Speakers:
- Brent Shively, Lead Solution Engineer, Foundations, Salesforce
- Samantha Shain, Data Solutions Manager, William Penn Foundation
- Tiffany Kroner, Technical Evangelist, Conga
- Daniel Malnar, Account Executive DocuSign
- Gabe Caldwell, Director of Partnerships, Formstack
- Ben Miller, Account Executive, Titan
As a grantmaker, one important part of your grant lifecycle is to solidify any required agreements between your organization and your grantees. But one challenge can be to make sure that key data is easily merged from your GMS into your document merging tools.
In this demo jam we’ll go through 4 examples of how grantmakers leverage Salesforce Grants Management and document merging tools to streamline getting agreements to applicants and grantees. You can expect product and solution demos covering how to:
- Utilize grant agreement templates
- Merge single and multiple records
- Mass merge data
- Connect e-signature functionality
- And more!
