Welcome to your guide for navigating the LTS Proposal Builder!

LTS Proposal Builder is a powerful platform designed to streamline the creation and management of proposals for agencies, companies, and vendors.

This resource provides clear, step-by-step instructions to help users at all levels efficiently and confidently perform essential tasks such as setting up

users, creating templates, managing vendors, building proposals, and sending them to clients.

What You Can Do with LTS Proposal Builder:

• Create and Manage Agencies and Companies

  Add an Agency and create a Company profiles with their respective Agency Associate and Company Associate with full details like contacts, addresses, and notes.

• Handle Vendors and Products
  Add vendors, assign product classes and types, and configure rate buckets for use in proposals.

• Build Custom Templates
  Create templates that link agencies, vendors, and specific product combinations — ready to be used repeatedly in new proposals.

• Create and Publish Proposals
  Generate proposals from selected templates, customize product details and rates, and publish them directly to client emails.

• Enable Client Interaction
  Let clients view, compare, and accept proposals through a secure link. Add-ons, terms, and digital signatures are all supported.

• Push Data to Legacy Systems
  Easily transfer proposal data into your legacy system for continuity and record-keeping.

• Clone and Reuse
  Save time by duplicating existing proposals for similar clients or deals, modifying only what’s needed.