Elektroform

Elektroform handles the Swiss electrical-trade workflow and grid-registration paperwork that the Swiss market requires. You send a deal to Elektroform yourself from a signed offer: open the offer, then click Send to Elektroform in the Finalize sidebar, and Reonic hands the deal to Elektroform.

Who this is for

• Installer admins in Swiss workspaces setting up Elektroform for the first time.
• Account managers and back-office roles handling Swiss electrical-trade and grid-registration documentation.

Before you start

• The offer must be signed before you can send it to Elektroform.
• You need Admin rights to connect Elektroform, in Settings > Company settings > Integrations.
• Elektroform serves the Swiss market and becomes active once you connect it. If the Send to Elektroform button is not visible on the Finalize sidebar, connect it first (see below).
• Sending a deal is a manual step you take on the offer after it is signed.

Find the integrations settings page

1. Click Settings in the bottom-left of the Portal.
2. Open Company settings > Integrations.
3. The Elektroform row shows a status indicator and a Connect / Disconnect button.

Connect Elektroform

1. In Settings > Company settings > Integrations, find the Elektroform row and click Connect.
2. Authorize Reonic to connect to your Elektroform account. Once you approve, the connection is saved automatically.
3. The Send to Elektroform button then appears on signed offers in Swiss workspaces.

Send a signed offer to Elektroform

1. Open the signed offer in the Portal.
2. In the right-hand Finalize sidebar, find the Send to Elektroform button.
3. Click it. Reonic hands the deal to Elektroform.

After a successful send, Reonic keeps a link to the Elektroform document with the signed offer, so you can find it again from the offer.

Things to know

• Sending happens at signature, not at install completion. The button becomes available once the offer is signed.
• To change the connection, reconnect. Open the Elektroform row in Settings > Company settings > Integrations, click Disconnect, then connect and authorize again.
• A single offer can be signed more than once. If an offer is re-signed, each signed version keeps its own link to its Elektroform document.
• Elektroform works with residential offers.

Need help?

• Step-by-step questions about this flow → contact your Reonic account manager.
• Something missing or a feature you would like → drop a note to your Reonic account manager.
• Bug reports → email Reonic support with a screenshot and the signed offer this happened on.

Last updated on August 4, 2026