Smart Form + Multi-stage Workflow

Commercial Solar Interconnection Application

Three-phase, higher stakes, same clarity

Browse Templates
Branching diagram view showing <50kW fast path and >50kW study path, with a document checklist panel per party.

Commercial applications branch by system size: under your study threshold they follow the fast path; over it, the workflow inserts engineering study, deposit, and agreement stages automatically. Collects documents from multiple parties — developer, electrical engineer, member of record — into one submission, with role-based visibility for each.

What's included

  • Capacity-based fast-track / study-track branching
  • Study fee and deposit tracking
  • Multi-party document collection
  • Role-gated review stages

Features showcased

Save adds this template to your workspace. New to SaaS eForms? Your free trial starts when you save. Customize everything once it's in.

  • Smart Form + Multi-stage WorkflowMost Popular
    Applications & Enrollment

    Residential Solar Interconnection Application

    60–90 days of email, replaced

    A complete residential interconnection intake: system details, one-line diagram and COI uploads, parallel engineering and billing review, and installer status access.

    Dynamic FormsDocument CollectionWorkflow Automation+2
    Intermediate45 min setup
    View Template
  • Smart Form + Workflow
    Applications & Enrollment

    Demand Response Enrollment (Smart Thermostat)

    From interest to enrolled device

    A BYOT demand response enrollment that verifies device eligibility, captures program consent, and hands enrollment data to your DR platform.

    Dynamic FormsWorkflow AutomationAPI & Integrations+1
    Starter20 min setup
    View Template
  • Smart Form + Workflow
    Applications & Enrollment

    Water Heater Load Control Enrollment

    The classic co-op DR program, digitized

    Switch-based load control enrollment with installation scheduling, technician assignment, and annual incentive tracking.

    Dynamic FormsWorkflow AutomationDatabases+1
    Intermediate30 min setup
    View Template
  • BundleMost Popular
    Program Starter Kits

    Complete Rebate Program Starter Kit

    A full rebate program in one save

    The whole rebate stack in one bundle: application form, review workflow, budget tracker, notifications, inspection form, and reporting — pre-connected.

    Dynamic FormsDocument CollectionWorkflow Automation+3
    Starter30 min setup
    View Template

Commercial Solar Interconnection Application

Free with any plan · Sets up in 60 min

Commercial Solar Interconnection Application

Free with any plan · Sets up in 60 min