Philip Deng

A complete, systematic description of the product’s features, organized for lookup rather than learning.

Reference

This guide helps you understand the layout of the Grantable Home screen and where to go for your next step.

The Home Screen

The Documents Library shows all the documents in your organization in one place, with tools to search, filter, and manage them.

The Documents Library

The Document Editor is where you write, edit, and collaborate with AI inside each Grantable document.

The Document Editor

The Files Library is where you upload, organize, and manage supporting materials that provide context for your grant applications.

The Files Library

The Style Guide is where you define writing rules and preferences that shape how Grantable’s AI drafts content for your organization.

The Style Guide

The Organization Profile stores your organization’s essential information — from mission and contact details to leadership and budget — so Grantable can use it to personalize proposals and fill in details automatically.

The Organization Profile

The Funders Area is where you save and manage profiles for potential or active funders — foundations, agencies, or corporations that offer grants.

The Funders Area

The Programs Area is where you store and manage saved program descriptions — reusable summaries of your organization’s core work that Grantable’s AI can reference when drafting proposals and reports.

The Programs Area

The People Area is where you store and manage contacts — individuals connected to your funders, opportunities, or programs — such as program officers, reviewers, or other key partners.

The People Area

Grantable’s roles and permissions system controls what each team member can see and do within your organization’s workspace — from full access to view-only participation.

User Roles and Permissions

Grantable gives you full control over your data — you can export your content at any time or permanently close your account when your work is complete.

Exporting or Leaving Grantable

The Tasks Area gives you a list view of all your organization’s tasks — helping you track deadlines, assignments, and linked grant records in one place.

The Tasks Area

The Discover area helps you search for and save new funders and grant opportunities directly into your workspace — turning public data into actionable records for your team.

Discover (Beta)

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My Grantable

Explanations articles clarify the concepts behind Grantable — why features work the way they do, how the AI thinks with your data, and the principles or best practices that help users understand the system deeply.

Explanations

Files are how you bring external content into Grantable — but one of Grantable’s strengths is that once you begin working inside the platform, your best source material already lives there.

Understanding How Grantable Uses Your Files

The Style Guide and Organization Profile work together to give Grantable’s AI both your organization’s voice and identity — shaping how it writes and what it knows about you.

Understanding the Style Guide and Organization Profile

The AI Settings Panel lets you control how Grantable’s AI thinks — choosing which sources it can reference, what style it follows, and whether it can conduct online research.

Understanding AI Settings

Roles and permissions define what each person in your organization can see and do inside Grantable — from editing projects to managing billing or inviting new members.

Understanding Roles and Permissions

Your workspace is the home base for everything you do in Grantable — where your organization’s people, projects, files, and AI context all come together.

Understanding Your Workspace

The Research feature allows Grantable’s AI to look up information online when additional context may be useful — such as background data, definitions, or recent developments — and include citations so you can review the sources yourself.

Using the Research Feature (Pro)

If Grantable’s AI isn’t responding the way you expect — producing weak, off-topic, or repetitive results — a few simple checks can usually resolve the issue.

Troubleshooting AI Behavior

Grantable is built on SOC 2 Type 2–certified systems and practices, ensuring your organization’s data is protected through independently audited security, availability, and confidentiality controls.

Security and Data Handling Overview

Step-by-step instructions to help you complete common grant-seeking tasks in Grantable, like uploading source materials, inviting teammates, or packaging a submission.

How-to Guides

Bring teammates into your Grantable workspace so you can divide work, share files, and move proposals forward together.

How to Invite Your Team and Collaborate

Keep your Grantable account current by managing your plan, seats, and payment details in one place.

How to Manage Billing and Subscriptions

Upload supporting materials into Grantable to give your AI Assistant the context it needs.

How to Import Your First File

Make sure your Grantable account is ready to go with these quick setup steps.

How to get started in Grantable

Download your drafts from Grantable so you can edit, finalize, and submit them outside the platform.

How to Export and Share Your Work

Start a new draft in Grantable using built-in templates or a blank page, ready for AI-assisted writing.

How to Create a New Document

Create professional, ready-to-edit documents like Letters of Intent, Letters of Support, and Logic Models using Grantable’s built-in templates.

How to Use Document Templates

Connect your Google Drive account to import files directly into Grantable — making it easy to bring in proposals, reports, and reference materials without downloading them first.

Connecting Google Drive

Keep track of upcoming grant deadlines, internal milestones, and team assignments with the Calendar and Tasks features in Grantable.

Using the Calendar and Tasks

Sync your Grantable Calendar with external calendars like Google or Outlook to view upcoming tasks and application deadlines in your personal schedule.

Set Up Calendar Sync (Beta)

Step-by-step guides that walk you through achieving first success with Grantable, from setup to advanced workflows.

Tutorials

Set up your organization in Grantable and build your first grant workspace in under 20 minutes.