequently.

Once a client has booked your tour or activity and paid their deposit, this email confirms their reservation.

First off, you want to thank them for their business.

After that, confirm what it is that they have just signed up for. Highlight all the important details such as the dates, times, location, number of guests, the amount paid, cancellation policies, possible add-ons, etc.

Finally, include a welcome pack that prepares them for what is ahead. If there is any information that they need in advance to help them get organized ahead of the trip, now is the time to include it. This could be an outline of visa processing times and regulations if you are traveling internationally, or details of the required fitness level if your tour is an active one.

The purpose of this is to give your clients plenty of time to plan their lives and avoid a last-minute rush.

3) Personalized Upsell Email

Every sale you make is an opportunity to upsell or cross-sell your travel products. Even if your client did not opt for any extras at the time of booking, this might become more relevant to them a little further down the line with the deposit out of the way.

Take a look at their reservation to see how you can enhance their travel experience. From there, send a personalized email with offers that you think they would find useful or relevant for their trip.

As an example, your international clients may decide they now wish to purchase travel insurance from you after all. Alternatively, they could decide that the extra cooking and tasting class is something that they feel like doing.

4) Travel Dossier and Itinerary

As soon as your clients pay the full balance due for their tour or activity, it is time to send a dossier and itinerary.

This is a detailed document that provides them with all the necessary information before the experience takes place. It is usually most useful just before they leave on the journey as it includes things like packing tips, meeting and departure points, emergency contacts, weather forecasts, etc.

5) Newsletters

Newsletters are business email templates used to engage potential, current, and repeat clients . Use this newsy email to curate and share some of the latest industry news, your amazing promotions, or recently published blog posts among other things.

The idea is to keep the people who have signed up, engaged and aware of what is happening with your business and the industry that they are interested in. While they may not be ready to make a purchase, regularly providing them with useful information and sending them back to your website will keep your travel business fresh in their minds.

• Encourage people to share your email newsletter or send it to a friend if they have found it useful
• Be consistent – decide whether you want to send this weekly, fortnightly, or even monthly
• Include an unsubscribe or manage preferences link to your newsletter. Not everyone will be a repeat client and the last thing you want to do is unintentionally spam them

6) Latest Travel Offers

While this can go out in your newsletter, initially, it is more beneficial to send a separate email containing the details of your newest travel offers, tours, activities, or retreats.

With just the information related to new products included, you can place a greater focus on the fabulous new experiences you have on offer. It is a means to update your clients and potentially get new sales.

Your latest offers can always be marketed as:

• Seasonal: Summer Sale, Early Bird Deals, Spring Break Offer, etc.
• Date-specific: Valentine’s Getaway Sale, Cyber Monday, Black Friday Deals, etc.
• Limited-time: Flash Sale, Last available spaces, End-of-summer Sale, etc.

And so much more! Put your creativity to the test and make sure to put out offers that resonate with your customers. Also, if you’re adding conditions like a “ valid through” disclaimer, make sure you send these emails out with enough time for your clients to make a decision and plan ahead.

7) Personalized Emails

Personalized emails let your clients know that you value them. It can be as simple as offering them a free activity or discount code on their birthday, or reminding them of the great time they had on the anniversary of the first tour booked with you.

Going the extra mile to create a one-on-one connection can prove to be a valuable reminder of your travel business.

You can also tie these personalized emails to referral programs. Make your clients feel special and offer them a personalized promo code for them to share with friends and family.

8) Post-Trip Thank You

Sending an email to your clients post-trip to say thank you does two things.

First, it means you end off on a good note, which can help to keep communication lines open in the future. The post-trip email speaks volumes about how much you care for your customers and establish a long-term relationship with them that will result in more business for you. Even if they may not be the ones traveling next time, maybe a referral they made based on their good impression is. 

Second, it gives you a chance to ask them to leave a review of the experience they just had. Building a strong review profile is a great marketing tool for your travel business, and happy clients fresh off your tour will be eager to share their thoughts on it with their peers if asked to do so.

9) PR Pitch Email

If your travel company is doing something cool, embarking on a sustainability campaign, launching an internship program, etc. spread the word! Whether you have a PR professional within your team or you are a great communicator, public relations are very important for your brand.

PR pitch emails are outreach efforts directed toward news outlets, bloggers, journalists, or public figures to showcase the value of a story/initiative and why it should be addressed. To define who to write to, you need to deeply understand your target audience and customer profiles: what information they consume, where they get it from, and what will resonate with them and enhance your brand’s core values. 

These emails need to be short and sweet, unambiguous and concise. Nevertheless, the most crucial part of the email is definitely the subject line. Many journalists, media outlets, and public figures receive hundreds of emails per day, so it’s not uncommon for them to just skim through their inboxes and click on the most relevant subject lines they encounter. A great tip for this can be adding “PR Pitch” to the beginning of the email and then typing in the specifics. 

10) New Product Launch Email

Emails will always be an excellent way to spread the news with your existing client base whenever you want to promote a new tour, retreat, or trip planned. Showcasing new offers and experiences to people that have already traveled with you and know the quality of your products is an effective way to re-engage and drive more repeat business.

A new product launch email should always showcase the value of the experience and what makes it different from your competitors and your existing tour catalog. If you have the chance to make it more visual and inspirational than informative, that will add a lot to the email and the engagement it’ll generate with your customers. 

Remember that the email should serve as a quick and attractive overview of your product rather than a complete description. The goal of these emails is to get your contacts to click on links to your website that contain more information about the tour or have them reply with inquiries. 

11) Re-engagement Email

Re-engagement or re-marketing emails are the best way to “wake up” contacts that haven’t interacted with your business in a while. Engaging with these contact lists is vital for your business because the more active and engaged users your have (translated into email open rates, click rates, and overall interaction) the more positive signals will internet service providers receive, keeping your emails out of the much-dreaded spam lists.

Re-engagement emails need to offer an incentive or great information to gain your recipient’s interest again. You can tailor your email’s content based on what list of contacts you’re targeting. Here are some of the options you can use:

• Contacts that requested information and never replied to your message
• Contacts that couldn’t travel with you because of budget reasons
• Contacts who couldn’t travel with you because of availability
• Contacts that traveled with you in the past and didn’t book again

The key here is to understand why they became disengaged in the first place and try to target that pain point in your email. If the reason was budget, you could try offering a discount for their next trip. If the issue was the lack of availability, you can offer early booking access. For contacts that you never heard of again, there are a thousand possibilities! You can try showcasing what makes your travel company unique or share different options for the tour they originally requested.

For these emails, as well as in the newsletter, it’s important to offer your contact the option to unsubscribe to maintain a healthy contact list.

Final Thoughts

Some parting advice – put yourself on the receiving end. Are your emails adding value, or are they overly promotional, too frequent, not relevant? Use these business email templates wisely to maximize your connection with travelers, and optimize their experience with your company.

Email is not going away, every year it grows stronger! So you need to step up your game in order to win the engagement race in a sea of crowded inboxes. Always make sure you understand your audience, their interests, needs, and formats, to keep a healthy and engaged contact list that’s ready to convert or become your brand’s top ambassador.

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How to write a business trip proposal.

Learn how to write a business trip proposal that will get approved quickly so you can organize and confirm company-related travel.

There are many reasons to take business trips. You can attend conferences, visit other company locations, or just go on a team-building retreat. Of course, you won’t be going anywhere without your company’s approval. That’s where learning how to write a business trip proposal comes in.

What’s a business trip proposal?

A business trip proposal is a document designed to convince management to let employees leave the office for work-related travel and to cover all (or at least most) of the travel expenses.

This proposal is essential because it opens the door for an opportunity to network with new and old clients and potentially reach new markets. The business travel proposal sets clear expectations for management and all who are traveling to set the trip off on the right foot and ensure everyone is on the same page.

What to include in a business travel proposal.

If a business is going to pay for an employee’s trip, there needs to be a good reason. That’s why it’s important to include all the trip details (plus a little persuasion) so the company can determine if it’s worth the investment.

Be sure to include at least the following information in your business trip proposal:

• Reasons for attending
• Destination and dates
• Names of company attendees
• Detailed itinerary
• Expenses, including hotel, airfare, rental cars, meals, and more

If you make a strong enough case, management will sign off on the business trip proposal so that you can finalize travel plans for yourself and your colleagues.

3 steps to writing a business trip proposal.

To create a business trip proposal, you need to take the following steps — choose potential business travel accommodations, create a business trip itinerary, and finally write your proposal.

1. Choose potential business travel accommodations.

When choosing accommodations, you should consider the price and convenience of the location. You should prioritize accommodations that are close to where your travel destination is rather than a deluxe resort stay. Keep in mind local events, holidays, and other occurrences that may increase traffic during your stay.

2. Create a business trip itinerary.

Include as much detail as possible to help plans run smoothly and ensure that you are in control of your schedule. Any dates, times, transportation details, addresses of the accommodations, and reservations should be included. Leave time for potential traffic delays, traveling, and general breaks in between events.

3. Keep your business travel proposal short.

When creating your business travel proposal, you should include plenty of details while keeping information concise. Business leaders are booked with meetings and tasks all day, so use a simple format with a font that is easy to read. Support your proposal about why this trip is essential to business success with examples and stats, if possible.

Make your business trip proposal approval ready.

To make sure there aren’t any miscommunications down the road, you should aim to get a signature on any business trip proposal. Once signed, it means you have the approval needed to not just propose the trip but also confirm the details.

To make it easy to approve business trip proposals, use e-signature software like Adobe Acrobat. Your manager can add their legal signature with the click of a button right from their computer or nearly any mobile device.

Explore what more you can do with Acrobat to make creating and approving business trip proposals fast and easy.

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Feb 1, 2022

How to write a proposal email

Want to learn how to write proposal emails? Our business proposal email samples and a proposal email template will help you to land that client, project, price change, or get your idea taken forward.

Lawrie Jones

Table of contents

Are you hesitant about how to write a business proposal email? Don't worry; you're not alone.

By the time you've read this article on how to write professional proposal emails, you know everything there's to know about sending sales, business partnerships, project, and price proposal emails to clients old and new.

We'll run you through a business proposal email format from subject lines to greetings and provide you with 10 business proposal email samples that will put the lesson into practice.

To top it off, we will introduce you to our proposal email template and show you how to write proposal emails with Flowrite , your new AI writing assistant, like this:

What is a proposal email?

In most cases, a proposal email is an official correspondence sent in the early-mid stages of the sales process. A formal proposal email is a significant step in the sales funnel, providing all the information a lead needs to choose whether to become a client or customer.

The basic sales funnel has four stages, including:

Proposal emails are typically actioned at stage 2 and provide the information a client needs to transition to stage 3.

An effective proposal email includes all the important information a client or customer needs. In addition, it summarises the main talking points of your offer, including supporting evidence, timeline, key terms, any conditions, and the all-important costs.

The bottom line is that a great proposal is essential for transforming a prospect into a customer.

Different types of proposal emails

Proposal emails sent to a potential client are known as solicited messages, which means they won't come as a surprise when they're delivered.

Proposal emails are critical to the sale process, but the same approach can also be used to communicate with people you don't have a relationship with. These are known as unsolicited proposals or cold emails and can include:

• Presenting new services or solutions to a potential new client
• Sharing ideas to your boss
• Responding to opportunities such as grants

Both solicited and unsolicited emails should contain the same information and follow the same structure described below.

“A proposal email is a summary of the discussions and dialogues that you've had with a potential customer and a written, explicit statement of the business arrangements you've discussed,” says author and business expert Geoffrey James .

He describes a business proposal email as an essential email that every salesperson must master, but how’s the best way to do it?

In his expert opinion, every successful proposal email shares the following 7-step structure:

• Statement of gratitude (one sentence)
• Problem definition and financial impact (one or two sentences)
• Desired outcome (one or two sentences)
• Proposed solution (two to five sentences)
• Proposed price (one sentence)
• Risk reduction (one or two sentences)
• Next step (one sentence)

Now, this may seem like a long-winded way to say what you want to, but it actually cuts out the irrelevant information and focuses effort and attention on what matters. Strip out the jargon, ditch the management speak and keep things simple is his advice, and we agree.

Sometimes you might want to create a more visual proposal or send a presentation. For doing so, you can find inspiration from this extensive gallery of business proposal templates.

In our examples below, we show how you can use this structure flexibly, combining sentences where appropriate to cut out pointless prose that could confuse the message. You can cut out elements such as price, or risk reduction if they’re not relevant. Effective emails are personalized and professional, so shape your communication to make it as clear as possible. 

Someone who agrees is email expert Matthew Brown , who helps to clarify exactly what you’re doing: “While your sales proposal email is technically a "sales document," it's not where you do the selling.”

It’s also not a contract either, so avoid legal jargon or attempting to write in an overly formal way. 

All sound clear? Let’s show you how this works in practice by outlining the correct proposal email format.

Business proposal email format

The email format for sending a business proposal is simple and includes just five essential parts:

• Subject line
• Opening line and body

It doesn't matter if you're emailing someone for the first time or the hundredth time; when sending a proposal email, stick to this format, and you won't go wrong. You can use the format outlined here to create all types of professional emails, so learn it once, and it's a skill that will stick with you for life. Once mastered, you'll be creating great emails in minutes.

professional emails, so learn it once, and it's a skill that will stick with you for life. Once mastered, you'll be creating great emails in minutes.

1. Business proposal email subject lines

Your email subject line for a business proposal is perhaps the most essential part of your proposal, with  69% of email recipients judging the contents of every message  by the subject line alone. Books have been written on writing effective subject lines, so we will only cover the basics of proposal email for informal and formal business proposals.

Subject line for a formal business proposal

Formal subject lines get straight to the point. They're all about explaining upfront what you're sending. So here are a few business proposal email subject line examples from the formal end of the spectrum.

• Business proposal from <insert company>
• 5 ways we can save you more money
• I have a proposal for you
• A new business proposal

Subject line for an informal business proposal

An informal subject line aims to grab attention in your message, creating just enough interest to get a click. Here are some examples of business proposal email subject lines that are informal:

• Boost profits by partnering with our business
• Are you happy with your current supplier?
• Can we offer you a better deal on your <service>?
• We can save you 50% on your costs…
• I have a proposal for you…

2. How to start a business proposal email

When you decide how to start the proposal email, you should stop and think about the recipient and whether you are beginning to draft a formal business proposal or an informal one.

Email greetings for a formal business proposal

When you're writing to someone that you know, use a formal email greeting:

• Dear <first name and surname>,

An excellent proposal is all about research, so hopefully, you'll have the name of the person you're messaging. 

If you don't, it's OK (but not ideal) to address them using their job title. Here's an example.

• Dear Purchasing Manager,

Try to avoid using overly fussy greetings such as 'Dear Sir/Madam' and 'To whom it may concern. We also suggest not bothering with Mr, Mrs, or Ms either as these are outdated, too.

Email greetings for an informal business proposal

When writing to someone you know, a current client, customer, or colleague, then you can use a less formal approach if you want to.

• Hi <First name>,

To learn more about the conventions and best practices regarding email greetings, read our article on how to start an email .

3. Email opening lines and body

Proposal emails are about informing, engaging, and inspiring someone with a great idea, concept, or product, so it's tempting to go into details but don't. 

Using James’ structure as a guide, we recommend your proposal emails follow this outline:

• Next step (one sentence) 

Getting the right tone of voice in your emails is critical. You'll want to appear confident about your proposal but avoid boasting or being too overconfident.

In some cases, such as when you know the person, a friendly approach can work. If you don't know the person, then a formal approach is more likely to get a response.

Ultimately, it's up to you how you want to present yourself in proposal emails. Before putting pen to paper (or finger to key), check out our email proposal examples below for some guidance and inspiration.

To help you find the best possible email opening phrases, we've compiled a list of 100 best email opening sentences .

4. How to end a proposal email

The approach you take to end a business proposal email depends on whether you are writing a formal or informal business proposal.

Email sign-offs for a formal business proposal

If you're writing a formal proposal email, it's advisable to use a formal email ending, such as:

• "Yours sincerely" if you know the person's name; and 
• "Yours faithfully" if you don't (or are writing to a group)

Email sign-offs informal business proposal

If you're happy to be less formal, then feel free to select a professional email ending from the list below. 

• Kind regards
• With best wishes
• I look forward to hearing from you

We've tackled the conventions and complexities of how to end an email in a previous article, so be sure to check it out if you need more information.

Professional email signature

A professional email signature for your proposal contains everything the recipient needs to know about you and how to contact you, including:

• Company (if relevant)
• Email address
• Phone number

You can add more detail, such as social media account links, a logo, and product details if it's relevant. For example, if you're in a profession with recognized qualifications (such as law or accountancy), then include your qualifications if you want to.

10 proposal email samples

We've provided the basics of how to write professional proposal emails; now, it's time to put it into practice. Here you can find 10 proposal email samples that tackle slightly different types of proposals. These examples demonstrate all the essential elements you need to include, but always remember to personalize your pr

1. Business proposal email sample

This standards business proposal email provides a short and snappy template to follow, using James' outline.

2. Sample email for proposal submission

Sometimes you'll want to email your boss with a proposal. While you can afford to be a little less formal, the principle is still the same, so stick to the script.

3. Proposal email to your boss

Sometimes you'll want to email your boss with a proposal or idea. While you can afford to be a little less formal, the principle is still the same, so stick to the script.  This is a sample of how how to propose an idea to your boss via email.

4. Proposal email sample to an existing client

When messaging an existing client, you already have a relationship to dispense with some formalities. In this example of a proposal email to a client, we still stick to the format but introduce some elements of personality and focus on shared outcomes.

5. Sales partnership proposal email

A sales partnership is a collaboration that should bring you both profit, so our example of how to draft a sales partnership focuses on that. Here's how to draft a business proposal email that brings mutual benefit.

6. Business partnership proposal email sample 

In this example of how to send a proposal email to a client, we describe how to write an email proposing an idea that can benefit you both. This business partnership proposal focuses on the productivity benefits and profit you'll both enjoy.

7. Proposal email to offer services 

Businesspeople are busy, so we've stripped back this proposal email to offer services to the essential information they need.

8. Price proposal email sample

In business, it's the price that matters, so we've focused on cost savings in this price proposal email sample.

9. Project proposal email

Collaborating on a project involves establishing a partnership. In this example of how to write a project proposal email, we aim to establish a connection and create interest, and then request a meeting to discuss details further.

10. Email to propose an idea

Sometimes you won't have developed a project plan, but you may have an idea you want to run past a potential partner, boss, client, or customer. In this sample of how to propose an idea through an email, we keep it brief and aim to kickstart a conversation.

Proposal email template by Flowrite

Flowrite is an AI writing tool that turns your instructions into ready-to-send emails and messages. Our browser extension and web app take care of the email format, capitalization, grammar, spelling, punctuation – you name it.

You can focus on the message, and Flowrite will handle the delivery. We dare to claim that it's the fastest way to improve your business communications.

Our AI template collection features dozens of email templates to help you with proposal emails. To grasp how easy and fast it's to write a business proposal email with Flowrite , check out the example below.

Still hesitant about how to send a proposal via email? Didn't think so. If you found this blog post about how to write proposal emails helpful, we suggest that you bookmark it to access our business proposal email samples the next time you write one.

In case you feel that our business proposal email format lessons could benefit your team, why won't you share this article with them?

Lastly, if you ever need help on how to write professional proposal emails, Flowrite and our business proposal email template are ready to help.

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Hi Kyle, I'm Jane, an early-stage investor at Primity.vc. I just noticed Grava, and I wanted to say congratulations on the amazing progress you've made! It's really impressive how quickly your company has grown in such a short time. I would love to learn more about what you're doing and see if we can find a way for Primity.vc to be involved with your company's success going forward. Please let me know when would be a good time for us to talk. Best, Jane

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Travel Proposal

Proposal maker.

If you are working in the travel, tourism, and hospitality industries, you are probably already aware that people travel for leisure, business, relaxation, and other purposes. Within these travels, the need for an itinerary is very important especially for the purpose of evaluating  budget proposal examples , calculating estimated travel costs, and maximizing one’s time in the location where he or she will be going.

Creating  proposal examples in PDF  or in any other software can help you provide information on how the travel needs of entities can be supplied. As a travel agent, an agency, or an entity who offers travel programs and deals, it is essential for you to know  how to write a proposal  that can get the attention of your current and potential clients.

20+ Travel Proposal Examples

Travel proposal template.

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Travel Agencies Proposal

Purposes of Making a Travel Proposal

Aside from providing details of the travel services that can be provided by an agency, there are still different reasons why a number of travel proposals are created. Some are used for business purposes while others can only be for academic and corporate undertakings. Some of the purposes on why travel proposals are made include the following:

1. Academic institutions send a travel proposal to their students who would like to immerse in an internship abroad. Like  service proposal examples , travel proposals that are created in this manner also provides information about the services that the school can provide the students with once they already start with their internship.

2. Professionals make a travel proposal to give an idea about the costing of their business trip . This is very important especially for accounting and auditing purposes. Once the travel proposal of an employee has been approved, then the finance department can already prepare the amount of money requested either for disbursement or reimbursement.

3. Event organizers sometimes need to create travel proposals as a part of their professional services proposal and agreement with the clients. This is commonly observed during out-of-town work engagements like destination weddings. With this, event organizers must be aware on  how to make an event planning service proposal  where a comprehensive travel proposal is incorporated.

4. Individuals and nonprofit organizations also write a travel proposal if they would like to gather funds for a particular travel with the purpose of helping others, volunteering or taking part of an activity or a program.  Sponsorship proposal examples  can be used as a reference with regards this matter.

Things to Consider When Creating a Travel Proposal

As a travel agency, you have to make sure that you are knowledgeable on  how to write a business proposal for customers  where concerns, inquiries, questions, and demands are fully considered and answered. It is important for you to identify all the details that you will include in a travel proposal as well as the ways on how you will put these items together for a clear and understandable discussion.

Just like when creating  project proposal examples ,  research proposal examples and samples , and other kinds of proposals, the way you plan and execute how you will gather and evaluate information can affect the effectiveness of the particular proposal document that you would like to make. Some of the most important factors that you must observe and look into when making a travel proposal include the following:

• The accuracy of all the information that you will put in the travel proposal especially when it comes to prices of your offers and services
•  The completion of all the details that your client or target audience would like to know
• The specifications and precise discussion of the travel deals, itinerary, and/or other relevant travel information that are expected to be seen in the travel proposal that you are developing
• The identification of updated and realistic terms and conditions that will be applied once the travel proposal has been approved
• The time frame that clients must consider when deciding on whether to accept or reject a travel proposal

Tips in Making an Outstanding Travel Proposal

If it is your first time to create a travel proposal, it may be a little overwhelming for you to start the development of the document. However, knowing the basics of this activity can help you a lot especially if you will have references at hand. Moreover, being aware of helpful tips and guidelines can impact the creation of your travel proposal positively. You may also see investment proposal examples .

Listed below are some of the tips that you can follow if you want to create an outstanding travel proposal.

1. Make sure to not over-promise. This goes not only for travel proposals but also for  security proposal examples , business proposals , and all kinds of proposal documents that will represent your business and what you can bring to the table.

Write down details in the travel proposal that are measurable and attainable. Your deliverable must match the items that you will put in the document so that no misunderstandings and failed expectations will occur once the travel proposal has been approved. You may also like conference proposal examples .

2. Create a travel proposal just like how you write  business proposal examples and samples . This way, you can ensure the formality of the document. It is important for you to remember that travel proposals can make or break a business deal with your clients. Hence, you must develop this document in a professional manner.

3. Review the final draft of your travel proposal before sending it to your clients. You have to make sure that the travel proposal document is error-free so that it can look more impressive. The format of the document must also be looked into so that you can make sure that any reasonable person can find the travel proposal understandable.

4. Know the purpose on why you need to create the travel proposal. This will guide you when listing down all the content of the document. More so, this can help you highlight all the details that your client must focus at. This way, you can give importance to the information that can separate your travel proposal from other kinds of travel proposals. You may also check out partnership proposal examples .

Draft a Travel Proposal Efficiently

With the tips and all the information specified above, it will already be easier for you to come up with a travel proposal. Do not be afraid to commit errors and mistakes as these are parts of the learning process. Moreover, there are references in this post that can guide you within the entirety of your travel proposal creation activity. You may also see landscaping proposal examples .

Here is a step-by-step process that you can refer to if you already want to start drafting your own travel proposal:

1. If  request for proposal examples  are available, make sure to review these documents first. You have to create a travel proposal that is based on the needs of your target audience. This can make the travel proposal more effective and impressive.

2. Start by listing down all the details that you need to include in the document. Having a checklist or an outline can help you plot out all the information that are considered necessary to be a part of the travel proposal.

3. Search for examples of existing travel proposals. There are different kinds of travel proposal examples that you can download and look into from this post. If you have examples at hand, it will be easier for you to know how to properly develop the flow of your travel proposal discussion. You may also like software project proposal examples .

These examples can also help you identify the items that you still need to include in the document aside from the initial details that you have already listed. Referring to  professional proposal examples and samples  can also help you a lot when it comes to the fast and easy development of your own travel proposal.

4. Use templates if you do not know how to format the document in a formal or business-appropriate manner. No matter how good the content of your travel proposal is, these information will be overlooked if you will present them in a lousy and hard to understand manner. Your document presentation matters a lot so you should allot time when creating and evaluating the layout of your travel proposal draft. You may also check out proposal memo examples .

It is recommended for you to get the comments and recommendations of your teammates or other entities who are aware on how to develop a functional travel proposal.

Getting insights from other people can help you further develop and improve the document. Start making your travel proposal and see or experience how the guidelines and examples in this post can give you the formatting and content development help that you need. You might be interested in policy proposal examples .

Text prompt

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Generate a proposal for a new school recycling program

Compose a proposal for a school field trip to a science museum.

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FREE 10+ Travel Agency Proposal Samples [Business, Partnership, Tour]

You surf the internet and found a city you wished to visit, then the first thing that would cross your mind is that how much would it cost and what are the requirements to get there. Well, all these are true, but there are other components in which travel agents can further assist you with. Travelling isn’t simply hopping on a plane, as there are still quite a number of things to consider if you decide to travel. There’s the itinerary, travel restrictions, visas, accommodation and many more. This is where a travel agency can help you with, once you request for a quotation, a travel agency proposal will be handed over to you.

Travel Agency Proposal

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This is most essential for large groups who are in educational tours, incentive trips, and leisure travel. Also travel agency proposal is not limited to such as this could be applied with those who wish to partner with them. Read more about travel agency proposal in our article below and don’t forget to check out our free travel agency proposal samples:

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The cost, budget, itinerary, air and land arrangements are only the basic components of a travel plan. It would always be a better idea to travel with less hassle, with your plans all laid out in front of you. A full travel package is one of the best way to travel particularly to a new destination. It saves you the hassle and headache of deciding what to do next or perhaps you might have missed out something which can ruin your entire vacation. Travel agents are there to see to it that everything is covered before and after you travel. A travel agency proposal is a document that covers all the essential travel plans of your desired travel destination. Initially, this would depend on what the traveler would prefer, first they may email or meet with a travel agent and lay our all their requirements. After listening and coming to an agreement, the travel agent would then come up with a travel agency proposal.

Most  travel proposals should always meet the specifications and requirements of a client, if not more. You can never go wrong with upselling your service even though the client has not included it in their request. Remember, some clients do not only visit one travel agency to ask for a travel quotation or proposal, they tend to compare like most clients do. Whether the proposal is for bidding, leisure travel, educational tour and etc., in order to successfully win your client’s approval all lies in the effectivity of how you complete your travel agency proposal. So, to get started let us go through the basic components of what makes up a travel agency proposal.

A cover page should include a the proposal name in this case a particular destination(s) the client has requested, name of the authors of the proposal and their contact details and lastly the details of the client.

A brief introduction about the travel agency company, when it started and the company’s mission and vision statement . And most importantly an overview of the services offered by the travel agency.

As requested by the client, in this section of the proposal you are to provide a brief overview of what has been discussed by you and the client, through personal conversations or phone or email exchange. Although this is not the detailed portion of the travel itinerary , just a summary of what the client is  expected to see and do in regards to the destination(s) of choice.

A travel agency proposal is never complete without a travel itinerary which is one of the main highlights of this proposal. Clients are expected to get a detailed run down of the daily travel schedule which is covered in the travel itinerary. A basic itinerary would start from day 1, then followed by the following days till it ends. Each day must include the time schedule and the corresponding tour activity and travel location.

This section is a great opportunity to upsell some of your relevant services that was not discussed to you by the client, nor was it included in their initial travel requirement. For example you may want to offer pocket WIFI services, airline tickets(incase your client was just asking for land arrangements) additional side tour services, travel insurance or perhaps visa assistance if the country of destination requires one.

Create a list of the services and products that was discussed earlier in your proposal and its individual rates. You may want to include additional fees of the other services you have talked about earlier, to give the client an idea of how much it would cost, should they decided to avail of those services or products.

You may want to include in this section your the payment process and deposits. Include a clause stating that rates are always subject to change without notice, and it will only be guaranteed with a full payment from the client. Also, other additional information such as the completion of travel documents are the responsibility of the traveler, although the a travel agency may offer assistance.

Travel agencies are more adept with complex travel plans which can ease travelers who especially want to visit multiple locations. Also agencies may be able to offer promotions and discounts, so it might be more cost effective to go through your travel plans with them.

A travel itinerary is necessary because it serves as guide or reference on daily activities and help you estimate on your budget.

This is a detailed breakdown of the services and products that incorporate a travel package. Such as the cost of the airline, hotel accommodation and other related services. Most of the time these are given in estimates and guaranteed only when it is fully paid.

A complete and well-written travel agency proposal isn’t only the used to gain prospective clients, it is a valuable opportunity as well for a travel agency to market its service processes, travel packages, together with a clear idea of the budget and expenses. Additionally a good travel agency proposal would reflect on how well-informed, trustworthy, and effective the travel agents are, an important factor in which clients are looking for.

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A travel agency proposal template enriches your travel experience by giving details about your locations and dates of travel, length of stay, list of materials you are going to need during your travel, equipment if any, accommodation and travel expenses, and the budget.

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Step 1: Plan Your Trip

Step 2: list of materials, step 3: create a budget, step 4: calculate your funding sources, step 5: create your proposal.

More in Proposal Templates

Travel agency financial proposal template, travel agency investment proposal template, travel agency budget proposal template, travel agency bid proposal template, travel agency marketing proposal template, travel agency development proposal template, travel agency training proposal template, travel agency business proposal template, travel agency project proposal template, travel and tourism presentation template.

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How to Write an Investment Proposal [Template + Examples]

Published: June 28, 2024

As a writer, I’m extremely familiar with the concept of proposals. We write these sorts of proposals to convert clients, persuade buyers, and grow our business in the short term. However, investment proposals are a bit different — these proposals are written with a unique purpose for a specific audience and with some high stakes attached.

An investment proposal is the key to long-term business growth for many businesses, so it’s important to get it right.

In this article, I’ll define investment proposals, compare them to the business proposal, and then break down the components. I’ll provide a template, look at investment proposal examples, and even hear some tips for writing from a professional.

Table of Contents

What is an Investment Proposal?

Investment proposal vs. business proposal, 10 components of an investment proposal, how to write an investment proposal [+template], investment proposal examples [+tips].

An investment proposal is a document outlining the plan for a business. You use it to attract or convert investors to fund your organization. It covers the strategy of your business, the market, and financial projections, making it an essential document for conversion — empowering them to invest.

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