Document Generation

A template is a Document that serves as a starting point for a new document. Generating a document from Enquire allows a user to combine standard text and formatting features from Microsoft Word with data and tables from Enquire.

Document Generation allows admin users to create templates based on smart tags within the Enquire system.

A template can then be generated and merge in the information from the target location.

Customise document template
Use smart tags to generate template fields
Publish to allow access to document template

With Enquire’s Document Generation maintain consistency, benefit from auto-population and reduce administrative time and effort.

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Key features

Enquire makes managing funded projects and impact reporting easy with a wide range of ready to use no-code features that streamline administration, improve program visibility and automate reporting management.

Business Process Management

Budget and Finance

Template and Data Configuration

Contacts and Clients

Performance and Reporting

User and System Management

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The Enquire difference

End to end lifecycle management

Enquire connects the dots throughout your lifecycle management with purpose-built processes to keep your programs running smoothly – from application, to assessment, to acquittal. With a powerful e-form builder to collect the information you need and business process workflows to speed up processes such as project reviews, document management and client reporting, Enquire makes end-to-end project delivery a breeze.

Configurable and scalable

Enquire is adaptable and configurable to changing business processes and battle-tested to get your programs off the ground fast, scaling up and down based upon your organisational requirements. Configure templated notifications, workflows and automations to streamline your programs and maximise their efficiency – reducing the time, money and effort of developing project assets.

User-centric cloud solution

Enquire’s cloud based no-code design and simple interface account for a range of end users – from program managers to non-profit staff and applicants. With access split between an internal management portal and external client portal, intuitive navigation is baked into every function and Enquire’s forward facing design supports all users as they complete their applications, reports and assessments.

Outstanding reporting capabilities

Take complete control of the narrative around your organisation’s impact with configurable and targeted reporting indicators. Enquire was purpose-built to effectively communicate how funding is spent in government and for-purpose programs – going beyond the dollars by linking costs to tangible outcomes that our users define. We enable organisations to tell compelling stories about the good they do, helping them secure future funding to expand their impact and deliver greater community outcomes.

Enhanced collaboration

Understanding the relationship between funding organisations and their applicants, Enquire supports all users to get more done together. Scheduled or automated notifications, workflow comments, and emails and alerts streamline communication with beneficiaries and stakeholders for complete transparency. Roles-based permissions and auto-reconciling information increases auditability and data accuracy.

Best practice standards

Enquire practices a collaborative and involved working relationship with our clients, resulting in 15+ years of client feedback-based and industry best practice development. We simplify all of the complex client-facing processes that create bottlenecks throughout the project lifecycle, rather than applying patchwork updates to individual processes like most overspecialised prosumer vendors.

Do more with integrations

Enquire is adaptive and ready to use with your existing systems, including Microsoft Office and other tools. With financial management and additional integrations, a natively responsive design ensures users can access all their information they need across mobile, tablet and desktop from their web browser.

Full support and training

Training comes customised to your organisation’s needs either in-house or web-based. You can request training as part of the Enquire program implementation or on an as-needed basis. Support is available 24/7 through the Tactiv Client Support services help desk. Software upgrades are included with standard support.

Document Generation

Documents can be generated through Enquire to produce information for a broad range of business or audit purposes.

Workflow Management

Case Administration