Grant Application Form

Multi-section application

This application has a welcome page and 5 sections to collect the required information. Multi-section layout allows us to create a comprehensive, yet manageable application form. The sections here are:

1. Welcome page: An introduction to the grant program, organization name, estimated time to complete, and an overview of application steps. Optionally add current processing time, deadline, tips, review criteria, or links to external resources.
2. Applicant information: Collect personal and contact information about the applicant, and the organization the grant is for.
3. Project overview: Under the project with questions about summary, goals, projections, and timeline.
4. Budget & funding: Questions to understand the scope and budget of the project. Additional questions surrounding grant amount requested, justification, and open-ended supporting document uploads.
5. Impact & evaluation: Enquire about project's audience, financial impact, and labor market impact.
6. Confirmation: Show a page with previously entered information, and require the applicant to confirm before submitting the application.

Variations

By tweaking the fields this template can be adapted for any grant type - research grants, nonprofit funding, educational grants, small business grants, or government grants. Some examples:

1. 
   Research grant:

   Include sections for research objectives, methodology, timeline, and anticipated contributions to the field.

2. 
   Nonprofit grannt:

   Focus on mission alignment, community impact, program goals, and sustainability plans.

3. 
   Educational Grant:

   Provide sections for educational program details, target population, and expected outcomes for students.

4. 
   Government Grant:

   Include eligibility verification, project compliance with regulations, and public benefit description.

Third-party integrations and email notifications

You can use workflows to send email notifications, or trigger third-party processes, such as:

• 
  Email:

  Send a thank you email to the applicant, along with a unique application number

• 
  Email:

  Notify an admin of a new incoming grant application

• 
  HubSpot:

  Create a new contact and lead in HubSpot

• 
  Salesforce:

  Create a new lead in Salesforce

Document uploads

A grant application can require a lot of supporting documents. This templates contains several file uploads fields, allowing applicants to upload documents. You can add further upload fields to request more documents based on the grant type, example letters of support, resumes of key personnel, organizational charts, projections, and proof of nonprofit status.

Engagement analysis

Use engagement analysis to see how each step in your grant application form performs. Check where applicants spend the most time and drop off most. Use this information to streamline your form, ensuring more qualified applications and a larger pool to select from.

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