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Company Training Guide
Companies, get started here.
Lesson 1: Creating and Editing Your Company Account
To create a new company account: Go to https://govquote.us/ Click Join as a Company Click Select an Organization Type and then select A Company from the drop-down menu Enter your first and last name (optional), along with the email and password you wish to use to log in (required) Click the blue Continue button in the bottom rig
Lesson 2: Inviting Additional Company Users
To invite additional users to your company account: Click your name in the top right corner Click Settings from the drop-down menu Select the Users tab Under Users, enter the email address of the user you wish to add Click the blue Send Invitation Emails button
Lesson 3: Deleting Company Users or Your Company Account
To delete a user from your company account: Click your name in the top right corner Select Settings from the drop-down menu Click the Users tab Click the red Delete User button under the name of the user you wish to remove Select which user you would like to take over any pending communications from the drop-down menu Click the red Yes, delete this user button !(https://storage.crisp.chat/users/helpdesk/website/440f4040-d03a-43d0-92fb-58bad3ac78bf/482b2e0
Lesson 4: Setting Up Your Categories
In order to receive and view Open Requests, you need to set up categories for the products and services your company sells. To begin: Click your name in the top right corner Click Settings in the drop-down menu Select the Categories tab Here you can search for any categories available on GovQuote and select the ones that best fit your company's needs. To begin searching, first click the Products or Services checkbox (or both) to indicate what kinds of categories yo
Lesson 5: Changing Locations
To receive requests only from certain states: Click your name in the top right corner Select Settings from the drop-down menu Click the Locations tab Click the blue Clear all text Click the blue Yes button in the popup window when prompted Check the boxes next to the states you would like to receive requests from Click the blue Save button !(https://storage.crisp.chat/users/helpdesk/website/440f4040-d03a-43d0-92fb-58bad3ac78bf/ab5eacbf-998e-431c-a8
Lesson 6: Notifications for Companies
When agencies create requests, GovQuote matches them with your selected categories and sends you notifications. These can be viewed by clicking the "megaphone" icon in the top right of the page as shown below. Blue New Request notifications will also appear on new requests. These will disappear once the new requests have been viewed. Notifications can be cleared by clicking the blue Dismiss text on each notification or by clicking Dismiss all. They can also be viewed on a separa
Lesson 7: Viewing Open Requests
Once your categories are set up, open requests from agencies in those categories will appear under the Open Requests tab. To view an open request: Select the Open Requests tab in the top left of the main page Click View on any of the open requests listed On this page, you may view more detailed information such as location, categories, and publishing status. There are also options to send a quote, ask a question or share the request. !(https://storage.crisp.chat/user
Lesson 8: Sharing Requests
To share a request via email: Click View on the right-hand side of the request you want to share Click the Share Request button on the bottom right of the page Click the Email icon in the popup window This will open an email in your default email platform with a short message about what product or service the agency is requesting. It will also include a URL to the request. Next, enter the recipient and click Send to share the request via email. !(https://storage
Lesson 9: Asking Questions and Sending Quotes
The entire GovQuote platform is constantly being monitored and curated by our dedicated staff to ensure the best possible experience for our users. However, while we strive to keep interactions positive and productive at all times, we cannot always prevent every unhelpful response due to the sheer amount of requests on the platform. Users will soon have the ability to flag responses that are seen as inappropriate/unhelpful. Each flagged response will be reviewed by a GovQuote moderator and step
Lesson 10: What Happens If My Quote is Awarded?
After your quote is awarded, you will immediately be sent an email notification. Your quote will now be located in My Quotes > Awarded. It will have moved from My Quotes > Pending. Clicking on the awarded quote and selecting your company allows you to continue chatting with the agency to conclude the transaction. If you have not yet included your quote in letterhead, please do so now via the attachments box. Awarded quote prices cannot be edited. !(https://storage.crisp.chat/user
Lesson 11: What Happens If My Quote is Not Awarded?
If your quote is not awarded, you will receive an email notification letting you know that the agency has decided to move forward with a different company. Your quote will now be found by clicking My Quotes and then selecting Closed. It will have moved from My Quotes to Pending. Clicking the closed quote and selecting your company allows you to continue chatting with the agency. Closed quote prices cannot be edited.
Lesson 12: Following Up With Agencies
Follow up with an agency at any time by returning to the chat on their request page. When you send a quote, GovQuote notifies the customer and shares your profile information. If you don’t hear back in a day or two, send a follow-up message to schedule a call or offer an incentive, like a free consultation. When you do hear from customers, reply quickly. To send a follow-up message to an agency: Click View on the request you wish to follow up on Click View on the awarded qu
Tip 1: Elements of a Winning Quote
Learn from past quotes and test different approaches. Agencies are looking for quotes that match their needs and grab their attention. New companies often send 10 quotes before getting their first quote awarded, and those who succeed say they refined their quote until it worked. Great quotes are personalized, highlight your expertise, and outline next steps. Below are three examples from successful companies:
Tip 2: Can't Find the Category You're Looking for?
Category selection is the key to getting the best results in GovQuote. Since there are thousands of categories available, it is much easier to find the categories you are looking for by searching instead of browsing. Here is an example: Let's say I am a company looking to only receive requests for development software. Instead of attempting to sort through the many categories myself, I simply type "development software" into the search box and click the blue "Search" button. (In this case
Tip 3: Why Am I Not Seeing Any Open Requests?
If you click Open Requests in the top left corner and see no results, that means that all open requests in your area of business have been awarded. However, when a new one matching your selected categories is published by an agency, you will be notified online and via email. Since GovQuote is not a bid or RFP site, we cater to agency requests that are typica
Tip 4: Getting the Most Out of Your Categories
It's all about the categories. Take the time to go through the entire category list and make sure you've checked all the categories that represent the products or services your company sells. Although we've worked really hard as a team to create categories that are clear and concise, a government agency may create a request under a category they thought correctly contained the products or services you sell. If there are any categories that you think an agency may select for your product