Intapp DealCloud: Microsoft Word add-in

Intapp DealCloud: Microsoft Word add-in

Streamline report creation with the Intapp DealCloud Microsoft Word add-in

Effortlessly generate custom reports from Microsoft Word

With Intapp’s Microsoft Word add-in for DealCloud, you can easily create professional, data-rich reports for contacts, companies, and deals — directly from within Microsoft Word. No more manual report creation, inconsistent formatting, and human error.

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.

See the Microsoft Word add-in in action 

Speak with an expert

Schedule a demo of the Microsoft Word add-in for DealCloud

Discover how you can easily create personalized, high-quality, data-rich reports directly from Microsoft Word.