Formalized processes and easy to manage
February 23, 2022

Formalized processes and easy to manage

David Doucette | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Submittable

It helps to formalize the process of charitable funding requests and provides tangible data that we can easily understand and work with. It helps eliminate a lot of manual work as well. Before we used Submittable, we would get all kinds of requests and would have to do a lot of leg work to ensure everyone met eligibility requirements. We would also have to email back and forth asking for specific documents that we needed. Now, everything is pretty much handled by the application, including eligibility (for the most part -- we do have to do our due diligence to ensure those who have applied fit the requirements, but we have a lot fewer applicants that are not aware of our requirements).
  • Budgeting
  • Application process
  • Communication
  • Reviews
  • Customizability
  • Labels
  • Images on signatures in email responses come out weird (and not the right size)
  • Formalized process
  • Overall time savings
  • Improved applicant experience
It can take some time to get used to the ins and outs, but once you get the hang of it, it's easy. From the submitter's standpoint, the application process is extremely straightforward and accessible. From the backend, it's fairly easy to navigate through applications, award funds, and communicate. There is some difficulty in the reporting function, just because that takes more time to really learn and understand it.
It has taken away more of the human touch with communication, like in the initial periods of application, but that isn't necessarily a bad thing. Before it was very subjective, and this way makes it more objective -- it could be problematic with just winging it. At least this way, we can really compare and contrast applications and accurately weigh scores for it instead of "Yes" or "No".
We were only really able to use SharePoint for sharing documents amongst the Board members. We never really dove deep into utilizing forms because there were so many documents that we needed. Instead, we had everyone email statements/purposes, funds requested, and relevant documentation. I don't think it really stacks up against Submittable.

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I can only speak on its use for charities requesting funding. It is extremely useful in formalizing the process. Is well suited for weeding out those who do not meet eligibility requirements. It is less appropriate in situations where the human touch is necessary since Submittable does take away some of that personal connection.