Make it possible to merge offline donations into a PDF pledge form from within the Participant Center

Currently if you allow offline gifts to be entered through the participant center in TeamRaiser, the only utility available to participants is to download a .csv file of gifts. In reality, on event day the participant needs to turn in a pledge form detailing all offline donations to reconcile the cash/cheques they are turning in, which makes entering offline gifts in the PC redundant as a fundraising/tracking tool.

Taking "download gifts" one step further and merging the .csv data into a pledge form .pdf template that a participant could simply print and bring to the event would greatly enhance the usability of the participant center in this regard and provide a reason that tracking offline gifts in the PC could be used more effectively.

  • Guest
  • Feb 11 2017
  • Reviewed: Voting Open
Area of the Product TeamRaiser
Org/Company Name Ontario SPCA
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