Capture the client brief, explore options within your catalogue and supplier policy, verify the best choices, build the commercial quote and generate the client proposal from one workspace.
A considered itinerary and one clear price. Your client sees the trip; you keep control of the commercial detail.
Your client. Your suppliers. Your price.
Select a stage to explore the example.
Prepared for Elena & Marcus
Lisbon, at your own pace.
21 May – 2 June 2027 · 12 nights · 2 adults
Boutique stays, long lunches and time to explore together.
Your itinerary at a glance
Day 1 · 21 May
Arrive in Lisbon
Return flights for two
12 nights
Your boutique stay
A base in Príncipe Real
During your stay
Explore at your own pace
Free days to discover Lisbon together
Your trip total
$8,294
$4,147 per person
Client-ready proposal
Email to brief
A client email. A clear starting point.
Forward the request to your MyEscapePlan inbox. The dates, budget and preferences become a draft brief for your team to review.
ER
Elena Rivera
To your travel team
Our anniversary, somewhere special.
Marcus and I are celebrating our anniversary. We'd love 12 nights in Europe from 21 May, with a budget of $12,000 for both of us. Boutique hotels, good food and a relaxed pace. We're open to Portugal, Italy or Spain.
Elena
The brief starts here.
Turn Elena's own words into the details your team needs.
Commercial quote
Your price. A proposal they can say yes to.
Adjust the markup in this example and see the client price change. Your costs and commercial detail stay in your workspace.
Illustrative quote example
Your commercial workspace
Flights
$2,380
Accommodation
$5,160
Experiences
Choose an event below
Not added yet
Package cost
$7,540
Your markup
10%
Costs and markup stay in your workspace.
The client view
Lisbon, at your own pace.
21 May – 2 June 2027 · 12 nights · 2 adults
Your trip total
$8,294
$4,147 per person
Flights and a boutique stay
One clear price, ready for the client proposal.
Plan around events
Put the reason for the trip into the itinerary.
Choose a partner event and see it land on the right day and in the quote. In Advisor, an event can also set the destination and dates for the whole trip.
Your partner calendar
Give the trip a moment to look forward to.
Choose an experience for Elena and Marcus.
In the client itinerary
Elena & Marcus · Lisbon
Day 1 · 21 May
Arrive and settle into your boutique hotel
Select an event to see where it lands in the itinerary.
Day 13 · 2 June
Return home
Run the same workflow on your own enquiries.
Bring a few real client requests, your suppliers and your usual markup. No integration is needed to start a pilot.
From the client's first email to the proposal they accept: the brief, the options, your quote and the follow-up in one place.
Forward a client email to your MyEscapePlan inbox. It becomes an enquiry with a drafted brief and first options.
Start from “Europe in late May, around $12,000” and get ranked destinations with the dates and trip lengths that work.
Check flights and stays with your preferred suppliers when you need a real number, then build the trip from the result.
Prices arrive in the quote with your markup applied. You set the final price; costs and markup stay private.
Send a proposal with the itinerary and your price through a secure link, with a printable PDF.
See when a client opens a proposal, set the next follow-up and track every enquiry to won or lost.
Turn the chosen trip into a day plan, with flights, stays and events on the right days.
Keep partner events, departures and allocations in one calendar, and plan trips straight from them.
Invite advisors, assign enquiries and share one calendar, client list and proposal pipeline.
Lead generation from your own website
Let travellers discover their trip on your website.
Give visitors a place to explore destinations and dates before they contact you. The website widget brings their chosen trip and discovery context into Advisor.