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Proposal workflow

Reviewing an imported proposal

Verify AI-assisted extraction results, dates, prices, and accommodations before sending to a traveler.

Steps

  1. Check the trip header: title, destinations, start and end dates, duration, total price, and currency.
  2. Review each day in the itinerary builder to confirm activities, timing, location pins, and daily notes match the source.
  3. Verify hotel listings: check hotel names, check-in/out dates, room types, board basis, and gallery images.
  4. Check transport legs and logistical notes: confirm flight numbers, transfers, and pickup instructions.
  5. Resolve any flagged warnings or review-needed fields in the editor header.
  6. Remove internal notes, placeholder text, or raw source formatting before publishing.
  7. Use "Preview" to inspect the proposal layout across desktop and mobile screens.

Notes

  • Never publish a proposal until client-facing facts, dates, and prices have been verified.
  • Keep imported proposals concise if the source document lacked specific day details.