Fund Request Form Enhancement - Fund Agreement Template
When a prospective fund holder submits a Fund Request through the online form, that submission captures much of the information needed to begin drafting a fund agreement. Currently, there is no way to carry that information forward into a templated document without manual re-entry.
We would like the ability to create a document template that pulls fields from a submitted Fund Request record and generates a first-draft fund agreement. This would:
- Reduce manual data re-entry for staff after a fund request is received.
- Standardize the initial fund agreement drafting process.
- Create a more seamless handoff from the intake stage to the fund creation stage.
This would be especially valuable for foundations with higher fund creation volume or those looking to streamline their donor onboarding workflow.
Mark Bejcek
shared this idea
-
Lorna Sandberg
commented
Would prefer the fund create had better integration with Opportunities, or a combo of both these ideas: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/51207238-update-opportunities-so-new-funds-can-be-created-e