Word & PowerPoint Add-In Template Reports
Template Reports built using either the Word or PowerPoint Add-In can be made available within DealCloud, including Object-type reports that can be scheduled for distribution and Entry-type reports that can be generated from Entry Detail Pages.
Word Add-In: How to Create an Entry Type Template Report
Learn how to create entry-type reports using the Word Add-In.
Word Add-In: How to Create an Object Type Template Report
How to create and schedule Object-type reports for distribution using the Word Add-In.