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 that can easily export to Adobe—keeping your submissions consistent, professional, and fast.
  • Create interview slides on the fly by pulling in live data and uploaded images, so your team can deliver polished decks without scrambling.
  • 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.