Smarter Project Docs in Minutes with Vantagepoint’s New Document Automation

📅 Wednesday, October 29
🕐 1:00 PM ET | ⏱️ ~15 Minutes + Live Q&A

Ever wished you could create polished, client-ready documents without copy-pasting between Word, Excel, PowerPoint, and your CRM? With Deltek Vantagepoint’s new Document Automation* feature, now you can.

Join Wesley Witsken, Senior CRM Consultant, for a quick mini-demo showing how Document Automation eliminates manual busywork and connects your project data directly to your Microsoft Office templates. In just a few clicks, you’ll see how easy it is to:

• Build compelling case studies for proposals in Word—keeping your submissions consistent, professional, and fast.
• Generate boilerplate letter agreements and proposals.
• Get visibility into which team members have worked on a series of selected projects via team matrices.
• Produce accurate, on-brand project documents in minutes—reports, summaries, proposals, and more.
• Maintain your firm’s unique branding while reducing errors and saving valuable time.

Stop spending hours reformatting reports or chasing down data. Instead, discover how Document Automation helps your team deliver faster, more consistent, and on-brand documents—every single time.

👉 Save your spot to see this new feature in action and learn how it can transform your project workflows.

*The Document Automation feature is only available with Deltek Vantagepoint CRM Plus.