A well-crafted proposal can be the difference between winning and losing a group booking, conference, or high-value client. Launchpad's proposal builder generates branded, professional documents that showcase your experiences, pricing, and inclusions — in minutes, not hours.
Accessing proposals
Go to Sales Hub and select Proposals.
Creating a proposal
Click New Proposal.
Select or create the client this proposal is for.
Add a proposal title and expiry date.
Add sections — each section can contain experiences, accommodation, transport, meals, or custom line items.
For each item, set the quantity, unit price, and any inclusions or notes.
Add your terms and conditions in the Notes field.
Click Preview to see the finished document, then Send to deliver it to your client.
Sending and tracking proposals
Enter the recipient's email address and a personalised message.
Click Send Proposal. The client receives a branded link to view the proposal online.
Track whether the proposal has been viewed in the proposal detail page.
When the client accepts, click Convert to Invoice to turn the proposal into a payable invoice.
Using AI to write proposal content
Click Generate with AI on any text section to have Launchpad draft compelling copy for your experience descriptions, itinerary notes, and introductory paragraphs — using your brand voice.
Tips
Include a hero image at the top of your proposal — visuals significantly increase conversion rates.
Set a realistic expiry date (typically 14–30 days) to create appropriate urgency without being pressuring.
For group bookings, itemise inclusions clearly — decision-makers often need to justify the cost to colleagues or clients.
Follow up 48 hours after sending if you haven't heard back — a brief, friendly email asking if they have any questions is all that's needed.