Start from the document you have
Use your existing grant award letter as a starting point. AI proposes merge fields, conditional sections, and signature blocks for your team to review in Word.
Nonprofits
Move your mission forward.
A donor is waiting for an acknowledgment. A grant cycle needs agreements. A new program needs intake forms. Generate those documents from Salesforce, with templates your fundraising, grants, and program teams can update and preview themselves.
- Stop rekeying donor, grant, and program details
- Update wording and preview documents without an IT ticket
- Keep language consistent across programs and affiliates
Explore your industry
Find the documents your team works with
See the agreements, forms, and schedules for your part of the industry.
OpusDocs AI for Nonprofits
Give program teams a faster start on grant templates.
Bring AI assistance to award letters, grant agreements, and budget schedules. Keep program staff focused on the wording and details that need their judgment.
Find fields. Explain the variations.
Find Salesforce fields for recipient, approved award and program period. Describe rules for programs, funders, and affiliate-specific wording and review AI’s suggested logic.
Catch template issues before release
AI Review flags potential hardcoded values, blanks, obsolete fields, and missing signature tags. Review findings beside the relevant text in Word and decide what to change.
AI prepares. Your team approves. Your grants and program teams approve award details, wording, and template changes.
Across programs, teams, and locations
Fewer document queues. More time for people.
The same staff who support donors, coordinate grants, and deliver programs often prepare the paperwork. Give them a way to make routine changes, reuse approved information, and get the next document out.
Let document owners make the change
Give fundraising, grants, and program teams a Word add-in they can use themselves. Find Salesforce fields with plain-language AI search, or scan the current page for suggestions based on its context. Inspect fields and conditions, update wording, and preview the output without waiting for IT to produce an example.
Keep programs and affiliates aligned
Reuse approved language while conditions account for the program, funder, gift purpose, or affiliate. Keep distinct funder forms where they are required. Prepare and preview the documents alongside a new program or campaign, so local teams have the right version when work begins.
Stop entering the same details again
Generate from standard Salesforce objects and any custom objects and fields configured for your workflow. Carry donor, grant, and participant details into the documents that need them. Return file links and status to Salesforce so colleagues can find the output and move to the next step.
From donor stewardship to service delivery
The documents behind your mission
A national campaign, a local program, or the next grant cycle. Bring your existing forms and Salesforce data into a repeatable workflow, with the wording and format each audience needs.
Fundraising / 4 document examples
Donor acknowledgment letters
Personalize acknowledgments with recorded gift details, the receiving organization, and wording your team has approved.
Gift and pledge agreements
Carry agreed gift amounts, payment schedules, purposes, and donor preferences into a document ready for review.
Restricted-gift schedules
Set out the recorded fund designations, permitted purposes, and agreed reporting terms alongside the gift agreement.
Donor stewardship letters
Combine donor details with approved program updates and local contacts for more relevant follow-up.
Grants / 4 document examples
Grant award letters
Prepare notices for grants your organization awards, using approved recipients, amounts, dates, and next steps.
Grant agreements and amendments
Populate the approved purpose, conditions, reporting dates, and changes for a grant or partner award.
Grant budget schedules
Present approved budget lines and funding periods in the format required for the grant package.
Grant report cover letters
Carry award references, reporting periods, and submission details into the documents accompanying your team’s reports.
Programs / 4 document examples
Program intake forms
Prefill known participant, contact, and program details so staff have less information to copy between forms.
Consent and release forms
Prepare the version selected for the program, participant, and location using your organization’s approved language.
Eligibility and enrollment letters
Turn recorded program decisions into clear correspondence with the right dates, contacts, and next steps.
Participant welcome packs
Give each participant the service information, local contacts, and instructions relevant to their program.
Partners & volunteers / 4 document examples
Volunteer agreements
Prepare agreements with the volunteer, assignment, affiliate, and approved participation terms in the right places.
Partner memoranda of understanding
Bring the agreed responsibilities, service scope, locations, and dates into a consistent partner document.
Sponsorship agreements
Populate approved sponsorship commitments, recognition terms, program details, and organizational contacts.
Volunteer onboarding packs
Assemble the selected forms, role information, and local instructions for the next group of volunteers.
Your teams approve the terms, figures, and program decisions. OpusDocs carries that information into the documents used at the next step.
Measured customer performance
Conga vs. OpusDocs: measured document performance
Compare measured times for a lightweight document and a complex Customer Agreement from one customer.
faster generation
High-complexity Customer Agreement · 257-page source template
Median elapsed time · one customer
- Conga legacy workflow
- OpusDocs generation
| Document complexity | CongaLegacy workflow | OpusDocsDocument generation |
|---|---|---|
| Low complexityLightweight document · 8-page source template | ||
| High complexityCustomer Agreement · 257-page source template |
Separate samples from one customer. Conga measures the wait from starting the workflow to a completed file. OpusDocs measures generating and storing the PDF after the data is supplied. These results show individual document speed, not simultaneous processing capacity.
From Salesforce to donors, partners, and participants
Every document. One connected workflow.
- Donor acknowledgments
- Gift and pledge agreements
- Grant documents
- Program forms and letters
- Partner and volunteer agreements
- Ready for review and delivery
Meet the format without retyping the information.
Use Word for agreements, letters, and budget schedules that grow with the data. Map fields onto existing PDFs for fixed funder or program forms. Preview different gift purposes, program locations, and funder terms before your team releases a template.
Try a program form in the PDF editorWhen campaigns and program cycles overlap
Prepare for the next wave of document requests
A year-end acknowledgment run, a new grant cycle, and program enrollment can bring more document requests at once. OpusDocs renders outside Salesforce transaction processing, so generation capacity can scale separately from CRM processing.
Evaluate your document sizes, affiliate variations, and peak request volume, including file storage and delivery. Give staff access to generated files and status in Salesforce so they spend less time chasing documents across teams.
Explore the production case studyPublished production deployment21,500+documents generated per day
Measured in one solar customer deployment. Nonprofit performance is evaluated with your templates and workload.
Your records, templates, and review process
How would this fit your organization?
Start with the acknowledgment, agreement, or program form your team prepares repeatedly. We’ll map its data and handoffs, whether you use Conga or other tools today.
Review security and data FAQsCan our teams update templates and generate previews without IT?
Yes. Once data and access are configured, authors can work in the Word add-in, inspect merge fields and conditional content, and preview a document against a Salesforce record. Find fields from standard or custom Salesforce objects with plain-language AI search, or scan the current page for suggestions based on its context. Authors choose which suggestions to use. Teams can collaborate in Word Online and review AI findings for potential template issues. Your team approves wording and template changes; IT supports integration and access.
Can we use the Salesforce objects and fields we already have?
Yes. OpusDocs works with standard Salesforce objects and any custom objects and fields configured for your workflow. We map your donor, gift, grant, program, partner, and participant records to the documents that use them. You do not need to move those records into a new document-specific data model. The setup defines relationships, available data, permissions, and the generation trigger.
How do we handle different funders, programs, and affiliates?
Use conditional content for approved variations in wording, contacts, branding, or gift purpose. Use repeating content for payment schedules and budget lines. Related variations can share a template, while a funder’s required form can remain separate. Adapt Word templates or map fields onto fixed PDFs, then preview representative examples before release.
What if our fundraising, finance, or program data is outside Salesforce?
OpusDocs supports Salesforce and API-based generation workflows. Connections to external fundraising, finance, grant, or case management systems are scoped as integration work. We identify where each approved value comes from, how it reaches the generation request, and where the resulting files belong. Your existing systems remain authoritative for their records and decisions.
Who controls gift terms, grant awards, and program decisions?
Your organization does. Your teams approve gift terms and acknowledgment wording, supply donation and budget values, select grant recipients, and make program eligibility decisions. OpusDocs prepares documents from those records and rules. Use synthetic examples to evaluate donor or participant workflows, then review access, storage, retention, and enabled AI features with the people responsible for your data.
What does the free pilot include?
The free 60-day pilot includes migration of one document, CRM setup for that workflow, one author seat, Word plugin access, and guided onboarding. Bring a donor acknowledgment, grant agreement, or program form. We’ll help you generate it, change the template, and preview the result using representative synthetic data.
See OpusDocs with your own workflow
Bring the document taking time from your team
A donor letter built one at a time. A grant agreement that changes every cycle. An intake form waiting on new program language. In a free 60-day pilot, we’ll help you generate one document, update its template, and preview the result with synthetic data.