From Data to Deliverables: Automating Proposals with Vantagepoint

Is your firm spending too much time tracking down the latest project data for proposals, resumes, and project sheets?

Join SN’s Deltek consulting team for a practical session on how to streamline your proposal process using tools already built into Vantagepoint. We’ll show you how to leverage your existing project, employee, and CRM data to develop client-ready documents faster and with greater consistency.

During this User Group, you’ll learn:

• How to use Vantagepoint’s new Document Automation functionality.
• How to build custom proposals using the Proposal Builder.
• Key differences between Document Automation and Proposals — and when to use each.
• Time-saving tips, tricks, and best practices to help your team win more work with less effort.

Whether you’re a marketer, business developer, or project manager, this session will give you the tools to simplify document creation and elevate your proposal game!