Blog

How Nonprofits Can Automate Client Document Generation

Blog

How Nonprofits Can Automate Client Document Generation

Blog

How Nonprofits Can Automate Client Document Generation

Blog

How Nonprofits Can Automate Client Document Generation

Blog

How Nonprofits Can Automate Client Document Generation

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Blog

How Nonprofits Can Automate Client Document Generation

Formstack
/
March 6, 2023
Blog

How Nonprofits Can Automate Client Document Generation

MIN
/
March 6, 2023
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Episode Highlights
Meet our Guest
Episode Transcript

For nonprofit organizations like The City of Boulder’s Housing and Human Services department, creating change in the lives of the people they serve is a singular focus. Employing an efficient data management strategy can free up administrative time and energy to help them do just that.

This video showcases how they use Formstack and Exponent Partners’ tool Exponent Case Management (ECM) within Salesforce to improve data collection, sharing, and storage. Learn how to collect information from clients with an embedded form and automatically generate client documents, like an official certification letter. 

Did you know? Exponent Partners is one of our many partners. If you work for an agency, consulting firm, or software company, learn more about becoming part of our Formstack partner community

Time

It should take less than 10 minutes to set up the initial form and no more than 15 minutes to set up the rest of the workflow.

Tools

This workflow is built with Formstack Forms, Formstack Documents, and ECM within Salesforce.

Instructions 

  1. Build your form. Opt to mark fields as required so you never have to worry about reviewing incomplete submissions.  
  2. Create your systems. Login to Salesforce and ECM to connect your form to your preferred client account. In this example, we’re sending form data to Formstack Documents to generate an official letter.
  3. Start sending letters! It’s that easy to start automating your daily business processes. 

Improve Client Data Collection 

This workflow will give you and your team more time in your day to focus on serving clients, as well as help you support multiple programs within your org. Skip the manual data entry, copying and pasting, and back and forth emails by automating your document generation today.

Want to build this workflow for your own organization? Connect with a Formstack expert now or reach out to Exponent Partners to set up a consultation

Blog

How Nonprofits Can Automate Client Document Generation

Blog

How Nonprofits Can Automate Client Document Generation

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How Nonprofits Can Automate Client Document Generation

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For nonprofit organizations like The City of Boulder’s Housing and Human Services department, creating change in the lives of the people they serve is a singular focus. Employing an efficient data management strategy can free up administrative time and energy to help them do just that.

This video showcases how they use Formstack and Exponent Partners’ tool Exponent Case Management (ECM) within Salesforce to improve data collection, sharing, and storage. Learn how to collect information from clients with an embedded form and automatically generate client documents, like an official certification letter. 

Did you know? Exponent Partners is one of our many partners. If you work for an agency, consulting firm, or software company, learn more about becoming part of our Formstack partner community

Time

It should take less than 10 minutes to set up the initial form and no more than 15 minutes to set up the rest of the workflow.

Tools

This workflow is built with Formstack Forms, Formstack Documents, and ECM within Salesforce.

Instructions 

  1. Build your form. Opt to mark fields as required so you never have to worry about reviewing incomplete submissions.  
  2. Create your systems. Login to Salesforce and ECM to connect your form to your preferred client account. In this example, we’re sending form data to Formstack Documents to generate an official letter.
  3. Start sending letters! It’s that easy to start automating your daily business processes. 

Improve Client Data Collection 

This workflow will give you and your team more time in your day to focus on serving clients, as well as help you support multiple programs within your org. Skip the manual data entry, copying and pasting, and back and forth emails by automating your document generation today.

Want to build this workflow for your own organization? Connect with a Formstack expert now or reach out to Exponent Partners to set up a consultation

Panelists
No items found.
Infographic

How Nonprofits Can Automate Client Document Generation

Learn how easy it is to automate document generation for clients of your nonprofit using Formstack and Exponent Case Management. Watch the video tutorial now!
Download InfographicDownload Infographic

For nonprofit organizations like The City of Boulder’s Housing and Human Services department, creating change in the lives of the people they serve is a singular focus. Employing an efficient data management strategy can free up administrative time and energy to help them do just that.

This video showcases how they use Formstack and Exponent Partners’ tool Exponent Case Management (ECM) within Salesforce to improve data collection, sharing, and storage. Learn how to collect information from clients with an embedded form and automatically generate client documents, like an official certification letter. 

Did you know? Exponent Partners is one of our many partners. If you work for an agency, consulting firm, or software company, learn more about becoming part of our Formstack partner community

Time

It should take less than 10 minutes to set up the initial form and no more than 15 minutes to set up the rest of the workflow.

Tools

This workflow is built with Formstack Forms, Formstack Documents, and ECM within Salesforce.

Instructions 

  1. Build your form. Opt to mark fields as required so you never have to worry about reviewing incomplete submissions.  
  2. Create your systems. Login to Salesforce and ECM to connect your form to your preferred client account. In this example, we’re sending form data to Formstack Documents to generate an official letter.
  3. Start sending letters! It’s that easy to start automating your daily business processes. 

Improve Client Data Collection 

This workflow will give you and your team more time in your day to focus on serving clients, as well as help you support multiple programs within your org. Skip the manual data entry, copying and pasting, and back and forth emails by automating your document generation today.

Want to build this workflow for your own organization? Connect with a Formstack expert now or reach out to Exponent Partners to set up a consultation

For nonprofit organizations like The City of Boulder’s Housing and Human Services department, creating change in the lives of the people they serve is a singular focus. Employing an efficient data management strategy can free up administrative time and energy to help them do just that.

This video showcases how they use Formstack and Exponent Partners’ tool Exponent Case Management (ECM) within Salesforce to improve data collection, sharing, and storage. Learn how to collect information from clients with an embedded form and automatically generate client documents, like an official certification letter. 

Did you know? Exponent Partners is one of our many partners. If you work for an agency, consulting firm, or software company, learn more about becoming part of our Formstack partner community

Time

It should take less than 10 minutes to set up the initial form and no more than 15 minutes to set up the rest of the workflow.

Tools

This workflow is built with Formstack Forms, Formstack Documents, and ECM within Salesforce.

Instructions 

  1. Build your form. Opt to mark fields as required so you never have to worry about reviewing incomplete submissions.  
  2. Create your systems. Login to Salesforce and ECM to connect your form to your preferred client account. In this example, we’re sending form data to Formstack Documents to generate an official letter.
  3. Start sending letters! It’s that easy to start automating your daily business processes. 

Improve Client Data Collection 

This workflow will give you and your team more time in your day to focus on serving clients, as well as help you support multiple programs within your org. Skip the manual data entry, copying and pasting, and back and forth emails by automating your document generation today.

Want to build this workflow for your own organization? Connect with a Formstack expert now or reach out to Exponent Partners to set up a consultation

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

For nonprofit organizations like The City of Boulder’s Housing and Human Services department, creating change in the lives of the people they serve is a singular focus. Employing an efficient data management strategy can free up administrative time and energy to help them do just that.

This video showcases how they use Formstack and Exponent Partners’ tool Exponent Case Management (ECM) within Salesforce to improve data collection, sharing, and storage. Learn how to collect information from clients with an embedded form and automatically generate client documents, like an official certification letter. 

Did you know? Exponent Partners is one of our many partners. If you work for an agency, consulting firm, or software company, learn more about becoming part of our Formstack partner community

Time

It should take less than 10 minutes to set up the initial form and no more than 15 minutes to set up the rest of the workflow.

Tools

This workflow is built with Formstack Forms, Formstack Documents, and ECM within Salesforce.

Instructions 

  1. Build your form. Opt to mark fields as required so you never have to worry about reviewing incomplete submissions.  
  2. Create your systems. Login to Salesforce and ECM to connect your form to your preferred client account. In this example, we’re sending form data to Formstack Documents to generate an official letter.
  3. Start sending letters! It’s that easy to start automating your daily business processes. 

Improve Client Data Collection 

This workflow will give you and your team more time in your day to focus on serving clients, as well as help you support multiple programs within your org. Skip the manual data entry, copying and pasting, and back and forth emails by automating your document generation today.

Want to build this workflow for your own organization? Connect with a Formstack expert now or reach out to Exponent Partners to set up a consultation

For nonprofit organizations like The City of Boulder’s Housing and Human Services department, creating change in the lives of the people they serve is a singular focus. Employing an efficient data management strategy can free up administrative time and energy to help them do just that.

This video showcases how they use Formstack and Exponent Partners’ tool Exponent Case Management (ECM) within Salesforce to improve data collection, sharing, and storage. Learn how to collect information from clients with an embedded form and automatically generate client documents, like an official certification letter. 

Did you know? Exponent Partners is one of our many partners. If you work for an agency, consulting firm, or software company, learn more about becoming part of our Formstack partner community

Time

It should take less than 10 minutes to set up the initial form and no more than 15 minutes to set up the rest of the workflow.

Tools

This workflow is built with Formstack Forms, Formstack Documents, and ECM within Salesforce.

Instructions 

  1. Build your form. Opt to mark fields as required so you never have to worry about reviewing incomplete submissions.  
  2. Create your systems. Login to Salesforce and ECM to connect your form to your preferred client account. In this example, we’re sending form data to Formstack Documents to generate an official letter.
  3. Start sending letters! It’s that easy to start automating your daily business processes. 

Improve Client Data Collection 

This workflow will give you and your team more time in your day to focus on serving clients, as well as help you support multiple programs within your org. Skip the manual data entry, copying and pasting, and back and forth emails by automating your document generation today.

Want to build this workflow for your own organization? Connect with a Formstack expert now or reach out to Exponent Partners to set up a consultation

For nonprofit organizations like The City of Boulder’s Housing and Human Services department, creating change in the lives of the people they serve is a singular focus. Employing an efficient data management strategy can free up administrative time and energy to help them do just that.

This video showcases how they use Formstack and Exponent Partners’ tool Exponent Case Management (ECM) within Salesforce to improve data collection, sharing, and storage. Learn how to collect information from clients with an embedded form and automatically generate client documents, like an official certification letter. 

Did you know? Exponent Partners is one of our many partners. If you work for an agency, consulting firm, or software company, learn more about becoming part of our Formstack partner community

Time

It should take less than 10 minutes to set up the initial form and no more than 15 minutes to set up the rest of the workflow.

Tools

This workflow is built with Formstack Forms, Formstack Documents, and ECM within Salesforce.

Instructions 

  1. Build your form. Opt to mark fields as required so you never have to worry about reviewing incomplete submissions.  
  2. Create your systems. Login to Salesforce and ECM to connect your form to your preferred client account. In this example, we’re sending form data to Formstack Documents to generate an official letter.
  3. Start sending letters! It’s that easy to start automating your daily business processes. 

Improve Client Data Collection 

This workflow will give you and your team more time in your day to focus on serving clients, as well as help you support multiple programs within your org. Skip the manual data entry, copying and pasting, and back and forth emails by automating your document generation today.

Want to build this workflow for your own organization? Connect with a Formstack expert now or reach out to Exponent Partners to set up a consultation

For nonprofit organizations like The City of Boulder’s Housing and Human Services department, creating change in the lives of the people they serve is a singular focus. Employing an efficient data management strategy can free up administrative time and energy to help them do just that.

This video showcases how they use Formstack and Exponent Partners’ tool Exponent Case Management (ECM) within Salesforce to improve data collection, sharing, and storage. Learn how to collect information from clients with an embedded form and automatically generate client documents, like an official certification letter. 

Did you know? Exponent Partners is one of our many partners. If you work for an agency, consulting firm, or software company, learn more about becoming part of our Formstack partner community

Time

It should take less than 10 minutes to set up the initial form and no more than 15 minutes to set up the rest of the workflow.

Tools

This workflow is built with Formstack Forms, Formstack Documents, and ECM within Salesforce.

Instructions 

  1. Build your form. Opt to mark fields as required so you never have to worry about reviewing incomplete submissions.  
  2. Create your systems. Login to Salesforce and ECM to connect your form to your preferred client account. In this example, we’re sending form data to Formstack Documents to generate an official letter.
  3. Start sending letters! It’s that easy to start automating your daily business processes. 

Improve Client Data Collection 

This workflow will give you and your team more time in your day to focus on serving clients, as well as help you support multiple programs within your org. Skip the manual data entry, copying and pasting, and back and forth emails by automating your document generation today.

Want to build this workflow for your own organization? Connect with a Formstack expert now or reach out to Exponent Partners to set up a consultation

For nonprofit organizations like The City of Boulder’s Housing and Human Services department, creating change in the lives of the people they serve is a singular focus. Employing an efficient data management strategy can free up administrative time and energy to help them do just that.

This video showcases how they use Formstack and Exponent Partners’ tool Exponent Case Management (ECM) within Salesforce to improve data collection, sharing, and storage. Learn how to collect information from clients with an embedded form and automatically generate client documents, like an official certification letter. 

Did you know? Exponent Partners is one of our many partners. If you work for an agency, consulting firm, or software company, learn more about becoming part of our Formstack partner community

Time

It should take less than 10 minutes to set up the initial form and no more than 15 minutes to set up the rest of the workflow.

Tools

This workflow is built with Formstack Forms, Formstack Documents, and ECM within Salesforce.

Instructions 

  1. Build your form. Opt to mark fields as required so you never have to worry about reviewing incomplete submissions.  
  2. Create your systems. Login to Salesforce and ECM to connect your form to your preferred client account. In this example, we’re sending form data to Formstack Documents to generate an official letter.
  3. Start sending letters! It’s that easy to start automating your daily business processes. 

Improve Client Data Collection 

This workflow will give you and your team more time in your day to focus on serving clients, as well as help you support multiple programs within your org. Skip the manual data entry, copying and pasting, and back and forth emails by automating your document generation today.

Want to build this workflow for your own organization? Connect with a Formstack expert now or reach out to Exponent Partners to set up a consultation

Formstack
Formstack is a SaaS company with a mission to help organizations digitize what matters, automate workflows, and fix processes—all without code. A variety of team members come together to compile posts under Formstack's authorship.
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Lindsay is a writer with a background in journalism and loves getting to flex her interview skills as host of Practically Genius. She manages Formstack's blog and long-form reports, like the 2022 State of Digital Maturity: Advancing Workflow Automation.