Cayuse has partnered with Pivot to provide integration between Pivot and Cayuse Proposals (S2S). In order to use this integration, you will need to configure the Cayuse URL and Preferences from your Pivot Admin Dashboard.
Please note: In order to enable the Cayuse Proposals (S2S) integration, you must first contact Pivot support.
Configuring Cayuse Preferences Within Pivot
- From your Pivot Admin Dashboard, click on Set Cayuse URL and Preferences beneath Tools.
- Configure your Cayuse settings. Choose whether or not you want the Cayuse link to display for all users, and select your Cayuse product. If you have both Proposals (S2S) and Sponsored Projects, choose Sponsored Projects.
- Enter your Cayuse URL in the provided field (example: https://sales3.cayuse424.com). Be sure your URL:
- Begins with https://
- Ends with .com (with no trailing slash)
- Click Save.
You will then see the Start Proposal in Cayuse button within funding opportunity detail pages.
Cayuse Proposals (S2S) Workflows
- Federal Opportunity: Click on Start Proposal in Cayuse to direct you to the Grants.gov proposal workflow.
- Non-Federal Opportunity: Click on Start Proposal in Cayuse to direct you to the Other proposal workflow.
For both Federal and Non-Federal opportunities, the Pivot Opportunity Title will be carried over into the Cayuse Proposals (S2S) Proposal Name. The Pivot Opportunity ID will be carried over into the Cayuse Proposals (S2S) Proposal Number field. Both fields in Cayuse Proposals (S2S) are editable.
Cayuse SP Workflow
Follow the configuration steps above and select Sponsored Projects as your Cayuse Product.
You will be directed to create a new proposal.
Getting Started with Pivot
If you are interested in learning more about Pivot, please connect with our sales team. Read more about our announcement regarding our partnership with Pivot.
Cayuse is currently exploring more enhancements to our Pivot integration with Cayuse SP and Cayuse Proposals (S2S).