The file cabinet, retired
Every submission in SaaS eForms already carries its documents, approval chain, and timestamps. This template adds the binder view: filter any set of records — a program year, a funder's projects, one member — and export a complete, indexed documentation packet. The 2–5 day audit scramble becomes a five-minute export or a read-only access grant.
Save adds this template to your workspace. New to SaaS eForms? Your free trial starts when you save. Customize everything once it's in.
Your G&T report, on autopilot
A quarterly program report formatted for G&T submission — participation, spend, and savings by program — generated and delivered on schedule.
Federal money, federal paperwork — handled
A compliance bundle for USDA RESP-funded programs: loan activity reporting, participant records with required fields, and audit-ready documentation.
Annual state reporting without the re-keying
An annual report template mapped to common state energy office formats, with measure-level savings and demographic breakdowns where required.
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 15 min
Audit-Ready Documentation Binder
Free with any plan · Sets up in 15 min