Best Forms Automation Software for Microsoft 365

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

GW Apps transforms traditional forms into interactive, automated solutions. Create forms featuring numerous fields neatly arranged into tabs or sections for better organization, while incorporating conditional logic, validation, calculated fields, and approval routing—all without any coding. Submissions can activate workflows, send notifications, and update data, consolidating information for effective reporting and analysis. Ideal for departments such as HR, finance, operations, and any processes that are still handled via email or spreadsheets.

Create automations that work for your business. ThinkAutomation gives you an open-ended studio that allows you to create any automated workflow you need. All this without any volume restrictions and without having to pay per process, license, or 'robot.

Flowbiz assists any business looking to chart, digitize and automate workflows and processes to get efficiencies, save cost and time. Users complete their processing needs from one system application. It is a versatile charting, workflow and automation program that can be used for any activity, anytime reporting to any smart device. Flowbiz has 3 versions with a pack of features starting starting from $5 AUD dollars for Designer for charting , $18 AUD for Tasker and $35 AUD for AutoTasker for semi-automation and full systems automation. Flowbiz is a cloud based application and available for use anytime. Please contact us top learn more about Flowbiz.

Online forms simplify data collection. Our integrated apps make it easy to create forms, share them online and receive instant alerts. You can also manage your data efficiently with our integrated apps. Zoho Forms will take care of everything while you focus on your business. You can create beautiful forms without knowing how to code. The form builder software is feature-rich and includes 40+ field types, customizable themes and situation-specific templates. It also has a simple interface that allows you to create functional forms that meet all your needs. Engage with your website visitors by embedding forms on their web pages. You can share links via social media and to a targeted audience through email campaigns. Your forms can be shared with a wider audience, or kept private within an organization. Send conditional emails to alert you when a new record is submitted. Attach attachments to keep everyone in the loop. Chat platforms that allow teams to work together instantly provide instant updates.

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.

eImmigration is a comprehensive case management platform designed to simplify immigration casework for law firms and non-profits. This innovative software empowers legal professionals to save time, expedite case processing, streamline immigration form preparation, enhance client communication, and expand their practices. Developed by Cerenade, a trusted leader in legal software with over three decades of experience and client-driven insights, eImmigration is built with your needs in mind. Offering an all-in-one solution, eImmigration equips you with the tools to manage cases, forms, clients, and your practice seamlessly from a single platform.

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.

Microsoft Forms is a user-friendly application designed for the effortless creation of surveys, quizzes, and polls. It serves various purposes in educational settings, allowing for the development of quizzes, gathering feedback from educators and parents, and organizing events for both students and staff. Additionally, its intuitive interface makes it accessible for users with varying levels of technical expertise.

PerfectApps puts the power to create completely customized no-code solutions in your hands. Subject matter experts can build enterprise-ready web apps, web forms and reports in days or weeks instead of months – without coding. Using a visual designer, simply drag & drop pre-coded elements on a canvas to build the entire application. The no-code approach removes coding as a barrier between ideas and solutions. Benefits include: Faster Delivery. Organizations can be more agile and deploy solutions faster to address their mission critical needs. No-code development is 10x faster than traditional methods (Forrester, 2019). Accessibility. Subject matter experts can build their own web apps without coding which frees up overburdened IT resources. The demand for app development will surpass IT's capacity to deliver by 5 times through 2022, according to Gartner. Lower Cost. App development can be distributed across the organization, reducing total operating costs and improving productivity. Organizations have reported reducing development cost by 74% using no-code app builders (Forrester, 2020).

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.

pdfFiller is an online platform equipped with an extensive set of digital tools designed to simplify PDF management. You can edit, sign, store, manage, and collaborate on your documents seamlessly in one location, eliminating the need for downloads, app switching, or multiple subscriptions. Your files are securely stored in the cloud, granting you the convenience of accessing them from any location at any time, providing peace of mind regarding data loss. This platform truly streamlines the document handling process for users.

Break the invisible barriers between systems, apps, and data. Meet the agentic automation platform that makes quick work of your most complex processes. Make getting things done look easy—because it is. Orchestrate your most complex, critical processes across systems and teams, leaving app and data silos in the dust. Drive every process at maximum speed. Set up and apply AI + automation wherever your teams work with simple-to-use tools and expert support. Get peace of mind and automate with AI in any context, no matter how complex, with full security and governance controls. Get right-size support every step of the way. Start with do-it-yourself training, community expertise from 1M+ automation professionals, and a global partner ecosystem.

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)

Nintex Process Platform is used by enterprise organizations all over the world to automate, manage and optimize their business process. Nintex Process Platform features include process mapping, workflow automation and document generation. It also includes mobile apps, process intelligence, forms and forms generation, and forms. All of this is done with a drag and drop designer. Nintex Workflow Cloud, the latest version of Nintex Workflow Cloud, accelerates your organization's journey towards digital transformation. Put The Power of Process™ in the hands of your ops and IT professionals, process analysts, business analysts, power users, and more. Digitize forms, workflows and more. The Nintex Process Platform provides the most comprehensive platform for automation and process management. Nintex makes it easy to automate and optimize business processes.

altaFlow is an innovative automation platform that prioritizes documents and requires no coding, aiming to enhance and manage document-focused business processes by integrating document creation, intelligent forms, electronic signatures, and workflow automation into one cohesive solution. This platform empowers businesses to convert traditional static documents into dynamic, self-executing workflows that link individuals, data, and systems across various applications, including CRM and ERP solutions. With a user-friendly drag-and-drop interface, users can design tailored workflows that automate tasks like contract creation, approvals, invoicing, onboarding, and quoting, all without the need for programming knowledge. It boasts advanced document generation capabilities that extract data from connected systems to maintain precision, alongside web-based forms that efficiently gather data and initiate workflows as soon as they are submitted. Furthermore, automation bots are included to verify data, issue reminders, and facilitate the movement of documents across different systems, thus minimizing manual transfers and expediting processes. Overall, altaFlow stands out as a comprehensive solution for organizations seeking to optimize their document workflows and improve operational efficiency.

Digitize. Automate. Transform. Fluix mobile-first workflow management software can bridge the gap between office and field. Fluix document workflow software has been used by thousands of businesses around the world to improve their processes. You can quickly fill out any form you need in your day, including purchase orders, inspection reports, and invoices. Fluix's built in annotation capabilities make PDF form filling faster, increasing productivity and optimizing your operational workflow. Fluix makes it easy to complete any type of inspection, review, and approval task in minutes. Just a few clicks away, you can now have a two-week workflow cycle. Ability to view inspection documents from a field worker, even if he is miles away. Signing urgent contracts for customers using the iPad or iPhone

Gluu is a process operations platform that connects how you design work with how teams actually run it. Map end-to-end processes (incl. BPMN 2.0) with roles, controls and SOPs, and publish them to the people who do the work on web, iOS and Android. Turn flows into execution by scheduling checklists, recurring tasks and case workflows with owners, due dates, approvals and required evidence. Frontline users get the right task, instruction and form at the right time; managers see progress, bottlenecks and hand-offs in real time. Capture data at the source with no-code forms; automate reminders and scheduled reports; keep versioned documents, clear ownership and a complete activity trail. Log issues, incidents and CAPAs in context, link risks and controls, and prove that standard work was followed—every time. Because everyone works from the same process and definitions, decisions become consistent and audit-ready across sites. Outcomes: faster onboarding, fewer errors and shorter throughput—without more headcount. Teams in operations, quality and customer service use Gluu to make standard work easy to follow and to improve it continuously. “Gluu lets us see if tasks haven't been done and if work is not flowing - in the entire value chain.” — Hans Jørgen Ebbesen, CEO, CJ A/S “Covers ISO 9001 and ISO 27001 requirements.” — Meindert V., CEO Process owners stay in control: define responsibilities, maintain a living process hierarchy, and roll out updates with version control. Portfolio views track cases and projects against shared templates. Designed for midsize, multi-site organizations seeking consistent execution and accountability.

GoFormz holds multiple patents on its digitization technology, including a method that preserves the look and feel of your original paper forms. GoFormz also provides an additional viewing mode for users working on smaller devices. Users can easily toggle between their original Form View and List View. Requiring no code or IT support to get started, GoFormz focuses on the front-end user experience and remains the leader in user adoption. With our powerful form builder features you can quickly create new forms – easily drag-and-drop fields like Signatures, Images, Barcodes, and Maps, and include Logic and Calculations. GoFormz forms can be filled out from remote locations – even while offline! Once forms are completed, they are automatically stored in the GoFormz Cloud as well as routed to collaborating team members, clients, integrated platforms, and more.

Kianda is a platform for no-code development that empowers citizen developers, business users, and knowledge workers to take charge of digital transformation. No longer do you have to wait for months or even years to implement a new system. You can build and deliver applications and end-to-end business processes quicker and more cost-effectively than coding. With no-code development, any idea can be turned into real-life solutions. Create intuitive forms, processes, and reporting dashboards that integrate with your existing IT systems quickly and easily. What is No-Code Development? Low-code and no code development have seen an exponential increase in popularity due to the need to reduce software development cycles and simplify them. No-code platforms let users focus on creating business applications using prebuilt components, rules, and actions rather than developing everything from scratch.

Cognidox is an online document-management system for high-tech, life sciences and medical device product development. Cognidox is available in the cloud and as an on-premise solution. It promotes product lifecycle management and knowledge sharing between developers and clients, partners, customers, and customers. Cognidox is secure and reliable. We offer plug-ins for many programs, such as Microsoft Office. We also offer an API that allows you to integrate almost any process with Cognidox. Cognidox's core function is a DMS. An add-on for Cognidox allows you to license and distribute documents to third parties via a fully sandboxed website. This allows you to publish specific documents while keeping your main storage secure. Another popular add-on is gBMS - Graphical Business Management System. Visio can be used to capture your business processes. A good BMS should give clear oversight of your entire operation.

TrueContext, formerly ProntoForms, is used by over 3,500 businesses to enable field teams to capture data, submit it, and analyze it using their smartphones and tablets. The app allows users to dispatch partially-filed form, record the time and location where forms are submitted, capture pictures and sketch, and collect signatures.

Experience a powerful backend solution for your forms without the need for iframes or JavaScript libraries, making it ideal for both developers and designers alike. Each time a form is completed, all data is conveniently emailed to your team, ensuring seamless communication. Additionally, get notified in any channel upon form submissions to stay updated instantly. Automate follow-ups with an email to discuss the next steps after a submission, enhancing user engagement. Safeguard your forms against spam by preventing bot submissions that could clutter your systems with irrelevant data. Once a user submits a form, you can either show them a confirmation message or redirect them back to your website, providing a smooth user experience. Integrate your forms with thousands of third-party applications, enabling real-time data transfer effortlessly. You can also manage team access by assigning view or edit rights on specific forms under your account. The forms are designed to look fantastic on any device, adjusting perfectly to different screen sizes. Moreover, you can benefit from dedicated, hosted webpages for your forms, which can be easily shared directly for broader reach. This comprehensive solution not only enhances functionality but also significantly improves user interaction with your forms.

Kintivo Forms Anywhere for SharePoint, which is compatible with Office 365, simplifies the process of designing forms for SharePoint without the need for programming by offering a customizable and responsive interface, complete with branding options and custom actions. You can create advanced, mobile-optimized SharePoint forms using a web-based form builder that accommodates your unique design preferences across various devices and screen dimensions. The form preview feature ensures that your forms appear just as you intend before they go live. Once finalized, you can publish your forms across multiple platforms and effortlessly store the submitted data in SharePoint or Office 365. Enhanced security measures, such as SSL encryption and Google ReCaptcha technology, help protect your forms from spam. You have the flexibility to select a sophisticated theme or use your own rich HTML to enhance the design. Moreover, you can embed your forms nearly anywhere using embed codes, similar to how you would with YouTube videos, allowing for placement on SharePoint, SharePoint Online, or any other website, content management system, or eCommerce platform. Remarkably, you can even link the form to an email, ensuring it still submits data to your SharePoint list seamlessly, providing a versatile solution for various use cases. This flexibility enables users to integrate forms into their workflow efficiently and effectively.