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  1. Currently we request financial audits at the application and report stage in a grant cycle. This often means the same audit lives in two places.

    I would be great if users could upload files (audits, in this case) to the Organization Documents tab to keep everything in one place.

    4 votes

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  2. It would be helpful if on approvals, we could predetermine a future date and not have to enter it every time. For example, we issue ALL scholarship payment on 07/02/2025. However, this field auto-populates to the current date. If we could have a date set, but able to change it if the payment needs extended, that would be quite the time saver -- especially when processing 450+ scholarships!

    2 votes

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    0 comments  ·  Dates  ·  Admin →
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  3. It would be very helpful if collaborators or others in an organization could see any administrator comments made within an LOI or application. Currently, only the applicant can see the comments. If the applicant is asking for help from a collaborator, it is necessary that the collaborator see our comments.

    2 votes

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  4. It would be very helpful to add an additional one or two column filters to the process, applicant, project name and eval 1 & 2 headings. I have Graduating High School and Applicant ID currently set. I would like to add Student Status and graduating year so I can see at a glance what I need for the applicant. I have to go into the application to get the info I need which can be time consuming.

    3 votes

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  5. Batch Print blank forms from Process Manager

    We have 57 separate application Processes that we manage each year. Univeral application is not an option as each application has specific and varying criteria. Although we work hard to normalize wording of questions while inserting specific and simply things like word counts.

    Each year we open each process application and try to analyze anomalies. One way is to print each application, each evaluation, each follow-up form to PDF using "Question List". Once in PDF they may be analyzed as a group with different tools.

    The ability to Batch Print the Process Manager…

    6 votes

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  6. Is there a way to change the default for all new processes created to not have ANY users assigned to the process?

    Currently, the default is that ALL users are selected. It’s one of those things if we don’t catch when creating new processes, grant managers for other processes get confused as they see applications they should not.

    I did get a reply from Tessa Williamson at Foundant that stated:
    I do want to thank you for your previous IdeaLab post in 2021 to gain some traction on a functionality similar to this. Though the team has implemented when grant…

    3 votes

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  7. May I suggest a document viewer for those under the documents tab? A colleague states it would be nice to be able to preview a document without downloading it.

    5 votes

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  8. When creating a merge document, it would be nice to be able to choose at the top of the screen, whether or not it is a .pdf or .doc. Scrolling to the bottom of the list of merge templates takes extra time, especially when creating many merge docs. It would also be very nice to be able to choose one type of document and all of your merge docs would be that type of document until you toggle it off.

    Thank you.

    2 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  9. As GLM, would like to receive notification of an upcoming payment, particularly linked to multiyear grants

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  10. Allow other non-applicant roles (Evaluator, Program Officer) the ability to generate AI summaries with the site admin managing this access through permissions that can be set at both a user and role level.

    2 votes

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  11. It would be useful to have the inability to use custom merge fields in an email template.

    Some background on our proposed use this feature and the need it addresses:

    Our foundation was attempting to create an email template which can serve as a digital copy of the scholarship award letter we send to recipients. However, we are unable to create a "master" email template that would serve across all opportunities because there is no way to pull in a description of the scholarship each recipient has won.

    It would be nice to be able to utilize custom fields from…

    3 votes

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    0 comments  ·  Email  ·  Admin →
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  12. Would like a way to export the questions that are asked in Application, Evaluation, Follow Up forms via the Reporting function. This would be used to compare questions that are asked across different processes.

    6 votes

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    0 comments  ·  Reporting  ·  Admin →
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  13. We pay grantees on a reimbursement basis. With some programs, this is a quarterly request, with others it is a single installment at completion of project.
    In either case, their budget will be collected in excel as part of the application. I would like that file to live with the specific project and be used to request reimbursements. Since file uploads are not shared questions, I don't have an easy way to help applicants do this.
    I saw that others had requested this functionality previously and the request hasn't been implemented due to lack of support. I'm hoping that by…

    20 votes

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    Proposed Idea  ·  3 comments  ·  Follow Ups  ·  Admin →
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  14. Within the Universal application, we need two different automatic emails for submission verifications. One for the Universal submission, and one for the opportunity submissions within the Universal. One generic submission verification is confusing to applicants

    4 votes

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  15. Please provide the option to allow us to manually key in a date for when the follow up form is to be assigned. Where the applicant cannot see the follow up form when they logon and to not allow the applicant to receive any emails regarding the follow up form until the date that the follow up form is assigned. It’s very rare to have down time but when there is any, we can begin to assign follow up forms with a future assignment date.

    5 votes

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  16. Integration with Sage

    2 votes

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  17. It would be great to be given the control to determine when our organization sends automatic emails. I would like to send automatic emails when we deny a request and even approve a request but as a Foundant user I am restricted. Denial emails are possibly the biggest concern because you have to navigate in this backhanded way to even be able to send a bulk denial email. Once you deny a request it no longer shows up on your dashboard so it is out of sight, out of mind, and you are relying on an understaffed organization to remember…

    3 votes

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    0 comments  ·  Email  ·  Admin →
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  18. Previous similar requests have been archived. I am revising this request, hoping it will gain traction.

    It would be nice to be able to drag and drop, or place questions next to each other than have them just cascade down the page. If a question was short enough, it would be nice to save space and place it next to another short question. This would be beneficial for multiple radio button or drop down questions.

    2 votes

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  19. Since the DocuSign pdf is attached to each record is there a report that has which grantees has submitted their DocuSign doc and which ones are still missing would be great. I currently do this manually and it take a lot of time.

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
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  20. I am training a colleague on entering grants into Foundant. Unfortunately, we're unable to remove a follow up form from a process once it has been used. And we're unable to remove the popup message for the follow up. So, while training I have to say "Oh just ignore that, we don't use it", which makes training clunky. Please give us the option to remove a follow up form (or at least the popup) we don't use.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Follow Ups  ·  Admin →
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