Workflow Templates

Pre-Built Templates for Nonprofits

Start with proven workflows designed specifically for nonprofit organizations. Customize any template to match your unique processes.

Popular

Purchase Request

Standard approval workflow for purchasing goods and services under a certain dollar threshold.

Typical turnaround: 2-3 days
Employee submits request
Manager review
Finance approval
Purchase authorized
Procurement
Popular

Budget Approval

Multi-level approval process for budget proposals and departmental spending requests.

Typical turnaround: 5-7 days
Department head submission
Finance review
Executive approval
Board notification
Finance
Popular

Grant Application Review

Collaborative review process for evaluating incoming grant applications.

Typical turnaround: 7-10 days
Application received
Program review
Finance assessment
Executive decision
Fundraising

Event Sponsorship

Approval workflow for sponsorship requests and event partnership opportunities.

Typical turnaround: 3-5 days
Sponsorship proposal
Marketing review
Finance approval
Contract execution
Marketing

Volunteer Background Check

Streamlined process for reviewing and approving volunteer applications and background checks.

Typical turnaround: 5-7 days
Application submitted
HR review
Background check
Program manager approval
HR

Contract Review

Legal and financial review process for vendor contracts and service agreements.

Typical turnaround: 4-6 days
Contract drafted
Legal review
Finance approval
Executive signature
Legal

Expense Reimbursement

Quick approval workflow for employee expense reimbursements with receipt validation.

Typical turnaround: 1-2 days
Employee submission
Manager approval
Finance review
Payment processed
Finance

Program Proposal

Comprehensive approval process for new program initiatives and service expansions.

Typical turnaround: 10-14 days
Proposal submitted
Program review
Budget approval
Board approval
Programs

Need a custom workflow?

Our team can help you build custom approval workflows tailored to your organization's unique needs.

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