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Company Training Guide
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New GovQuote Preview For Companies
Lesson 1: Creating and Editing Your Company Account
To create a new company account: Go to https://govquote.us/ Click the 'Get Started' button towards the bottom of the screen. Go to 'I'm with a...' and then select 'Company' from the drop-down menu. Enter your company name. Add your main office address. !(https://storage.crisp.chat/users/helpdesk/website/1755115a27de5800/screen-shot-2020-07-30-at-9462_1v3l189.
Lesson 2: Inviting Additional Company Users
To invite additional users to your company account: Click Account in the bottom left hand corner of the Navigational Menu Click My Organization Select the Users tab from the drop down menu Select Invite Users, then enter the email address of the user you wish to add Click the blue Invite button To learn how to delete company users, INSERT
Lesson 3: Deleting Users From Your Company Account
To delete a user from your company account: Click on Account in the bottom left hand corner of the Navigational Menu Select My Organization tab Click the Users option in the drop down menu Click the grey Action button next to the user you wish to remove Click the Remove option !(https://storage.crisp.chat/users/helpdesk/website/fb43156dc
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 on Account on the bottom left of the navigation menu. Click My Organization, then Organization Profile. Scroll down to the Categories section. Here you can search for the categories available and select however ma
Lesson 5: Changing Locations
To receive requests only from certain states: Click on Account on the bottom left of the navigation menu. Click My Organization, then Organization Profile. Scroll down to SERVICE OR DELIVERY AREAS FOR QUOTE REQUESTS. Click on the checkboxes for the states that you can work in. Click the blue Save button.
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 open request details: In the left-hand navigation menu, click on Quotes & RFQs. Click on the title of the request. On this page, you may view more detailed information such as location, categories, and publishing status. There are al
Lesson 8: Sharing Requests
To share a request via email: In the left-hand navigation menu, click on Quotes & RFQs. Click on the title of the request. On the top right of the request, click on Share Request. A pop-up will be displayed. Here, you can choose to copy the li
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. To ask the agency a question about their request: Open the request. Click Ask a Question, or, go to the chat box displayed on the screen. !(https:/
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 COMPANY NAME responses. Simply change the My Response Status filter to include Awarded.
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 located in COMPANY NAME responses. Simply change the My Response Status filter to include Closed. Clicking the closed quote and selecting your company allows you to continue chatting with the agency.
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 on COMPANY NAME Responses. Click on the title of the desired request. Begi
Lesson 13: Changing or Cancelling a Quote
To change or cancel an existing quote: Click on the desired quote from the COMPANY NAME responses tab. Scroll down to My Quote* and click Edit. Change what you need to, then click Submit.
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 typically responded to and quoted within 3 days. That means open requests will appear and disappear relatively quickly, so try checking back
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