Lifetime limits, checked automatically
"Has this member already claimed their two thermostats?" shouldn't be a research project. These rules check incoming applications against the member's submission history across programs, enforce annual and lifetime limits at the point of submission, and explain remaining eligibility to the member on-screen.
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.
Every program, one budget picture
A portfolio dashboard rolling all program budgets into one view — burn rates, projections, and reallocation candidates for mid-year decisions.
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 10 min
Per-Member Limit Enforcement
Free with any plan · Sets up in 10 min