Simplify Proposal Building with Govly’s New Quote Templates

Proposal creation shouldn’t feel like piecing together a puzzle. Enter Govly’s Quote Templates, a new feature designed to turn the time-consuming task of consolidating partner quotes into a streamlined, efficient process.

What it does:
You can now upload multiple partner quote documents directly into Govly. The system extracts line items from each quote and consolidates them into a pre-formatted, custom Excel template. In just a few clicks, you’ll have the foundation you need to build a polished, professional proposal.

For now the feature includes one built-in template and the ability for your Govly account rep to help create a custom quote template for your needs. In the future we aim to make it possible for Govly admins to create their own templates.

The value it adds:

• Save time: What used to take manual effort is now handled automatically.
• Improve accuracy: Automated extraction reduces the risk of errors when combining data.
• Get a head start: Pre-formatted templates let you focus on strategy and refinement instead of formatting.

This tool is designed to take the frustration out of proposal building, giving you the confidence to move quickly and effectively in your sales process.