Govly product updates

What's new in Govly (January 2025): Salesforce integration, quoting templates and custom worklists

January 28, 2025

The short answer

In January 2025, Govly released three features: a Salesforce integration that pushes Govly opportunities into Salesforce as structured records, quoting templates that combine several partner quotes into one formatted spreadsheet, and custom worklist columns for tracking pursuits. This 22-minute recording demos each one.

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Key takeaways

Salesforce integration. One click pushes a Govly opportunity into Salesforce with structured fields, contacts and links back to the source and to Govly. At the time it was a paid add-on for most customers and took minutes to set up with a Salesforce admin.
Quoting templates. Govly extracts line items from partner quotes in a workspace and combines them into one formatted Excel quote, with opportunity details, company details and configurable terms filled in.
Custom worklists. Users can add text and color-coded select columns to worklists to track pursuits their own way.

Questions answered in this session

Can a worklist show only one contract vehicle, such as VETS 2?

Yes. Create a new worklist and add the vehicle as a search term so only those opportunities appear.

Can worklists be exported?

Not as of January 2025; worklists could be saved but not downloaded as a file.

Speakers

Blake Thorne (host), Govly.

Best for

Govly customers, sales ops and proposal teams

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