Applicant Information
Full account name, service address, utility account number, and contact details to match utility billing records and confirm program eligibility.
Accurate Energy Savings Mass Save Documents protect eligibility for rebates, speed processing, and create an audit-ready record. They clarify responsibilities among homeowners, contractors, and program administrators while supporting measurement and verification of installed measures.
Several parties commonly complete or sign these forms depending on the project and program role.
Clear role assignments reduce processing delays and make it easier to respond to audit requests or follow-up inspections.
Full account name, service address, utility account number, and contact details to match utility billing records and confirm program eligibility.
Detailed make/model, quantity, and efficiency ratings for installed equipment so the program can verify savings assumptions.
Installer name, business license or contractor ID, signature, and date to confirm work was performed by an authorized professional.
Itemized invoices, receipts, and photos of installed equipment and serial numbers to substantiate purchase date and installation.
Pre- or post-installation checklist completed by a qualified inspector documenting compliance with program specifications and site conditions.
Clear itemization of eligible costs, incentive rates, and total rebate requested so administrators can process payment accurately.
| Field | Configuration |
|---|---|
| Signature Type | Electronic signature with timestamp and audit trail |
| Authentication | Email link or SMS code; use stronger methods for third-party authorizations |
| Attachments | Require PDF/JPEG receipts and installation photos |
| Notifications | Automatic sender and signer email confirmations |
Use a platform that supports PDF and DOCX uploads, audit trails, and common integrations to simplify routing and recordkeeping.
Ensure the chosen platform provides an immutable audit trail and basic signer authentication to meet program and audit expectations.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |