Every program, one budget picture
For the mid-year budget conversation. See every program's burn rate side by side, projected year-end position based on current application velocity, and which programs are pacing under budget — your reallocation candidates. Export the view straight into your budget meeting packet.
Save adds this template to your workspace. New to SaaS eForms? Your free trial starts when you save. Customize everything once it's in.
Committed vs. paid vs. remaining — live
The real-time budget view: every submission counts against the program budget the moment it arrives, not when the check is cut.
The cap that enforces itself
Rules that watch your budget in real time: when committed dollars reach the cap, forms close or switch to waitlist mode automatically.
Lifetime limits, checked automatically
Rules that check each new application against the member's prior claims — annual and lifetime limits enforced at submission, not discovered at review.
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.
Free with any plan · Sets up in 20 min
Multi-Program Budget Overview
Free with any plan · Sets up in 20 min