All from Microsoft Word, you can:
Automate data population
Save time and reduce errors by automatically filling your reports with up-to-date deal, company, and contact information directly from your DealCloud data.
Customize templates
Create and personalize preformatted templates to meet the unique needs of your firm, clients, and projects. Maintain consistent branding and style across every report.
Schedule distribution
Set and forget: Schedule your customized reports to be sent automatically, ensuring your team and clients always receive the latest data on time, every time.
Increase efficiency and accuracy
Eliminate manual data entry and avoid costly mistakes. The Microsoft Word add-in streamlines report creation, ensuring consistent formatting and accurate, actionable insights.