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Templates / Proposal

Free Travel Agent Proposal Template

A travel agent proposal covers the trip planning scope, booking fees, change and cancellation terms, payment timing, and what happens after signing.

Travel Agent Proposal template preview

Language:

en

Last updated:

October 2026

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Flights line up, rail legs connect, and hotels have deadlines that can bite, so one wrong date or non‑refundable rate turns into a string of rebookings and late-night calls. A travel agent proposal gives the trip the same kind of written control: what gets planned and booked, what gets checked before anything is issued, and what the client is paying you to manage. The document sits in an olive and violet layout under Raleway headings with Inter body text, so the first read feels like admin and timing, not a brochure.

The proposal opens with an Overview that explains how the itinerary gets built around real connection times and fare rules, then it introduces the planning team and the roles that handle ticketing, rail, and groups. Recent work and portfolio examples show the kind of trips this covers, then pricing lands under What it costs as a single Multi-stop planning and booking fee with supplier costs handled separately. The last pages answer the questions that usually trigger doubt, including refunds and deadlines, what happens when a flight moves, and when names and passport details are needed.

  • Overview Explains what gets checked before ticketing or booking, and how fare rules, deadlines, and connection times stay visible through the itinerary.
  • Who you are working with Describes the travel planning and booking service in plain terms, including what gets verified so terms don’t get missed later.
  • What it costs Holds the Multi-stop priced item, where you swap in your own fee and keep supplier costs separate.
  • Next steps Wraps up what the client receives after planning and booking, and carries the signature and fee summary they accept.
  • Changes after booking Spells out how rebooking, schedule disruptions, and cancellations get handled against the exact ticket and supplier terms.

Once the wording fits your own service, you replace the prices, send the proposal, and the client accepts and signs online. The signature sits in Next steps, with a fee summary alongside it, leaving the agreement and the payment timing in the same place as the route and change rules.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What to include in a travel agent proposal

PartWhat it covers

Overview

Explains how the route gets built around timing and what can actually be ticketed, with fare rules and deadlines kept alongside the itinerary.

Who you are working with

Introduces the travel planning team and clarifies the difference between sending ideas and taking responsibility for booking against terms.

The team

States how support works day to day, with one lead contact backed by people who can ticket and rebook.

Team

Lists the named roles and what each person handles, so the client knows who owns flights, rail, and group details.

Recent work

Frames the kind of trips the proposal covers by pointing to work where timing, issuance, and rule-checking mattered.

Portfolio

Gives examples of itineraries and what got booked, including what changed midstream and how rebooking stayed inside the original rules.

What the day includes

Runs through one recent job from the initial risk through to the fix and the outcome, using a concrete itinerary scenario.

What it costs

Carries a pricing table with the Multi-stop fee, where you update the numbers and keep supplier costs separate.

Next steps

Carries the signature and a fee summary, and states what gets delivered once planning is complete and bookings are issued.

After we agree, what happens first?

Answers what gets confirmed first, what details get requested, and when ID-accurate passenger names become necessary.

When do payments happen?

Explains the retainer and final payment timing, then answers how changes work after bookings exist and costs get confirmed before action.

Retainer and invoices

Details the retainer invoicing, invoice due timing, and the constraints around supplier deadlines and final traveller details.

Changes after booking

Defines how date moves, cancellations, disruptions, and refunds get handled, with rechecking against the exact booking terms each time.

Who it is for

Independent travel agents, corporate travel planners, and group travel coordinators who need a client to sign off on scope, fees, and change rules before bookings get issued.

The proposal in full

Overview

You have one joined-up itinerary with bookings that match the route, connections that make sense on the clock, and clear deadlines for what can change, what costs money, and what can be cancelled.

We’ll build a workable route, book it end to end, and keep the rules and deadlines visible so one change does not turn into a chain of late-night calls. Next, we’ll confirm travellers, dates, and priorities and then start holding the right options.

We start with the route and the timing, then we book against what we can actually ticket and support. That means checking minimum connection times, fare rules, change fees, baggage, and rail seat availability before anything is issued. You’ll get a short set of choices where each option shows the total timing and the cancellation terms in plain language.

Who you are working with

We’re a travel planning team based in Leipzig, and our work is travel planning and booking for trips that have moving parts. We plan multi-stop routes, line up flights and rail, and book stays with the terms attached, so you can make decisions without digging through fine print. When plans shift, we handle rebooking against the same set of rules we checked at the start.

People come to us when the risk is not the destination, it’s the details. We don’t send a pretty plan and leave you to book it. We check connection buffers before ticketing, we keep fare rules and hotel deadlines in the same place as the itinerary, and we flag anything non‑refundable before you click yes. You can forward us a change notice and we’ll tell you what it means and what it costs.

The team

You’ll have one lead contact, backed by a team that can ticket, rebook, and handle groups without waiting for one person to be free.

Team

Hannah Vogel, Account manager. Hannah keeps the trip moving from first brief to final confirmations, and makes sure every traveller has the same version of the plan.

Markus Reinhardt, Travel consultant. Markus builds the route options and books the stays, with the check-in dates, local taxes, and cancellation deadlines written next to each choice.

Leonie Graf, Air and rail specialist. Leonie handles flights and rail ticketing, checks fare rules before issuance, and maps connections against real minimum connection times.

Tobias Seidel, Groups and rooming lead. Tobias runs group travel, including rooming lists, name checks, and the small details that stop a group booking unravelling at check-in.

Recent work

These are recent trips where the job was to make the timing work, get the bookings issued correctly, and keep change rules clear.

Portfolio

Trade fair team travel. Built a two-wave arrival plan with mixed departure airports, booked flights and rail, and issued one itinerary per traveller. When one flight moved, we rebooked three onward legs inside the same ticket rules.

Multi-stop couple itinerary. Planned a 10-night route across three cities with rail between stops, held hotel options with free cancellation, and booked only once the timing and deadlines were confirmed. The couple had one link with all confirmations.

Cruise with pre and post stay. Booked a cruise, then fitted flights and a two-night pre-stay around embarkation times and baggage rules. When the airline changed the outbound time, we shifted the hotel night and kept transfer timing intact.

“Every connection and deadline was checked, and changes were handled fast.”

Operations manager, a team travelling to an overseas event

What the day includes

* What was going wrong. A trade fair team had fixed dates, travellers starting from three different cities, and a return window that left no room for missed connections. The risk was one delay turning into missed rail legs and lost hotel nights. * What we changed. We rebuilt the route around sensible buffers, moved two travellers onto earlier feeder legs, and paired each flight with rail options that still worked if the arrival slipped. We issued tickets only after fare rules were confirmed. * What improved. All 14 travellers arrived by the agreed check-in time. One inbound flight moved by 2h15, and we rebooked the onward rail for 5 travellers inside the ticket rules, with no new hotel nights needed.

What it costs

Pick the level that matches how many moving parts you have. These are planning and booking fees; flights, rail, hotels, and packages are billed at supplier cost.

Priced items

Next steps

This is what you get for the trip itself, once the planning is done and the bookings are issued.

1. One joined-up itinerary covering flights, rail, and stays for all travellers. 2. Ticketed flights and reserved rail, with connection times checked before issuance. 3. Hotel and apartment bookings with cancellation terms shown next to each option chosen and each booking made, so deadlines stay visible later on as well as today.

Signature

Fee summary

After we agree, what happens first?

Travel planning and booking starts with a short confirmation list from you: travellers, dates, departure points, and any must‑haves. We then build the route and timing, send options with terms attached, and hold what we can while you choose.

WHEN DO YOU NEED PASSENGER NAMES AND PASSPORT DETAILS?

We’ll ask for names as shown on ID before we ticket flights or book any name-locked services. For visas and entry rules, we’ll give you a checklist early, so you can spot anything that needs lead time.

When do payments happen?

A 40% retainer is due when the agreement is signed, and it holds the date for our work. The remaining 60% is due before departure on final numbers, on a date we’ll set once bookings are confirmed. Invoices are payable within 14 days.

HOW DO CHANGES WORK ONCE THINGS ARE BOOKED?

When a schedule changes or you need to move a traveller, we check the fare rules, hotel deadlines, and supplier policies against the exact booking. We’ll tell you what can be changed, what is refundable, and what the costs are before we reissue anything.

Retainer and invoices

To start travel planning and booking, we invoice a 40% retainer when you sign. The remaining 60% is invoiced before departure on final numbers, due by a date we set once bookings are confirmed.

Invoice due dates. Each invoice is payable within 14 days of its date. If a payment date falls after a supplier deadline, we will ask for payment earlier so we can ticket or book without losing the option.

Final traveller details. We need passenger names exactly as shown on ID before we ticket flights or book any name locked service. If names change after ticketing, we will quote the airline or rail change terms before we act.

Final numbers. For group travel, we set a final numbers deadline so we can lock rooms, ticketing, and seat availability. We will confirm the deadline in writing once we know the supplier cut off dates.

Changes after booking

If dates, times, or travellers change, we recheck the exact fare rules, hotel deadlines, and supplier policies on your booking. We confirm what is refundable and what the costs are before we reissue or rebook.

Schedule disruptions. If an airline or rail operator moves or cancels a service, we check the rebooking options the carrier allows for your ticket type and give you a clear set of choices, with any fees shown before we confirm.

Cancellations and date moves. If you cancel or move the trip date, the amount we keep depends on how close it is to departure and the work already completed. We set the cancellation schedule and share it with you before you sign.

Supplier terms and refunds. Flights, rail, hotels, cruises, and packages follow the supplier’s own rules on refunds, name changes, and deadlines. We attach those terms to the options we send, so you can see the cut offs before you choose.

Questions about this proposal template

What should a travel agent proposal include?

A travel agent proposal usually includes the planning and booking scope, the fee structure, how changes and cancellations are handled, and when payments are due. This template also covers what gets checked before ticketing, plus when passenger names and passport details are needed.

Do travel agents charge a planning fee separate from flights and hotels?

Many travel agents separate planning and booking fees from supplier costs so the service work stays clear. The pricing in this template states that the listed fees are for planning and booking, while flights, rail, hotels, and packages are billed at supplier cost.

When do clients need to provide passenger names and passport details?

Passenger names are needed as shown on ID before flights are ticketed or any name-locked services are booked. The proposal also notes that entry rules get flagged early so lead-time items can be spotted before booking deadlines.

What happens if a flight gets moved or cancelled after booking?

The proposal says the booking gets rechecked against the fare rules and carrier policies for the exact ticket type. The client gets options and any fees before anything is reissued or confirmed.

How do change fees and cancellation deadlines get handled?

The proposal ties changes to the exact supplier terms, including hotel deadlines and fare rules, and confirms what is refundable before action. The document also notes that a cancellation schedule is shared before signing, based on timing and work completed.

When are payments typically due for travel planning services?

The payment terms in this proposal set a 40% retainer due when the agreement is signed and the remaining 60% due before departure on a date set after bookings are confirmed. The proposal also states invoices are payable within 14 days.

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