DocGen / DocSend

Fundraising software designed to help you track key metrics,

gain valuable insights & bolster your donor relationships. 

Document generation and deployment. Affectionately referred to as DocGen / DocSend, is our API service that makes donor engagement easier than ever!


Quickly and securely generate receipts and acknowledgements - no need to fill out tedious forms or manually send documents. Streamline your communications process for maximum efficiency.

Why?

Your organization is as strong as the relationships you have with your supporters and community. By keeping communication open, these bonds are strengthened - aiding in achieving mission goals.


We know how automating recurring processes can be an effective way of optimizing resources while still offering personalized recognition for those that are essential in your daily operations.

Features

Template Management

Introducing a revolutionary system that simplifies the management of templates like HTML and DOCX structures with Salesforce-native Email Templates and MS Word merge fields. It supports a variable number of detail transaction lines plus awesome features such as automatic tracking & registration for changes to your template content, syntax validation for accuracy and over 300 available merge fields, including specially calculated fields needed for creating scannable Lockbox coupons.

Transaction Labeling

Customize rules and priorities that take into account donor relationships, purpose, data outcomes, enabling control over workflow management and receipt processing – all within Salesforce!

Template Mapping

With our template structure you can easily personalize your report without any disruption to its format. Plus, with our user-defined criteria for mapping templates, we make sure that every detail is tailored perfectly to meet each transaction's specifics - from hard/soft credit and transaction types through email or physical delivery options. And not only do we deliver maximum accuracy but also keep track of errors– all within the secure AWS environment.

Subscription Generation

Our amazing system supports efficient donor management by quickly identifying qualifying transactions and pre-staging needed merge field values to create personalized documents. It also calculates supplemental data, respects each donor's announcement preferences, assigns sequential numbers for auditability - all while keeping everything secure in an AWS environment!

Subscription Management

DocGen and DocSend services provide up-to-date information. We not only deliver document generation and delivery status updates automatically to Salesforce for tracking purposes, but also provide an automatic recovery process from any potential hiccups or delays within our AWS environment.