We do outbound granting and had a consultant steer us towards Grants Management with OFM (since we're on NPSP and don't plan to move to NPC). We are really struggling with this tool as it's not all that Salesforce seemed to promise, and even Salesforce can't really explain the pricing and license structure and it's been a beast to build, requiring me to pay 2 separate consultants!
We want to be able to generate Grant Agreement documents for signature from the Funding Request record in Salesforce, populating the relevant merge fields. DocuSign is really expensive and we're exploring other options. Any suggestions? Conga? PDF Butler? Also, if anyone knows a tool where you can even incorporate a spreadsheet that's attached on the SFDC record into the document, that would be a bonus.
Thanks!
Amy
I'm a little late on this, but I wanted to share that we worked with a org that had a similar need and ended up using Conga. Not sure if they actually ended up doing the e-signature part but it was great for all the complexities of a grant agreement mailmerge...
Feel free to DM me if you want to know more! We work with lots of conservation-focused nonprofits so I'd love to connect and hear how things are going.
I second the FormStack rec. My team has implemented that at multiple nonprofits and it is easy to use and the pricing model is a lot more favorable as they basically charge for usage rather than per user. Happy to connect you with the folks over there if you want an intro. It does signatures as well.
@Amy Frankel I recommend using FormStack - you can combine generating documents and sending them out for signature. It's a more user-friendly tool (and more budget friendly), than say Conga.
@Amy Frankel, I completely missed the signature part before. I haven't seen Apsona do anything with signatures yet.
We use @Apsona for Salesforce for our document generation. With their suite of apps it also gives us data loading and deduplication abilities which is helpful to have a single vendor handle all of those.
I’d recommend checking out docuWeaver. It integrates seamlessly with Salesforce and can help streamline the process of generating grant agreement documents for e-signature, as well as automatically populating relevant merge fields from your Salesforce records.
Feel free to visit docuWeaver and let us know if it meets your requirements or if you'd like more details on how it can integrate with your current setup.
@Nick Lindberg - thanks! We use Apsona for our acknowledgement letters, reports, and data loading, but for signatures, we just have to add images of signatures and there's no signing feature so we're looking for something a bit more robust...unless you've found an Apsona add-on that does that?
