New in Zuru

Custom proposals, built and paid in one place.

For the bespoke trips that don't fit a catalogue listing, Proposals Builder gives you a native day-by-day builder, a branded client link, and Accept & Pay built in. Retire the Word doc, the PDF export and the EFT chase.

No login for clients · Deposit + balance built-in · Standard & Premium plans

Day-by-day builder
Branded client link
Accept & Pay
Real-time status
Why we built it

The custom-trip workflow is broken.

For high-value clients who ask for something bespoke—a private safari, a multi-stop family itinerary, a four-day wine and game route—the existing Quote Wizard doesn't fit. It needs a catalogue experience to quote against, and these trips don't have one yet.

So you stitch it together. A Word doc for the day-by-day. A spreadsheet for the price. A PDF export. An emailed link. A few revisions. Another export. An EFT link sent separately. A reminder when the deposit doesn't arrive. By the time the client signs off, you've spent half a day on admin you can't bill for, and you still don't know whether they actually opened the last version you sent.

We rebuilt that workflow inside Zuru.

Native to Zuru

A native builder for one-off trips.

Proposals Builder is a new top-level tool in your Zuru dashboard, sitting alongside Experiences, Quotes and Pricing Rules. It's built for the trips you design from scratch and serves them as a polished, mobile-friendly client experience with payment baked in.

You start a proposal, build the itinerary day by day, set a total or a deposit-plus-balance price, and send a branded link. Your client opens the link with no login, scrolls through the trip, clicks Accept & Pay, and the booking lands in your dashboard. You see status updates in real time—Draft, Sent, Viewed, Accepted—so you know exactly when to follow up.

Workflow

How it works.

From a blank canvas to a paid booking in four steps.

  1. 01

    Start a proposal

    Click + New Proposal from the dashboard. Add the client name and email, the trip title, the dates, the participant count, and the currency. Zuru creates a Draft and drops you straight into the builder.

  2. 02

    Build the itinerary

    Days auto-generate from the dates you entered. For each day, set a title, write a rich-text description, upload a cover photo, and add segments—Activity, Accommodation, Transfer, Meal, Flight, Free Time. Drag to reorder, attach booking confirmations, or link an existing Zuru experience to auto-fill the segment.

  3. 03

    Set the price

    Set a total trip price. Optionally break it down per day—each day exposes a + Add pricing item affordance where you enter an item description and a per-person cost, and the total rolls up automatically. Choose full payment or a deposit plus balance, and Zuru handles the maths and the balance reminder.

  4. 04

    Send the link

    Email it from Zuru, or copy the share link to send via WhatsApp. The client opens it with zero friction—no login, no app install. They see your branding, your photos, your itinerary, your terms, and a clear Accept & Pay button. The booking is created the moment payment clears.

Operator side

Everything you need on the operator side.

Six building blocks that turn a custom request into a sent, paid trip.

Day-by-day itinerary builder

A clean, drag-and-drop builder where each day is a block, and each block contains segments. Activities, accommodation, transfers, meals, free time and flights render with distinct icons on the client view so the trip is easy to scan.

Linked Zuru experiences

Already have a Cape Peninsula day tour or a sundowner cruise in your catalogue? Drop it into a segment and the title, description and photos populate automatically. No retyping, no out-of-date copy.

Inclusions, exclusions and terms — pre-filled

Save your standard inclusions, exclusions and terms once at the operator level. Every new proposal pre-fills them, and you can edit per proposal without losing the defaults.

Per-day and per-trip pricing

Set a flat total, or build the price up day by day. Per-day items roll up into the total automatically. Toggle between full payment upfront and deposit plus balance, with the balance due date stored from day one.

One Accept & Pay flow

The client-facing page ends in a single Accept & Pay button that routes through Zuru's existing payment flow. No external links, no copy-pasted EFT details. The booking is created on payment success.

Real-time status tracking

Every proposal carries a live status—Draft, Sent, Viewed, Accepted, Expired, Cancelled—visible in your proposals list. You're notified the moment a client opens the link or completes payment.

Use cases

Built for the trips that don't fit a catalogue.

Three of the most common patterns operators use Proposals Builder for.

Private safari operators

Custom multi-day game-drive itineraries with overnight lodge stays. Proposals Builder handles the day-by-day plan, accommodation segments, transfer logistics, deposit-plus-balance pricing and a single Accept & Pay link.

Bespoke family itineraries

Three weeks across two countries, six adults, four children, dietary preferences, four hotels and a private guide. Build it once, branded, beautiful, mobile-first. Send. Done.

Multi-stop day tours

A full-day Cape Peninsula tour with five stops, lunch and a sundowner. Not a multi-day trip, but still a planned itinerary that doesn't fit a catalogue listing. Day count is irrelevant—what matters is the structure.

Two tools, one dashboard

Proposals or Quote Wizard?

Both. They solve different problems.

Quote Wizard

Fast quotes against your catalogue.

A guest asks for the price of your sundowner cruise next Tuesday. You fire off a quote, they accept, you're done. Best for experiences already listed in your Zuru catalogue.

Explore Quote System
Proposals Builder

Trips you design from scratch.

Itinerary, segments, accommodations, transfers, custom pricing. The structure is bespoke and the value is high. Best for one-off trips that don't exist in your catalogue yet.

You're here
Plans

Available on Standard and Premium.

Proposals Builder is included on Zuru Standard and Premium plans. If you're on Starter, you can still send quotes against your catalogue—and you can upgrade in two clicks when a custom-trip request lands in your inbox.

FAQs

Proposals Builder, answered.

Common questions about how Proposals Builder fits into your existing Zuru workflow.

Still have questions? Talk to sales.

Can I send a proposal before I've added an experience to my catalogue?
Yes. That's the whole point. You build the itinerary directly inside the proposal—no catalogue listing required.
Can I link a catalogue experience to a single segment of a proposal?
Yes. Linking pulls the segment title, description and photos from your existing experience so you don't have to retype anything.
How does payment work?
The client clicks Accept & Pay on the proposal page and routes through Zuru's existing payment flow. You can take the full amount or a deposit, with the balance due on a date you set. The booking is created on successful payment.
Can the client download a PDF of the proposal?
Yes—there's a Download PDF button on the client page, and a confirmation PDF is also emailed to them after they accept.
What happens if a client doesn't respond?
Proposals expire after a configurable number of days (default seven). Expired proposals show a tasteful expired page with your contact info. The client can ask you to re-send, or you can duplicate the proposal as a starting point for a fresh one.
Can I save a proposal as a template?
Yes—duplicate any existing proposal, clear the client details, and reuse the structure for the next custom request. Operators serving similar trip patterns find this saves hours per week.
Is the client page mobile-friendly?
Fully. The whole client experience is designed mobile-first—guests open the link on their phone, scroll through the trip, and pay without ever leaving the page.
Get started

Less admin. More adventure.

Get Proposals Builder in your dashboard and send your next custom trip in minutes.

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