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C2P Report Builder

Capture2, Inc.

Generates custom reports in Word/PowerPoint from data within the C2P web app

Capture2Proposal (C2P) is the revolutionary business intelligence, capture, and proposal management solution in one secure, collaborative, and customizable platform. While managing your business development pipeline, the C2P Report Builder enables you to create report templates in Microsoft Word and PowerPoint applications. These templates are uploaded to the C2P Web Application that provides the ability to generate Word documents and PowerPoint presentations for your Opportunities.

Features:

  • Setup custom report templates in Word/PowerPoint based on your operational & executive reporting requirements (e.g. NDAs/TAs, Pursuit/No Pursuit & Bid/No Bid reviews)
  • Utilize both standard out-of-the-box & custom capture fields to map data elements for reporting on contract opportunities
  • With a click of a button from your Opportunity page in the C2P Web Application, use the reports in status meetings & keep key stakeholders apprised of the pipeline status

Note this Office Add-in is dependent on having a C2P account, more details are avalable here: https://capture2.com/capture-2-features/.

Capacidades del complemento
Cuando se usa este complemento:
  • Puede leer el documento y hacer cambios.
  • Puede enviar datos por Internet.
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