From inquiry
to invoice.

Build · 01

Describe the trip. Watch Niti build it.

Type the brief in plain English - or paste the client's inquiry email straight into the chat. Niti's AI fills the form fields for you: destination, duration, travelers, rooms, transport, day-by-day plan, pricing. Prefer to do it by hand? Every field is fully editable; the assistant is there when you want it, not in the way when you don't.

Brief from agent

"7-day Sri Lanka honeymoon for Priya & Arjun. 3 nights beach in Bentota, 2 in Galle, end in Ella. Around USD 3,500."

Niti AI is filling the form →

Itinerary form

Destination Sri Lanka

Duration 7 nights · 8 days

Travelers 2 adults

Stops Bentota · Galle · Ella

Budget USD 3,500

Day-by-day 5 of 8 days planned

Plain-English brief Paste client email Manual entry, fully editable CSV / XLSX bulk import (up to 500)

Build · 02

Every day, fully built - accommodation, transport, activities.

Hotel cards inline. Transport rows with vehicle, driver, languages. Activities with duration and pax. Drag a day, swap a hotel, change a vehicle - pricing recalculates instantly.

DAY 1

🌤 31°C

Mar 14

Bentota arrival

🏨 Cinnamon Bey

DAY 2

☀️ 32°C

Mar 15

Beach + Ayurveda

🏨 Cinnamon Bey

DAY 4

☀️ 32°C

Mar 17

Galle Fort

🏨 Fort Bazaar

DAY 6

🌤 30°C

Mar 19

Sigiriya rock

🏨 Vil Uyana

Showing 4 of 8 days · drag to reorder · click to edit Live recalc

Build · 03

Costs that calculate themselves.

Every accommodation, transport leg, and activity rolls up to a per-section subtotal. Markup applies on top - agency-wide, or overridden per agent for senior pricing. Multi-currency built in: LKR, USD, EUR, GBP. Swap a hotel, change a vehicle, add a night - totals recalculate the moment you do, no spreadsheet maths and no chance the proposal price drifts from the invoice.

Auto-totals · per section

Accommodation

4 hotels · 7 nights

$ 1,420.00

Transport

5 legs · 1 vehicle

$ 380.00

Activities

6 activities · 2 pax

$ 510.00

Tickets

2 domestic flights

$ 210.00

Subtotal $ 2,520.00

Agent markup · 12% $ 302.40

Total · USD $ 2,822.40

Multi-currency · recalc instantly

Show client price in

USD

2,822

LKR

865K

EUR

2,605

GBP

2,238

Agent swapped: Cinnamon Bey → Wild Coast Tented Lodge

Accommodation $1,420 $1,710

New total · USD $3,147.20

Markup, currency, totals - recalculated in <1s

Per-section auto-totals Agency-wide or per-agent markup LKR · USD · EUR · GBP Proposal price = invoice price, always

Send · 04

One trip. Many proposals.

Stack proposals on the same trip - different stays, activities, transport, prices. Name them yourself or let Niti suggest from the brief. Each ships as its own branded PDF. Client picks one, deposit invoice flows from that pick.

Proposals attached

A

Budget

3★ stays · standard transfers

USD 1,890

2 adults · 7 nights

B

Comfort

4★ stays · private vehicle

USD 2,480

2 adults · 7 nights

C

Premium

5★ stays · private guide

USD 3,420

2 adults · 7 nights

Click a variant to preview · client sees the same picker in their email Picked → deposit invoice auto-generated

Send · 05

Brand once. Applied everywhere.

Set logo, colors, and footer details once. Every PDF, email, voucher, invoice and vendor ticket inherits them automatically. Clients reply to you, not to a third-party platform.

A

Source · agency settings

Your logo + brand colors

SET ONCE

applied to

📄 PDF proposal

✉️ Client email

🧾 Invoice

🎫 Vendor ticket

🔗 Share link page

Run · 06

Every inquiry, every dollar, on one screen.

Capture, qualify, assign, quote, follow up. Stalled deals raise their hand before they go cold. Filter by agent, destination, value, or trip date. Owner gets the bird's-eye, agents see only theirs.

Open inquiries

24

+6 this week

Pipeline value

$184k

+18%

Quotes out

12

4 awaiting reply

Deposits due

6

this week

Inquiry 8

Sharma · Maldives

$4,200

NA

Ortega · SL 10d

$6,800

KW

Drafting 5

Priya · Honeymoon

$3,500

NA

Chen · group of 6

$11,200

4d RB

Quoted 4

Hartmann · Ella

$5,400

KW

Confirmed 7

Goh · Galle wknd

$2,180

NA

Run · 07

Returning travelers feel known on day one.

Passports, preferences, allergies, past trips, every reply they've ever sent - all on one client record. Pull up Priya's file and any agent on duty knows she likes quiet rooms and a vegetarian menu.

PM

Priya Mehta

VIP · 5th trip

priya.mehta@gmail.com · +91 98 11 22 33 44

Client since Mar 2023

Passport

M9842310

India · scan on file

Preferences

Vegetarian Quiet rooms Spa

Lifetime

USD 18,420

5 trips · 0 disputes

Recent activity

✓ Picked proposal B · Comfort 2h ago

✉ Replied to honeymoon proposal email yesterday

◷ Quote v3 sent · Sri Lanka 7-night 2 days ago

Run · 08

From supplier card to bound ticket - one click.

Hotels, transport, activities - all in your supplier database, pre-loaded via TripAdvisor. Confirm a trip and a vendor ticket fires off with everything the supplier needs. Signed acknowledgment links keep nothing in limbo.

4.6

Supplier · Hotel

Cinnamon Bey Beruwala

Allotment ok

Bentota, Sri Lanka · ★★★★ Superior · 295 rooms

📞 +94 34 555 5555 ✉ res@cinnamonhotels.com

ONE CLICK · BIND TO TRIP

Vendor ticket #VT-1042

Sent · awaiting ack

Booking instruction · Cinnamon Bey · Mehta party

Check-in

Mar 14

Check-out

Mar 17

Pax · room

2 · Sea-view dlx

Run · 09

What's flying in, who's checking out - at a glance.

A 4-day operational calendar shows arrivals, departures, transfers and check-ins for every confirmed trip. Operations teams plan their week from one screen.

Today

12:40 arrival

Mehta · arrive CMB

11:00 check-out

Goh · check-out Galle

Tomorrow

08:30 transfer

Sharma · transfer to Sigiriya

Wed

15:00 check-in

Hartmann · check-in Ella

21:15 arrival

Chen · airport pickup

Thu

11:00 check-out

Mehta · check-out Bentota

Run · 10

Agent out? Hand the file over.

When an agent goes on leave or leaves the company, transfer ownership of inquiries, itineraries and quotes to a covering agent in one move. The full conversation history, client preferences, supplier notes and audit trail come with the file - the covering agent picks up exactly where the original left off.

Reassign files

From

KW Kavindi W.

To · covering agent

NA Niranjan A.

Set an end date for temporary cover, or transfer permanently · client comms keep the original agent on the signature if you want

7 files transferring

Mehta · Sri Lanka honeymoon Quoted $2,480

Hartmann · Ella + coast Drafting $5,400

Ortega · 10-day grand tour Inquiry $6,800

Goh · Galle weekend Confirmed $2,180

Bulk reassign · 1 click for all Auto-revert on return Audit-logged transfer Permanent transfer on departure

Money · 11

Quote - deposit - balance - paid.

Multi-line tax invoicing with your numbering format. Deposit invoice auto-generated from the picked variant. Track bank, card, cash, cheque. Statuses age automatically - draft, sent, partially paid, paid, overdue.

Invoice · INV-2026-0142

Mehta · Sri Lanka honeymoon

Deposit received

Quote

Deposit

Balance

Paid

Accommodation · 7 nights 1 USD 1,680

Transport · private car + driver 7d USD 420

Activities · 4 experiences 4 USD 320

Service fee 1 USD 60

SubtotalUSD 2,480

Tax (8%)USD 198

TotalUSD 2,678

Payment timeline

Deposit · USD 620 Mar 1 · bank

Balance · USD 2,058 due Mar 10

Trust · 12

Every change explained - old, new, who, when.

Every field on every itinerary, quote, invoice and client record is logged. Compliance conversations stop being painful. Refund disputes resolve themselves. New agents get up to speed by reading the trail.

Audit log · this week

42 changes across 8 trips

Compliance ready

Itinerary · Day 4 hotel

Kavindi W. · just now

Jetwing Yala Chena Huts

Quote · grand total

Niranjan A. · 14m

USD 2,180 USD 2,480

Client · meal preference

Niranjan A. · 2h

Vegetarian Vegan

Proposal · status

client · 1d

Sent Picked

2FA TOTP OTP email Signed URLs Role perms IP logged

Trust · 13

Right role. Right access.

What an Owner can do, a Manager can do most of, an Agent can edit some of, a Viewer can only read. Set it once per role and every agent inherits it. Custom roles available on Agency and Scale plans.

Access by role

Module permissions

4 roles

Module

Owner

Manager

Agent

Viewer

Inquiries

Full

Edit

Edit

View

Itineraries

Full

Edit

Edit

View

Quotations

Full

Edit

View

View

Invoices

Full

Edit

View

—

Suppliers

Full

Edit

View

View

Clients

Full

Edit

Edit

View

Owner · Manager · Agent · Viewer Custom roles on Agency+ Per-agent overrides

Trust · 13

2FA. OTP. Roles. Signed links.

Sign in with TOTP authenticator apps or one-time email codes. Every public share link is signed and expires. Roles & permissions decide what each agent can see, edit, or export. No client data leaks because someone shared a screenshot.

Two-factor sign-in

Enter the 6-digit code from your authenticator app or sent to your inbox.

4

8

2

1

5

·

Verified · IP & device logged

Roles & permissions

Owner

view edit delete export billing

Manager

view edit delete export billing

Agent

view edit delete export billing

Viewer

view edit delete export billing

Signed expiring share URLs IP & device logged on every sign-in Read-only audit export

See it for yourself

14 days. Your real inquiries.
Your real branding.

Build three real proposals in your first week. If Niti doesn't replace at least one tool you're paying for today, walk away.

Start 14-day trial Book a demo