Real accounts, verified at the front door
Bad account numbers poison everything downstream. This recipe connects your CIS (API or nightly file sync) so application forms validate the member's account, pull the service address, and check standing in real time. Works with major co-op CIS platforms; a CSV sync fallback covers everything else.
Save adds this template to your workspace. New to SaaS eForms? Your free trial starts when you save. Customize everything once it's in.
Approved rebate to member bill, hands-free
A formatted export pipeline that turns approved rebates into bill-credit batches your billing system imports cleanly — nightly or on demand.
Check payments, packaged for accounting
Generates complete AP payment requests — payee, amount, W-9, and documentation packet — from approved submissions, batched for your accounting system.
Your data, everywhere it needs to be
Scheduled, documented exports of program data to your data warehouse, G&T submission portal, or analytics tools — one schema, no re-keying.
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 60 min
CIS Member Validation
Free with any plan · Sets up in 60 min