LightSpeed VT
Quote Builder

Build and share real-time pricing with your clients during sales calls.

📖 How to Use the Quote Builder
Follow these steps to build a quote, review pricing with your client, and submit to accounting.
Building the Quote
1
Fill in Client Information
Enter the client's name, company, email, and your name as the Sales Rep. This info will appear in the accounting email.
2
Select Products in Package Configuration
Choose the License Plan (the Total Users field fills automatically based on the plan — 25 or 50).

Then select the add-ons:
• White Glove Rollout — one-time $3,900 setup & onboarding
• ITD Level — monthly service with included course credits + AI roleplays
• Personal Avatars — $2,500 each, one-time
• Additional Course Credits — $2,500 each, one-time
3
Pricing Exceptions (If Applicable)
If the client has a pre-approved pricing exception (e.g., $300/mo instead of $399/mo), use the Exceptions section.

This exists so we don't create new product SKUs for every negotiated price. Keep the standard License Plan selected and enter the approved exception price.

You must:
• Check the confirmation box
• Select who approved it (Glenn Llopis, Michele Thrash, or Brad Lea)
• Enter the custom price(s)
• Write the reason for the exception

All exception details are included in the accounting email for traceability and are subject to review.
4
Review Package Breakdown & Totals
The Package Breakdown shows every selected product with its price. Active items are highlighted, inactive ones are dimmed.

The Totals section shows:
• Monthly Recurring — what the client pays every month (ITD)
• One-Time — charged once (White Glove + Avatars + Credits)
• First Month Total — monthly + one-time combined

Note: The License Plan is excluded from these totals because it is already paid at checkout on the website.
Submitting to Accounting
5
Copy the Accounting Email
Scroll down to the Accounting Email Generator. The email is generated automatically — never edit it manually. If something looks wrong, go back and fix the inputs above.

Use Copy Email Body and Copy Subject buttons to grab the content.
6
Submit via Hyfin Portal or Story Sheet
Option A — Hyfin Portal (if you have payment info):
Click Open Hyfin Portal, log in, and paste the email into the notes field to process the payment.

Option B — Story Sheet - ITD (if you don't have payment info):
Click Open Story Sheet - ITD, fill in the form fields, and paste the full email into the PACKAGE DETAILS field. Accounting will generate an invoice and send it to the buyer.
💡 Pro Tip: You can share your screen with the client during the sales call. The Quote Builder is designed to be client-friendly — walk them through the Package Breakdown and Totals in real-time to build transparency and confidence in the pricing.
👤
Client Information
Fill in the client details for the quote
⚡
Package Configuration
Select the products for this client
⚠
Exceptions for License Plan
Override standard pricing — requires prior authorization
⚠ EXCEPTION PRICING OVERRIDE
This section allows you to override the standard License Plan price and/or the Additional User seat price. These custom prices must be pre-approved by an authorized approver before being applied. The overridden values will appear as reference in the Package Breakdown and in the Accounting Email for traceability.
Provide an honest description of why this exception was requested. This will be included in the Accounting Email and is subject to review.
📋
Package Breakdown
Itemized view of selected products
License Plan
No plan selected
—
Additional User Seat
$6/mo per user (reference only — client adds in-platform)
$6/mo
per user/month
White Glove Rollout
One-time setup & onboarding
—
One-time
Interactive Training Design
Not selected
—
per month
Personal Avatar
Custom avatar — $2,500 each
—
One-time
Additional Course Credits
$2,500 per credit
—
One-time
💰
Totals
License Plan excluded — paid at checkout
Monthly Recurring
$0
per month
One-Time
$0
charged once
First Month Total
$0
recurring + one-time
Note: License Plan (—) is excluded from these totals because it is already paid at checkout (website purchase).
Monthly: $0
One-Time: $0
First Month: $0
Accounting Email
✉
Accounting Email Generator
Auto-generated — copy and send to accounting
Copied to clipboard!