New Applicant Navigation & Mobile

Phase 2 of our navigation and UI update is here, extending the streamlined applicant experience across all applicant-facing pages — from Eligibility through Post-Award. Every page is now fully mobile-optimized, so applicants can complete submissions confidently from any device.

Goals & Milestones 

Aligned objectives, measurable outcomes, built directly into your programs from day one.

Grantors can establish program-level goals, applicants can propose their own or collaborate on shared goals, and milestones can be set during Intake Forms. That means before funding is ever confirmed, everyone already understands what success looks like. Everything carries seamlessly into your Award Agreement, so expectations are documented and everyone is aligned from the moment funding is confirmed. 

This is a best practice for all grant programs and a requirement for those operating under Uniform Guidance (2 CFR 200.301).

Coming Soon: Post-award reporting on Goals and Milestones.

Goals & Milestones is included in select packages. If it's already part of your package, it's turned on and ready to use. Contact your Customer Success Manager to add it to your account.

Learn more:

• Goals & Milestones: Admin Guide →
• Goals & Milestones: Applicant Guide →

Approval Management

Sign-off, simplified.

Route award agreements and disbursements through a structured approval process — no more chasing signatures or managing approvals outside the system. Set up parallel approvals within a group or sequential approvals across teams like legal and finance, and control exactly what each approver sees so sensitive information stays protected.

Approval Management is available on Professional plans and above. Contact your Customer Success Manager to check if it's included in your package or to upgrade your account.

Learn how to set up Approval Management →

Amendments Increase Award Amount

General Amendments allow Program Owners to make formal changes to an award agreement after it has been accepted. With this enhancement, you can now increase the total award amount for your awardee. Award agreements update automatically, a full audit trail is maintained, and there's no need for manual workarounds or new award records.

Learn more about Initiating General Amendments →

Void Awards

Program Owners can now cancel any award before awardee acceptance directly from the awarding page — giving you and your team room to correct errors before they become problems.

Disqualification Reversal

Made a mistake on a disqualification, or changed your mind? You can now reverse it directly from Program Admin Controls. The application is automatically restored to its previous status, all reviewer feedback and scores are preserved, and the applicant gets notified of the change.

Learn more about Reversing a Disqualification →

Bulk and Ad Hoc Disbursements

No more predefined schedules or one-by-one processing. You can now send new funding increments to multiple awardees at once, and each one is automatically added to the award agreement. No amendment required. Need to attach a progress report too? You can do that in the same workflow.

It's a much faster way to handle things like scholarship renewals or grant increments that get triggered by outside factors, like academic results or regulatory approvals.

If Disbursements is already part of your subscription, you now have these capabilities.

Learn more about Sending Bulk and Ad Hoc Disbursements →

Accepted Awards View

The new Accepted Awards View gives Program Owners and Program Managers a dedicated space to oversee awards after they've been accepted.

View Award Timeline

See the full award journey at a glance. Select the new clock icon on the Award Recipients page for a complete timeline from offer to acceptance.

Post Award Dedicated Pages

Dedicated pages for Awardee List, Progress Reports, and Disbursements give administrators a single, comprehensive view of every pending and completed task across their entire program. No more clicking application by application. Bulk approvals and disbursements mean less time managing, more time moving work forward.