COMMUNITY INVESTMENT MANAGEMENT

Document templates

Save time and effort, and build project-management professionalism and reliability.

A grants manager after processing research grant applications efficiently using Optimy

document template feature

What is Optimy’s document template feature?

Creating document templates, pre-filling them with relevant information… Use this tool to the advantage of your organization and the project owners you’re in contact with.

How does it work?

Document Template Implementation

1. Define the document template you need to create
‍A specific document you’ll need applicants to fill out? A contract that is going to be the same for all project owner? Upload it on your Optimy tool to create a template.

2. Adapt your document to your process’s needs
‍Tailor access and use of those document templates to your specific processes : limit the access for generating a document to defined users or teams, determine from which project status you’ll be able to generate the document, choose the language.

3. Save time and energy for every application
‍Is the time right for your document to be sent out? With a click of a button, the document is made available to the applicant and you can know at first glance if the filled-in document has been approved.

What is Optimy’s document template feature?

Do you want to see first-hand how the document template feature works? Book a demo with one of our experts. You’ll get an overview of the tool, and we’ll take the time to deep-dive into the specific features you need for your Corporate Social Impact projects.

Get a Free Demo

Optimy is the world’s most configurable solution that helps organizations amplify their positive impact and build meaningful relationships with causes, communities, customers, and employees.

We are committed to helping organizations be a force for good in the world. As a result, the Optimy platform is designed to reduce friction and break down barriers to amplify your positive impact.

1- Collecting

Make applying to your CSR offers easy! Collect all the data you need in one place to make your decision-making process quicker and more efficient.

2- Evaluation

Define your own KPIs for an automatic screening of projects, and use the collaborative platform with evaluators to determine the best projects to invest on.

3- Project Management

Follow your project from A to Z. Define and get reminded of tasks and to-dos. Work with the different stakeholders directly from the platform.

4- Measuring

Access data for your financial investments, the projects ROI, your social impact… Create personalized reporting to better communicate on your work with colleagues and stakeholders.

350+

Happy customers
worldwide

1.5M+

Social Impact projects
managed through Optimy

94%

Retention rate

4.6⭐

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