Sending a proposal isn't the end of it. There's one behaviour here that surprises people, so it's worth knowing before it bites.
Why can't my client see the changes I made?
When you click send, Niti freezes a snapshot of the selected options. That snapshot is what the share link serves.
So if you edit the itinerary afterwards — fix a hotel, adjust a price — the client does not see the change. They keep seeing what you sent.
To push an update, use Resend on the proposal from the inquiry page. The share link stays the same, so the client can keep using the link they already have.
This is deliberate: it means a half-finished edit can't reach a client mid-thought. But it does mean "I fixed it" and "they can see the fix" are two separate actions.
Watching the proposal
The inquiry page lists each proposal under Proposals to client with:
- The date it was sent, and its status.
- Active link while the offer is still valid.
- A summary line — how many options, who it went to, and the valid until date.
- Open client link to see exactly what the client sees.
- Resend to push an updated snapshot.
Open client link is the best habit here. It's the only way to check what actually landed rather than what you meant to send.
What happens when the offer expires?
Past the Offer valid until date the share link stops working and the client sees an "ask for a fresh proposal" notice. Send a new proposal to give them a live link again.
How do I confirm the booking?
When the client says yes — whether by clicking Pick this option on the share page or by telling you directly — the itinerary needs locking in.
On the itinerary page, the next-step banner offers Mark as confirmed: once the client picks an itinerary, lock it in so the trip can be billed.
Confirming is what unlocks invoicing and supplier vouchers. Until then both tabs read unavailable until confirmed. See Raising an invoice.
Tips
- After any edit to a sent itinerary, ask yourself whether the client needs the update. If they do, resend — the edit alone does nothing for them.
- Set a reminder near the expiry date. A silent client and a dead link is a worse outcome than a follow-up email.