Your data, everywhere it needs to be
For co-ops (and G&Ts) building a broader data picture. This recipe ships submission-level program data on a schedule to your warehouse or analytics stack, with a documented, versioned schema and change log. Load research, member analytics, and G&T rollups all pull from the same truth.
Save adds this template to your workspace. New to SaaS eForms? Your free trial starts when you save. Customize everything once it's in.
Real accounts, verified at the front door
Connect your CIS so every form validates member account numbers, service addresses, and account standing at the moment of submission.
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.
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 45 min
Program Data Warehouse Export
Free with any plan · Sets up in 45 min