Travefy's proposal workflow just got an upgrade to help streamline sales for you!

What's New:

• 📝 Customizable Proposal Agreement Form: Create your own form to add questions, including CC Auth, that clients will e-sign when approving a proposal.
• 🔏 Enhanced Security: Clients will now be asked to verify their identity with their email for e-signature forms when shared a link, providing added protection for agents.

Click below for a complete overview and how to get started with your custom proposal agreement form:

Schedule chat messages for your clients! Now, you can set up chat messaging as an automation!
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​How it works:

• ⚡ Set up Automation: Schedule unlimited messages to your travelers before, during, or after a trip. You can select a specific date/time to send or automate it to send at a certain time within the trip dates.
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• 💬 Message Delivery: Travelers will receive the messages in the Trip Plans mobile app and on their online itinerary.
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• 📝 Save Messages in Your Library: Choose to manually craft a message to send or save messages in your Library to quickly reuse.

🎉 Now you can use a custom field as a smart field on any form!

What this means for you:

• 📁 Automatic Client Profile Organization: A "smart field" has logic to send a form response to the custom field in the client's profile within your Contacts.

• 📝 Autofilled Answers: If you already have information in a client's profile (i.e. an email address or name), the information will be auto-filled within the form that you send directly to the client.

New to Contacts? Click here to learn more.

Now you have options when adding images to select elements within Pages: "Shrink to Fit" and "Fill"

With this feature enhancement, you have the power to take control of your images like never before. Here's what you can do:

• 📸 Customize Your Display: Select the area of a photo you want to showcase, and it will remain static on that chosen spot.
• 🔍 Preserve Original Size: Keep your photos in their original dimensions, and our system will intelligently adjust them to ensure they appear perfectly on any screen.
• 🌈 Design Freedom: Say goodbye to resizing issues, and hello to seamless, visually appealing designs that adapt effortlessly to different screen sizes.

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We're thrilled to share that you can now send forms with e-signatures, including credit card authorization, as convenient, secure links!

Here's what you need to know:

🌐 Send Forms Anywhere: Send e-signature forms to your clients using shareable links. Now you can send forms via email, share them with a group, or even link them on your website!

🔏 Safe and Secure: Rest assured, your clients' data remains just as secure as before. We've maintained the same level of PCI compliance and security measures you trust. For this, clients will be instructed to confirm their email before signing an e-sig form.

Allow clients to set CC Auth amounts on a credit card authorization form!

💸 What's New:

• Client Authorization Control: Before sending a CC Auth form, you can now turn on the option for your clients to set their own amount when completing their credit card authorization information.

If you don't wish to use this feature on a CC Auth form, you can leave the option unchecked and set a full auth amount that the client must authorize.

NEW: A "collapse" option within the trip builder to quickly bulk edit events or days!

✨ What's new:

• Collapse Events: A simpler and compact view for bulk event editing to rearrange, tag, duplicate, delete, and so much more!
• Bulk Editing for Days & Info Sections: Quickly select multiple days to save to Library, duplicate, or delete.

Your client's shared trip view via the URL just got an upgrade!

✨ What's New:

• Navigation & Layout: Now your clients can quickly expand to view each day and info section on their screen. They will also be able to jump directly to any event within the trip from the left-hand navigation sidebar.
• Better Mobile View: When clients view an itinerary or proposal from their mobile device, they'll be able to easily scroll through and quickly jump to areas within the trip.

Setting the authorization deadline is now more flexible! You can set a number of days befor the authorization expires after a client approves the authorization.

🎉 Coming Soon: In the next few weeks, you'll be able to share e-signature and credit card authorization forms via shareable link—instead of sending just by email.

Add unlimited "Info Sections" on any itinerary or proposal! 🤩

✨ What's new:

• Trip Organization: Great for adding pre & post trip information, destination content, and more!
• Custom Placement: Drag-and-drop sections to the beginning or end of the trip days.
• Updated Traveler View: Trips created will now display the Info & Docs section in the same order as displayed in the trip builder.