Manage donor onboarding, campaign approvals, grant applications, and reporting in one connected journey. Forms Made Easy ensures every stage includes the right forms, making processes organized and transparent.
Initial engagement and building awareness about the organization.
Converting interest into financial support and donor setup.
Assessing needs and eligibility of program beneficiaries.
Recruiting, screening, and coordinating volunteers.
Launching campaigns and managing fundraising initiatives.
Managing grants, reporting, and impact measurement.
Processing transactions and generating tax documents.
Building lasting relationships and sustained support.
Gathers yearly feedback from stakeholders to evaluate program success and areas for improvement.
Collects feedback and information to improve volunteer engagement and long-term participation.
Enables donors to continue or renew their recurring or annual contributions.
Allows staff or volunteers to request repayment for approved expenses they incurred.
Control sourcing and procurement requests using a manufacturing form designed for approvals. A new supplier form template ensures technical, commercial, and compliance data is submitted upfront before reviews begin.
Create secure Salesforce forms backed by trusted security and compliance standards. Forms Made Easy helps ensure every submission is protected while meeting important data security requirements.
Aligned with AICPA SOC 2 Type II standards, which focus on strong data security and operational controls. This ensures systems follow strict processes to maintain data privacy, availability, and integrity.
Supports HIPAA standards to help protect sensitive healthcare and patient information. This ensures medical data collected through forms is handled with strict privacy and security controls.
All form data is protected with 256-bit encryption, one of the strongest security standards used worldwide. This keeps information safe during transmission and storage, preventing unauthorized access.
Built to align with GDPR regulations, which protect the personal data of individuals in the European Union. This helps organizations collect and manage EU user information responsibly and securely.
Create your Salesforce forms in minutes with prebuilt templates designed to provide a quick preview. Forms Made Easy lets you automate submissions, manage approvals, and capture data directly inside Salesforce for an end-to-end workflow.
Create and edit forms without any technical knowledge. With a simple drag-and-drop system, your team can design professional forms in minutes, without waiting for developers.
All forms are fully responsive and work smoothly on phones, tablets, and desktops. Whether you are in the office, at an event, or in the field, data collection never stops.
Start quickly with a built-in template library. From volunteer sign-ups to nonprofit application forms, you can choose a ready format and customize it as needed.
Every nonprofit works differently, and your forms should reflect that. You can easily add fields, logos, customize the design, and layouts to match your exact process and goals.
Share your forms with donors, volunteers, partners, and beneficiaries using secure links, QR codes, website embeds, or email. No complicated setup, just easy access for everyone involved.
With dynamic forms, your forms change based on user responses with smart, pre-defined rules. This makes them shorter, clearer, and more user-friendly, improving completion rates.