Product Plans

Go

Pro

Enterprise

Dashboards
Payments Dashboard
Approvals Dashboard
Requirements Dashboard
Scenario Planning
Grantee Portal
Grantee Portal
Grantee Portal Intake Dashboard
Invited Grant Applications
Application and Report Notification Reminders
Unlimited Grantee User Accounts
Grantee Reports Submissions
Grant and Payment Details
Unsolicited Grant Applications/Campaigns
Add-on
In-form Comments/Discussions
Bank Account Information Collection
Customized Organization Budgets
Branching Logic in Intake Forms
Grantee-initiated Form Submissions
Add-on
Organizations
Tax Status Verification
Grantee 360
Organization Financials
Organization Bank Account Information Management
Organization Financial Health
Grants/Requests
Required Codes for Approval
Grant Renewals
Matching Gifts
Amendments Tool
Docket Management
Required Fields Checklist
Multi-Currency Requests and Payments
Expenditure Responsibility Management
Direct Charitable Activities
Add-on
Customized Project Budgets
Regranting Tracker
Delegated Authority for Internal Approvals
Contacts and CRM
Contact Management
Interactions
Batch Email
In-App Email
Microsoft Outlook Add-in
Contact De-duplication and Merge
Search and Report Building
Quick Search
Super Search
Saved Searches
Batch Operations
Customizable List Views
Chart View
Report Builder
Workflows
My Tasks
Workflows Editor
Workflow Dashboard
Additional Modules
External Reviewer Portal
Add-on
Add-on
Add-on
Portfolio Management
Add-on
Board Dashboard
Add-on
Add-on
Monitoring, Evaluation and Learning
Add-on
Add-on
Utilities
Custom Fields
Up to 5
Up to 50
Up to 100
Super Docs
Batch Email Templates
Publish Grants API
Payments Import
Contact Import (request level only)
Advanced Code Assignment Rules
Document Management
GivingData Cloud Document Management
Document Linking (Google Drive, OneDrive, Dropbox)
Document Management Integrations (OneDrive, Box)
Add-on
Add-on
Integrations
Demographics via Candid
Single Sign On (Microsoft 365, Okta, OneLogin, Google)
e-Signature (Adobe Sign & DocuSign)
OFAC Risk Management (Bridger Insight API Integration)
Add-on
Add-on
Add-on
Miscellaneous Add-Ons
Staging Site
Add-on
Add-on
Long-Term Data Retention
BI Tool Integration
Add-on
Support
Help Desk
 
*Plans effective for new clients as of June 2023, subject to change.