Steps
- Click "New Trip" from the left sidebar navigation or the Trips worklist page.
- Choose your trip creation path: upload itinerary files, start from a blank trip, or use a saved plan.
- If importing, select PDF, DOCX, XLSX, CSV, TXT, or image files from the trip material you already have.
- Confirm that you hold permission to process the source files and use their travel content and images.
- Use only media you own, have licensed, or have clear permission to use.
- Wait for sendVoyage AI to parse days, hotels, activities, travel dates, transport legs, and pricing.
- Review the imported draft in the trip editor, verifying highlighted review warnings, dates, currency, and hotel matches.
- Add missing details or custom images, then publish the proposal when ready for your client.
Notes
- AI import accelerates proposal creation, but you remain responsible for checking client-facing dates and details before sharing.
- sendVoyage does not supply or license stock images for your proposals. You are responsible for uploaded and imported media rights.
- Do not upload adult or sexually explicit content, and review the Terms of Service before using uploaded media.
- If a PDF import fails, check if the text is selectable. For older DOC/XLS files, save as DOCX/XLSX first.