Operational Documents, Generated from Your Real Data

Stop copy-pasting from spreadsheets into templates. The Document Generation Engine pulls compliance records, board data, grant progress, and financials directly from your platform and renders them into polished, ready-to-send documents in seconds.

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Seed Templates

10+

Data Sources

Export Formats

Batch Max

How It Works

From platform data to polished document in three steps

Pick a template, fill in a short parameter form, and click Generate. Your real compliance records, board data, and grant progress fill the template automatically. No spreadsheet archaeology. No copy-paste errors.

1. Choose a Template

Select from six ready-to-use starter templates or create your own. Each template pulls the data it needs - financials, compliance records, board roster, grant history, and more.

2. Fill Parameters & Preview

Each template generates a dynamic form for the details only you know - meeting date, recipient name, fiscal year. A live preview shows exactly how the document will look before you generate it.

3. Generate & Export

Download as HTML, PDF, or DOCX. Each document stores a data snapshot so you can see exactly what platform data was used at generation time - a permanent audit trail.

Ready-to-Use Templates

Six seed templates cover your most common documents

All templates are published and ready to use on day one. No configuration required for the seed library.

Board Packet Cover Sheet - Meeting date, location, agenda summary, and board member roster
Compliance Attestation Letter - Signed confirmation of compliance status with current findings summary
Grant Progress Report - Funding summary, milestone status, and narrative outcomes for funders

Program Summary - Program overview, participant data, and impact metrics in one page
Staff Welcome Packet - Personalized onboarding document with role details and next steps
Annual Governance Summary - Board meeting activity, quorum records, and governance metrics

Capabilities

Built for how nonprofits actually work

Contextual generation - Generate directly from compliance status, board directory, and grant tracker pages with details pre-filled
AI-enhanced narratives - AI generates written sections from your platform data (Pro+)
Custom templates - Create reusable templates with a live preview editor (Pro+)
Template versioning - Editing a template creates a new version, so documents you already generated stay exactly as they were

Batch generation - Generate up to 50 documents at once from a single template via CSV upload (Enterprise)
Data snapshot audit trail - Every document records exactly what platform data was used at generation time
Multi-format export - HTML (all tiers), PDF, and DOCX (Pro+) from every template
Universal Search - All generated documents are indexed and searchable across your platform

Pricing

Every tier gets the full template library

Starter

Templates + HTML export

All 6 seed templates
Parameter form with live preview
Contextual generation buttons
HTML export
Document history and search

ContentHQ has more tools for your content workflow

Report Builder →

For visual annual reports with inline SVG charts, multi-page layouts, brand styling, and SiteHQ website publishing. The Document Generation Engine and Report Builder draw from the same underlying data, so your numbers are consistent across both.

ContentHQ →

ContentHQ includes Brand Library, Content Studio, Report Builder, and Document Generation Engine. All four tools share your brand data and draw from the same platform data for consistent, on-brand output. Every document you generate appears in the cross-HQ Content Library browse on Starter+ so it stays findable next to drafts, reports, and proposals.

Ready to stop copy-pasting into templates?

Your compliance records, board data, and grant history are already in TappHQ. The Document Generation Engine turns them into polished documents in seconds.

Get Started Free View All Plans