Architecture
Describe hosting model, microservices or monolith approach, and scalability strategy including load handling and redundancy.
A well-structured proposal aligns project goals with limited budgets, defines measurable outcomes, and documents responsibilities to support transparency and funding decisions.
Responsible for final decision-making and alignment with mission priorities. Reviews budget, funding limitations, and high-level project outcomes to ensure the software supports program delivery and stakeholder requirements.
Manages technical evaluation, integration requirements, and vendor communications. Ensures proposed architecture, APIs, and hosting models meet security and long-term maintenance needs for the organization.
Board members, program directors, and IT coordinators use proposals to compare vendor approaches and ensure alignment with mission objectives.
Community partners and grant administrators also review proposals to confirm deliverables, reporting cadence, and compliance with funding terms.
Describe hosting model, microservices or monolith approach, and scalability strategy including load handling and redundancy.
Document required API endpoints, authentication methods, rate limits, and expected data schemas for integrations.
Specify SSO compatibility, OAuth or SAML support, MFA requirements, and session management policies.
Request backup frequency, retention periods, and restoration procedures including disaster recovery time objectives.
Ask for unit, integration, and user-acceptance testing approaches plus acceptance criteria and defect remediation timelines.
Require WCAG 2.1 level considerations and testing to ensure equitable access for users with disabilities.
Define required encryption, access controls, incident response timelines, and expectations for HIPAA or FERPA handling where relevant.
List required integrations such as CRM, payment processors, learning management systems, and data export formats for partners.
Specify metrics, report frequency, export formats, and any dashboard needs for funder reporting and internal oversight.
Outline SLA expectations, update cadence, bug-fix processes, and long-term hosting or migration responsibilities.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Approval Routing | Sequential |
| Notification Channels | Email and SMS |
| Auto-Archival Period | 365 days |
| Bulk Send Limit | 500 documents |
Confirm supported platforms and minimum device requirements to ensure staff and volunteers can access the application reliably.
Proposals should also detail offline capabilities and bandwidth needs so field staff can use the system in low-connectivity environments.
A regional food bank sought donor and volunteer management software with mobile intake forms to streamline services.
Resulting in improved distribution efficiency and clearer reporting for funders.
A nonprofit focused on after-school programs needed a tracking tool to report attendance and outcomes to school partners.
Leading to better compliance with grant conditions and more timely program evaluations.
| Criteria | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| ESIGN/UETA Validity | |||
| HIPAA Support | Attestation | Attestation | |
| Bulk Send | Limited | ||
| API Availability | REST API | REST API | REST API |
| Provider | signNow (Recommended) | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Entry-level Monthly Price | $8 per user | $10 per user | $14 per user | $15 per user | $19 per user |
| Free Tier Available | Limited | No | No | Limited | No |
| Bulk Send Included | Yes, paid | Add-on | Add-on | Add-on | Add-on |
| HIPAA Compliance Option | Available | Available | Available | Limited | Not standard |
| API Access Included | Included | Add-on | Included | Included | Included |