Best Forms Automation Software for Microsoft Excel

Streamline your proposal creation process with integrated automation in Microsoft Word. Unlock the full potential of Microsoft Copilot to enhance your proposal writing experience!

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.

The Alpha Transform no-code app builder enables business users or developers to turn any paper form or manual process into a mobile app in minutes. Business users can take full advantage of all the capabilities of the smartphone to easily build data collection apps. Power users & developers can add advanced app functionality for field service and dispatch apps with Alpha TransForm's built-in programming language. Robust integration and offline capabilities are built-in. A free trial is available. Alpha Software speeds app development with the only platform on the market with distinct no-code (Alpha TranForm) and low-code (Alpha Anywhere) development environments. The technology receives 5-star reviews from customers on third-party product review websites and has won the InfoWorld Technology of the Year award.

Alpha Anywhere offers the industry's only low-code/no-code app development platform to help users across organizations craft secure, data-driven business apps with outstanding user experiences.  Alpha Anywhere low-code software saves developers time building cross-platform apps that can integrate with existing systems of record and workflows, and work offline. Apps can validate data entries against offline and online databases, trigger email reports and SMS texts, generate custom reports, and include additional security or authentication to protect corporate data.  Key features include robust offline capabilities, rich data integration (API) and full-stack development. The platform includes pre-built app templates, a rich knowledge base, free videos, and tutorials for implementing advanced features. To speed digital transformation, the no-code app builder (Alpha TransForm) allows non-developers to digitize paper forms. The software crafts mobile forms in minutes, and includes a powerful data analytics engine. Develop and design unlimited apps for free. Only pay when you deploy your app.

A prominent player in the realm of survey solutions, responding to 20 million inquiries each day. Maintain a competitive advantage by genuinely grasping your customers' perspectives. Customer satisfaction surveys enable you to engage with individuals across various interaction points, revealing their desires, needs, and expectations. Discover the effectiveness of your strategies and areas needing improvement directly through employee feedback. Assess workforce satisfaction, perform comprehensive reviews, or distribute compliance assessments. Regardless of your role, be it in HR or as a team leader, employee surveys provide the insights you require. Gain access to global opinions at your convenience—market research surveys simplify the process of gathering feedback from both current and potential customers, evaluating concepts, and measuring brand recognition. Become part of the 98% of Fortune 500 companies that trust SurveyMonkey for data powered by the people. With the ability to analyze trends and preferences, you can make informed decisions that lead to greater success.

Cognito Forms allows you to create powerful forms and interfaces with ease using the form builder Cognito Forms. Everyone, from novice developers to experts in programming, can create their own online tools to automate their work. Cognito Forms can be integrated with existing systems to speed development or replace paper-based processes by digital solutions. Cognito Forms is an online form builder that combines powerful capabilities with simplicity. This makes it easy for anyone to simplify their time-consuming or complicated processes. Use our drag and drop form builder and free templates to quickly create beautiful forms. You can then easily add conditional logic or calculations to automate your work.

Form Falcon is a powerful online form builder that automates workflows and helps businesses to streamline their processes, improve client interaction, and reduce administrative burden. It is a combination of cutting-edge features and user-friendly design that caters to a variety of industries including fitness professionals, law firms, healthcare providers. event organizers, small businesses, and even legal firms.

Creating online forms can be quite challenging, but Wufoo simplifies the process. With our intuitive form designer, you can easily craft contact forms, online surveys, and event invitations to gather the essential data, registrations, and payments you require. Our user-friendly form builder allows for extensive customization and design options tailored to your preferences. You can seamlessly link to our pages, embed forms on your website, or utilize our REST API for integration. As submissions come in, we can notify you via email or text, and you can even establish a real-time report to keep track of responses! Our award-winning form builder provides an exceptional interface, straightforward customization, an array of galleries, templates, and robust reporting features. You can select from over 400 templates, perfectly suited to your needs, and ready for personalization. Additionally, you can create engaging visualizations using your own graphs, charts, and key metrics, while implementing rules to generate dynamic forms that adhere to your specified logic. Within minutes, you can start accepting online payments through a Wufoo-powered form, making the entire process efficient and effective. Experience the ease and versatility that Wufoo brings to online form creation today.

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, the Formstack Platform enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Build for your immediate needs—from applications to proposals to onboarding—and scale to help meet your larger, org-wide digital initiatives. All with the Formstack Platform.

Gravity Forms stands out as the most user-friendly and reliable solution for crafting sophisticated forms on your WordPress site. Don’t miss out on potential leads—enhance your business with a polished contact form that is filled with numerous time-saving features and tools. Gravity Forms is truly the only WordPress form plugin you'll ever require, allowing you to create and publish your forms in mere minutes. The process is straightforward, eliminating tedious tasks; simply choose your fields, adjust your settings, and seamlessly integrate forms into your WordPress site using the intuitive built-in tools. Additionally, Gravity Forms collaborates with popular web applications and online services to enhance the capability and versatility of your forms. With over a decade of experience in the WordPress forms industry, Gravity Forms continues to innovate, providing the most sought-after third-party integrations for our users. And this is just the beginning—stay tuned for even more premium partner integrations coming soon! Your form-building experience is about to become even more powerful.

As a leader in enterprise mobile forms software, FastField empowers organizations with all the tools necessary to quickly collect accurate and meaningful data from a mobile workforce. We offer a simple and intuitive website and mobile app that are accessible across iOS and Android. FastField is flexible and dynamic, capable of complete customization and full automation of your form collection workflow. Our focus is business intelligence, transforming your forms into meaningful data that helps you make informed decisions for your business. • Simple / Intuitive UI for Mobile and Web • Extreme Flexibility For Any User / Use Cases • Highly Customizable Forms Workflow • Robust Offline/Online Data Capture Support • Fully Integrated Data Analytics Platform With Automated Custom Alerts • Full Multi-Media Capture Support With Annotation and Comment Capabilities • Enterprise Level Integration Support: Cloud Storage or Private Data Delivery • Application Branding (White Label Solutions)

Cflow is an AI-powered, cloud-based BPM and workflow automation software that streamlines business processes for companies of all sizes.

Kizeo Forms is a powerful, intuitive mobile data collection application designed to streamline your business processes. Whether you're in construction, real estate, healthcare, or any industry requiring field data collection, Kizeo Forms provides a comprehensive solution to create, customize, and manage digital forms with ease. Key Features: Customizable Forms: Design forms to suit your unique business needs using our user-friendly form builder. Add fields for text, photos, GPS coordinates, signatures, and more. Offline Functionality: Collect data in remote locations without internet access. Sync automatically once you're back online. Real-time Data Sharing: Instantly share collected data with your team, clients, or back-office systems. Improve collaboration and decision-making. Advanced Integration: Seamlessly integrate with various third-party tools and platforms like Google Sheets, Microsoft Excel, and cloud storage solutions. Automated Workflows: Automate data processing and workflows to save time and reduce errors. Generate custom reports and trigger email notifications effortlessly. Secure and Compliant: Ensure your data is protected with advanced security features and compliance with industry standards.

FormAssembly allows organizations to take control over the data collection process. Our web-based platform allows companies to streamline old processes and drive business initiatives in any industry. Our platform seamlessly integrates with Salesforce and other business platforms, increasing efficiency across the organization. Furthermore, our advanced security and compliance standards instill confidence.

Software for submission management that simplifies application management, data analysis, and compliance. You can quickly create complex forms and get the media and data you need in the format that you prefer. Our expert support team can help you create complex or simple workflows. You can evaluate effectively using features like auto-tag and auto-score, self-reject, user score. Use the in-app mail to communicate directly with candidates. Use powerful analytics tools to create meaningful reports that you can control.

forms.app is an online survey software and form builder that allows users to create surveys and forms with just a few clicks. It also makes it easy to share them and collect large amounts of data. It offers many survey-oriented question types like opinion scale, star rating and selection matrix. Users can also create high-quality surveys in a matter of seconds thanks to its outstanding features such a simple-to-use UI and fully customizable design. The free plan has all the features and a limit of 150 responses per month, which is much more than other survey tools.

ODK enables the creation of robust offline forms for data collection in any location you require. Join the ranks of prominent social impact organizations utilizing ODK to drive positive change in the world. Each month, millions rely on ODK for their data collection needs due to its versatility and accessibility. This platform boasts a variety of features that enhance your data gathering experience, including the ability to incorporate photos, GPS tracking, conditional logic, calculations, external data sources, support for multiple languages, and much more. Users can choose between the mobile app and the web interface, with automatic syncing of forms and submissions occurring whenever an internet connection is available. You can easily export your data or integrate it with applications like Excel, Power BI, or R for real-time dashboards. ODK has established itself as a benchmark in fields such as public health, global development, emergency response, and environmental monitoring. Countless organizations around the globe utilize ODK, collectively generating millions of submissions each month. As an open-source platform, ODK offers the flexibility to use it as is, personalize it to your needs, or explore other compatible options. While ODK can serve various purposes, our primary mission is to support social impact and empower individuals and organizations committed to enacting meaningful change in their communities. With its user-friendly interface and powerful capabilities, ODK stands out as a vital tool for anyone dedicated to making a difference through effective data collection.

Boosting efficiency, achieving immediate situational awareness, improving precision while accelerating reporting processes, and much more are all possible with Ideagen Smartforms. This user-friendly mobile data capture platform adeptly manages all your mobile form requirements, encompassing routing and approval workflows, integration, user administration, data security, offline syncing, and data replication. By empowering your business to develop clipboard applications that replace traditional paper forms, you will obtain cleaner data for real-time reporting and streamline your operations. The ability to work offline enables your teams to perform inspections at various production sites without relying on a consistent internet connection. Additionally, Ideagen Smartforms is compatible across iOS, Android, and Windows, allowing users to capture various data types, including text, images, barcodes, GPS coordinates, audio, and signatures. Furthermore, with automated workflows and notifications, accessing the information you need at the right time becomes a hassle-free experience, enhancing your team's productivity even further. This comprehensive solution not only facilitates smoother operations but also significantly reduces the risk of data entry errors.

Form Fighter is an innovative AI-driven solution designed to simplify the process of form completion by utilizing your uploaded documents and past submissions. Just upload your forms in formats such as Excel, Word, or PDF, and allow our AI to take care of the tedious tasks, producing precise and customized responses each time. The tool efficiently extracts all necessary fields, removing the need for manual configuration and helping you save precious time. By leveraging the documents you share and a repository of pre-approved answers, Form Fighter intelligently selects the most relevant context to deliver optimal responses. With the power of AI, Form Fighter adeptly fills out your forms, ensuring accurate and consistent answers without the hassle of repetitive work. You can quickly review and make any necessary adjustments to the generated responses. If collaboration is required, you can easily gather input from your team, all within a single streamlined process. Once completed, your forms will be in their original format, fully prepared for immediate use without any complications. Form Fighter is versatile and adaptable, making it an essential tool across various industries and sectors to alleviate the challenges associated with repetitive form-filling tasks. Additionally, its user-friendly interface ensures that anyone can easily navigate and utilize its powerful features effectively.

Your field data will be available faster, richer, and without errors. DoForms data collection app can be used on any device, including smartphones, tablets, laptops, and desktops. It is ready to empower your entire team anytime, anywhere. You can distribute forms, updates, and other task-critical information to as much users as you want. They can be reached across devices in almost real-time. In seconds, turn your data into insights. DoForms makes it easy to create reports in a few clicks. You can also automate the whole process with scheduled reporting. Flexible mobile data collection solutions are available from doForms for all industries. The doForms healthcare-specific mobile solution, combined with our organization-specific system management portal, provide a safe method for collecting patient data and a powerful way to view and manage it. doForms uses the most recent technologies for Data Encryption and Multifactor Authentication to ensure the highest level of security.

An accessible platform that allows you to effortlessly design forms tailored for your business needs. You can choose whether to let everyone or just your team fill out these forms, and your coworkers can have the ability to modify and access the responses. The tool enables you to incorporate various types of questions, including open-ended, yes/no, and multiple-choice formats, as well as rating scales and a list of your organization’s members, among other features. Additionally, you can make specific answers mandatory, and control the visibility of certain questions based on prior responses from users. Sharing is simple, with options to embed the form in your website, promote it on social media, or distribute a link through email or messaging platforms. You can also establish a connection with Yandex Tracker, allowing each response to create a task effortlessly, which streamlines the process of collecting and managing tickets and error reports. Responses can be viewed directly in the platform and exported in multiple formats including XLSX, CSV, and JSON, or sent via email, or saved to a Yandex Wiki page for easy access. Furthermore, you can gather support tickets using Yandex Forms, and seamlessly transfer them to Yandex Tracker or another system through available integrations, enhancing your workflow efficiency. This service not only simplifies form creation but also optimizes response management and collaboration within your organization.

Formotus presents an exceptionally secure, robust, and adaptable mobile forms solution that meets the demands of today's digital transformation era. For more than a decade, Formotus has been at the forefront of innovation, consistently introducing features that cater to enterprise needs. Moreover, our versatile licensing options allow small and medium-sized businesses to take advantage of our powerful mobile form software. Users can create mobile forms with intricate business logic in mere minutes, all without the need for coding. Our user-friendly online application facilitates the rapid construction of forms, complete with data connectors that align with your brand identity. Empower your mobile workforce with dynamic forms capable of capturing images, videos, GPS data, barcodes, and much more. Stand out from competitors with our groundbreaking mobile forms solution, which is uniquely engineered to support secure offline data collection in remote locations. Formotus forms are equipped with business logic, data validation, and error-checking features, ensuring they function seamlessly without a network connection, thereby enhancing productivity in the field. This innovative approach not only streamlines data collection but also significantly boosts operational efficiency.

Empower your business and IT teams to collaboratively create software solutions. Realize value in moments rather than months with our no-code platform that transforms your spreadsheet logic—encompassing intricate rules, calculations, and data models—into fully functional APIs in an instant. This innovation allows for seamless integration of spreadsheets into APIs, while also centralizing, securing, and auditing your business logic. Experience automation in complex modeling, testing, and business impact simulations, significantly reducing your time to market from what once took months to as little as days or even hours. Regardless of your position, Coherent Spark is designed to help you unlock value for your organization. Business leaders and teams alike turn to Coherent to enhance revenue and improve anticipated ROI. With the ability to launch flexible products, your company gains a competitive advantage in the market. Ultimately, our technology fosters greater collaboration between your business and IT teams, enhancing overall speed and operational efficiency. This synergy will not only streamline processes but also lead to innovative solutions that propel your business forward.