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Gate Reviews Configuration Guide

  • Published on May 25, 2026
  • 1 minute(s) read
  • Migration Team
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Overview

TechnoMile’s Growth Suite automates common tasks for BD and Capture teams, decreasing time spent on data entry and creating routine documents, thereby leading to more efficient and cost-effective pursuits. Growth provides the ability to generate templatized Gate Review documents in one click that auto-populates data from an Opportunity record.

In Government Contracting, Gate Reviews for Opportunity Bids refer to documents prepared by companies bidding for Government Contracts, to present their Proposal's status, progress, and viability to stakeholders, typically before key decision points in the bidding process. These Gate Reviews are critical for assessing the readiness of a Bid and deciding to proceed to the next stage of the procurement process.

This document lists the steps on how to configure the Gate Reviews feature for use on Opportunity records in Microsoft Dynamics.

Audience

  • Microsoft Dynamics Administrators

  • IT Support

Prerequisites

  • Ensure that TechnoMile’s Growth Suite is already installed and configured. The version of this package must be 2026.1 or higher.

Configure Gate Reviews for Opportunities

  1. Login to your Formstack account with Administrator credentials.

    Formstack Home page opens.

  2. Click Documents.

  3. Go to the Documents tab and open the Growth OOTB folder.

  4. Click New document.

  5. Enter a Name for your Document Template and click Next.

  6. Click Upload file and then click Choose file.

  7. Select your Document Template and click Done.
    The Merge tab opens.

  8. Scroll down to the Merge URL section and copy the displayed URL.

  9. Login to your Microsoft Dynamics instance with Administrator credentials.

  10. Click Growth and select Growth Configurations.

  11. Go to Process Configurations and click to open the process for Group - Regular, since you had previously uploaded the Document Template for Opp Gate Review Regular.

    NOTE

    You can associate only one Gate Review Deck Document Template with a Group at a time.

  12. Paste the previously copied Merge URL into the Gate Review Deck URL field of the Regular Process record and click Save.

    IMPORTANT:

    Prior to pasting the previously copied Merge URL into the Gate Review Deck URL field, append the following text at the end of your URL:

    ?download=url