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Subscribe360 Member portal provides an integrated, self-service member solution
Simplify member onboarding, automate renewals and collect subscriptions with ease
Automate your finance processes, from invoicing to direct debits and online payments
Measure & increase member engagement to provide more value to your members
Advanced events & conferences management features for membership organisations
Fundraising, gift aid and donation management made simple
Our commitment to meeting client requirements is our DNA to success
Subscribe360 is built on the world’s leading CRM & ERP solution
Subscribe360 has multiple trusted partners to provide a full membership solution
Our vision is to provide the number one membership management solution
Subscribe360 is built from the ground up as a Microsoft cloud solution
Membership transformation insights with Subscribe360 & the Microsoft cloud
Subscribe360's development team configures, customises and delivers your solution
Subscribe360's support team help ensure staff get the most from your investment
Dedicated professional trainers and change management experts on-hand
Our consultancy team are the catalyst for delivering digital transformation
AvMA’s vision of reducing their manual processing to a customer-centric model
Allows data from Dynamics 365 to be synchronised with the website database
Subscribe360 was specialised to meet the specific requirements of the My PL initiative
Having RSPH's Membership, Events and Portal modules implemented together
The new website is based on the Subscribe360 members' portal
Subscribe360 members' portal was deployed to underpin the new membership system
Get in touch with us to discuss your project without any obligations
Get in touch with us to discuss your project without any obligations
The Subscribe360 document generator lets membership organisations create personalised Word and PDF documents for email or printing. The document generator can automatically produce renewal letters, reminders, certificates and more, covering the full document requirements of all membership bodies. As the generator is based on Word-based templates, non-technical staff can easily manage and update all documents.
Documents need to be easy to create and update by non-technical staff. For that reason, all documents are created and managed using Word. Merge fields are added using simple markup format, and there is full support to reference related records e.g. invoice to customer details. An example of a marked-up document in Word is shown below. Training will assist staff in identifying the appropriate field and relationship names for merge fields.
Multiple related records are supported in tables, e.g. invoice lines for an invoice, with full control of formatting and order.
The final documents can be generated in either PDF or Word format, ensuring that they are ready to be attached to any emails or for printing/further editing.
The Subscribe360 document generator also allows the generated documents to be stored in a SharePoint location of choice, which may also be related to a Dynamics 365/Dataverse record. This ensures that the documents can be easily accessed from the relevant record, e.g. Invoice, Account or Contact.
The Subscribe360 Document Generator is fully integrated with Power Automate via a series of child flows provided with Subscribe360. This allows for documents to be easily produced to the specific requirement of each membership organisation. In addition, there are no limits on the number/types of documents that can be produced.
A range of templates and formats are provided as standard, which can be adapted to the specific requirements of each membership body. The out of the box templates include:
Unlike other membership systems, the Subscribe360 document generator is currently included as standard with all Subscribe360 implementations (subject to fair usage). Therefore, where high volume usage is required, the generator can be deployed on an organisation’s own Azure subscription. In this scenario, the only additional cost is the Azure usage costs.
Please Contact Us for more information on Subscribe360 and the integrated document generator. A no-obligation demonstration is available on request.
