Adding items to a proposal

Last updated: October 16, 2026

Consolidated guide to adding items to a proposal: extra services (accommodation, insurance, add-ons, fees, promotions), accommodation (School/Saved/Custom sources), add-ons (School/Saved/Custom sources, with default-include), deposits (EdWallet, Request to Book, bank/credit/debit), payment plans (start from a payment plan template, then Split by total or Split by item; remaining must = $0 before sharing), and applying products across multiple proposal options via the 'Add this product to all options' checkbox. Auto-save.

Proposals can include accommodation, insurance, add-ons, fees, and promotions beyond the base course.

Adding extra services

How to access

Open a proposal > Edit on a proposal option to modify it.

Five extras categories

Repeat for each option

The proposal has multiple options (different course/program combinations). To apply extras to all options, configure each separately.

Adding accommodation

When editing a proposal, there are three sources for accommodation.

Where to access

Proposals > select proposal > select option > Edit > scroll to Accommodation > + Add Accommodation.

Three options

When to use which

  • School Accommodation. When the school provides accommodation that fits.
  • Saved Accommodation. For agency-managed accommodation reused across proposals (homestays, partner residences).
  • Custom Accommodation. One-off scenarios. Won't be saved for future proposals.

Manage saved accommodations

Products > Accommodations to edit or delete saved custom accommodations.

Adding add-ons

When editing a proposal, three sources for add-ons.

Where to access

Proposals > select proposal > select option > Edit > scroll to Add-ons > + Add Add-On.

Three options

Manage saved add-ons

Products > Add-Ons to edit or delete saved custom add-ons.

Default-include option

When creating an add-on in Products, check Include this by default on all proposals to auto-add it to all new proposals.

Adding a deposit

Deposits let students pay a specific amount to confirm their booking. Funds transfer to the agency's EdWallet account.

How to add

  1. Open or create a proposal.
  2. Scroll within a proposal option and click Add deposit.
  3. Select payment currency.
  4. Choose Split payments by total.
  5. Under Deposit type, select Amount.
  6. Enter the deposit amount (any amount).
  7. Save.

Repeat per proposal option if multiple options need deposits.

How students pay

  1. Student clicks Request to Book in the proposal (visible only on options with deposits).
  2. Student sees the deposit details and a call to action.
  3. Student is directed to the EdWallet payment portal.
  4. Pays via bank transfer, credit, or debit card.

Where the funds go

Deposits credit directly to the agency's EdWallet account, ready for use anytime.

Adding a payment plan

Payment plans let students pay the total trip cost in installments.

How to access

Open a proposal > Edit on a proposal option > Payments tab.

Start from a template

Under Payment plan template, pick a template to fill in the currency, deposit, and payment schedule for you. Templates that match the option are listed first under Matches this option, with the best match flagged; all other templates are listed under Other templates. If a template would overwrite settings you've already entered, you're asked to confirm first.

After you pick a template, review and adjust the details before saving:

  • Settings. Payment currency, payment plan type, payer country, and exchange rate spread.
  • Deposit. The amount the student can pay in the proposal.
  • Payment schedule. Each installment's amount, due date, and description. Use New payment to add one. If any due dates fall in the past, they're moved to future dates automatically, and you'll see a note asking you to review the schedule.

To create or change templates, see How to build a payment plan template.

Choose the plan type

  • Split payments by total. Divide the total cost into equal or customized parts.
  • Split payments by item. Choose specific items per installment.

Important rule

The remaining amount at the bottom of the payment plan must show $0 before sharing the proposal with the student.

Applying products across multiple proposal options

Apply added accommodations, services, fees, and discounts across all options within a proposal at once.

How it works

When adding a product to a proposal option, an Add this product to all options checkbox appears.

  • Checked. Product is applied to every existing option in the proposal.
  • Unchecked. Product applies only to the current option.

What gets applied

  • Accommodations.
  • Additional services.
  • Fees.
  • Discounts.

Edge cases

Why use this

Streamlines edits when changes need to apply across multiple program options. Saves time and reduces inconsistency between options.