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Agency Training Guide
Agencies, get started here.
New GovQuote Preview For Agencies
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Lesson 1: Creating and Editing Your Agency Account
To create a new agency account: Go to https://govquote.us/ Click the 'Get Started' button towards the bottom of the screen. 3.Go to I'm with a... and then select Agency from the drop-down menu. 4. Enter your agency name. 5. Add your main office address.  __ Users also have the ability to remove responses that are seen as inappropriate/unhelpful. Responding to Companies Using Chat One of the great featur
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Lesson 14: Following Up With Companies
Communication through the chat window can continue on an Awarded Request so that any paperwork required can be arranged with the company and the procurement process be completed. All communications become part of the Audit Record. To send a follow-up message to a company: Click the grey View Messages text on the awarded request Enter a follow-up message in the text box including any attachments and click the grey Send button ![](https://storage.crisp.chat/users/helpdesk/web
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Lesson 15: Viewing the Audit Record & Certificate of Request
GovQuote's Audit Record feature automatically records every event of a transaction and is available to be viewed and printed at any time. To view and print the Audit Record: Click the grey View Audit Log button on any published request Click the grey Show button next to Companies with Quote to see your bid tabulation included Click Print... Verify that everything is correct Click Print To view and print the Certificate of Request: Click on any **Aw
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Lesson 16: Sharing a Link to Your Current RFQs
To Share a Link to Your Organization's Current RFQs: Click My Organization Requests on the top of the page Select your request Select the grey Share Request button Highlight the link. Then copy and paste it into an email, on social media, or directly on your website
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Lesson 17: Extending the Due Date & Time of A Past-Due Request
Extending the Due Date & Time of A Past-Due Request Click the title of the open the RFQ you would like to change. Select the grey Edit button. Open the Due Date & Time dropdown option. To extend the due date: Choose a new date from the calendar view; dates that have passed will be greyed out and will be unelectable. To extend the time: Click the scheduled time in the right side of the calendar view. Choose a new time by selecting a future hour and/or min
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Lesson 18: Reopening An Awarded Request
#Reopening an Awarded Request After clicking on My Organization Requests, then click on the Awarded check box on the left hand side of the page. Select the request you'd like to reopen. Click Reopen Quote Type your reason into the dialogue box that appears. Click the blue Submit button.
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Lesson 19: Customizing Your Notifications
Customizing Your Notifications On GovQuote, it's easy to tailor your experience. Notifications are no exception! To determine when you will receive email notifications, follow these steps: Click Account in the navigation menu on the left hand side of the page. Select Notifications at the top of the page Select or deselect the notifications you'd like to toggle. Click the blue Submit button. ![](https://storage.crisp.chat/users/helpdesk/website/fb43156dc6b99000/sc
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Tip 1: Getting the Fastest Responses and Best Prices
To get the fastest responses and best prices, make sure you: Select the right category and feel free to select more than one if it applies. Companies are notified based on categories selected. Include part numbers and where the products/services are to be delivered, so a company can respond without having to ask any additional questions. Respond quickly to any questions companies may have.
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Tip 2: Be specific with your requests!
"What you give is what you get." Vendor response time to your requests is heavily dependent on the information you provide within the request. For example, creating a request and simply calling it "Work Uniforms" with very little info in the description field may not yield the most ideal results. Vendors need to know quantity, size, skillset, payment terms, and other such specifics based on what product or service your agency is looking to purchase in order to provide an accurate quote. W
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Tip 3: Publishing a request to companies that are only near your agency
GovQuote handles this for you automatically. When a company registers for GovQuote, they enter the county and/or states in which they can deliver their product or service. When an agency publishes a request, the GovQuote system only notifies companies able to perform for that agency. For agencies who have an established local preference policy, each quote includes the location of the company, so that can be taken into consideration.
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