Automatically Generate Bid, Pursuit, Decision Gate Reports, & More…

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Tired of spending hours manually creating briefs for decision gates?
Capture2Proposal’s Report Generation feature is the solution!

During the course of the government contract bid and capture management process, business development (BD), sales and/or capture managers must share and review their status with other decision-makers. Whether the report and review is part of a go/no-go decision, a capture gate review, or an investment assessment, the report must accurately reflect a lot of information and data collected as part of the BD and sales process. This recurring activity take a lot of time and effort in most GovCon organizations, and is usually a very manual effort using Microsoft Excel, Powerpoint, Word, emails and meetings. Often, the data can be inaccurate or aged, or lacking collaborative input. This makes it harder to track and share govcon leads and business development pipeline management information across the team and partners.

C2P’s Report Generator empowers business development and capture professionals to dynamically populate YOUR company’s reporting templates with just a few clicks.

Key Value Propositions

Custom Templates

Management gets the information presented in the format they want to make well-informed decisions.

Automatic Report Generation

Users can generate new reports for the opportunity and/or read the generated reports for the opp

Real Time Reporting

Click a button to dynamically generate a report with real-time information from the opportunity

Auto-Generate PowerPoint Gate Reviews

The report generation tool is a powerful feature for building template-based documents for all of your opportunities. Use this tool to create report templates, then automatically fill them with the proper content for any opportunity in your company pipeline to create custom reports with the minimum amount of time and effort. You no longer need to look for the data each time you create a report for a new opportunity, because C2P is pulling all the relevant information into the reports in the right place for you.

  • Creating templates is done directly through Microsoft Word or PowerPoint. The C2P Report Generator add-in runs in Word and PowerPoint 2013 and 2016 on Windows 10 or through a web browser (office.com).
  • Business Development Managers and Admins load these templates using the Admin Console, and choose which templates should be active.
  • In each opportunity, a “Generated Reports” folder will be visible under the Documents tab, and users with appropriate permissions can generate new reports for the opportunity and/or read the generated reports for the opp.
A Step-by-Step Report Generator Guide for Capture2Proposal's Custom Document Generator for GovCon Business Developers

The Capture Manager can edit and share the data-populated report to anyone. Traditionally, Capture Managers have to constantly brief executive management on their opportunities, so these reports will significantly reduce the time, effort and resources spent developing standard-formatted documents with unique data for these briefings.

Generate Reports into Powerpoints & Other Templates for Fast, Easy Documentation and Efficient Business Development Processes.

Want to learn more?

Sign-up for a brief demo & overview with one of our Capture2Proposal specialists to see it in action!

Decrease Time and Effort for GovCon Capture, Bid
and Proposal Teams

The Capture2Proposal GovCon Auto Capture Review report tool is a feature driven by the expertise and success of many of our customers, who regularly save time and money better used in pipeline build, pursuit management and client engagement. It’s just one of many features in an AI-infused government contract pipeline tool perfectly appropriate for your business size, staff, and level of sophistication.

“Part of the business development process is to brief your internal team in a gate review setting. The process is rather repetitive in the sense of the information you compile and the research you have to do. Typically, we compile gate review “decks” to present and get approval internal from contracts, finance, c-suite, and the VP of business development. Unfortunately, these efforts can all be different with different spend and budget values, POCs, contract numbers, solution elements, contract dates, etc. Sometimes, we have to brief 4-5 Powerpoint decks while the information is already compiled in our CRM tool. This process can sometimes take 4 hours to do 4-5 decks accurately and honestly is just grueling – particularly when acting fast to deal with multiple TOs, RFIs, RFQs, OTAs or other short turnaround solicitations. By having a button to auto-populate a chosen deck, which we use frequently as a baseline, we can now cut down that 4 hours to maybe 1 hr. All we have to do is finalize each deck with the details but overall the deck is done. I am so excited to be able to utilize this feature in the featured release, and it will give me more time to find more GovCon RFI & RFPs and to close the deals!”

– Capture2Proposal Federal Capture Management Customer

 

Find out how the Capture2Proposal all-in-one GovCon BD platform suite can help you grow.
Contact us for a conversation and demo.

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