List of the Top 25 Forms Automation Software for Microsoft 365 in 2026

Streamline your proposal creation process right inside Microsoft Word. Maximize the potential of Microsoft Copilot for your proposal needs!

GW Apps transforms traditional static forms into interactive and automated solutions. Create forms featuring numerous fields neatly arranged into tabs or sections for better organization. You can incorporate conditional logic, validation, calculated fields, and approval processes—all without writing a single line of code. Form submissions can initiate workflows, send notifications, and update data, streamlining information management for reporting and analytical purposes. This tool is ideal for human resources, finance, operations, and any workflows that rely on email or spreadsheets.

Develop automation solutions tailored to your business needs with ThinkAutomation, which offers a versatile studio for crafting any required automated workflow. This platform provides the freedom to create without limitations on volume and eliminates the need to pay for each individual process, license, or robotic implementation. With such flexibility, you can streamline operations and enhance efficiency seamlessly.

Digital forms streamline the process of gathering information. With our suite of integrated applications, you can effortlessly design forms, distribute them online, and receive immediate notifications. Additionally, our tools enable efficient data management, allowing you to concentrate on your core business activities while Zoho Forms handles the rest. You don’t need any coding skills to craft visually appealing forms. The form builder offers an array of features, including over 40 field types, customizable themes, and templates tailored for specific situations. Its user-friendly interface helps you create effective forms that cater to your requirements. You can also enhance engagement with your website visitors by embedding forms directly on your pages. Sharing links through social media and targeting specific audiences via email campaigns expands your reach, whether you prefer to keep your forms private or share them widely. You can set up conditional email notifications to alert you whenever a new submission occurs, and you can include attachments to ensure all relevant parties stay informed. Furthermore, utilizing chat platforms for team collaboration allows for real-time updates that enhance communication and efficiency. This seamless integration of tools not only fosters productivity but also helps maintain a consistent flow of information across your organization.

Cognito Forms provides an intuitive platform for building robust forms and user interfaces, making it accessible to all users, whether they are beginners or seasoned programmers. This tool empowers individuals to develop their own online applications that streamline workflows and increase efficiency. Additionally, Cognito Forms seamlessly integrates with existing software systems, enabling faster development and offering a digital alternative to traditional paper-based procedures. By blending advanced features with user-friendly design, Cognito Forms simplifies the task of managing complex tasks and automating repetitive processes. Utilize our drag-and-drop form builder along with a variety of free templates to craft aesthetically pleasing forms in no time. Furthermore, you can easily incorporate conditional logic or perform calculations, enhancing the functionality of your forms to further optimize your workflow.

eImmigration is an all-encompassing case management system tailored to facilitate immigration casework for both law firms and non-profit organizations. This cutting-edge software enables legal practitioners to optimize their time management, accelerate the processing of cases, simplify the preparation of immigration documents, improve communication with clients, and grow their practices effectively. Created by Cerenade, a reputable leader in the legal software industry with over thirty years of expertise and a focus on client needs, eImmigration is specifically designed with user requirements in mind. By providing a unified solution, eImmigration empowers you with all the necessary tools to efficiently handle cases, forms, clients, and overall practice management from a single cohesive platform, ensuring that every aspect of your immigration work is addressed.

Designing online forms can often be a daunting task, but Wufoo makes it a breeze. Our easy-to-use form designer allows you to effortlessly create contact forms, online surveys, and event invitations to collect vital information, registrations, and payments. The form builder is designed with user-friendliness in mind, providing ample customization options and design flexibility to match your style. You can easily connect to our platform, embed forms directly onto your site, or use our REST API for seamless integration. As responses flood in, we offer notifications via email or text, and you can set up real-time reporting to monitor your submissions effectively. Our award-winning builder features an exceptional interface, straightforward customization capabilities, a wide range of templates, and comprehensive reporting tools. Choose from over 400 ready-to-use templates tailored to your requirements, all easily customizable. Furthermore, you can create captivating visualizations with your own graphs, charts, and metrics while incorporating conditional logic to produce dynamic forms. In just a few minutes, you can start processing online payments with a Wufoo form, streamlining the entire experience. Discover the convenience and adaptability that Wufoo offers for your online form creation needs today, and elevate your data collection to a whole new level.

Microsoft Forms is an easy-to-use tool that facilitates the simple creation of surveys, quizzes, and polls. This application caters to a wide range of needs within educational environments, enabling the creation of quizzes, the collection of feedback from teachers and parents, and the planning of events for students and staff alike. Its straightforward interface ensures that individuals with different levels of technical knowledge can utilize it effectively. Furthermore, the versatility of Microsoft Forms allows for seamless collaboration among users, enhancing the overall experience in educational settings.

PerfectApps empowers you to design fully tailored no-code solutions independently. Experts in various fields can create enterprise-grade web applications, forms, and reports in a matter of days or weeks, eliminating the lengthy coding process. With a user-friendly visual designer, you can effortlessly drag and drop ready-made components onto a canvas to construct your entire application. This no-code methodology effectively eliminates coding as an obstacle between innovative ideas and practical solutions. The advantages of this approach are significant: Accelerated Delivery. Organizations gain enhanced agility, allowing them to implement solutions more swiftly to meet essential operational requirements. The speed of no-code development is estimated to be ten times that of conventional methods (Forrester, 2019). Increased Accessibility. Subject matter experts can independently create their own web applications without programming knowledge, alleviating the strain on already busy IT departments. By 2022, the demand for application development is expected to exceed IT's ability to supply by a factor of five, as reported by Gartner. Cost Efficiency. The process of app development can be decentralized across the organization, leading to lower overall operating expenses and heightened productivity. Businesses have indicated that employing no-code app builders can lead to a remarkable 74% reduction in development costs (Forrester, 2020). Furthermore, as organizations increasingly adopt this innovative approach, the potential for streamlined operations and enhanced collaboration grows exponentially.

Utilizing Formstack allows you to streamline manual tasks, expedite solution delivery, and transition from concept to operational workflow in just minutes, saving you valuable time—all achieved through simple clicks rather than complex coding. By integrating a user-friendly visual workflow automation tool with digital forms, document creation, and eSignature capabilities, the Formstack Platform empowers you to efficiently develop numerous solutions that address both your daily challenges and the digital demands of your clients. Moreover, you can construct solutions tailored to your urgent requirements, whether they involve applications, proposals, or onboarding processes, while also scaling to support broader organizational digital transformation goals—all seamlessly facilitated by the Formstack Platform. This versatility makes it an essential tool for enhancing productivity and improving customer satisfaction across various sectors.

pdfFiller by airSlate makes working with documents easy. Edit PDFs, sign, send, and collaborate all in one secure place — no need for extra subscriptions or tools. With clear pricing, built-in storage, and top-notch support, pdfFiller gives teams of any size a smooth, hassle-free way to handle all their documents.

Eliminate the unseen obstacles that exist between various systems, applications, and data sources. Discover the automation platform designed to streamline even your most intricate processes efficiently. Transform your workflow to appear effortless—because it truly is. Seamlessly manage your most essential and complicated processes across diverse systems and teams, effectively eliminating data and application silos. Propel every task forward with enhanced speed. Implement AI and automation tools wherever your teams operate, supported by user-friendly resources and professional guidance. Enjoy the confidence that comes from automating with AI in any scenario, regardless of complexity, while maintaining robust security and governance measures. Receive tailored support throughout your journey. Begin with hands-on training, leverage the knowledge of a community consisting of over a million automation experts, and tap into a worldwide network of partners ready to assist. Additionally, your teams will benefit from continuous learning opportunities to stay ahead in the ever-evolving landscape of automation.

Gravity Forms is recognized as the top choice for creating advanced forms on your WordPress website, thanks to its exceptional user-friendliness and reliability. To avoid losing potential leads, elevate your business with a sleek contact form that comes equipped with a variety of time-saving features and tools. This plugin is all you need for WordPress form creation, enabling you to design and launch forms in just a few minutes. The entire process is simple and efficient; all you have to do is select your fields, modify your settings, and effortlessly embed forms into your site using the easy-to-use built-in tools. Moreover, Gravity Forms integrates seamlessly with popular web applications and online services, enhancing the functionality and adaptability of your forms. With more than ten years of expertise in the WordPress forms arena, Gravity Forms remains at the forefront of innovation, offering the most requested third-party integrations for users. This is merely the start—exciting premium partner integrations are on the horizon, promising to make your form-building journey even more robust. As new features roll out, you can look forward to an even more enriched user experience with Gravity Forms.

FastField stands at the forefront of enterprise mobile forms software, equipping organizations with essential tools to efficiently gather precise and insightful data from their mobile teams. With a user-friendly website and a mobile application compatible with both iOS and Android, FastField ensures accessibility for all users. Its versatility and adaptability allow for complete customization and total automation of the form collection process. By emphasizing business intelligence, we convert your forms into actionable data that aids in making well-informed business decisions. Our platform features a straightforward and intuitive interface for both mobile and web use, providing extreme flexibility suitable for any user or scenario. FastField supports highly customizable forms workflows, ensuring that users can tailor their experience to meet their specific needs. Additionally, our robust offline and online data capture capabilities ensure that users can collect information regardless of connectivity. We also offer a fully integrated data analytics platform, complete with automated custom alerts to keep you updated on key metrics. Moreover, our platform supports comprehensive multimedia capture, allowing users to include annotations and comments for richer data context. FastField also provides enterprise-level integration support, whether through cloud storage solutions or private data delivery. Lastly, we offer application branding options, enabling white label solutions that can be customized to resonate with your organization's identity. With all these features combined, FastField empowers organizations to streamline their data collection processes and enhance overall operational efficiency.

The Nintex Process Platform serves enterprise organizations globally to streamline, oversee, and enhance their business processes. It boasts features like process mapping, workflow automation, and document creation, alongside mobile applications, process intelligence, and customizable forms—all facilitated through an intuitive drag-and-drop designer. The latest iteration, Nintex Workflow Cloud, significantly propels organizations toward digital transformation. Empower your operations and IT teams, process analysts, business analysts, and power users by harnessing The Power of Process™. This platform enables the digitization of forms, workflows, and other critical components, making it the most extensive solution available for automation and process management. Nintex simplifies the journey to optimize and automate business processes, ensuring efficiency at every step. With its comprehensive tools, organizations can adapt to changing demands seamlessly.

altaFlow is a cutting-edge automation platform designed to streamline document-centric business processes without requiring any coding skills, integrating features such as document creation, intelligent forms, electronic signatures, and workflow automation into a unified solution. This innovative platform allows businesses to transform conventional static documents into interactive, self-executing workflows that seamlessly connect people, data, and systems across various applications, including popular CRM and ERP tools. Users benefit from a straightforward drag-and-drop interface, enabling them to craft customized workflows that automate essential tasks like contract generation, approvals, invoicing, onboarding, and quoting effortlessly. The platform's advanced document generation capabilities ensure accuracy by pulling data from linked systems, while web-based forms efficiently collect information and trigger workflows immediately upon submission. Additionally, automation bots play a crucial role in data verification, sending reminders, and facilitating the transfer of documents between different systems, which greatly reduces the need for manual interventions and accelerates overall processes. altaFlow ultimately emerges as a robust solution for companies aiming to enhance their document workflows and boost operational productivity, providing them with the tools necessary to thrive in a fast-paced business environment. As organizations increasingly seek efficiency, altaFlow becomes an essential partner in their journey toward automation and streamlined operations.

Embrace digitization and automation with Fluix, a mobile-centric workflow management solution that seamlessly connects office operations with field activities. This innovative document workflow software has been adopted by countless organizations globally to enhance their operational processes. You can effortlessly fill out essential forms throughout your day, such as purchase orders, inspection reports, and invoices, streamlining your workload. With Fluix's integrated annotation features, completing PDF forms becomes quicker, thereby boosting productivity and refining your workflow efficiency. The platform simplifies the execution of various inspection, review, and approval tasks, allowing you to finish them in just minutes. In just a handful of clicks, you can establish a two-week workflow cycle, ensuring that critical tasks are managed efficiently. Furthermore, field workers can access inspection documents even from remote locations, allowing for real-time updates. Additionally, you can swiftly sign important contracts for clients using your iPad or iPhone, ensuring that your business remains agile and responsive. This level of accessibility transforms how teams collaborate and communicate, ultimately driving greater success.

Gluu is a process operations platform that connects how you design work with how teams actually run it. It solves the gap between static process documents and daily execution by putting processes, tasks, and instructions in one place. Design: map end-to-end processes (incl. BPMN 2.0) with roles, controls and SOPs; link policies, risks and KPIs; define ownership and approvals. Publish to web, iOS and Android so the right people see the right steps. Execute: turn flows into scheduled checklists, recurring tasks and case workflows with due dates, owners, forms, approvals and required evidence. Frontline users get the exact instruction and form at the moment of work; managers track progress, handoffs and bottlenecks in real time. Improve & prove: capture data with no-code forms; automate reminders and reports; keep version history and a complete activity trail. Log issues, incidents and CAPAs in context to drive continuous improvement and keep audits simple. Results: fewer errors, faster onboarding, consistent execution across sites—without adding headcount. Teams in operations, quality and customer service use Gluu to standardize “the way we do things here” and evolve it together. Use cases: Quality Management (ISO 9001 practices), Governance/Risk/Compliance (policies, controls, evidence), Task & Workflow Management (work that follows your best process), and Case/Project portfolios. “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

GoFormz boasts several patents for its innovative digitization technology, which includes a unique approach that maintains the aesthetic and functionality of traditional paper forms. Additionally, the platform offers a specialized viewing mode tailored for users on smaller devices, allowing seamless transitions between the original Form View and a List View. With no coding or IT expertise needed to begin, GoFormz prioritizes a user-friendly experience and continues to lead in user adoption rates. The robust form-building capabilities enable users to effortlessly design new forms, utilizing a simple drag-and-drop interface for elements like Signatures, Images, Barcodes, and Maps, while also incorporating Logic and Calculations. Users can complete forms remotely, even in offline scenarios, and upon completion, these forms are automatically saved in the GoFormz Cloud and sent to team members, clients, and integrated platforms, streamlining collaboration and productivity. This seamless integration of features not only enhances efficiency but also empowers teams to work more effectively, regardless of their location.

Kianda serves as a no-code development platform that enables citizen developers, business professionals, and knowledge workers to spearhead their own digital transformation initiatives. You no longer need to endure lengthy waits of several months or even years to set up a new system; instead, you can now swiftly create and deploy applications and comprehensive business processes in a more efficient and budget-friendly manner than traditional coding. With no-code development, virtually any concept can be transformed into practical solutions. It allows you to effortlessly design user-friendly forms, processes, and reporting dashboards that seamlessly integrate with your current IT infrastructure. Defining No-Code Development, it has gained remarkable traction as businesses seek to shorten software development timelines and streamline the process. Such platforms empower users to concentrate on building business applications using pre-existing components, rules, and actions, rather than starting from ground zero, thereby revolutionizing the approach to software creation and deployment.

Cognidox serves as a comprehensive online document management system tailored for product development in the high-tech, life sciences, and medical device sectors. Available both in the cloud and as an on-premise solution, it fosters effective product lifecycle management and enhances knowledge sharing among developers, clients, partners, and customers alike. This platform is designed to be secure and dependable, offering plug-ins for a variety of programs, including Microsoft Office, and an API that facilitates the integration of numerous processes with Cognidox. At its core, Cognidox functions as a document management system, and it features an add-on that enables the licensing and distribution of documents to third parties through a fully sandboxed website, ensuring that specific documents can be published while maintaining the security of the main storage. Additionally, one of its notable add-ons is the gBMS, or Graphical Business Management System, which utilizes Visio to map out business processes effectively. A robust business management system not only enhances clarity across operations but also contributes to streamlined workflows and improved visibility throughout the organization.

TrueContext, previously known as ProntoForms, is utilized by more than 3,500 companies to empower their field teams to gather data, submit reports, and analyze information via smartphones and tablets. This application provides features that enable users to send forms that are partially completed, log the time and place of submissions, take photographs and sketches, as well as obtain signatures from clients or stakeholders. Its versatility makes it an essential tool for businesses looking to streamline data collection in dynamic environments.

Flowbiz is designed to support businesses aiming to organize, digitalize, and streamline their workflows and processes, ultimately enhancing efficiency while reducing costs and time. Users can fulfill all their processing requirements through a single application system. This adaptable program offers capabilities for charting, workflow management, and automation, enabling activities and reporting to be accessible on any smart device, at any time. Flowbiz comes in three versions, each with a distinct set of features: Designer for charting at just $5 AUD, Tasker for task management at $18 AUD, and AutoTasker for semi- and full automation at $35 AUD. As a cloud-based solution, Flowbiz allows for continuous access and utilization from anywhere. For further information and to explore how Flowbiz can benefit your organization, please reach out to us.

Discover a robust backend solution for your forms that operates without relying on iframes or JavaScript libraries, making it highly suitable for both developers and designers. Each completed form automatically sends all data to your team via email, facilitating smooth communication. You can also receive instant notifications across various channels upon form submissions to keep you informed. Enhance user engagement by automating follow-up emails to discuss the next steps after a submission. Protect your forms from spam by blocking bot submissions that could fill your systems with unnecessary information. After submitting a form, users can either see a confirmation message or be redirected back to your website, ensuring a seamless experience. Furthermore, integrate your forms with a multitude of third-party applications to allow for effortless real-time data transfer. Manage team access effectively by assigning specific view or edit permissions for different forms under your account. The forms are crafted to look stunning on any device, automatically adjusting to varying screen sizes. You can also take advantage of dedicated, hosted webpages for your forms, making it easy to share them directly for a wider audience. This all-encompassing solution not only boosts functionality but also greatly enhances user interaction with your forms, ensuring that both form creators and users have a satisfying experience. With these features, you can streamline your workflow and improve overall efficiency in managing form submissions.

Kintivo Forms Anywhere for SharePoint is a user-friendly tool that works seamlessly with Office 365, making it easy to create forms for SharePoint without requiring any programming skills, thanks to its customizable and responsive interface, which includes branding options and custom actions. With a web-based form builder, you can design sophisticated, mobile-friendly SharePoint forms that cater to your individual aesthetic preferences across different devices and screen sizes. The built-in form preview feature allows you to see exactly how your forms will look once they are published, ensuring they meet your expectations. After finalizing your designs, you can effortlessly distribute them across multiple platforms and securely store the incoming data within SharePoint or Office 365. The implementation of advanced security features, such as SSL encryption and Google ReCaptcha, safeguards your forms against spam submissions. You have the option to choose from a variety of elegant themes or to enhance the design with your own HTML, providing ample creative freedom. Furthermore, embedding your forms is straightforward, as you can use embed codes similar to those used for YouTube videos, allowing placements on SharePoint, SharePoint Online, or virtually any website, content management system, or eCommerce platform. Impressively, you can also link the forms to emails, ensuring that data submission to your SharePoint list occurs smoothly. This adaptability makes it an ideal solution for a wide range of applications, enabling users to integrate forms into their workflows in a streamlined and effective manner. Ultimately, Kintivo Forms Anywhere not only simplifies form design but also enhances the overall user experience across various digital environments.