Self Service
The things you can do yourself, any time — no emails, no tickets, no waiting on us.
Organization Logo
Upload your organization's logo — it appears top-right on every page, for you and your teammates. PNG, JPG, or WebP; wide or square on a transparent or white background works best. We resize it automatically.
Document Template
Upload your organization's Word letterhead template once, and Board Reports, Application Briefs, grant packets, and the audit bundle download as Word documents on it. .docx, up to 1 MB — most letterheads are far smaller. Downloads append content at the end of the template's body, so a clean letterhead with an empty body works best.
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Deadline Reminders
Choose up to 3 reminders before each saved opportunity's deadline. The owner gets the full digest; teammates with a stake in a grant get their own items too. Leave a slot blank to use fewer.
Calendar Feed
Subscribe once and your GrantRound deadlines live in your calendar app: application and LOI deadlines, plus your workflow step and report due dates. The feed address is private — treat it like a password, and regenerate it any time.
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Configure Email Template
The fields start with GrantRound's default wording — edit any of it and your reminder emails use your text. Use {count} (number of reminders) and {org} (your organization name) in the subject. Clear a field and save to restore the default.
Task Workflow (Workflows)
When an opportunity is qualified Pursue, a workflow starts: steps with owners and due dates — approvals, tasks, consents. Each step becomes a task on its owner's My Tasks page, and an email goes out when a step lands with them. Primaries configure the templates — steps, owners, due dates, the two-person rule — on the Workflows page.
Task Email Templates
These emails go out when a workflow step is assigned — at workflow start or on reassignment — and when a report is assigned. Use {step}, {grant}, and {org} in the subject. The introduction and sign-off are optional lines added to every task email; changes-requested emails keep their own subject but pick them up too. The fields start with the current wording — clear a field and save to restore the default.
Billing & Seats
Your plan includes a set number of seats. On Pro, Premium, and Ultimate, the account owner can add more here — $14.99/mo or $149.99/yr per seat, matching your billing period, billed through Stripe with proration. A seat can't be removed while someone is using it — remove the member first (Org Profile → Users), then the seat.
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