Grantee Budget Form

Your foundation is focused on serving your community of grantees to ensure their highest levels of success with your investment in their mission. One way many foundations have successfully accomplished this is by having their grantees complete a budget form before their project or grant is approved. This helps your team understand the fiscal impact of their ideas, and gives you a way to measure success in the future.

Unfortunately, it can be difficult and expensive to build online grantee budget forms with tools like Salesforce.com. Writing a bunch of VisualForce pages, custom Apex code, being reliant on a consultant for any changes or even minor changes can cost tons of money and take control out of your hands.

Using the Soapbox Engage platform, you can easily create a beautiful and mobile-optimized grantee budget report forms for your community. Without knowing any code, the non-technical folks on your team can create, customize, and publish budget forms that integrate with your Salesforce database quickly. You’ll even be able to make sure the forms look just like your website design, ensuring your grantees that they’re securely submitting their fiscal data to the right place. Even better, the forms are extremely user-friendly for your grantees, making it easy for you to quickly understand the fiscal impact of their work without getting in the way of their core work.

Features

• Unlimited grantee budget forms
• Accidental-techie-friendly form creation tools
• Design that matches your website and branding
• Complete customization of fields to display
• Secure data integration with Salesforce.com

Ready to easily collect budget details from your grantees easily? Contact us and we’ll show you the next steps to easily creating grantee budget forms with Salesforce.com!