Best Forms Automation Software for Microsoft 365
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Compare the Top Forms Automation Software that integrates with Microsoft 365 as of May 2026
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This a list of Forms Automation software that integrates with Microsoft 365. Use the filters on the left to add additional filters for products that have integrations with Microsoft 365. View the products that work with Microsoft 365 in the table below.
What is Forms Automation Software for Microsoft 365?
Forms automation software is a type of software used to streamline various organizational processes. It can help automate the creation and distribution of forms, as well as the collection and analysis of data from those forms. It typically includes features such as search capabilities, integration with other systems, automated notifications, and customizable templates. These tools can help organizations save time and money by reducing manual tasks associated with form processing. Compare and read user reviews of the best Forms Automation software for Microsoft 365 currently available using the table below. This list is updated regularly.
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1
Expedience Software
Expedience Software
Proposal automation directly within Microsoft Word. Get the most from Microsoft Copilot for proposals! -
2
GW Apps
GW Apps
GW Apps converts static forms into dynamic, automated experiences. Build forms with hundreds of fields, organized into tabs or sections for clarity, and add conditional logic, validation, calculated fields, and approval routing—no code needed. Submissions can trigger workflows, notifications, and data updates, centralizing information for reporting and analysis. Perfect for HR, finance, operations, and any process still managed by email or spreadsheets.Starting Price: $99/month / 15 users & 3 apps -
3
ThinkAutomation
Parker Software
Develop the automations that work for you. With ThinkAutomation, you get an open-ended studio to build any and every automated workflow you could ever need. All without volume limitations, and all without paying per process, license or ‘robot’.Starting Price: $2,700/year -
4
Zoho Forms
Zoho
Simplify data collection with online forms. Create forms, share them online, receive instant alerts, and efficiently manage your data with our integrated apps. Take a deep breath and focus on your business while Zoho Forms handles it all for you! Create beautiful forms without having to code. Our feature-rich form builder software, with 40+ field types, customizable themes, situation-specific templates, and a simple user interface, helps you create beautiful, functional forms for all your needs. Embed forms on web pages and engage with your website visitors. Share links on social media or to a target audience via email campaigns. Let your forms reach a wider audience or keep them private within a closed organization. Trigger conditional alerts via email whenever a new record is submitted or updated. Include attachments and keep all concerned people in the loop. Receive instant updates on chat platforms where your teams can work collaboratively.Starting Price: $10.00 per month -
5
Cognito Forms
Cognito Forms
Cognito Forms is a powerful form builder that enables users to create, manage, and automate their data collection process. Build your form in minutes with drag-and-drop form fields, templates, and AI form builder. Cognito Forms has advanced features like calculations, conditional logic, repeating sections, Lookup fields, custom branding, and data encryption. Power your complex business processes with Workflow Automation. You can set up conditional logic rules to automate and document approvals, signatures, payments, and other repetitive tasks requiring user input in your workflow. With email notifications and automatically assigned Workflow Tasks, you can bring the right people in at the right time. Overall, Cognito Forms delivers a powerful yet approachable solution for anyone looking to streamline data collection and automate workflows. Its advanced features, user-friendly design, and flexible pricing make it a valuable tool for businesses, teams, and solo entrepreneurs.Starting Price: $19 per month -
6
eimmigration by Cerenade
Cerenade
eimmigration is case management software that helps law practices and non-profits simplify immigration casework. 12,000+ immigration attorneys, paralegals, caseworkers, and operations leaders choose it to: - Get back 2 days every week - Prepare accurate petitions 4x faster - Complete intakes 10 days sooner - Keep clients informed 24/7 - Boost practice growth & profitability This all-in-one system includes everything you need to manage your cases, clients, forms, and firm. The team behind eimmigration have been building digital tools that drive efficiency in immigration law for 30 years. The company is rooted in a single mission—to make casework easier for immigration law professionals.Starting Price: $55 per user per month -
7
Wufoo
SurveyMonkey
Building online forms can be hard. Wufoo makes it easy. Our form designer can help you create contact forms, online surveys and invitations so you can collect the data, registrations and payments you need. Use our easy form builder to customize and design your form. Link to our pages. Embed on your site. Or use our REST API. We can email or text you as data comes in. Or set up a real-time report! Our form builder gives you an award-winning interface, easy customization, galleries, templates and reporting! Choose from 400+ templates. Exactly how you want them. Ready to be customized. Create dynamic visualizations made up of your own graphs, charts and key metrics. Use rules to create dynamic forms that will follow logic that you've specified. Start accepting online payments with a Wufoo powered form within minutes.Starting Price: $19 per month -
8
PerfectApps
PerfectApps
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. With our no-code development platform, you can: • Build & deploy web apps, web forms and reports • Automate simple or complex workflows • Send automated notifications and escalations • Create impressive drill down reports with data grids, graphs, & charts • Get full visibility to your workflow processes • Integrate with LDAP, databases and other 3rd party apps • Host in the Cloud or on your serversStarting Price: $500 per month -
9
Microsoft Forms
Microsoft
Microsoft Forms is a simple, lightweight app that lets you easily create surveys, quizzes, and polls. In educational institutions, it can be used to create quizzes, collect feedback from teachers and parents, or plan class and staff activities. -
10
Formstack
Formstack
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, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Formstack’s Suite includes everything needed to accelerate digital work including: ● Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. ● Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. ● Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.Starting Price: $83/month -
11
pdfFiller
airSlate
pdfFiller is a cloud-based platform with a comprehensive digital toolkit that makes handling PDFs easy. Edit, sign, store, manage, and collaborate on documents all in one place — no downloads, switching apps, or paying for multiple subscriptions needed. All your documents are safely stored in the cloud, so you can access them anytime, anywhere, without worrying about losing your data.Starting Price: $8.00/month/user -
12
Automation Anywhere
Automation Anywhere
Automation Anywhere is the leader in Agentic Process Automation (APA), putting AI to work across organizations. The company’s platform is powered with specialized AI agents, generative AI, and offers process discovery, RPA end-to-end process orchestration, document processing and analytics, with a security and governance-first approach. Automation Anywhere empowers organizations worldwide to unleash productivity gains, improve customer experiences and create new revenue streams. The company is guided by its vision to fuel the future of work by unleashing human potential through Agentic AI-powered automation.Starting Price: $750.00 -
13
Gravity Forms
Rocketgenius
Gravity Forms is the Easiest, Most Trusted Tool to Create Advanced Forms for Your WordPress-Powered Website. Stop Losing Valuable Leads & Grow Your Business with a Professional Contact Form. Packed with tons of time-saving tools & features… Gravity Forms is the only WordPress form management plugin you will ever need. Build and publish your WordPress forms in just minutes. No drudgery, just quick and easy form-building. Select your fields, configure your options and easily embed forms on your WordPress-powered site using the built-in tools. Gravity Forms is Partnering with Your Favorite Web Applications and Online Services to Make Your Forms Even More Powerful and Flexible. After more than 10 years in the WordPress forms game, Gravity Forms is still innovating and offering our customers the best and most popular third party integrations. We're just getting started! Keep an eye out for more premium partner integrations in the near future.Starting Price: $59 per year -
14
FastField Forms
Quickbase
FastField offers a flexible and easy-to-use solution to transform your paper forms into dynamic mobile forms to save time and money – with no technical experience required. Replace your paper inspections, work orders, safety checklists and more by quickly creating a digital version. With FastField’s user-friendly Form Builder you can design perfectly tailored forms for your business and dispatch them to users working remotely in the field. The FastField Mobile App provides a robust interface for users to complete and submit forms wherever they are, even without an Internet connection. Submitted forms are converted to pixel perfect PDF and Word reports all in your own look and feel. FastField supports anything from simple data and report delivery to highly customized business workflow. FastField Business Insight’s platform helps you transform your data into meaningful information with real-time data visualization to identify trends in specific segments of your business.Starting Price: $20.00/month/user -
15
Nintex Process Platform
Nintex
Enterprise organizations around the world leverage the Nintex Process Platform every day to quickly and easily manage, automate and optimize their business processes. The Nintex Process Platform includes capabilities for process mapping, workflow automation, document generation, forms, mobile apps, process intelligence and more, all with an easy to use drag and drop designer. Accelerate your organization’s digital transformation journey with the next generation of Nintex Workflow Cloud. Put The Power of Process™ into the hands of your ops, IT, process professionals, business analysts, and power users. Start digitizing forms, workflows, and more today. The Nintex Process Platform is the most complete platform for process management and automation. Nintex makes it fast and easy to manage, automate, and optimize your business processes. -
16
altaFlow
airSlate
altaFlow is a document-first, no-code automation platform designed to streamline and govern document-driven business workflows by combining document generation, smart forms, eSignatures, and workflow automation into a single system. It enables organizations to transform static documents into intelligent, self-operating workflows that connect people, data, and systems across tools like CRM and ERP platforms. Users can build custom workflows through a drag-and-drop interface, allowing processes such as contract generation, approvals, quoting, onboarding, and invoicing to be automated without coding. It includes dynamic document generation that pulls data directly from connected systems to ensure accuracy, as well as web-based forms that capture information and trigger workflows instantly upon submission. It also features automation bots that validate data, send reminders, and move documents between systems, eliminating manual handoffs and reducing delays.Starting Price: $399/month -
17
Fluix
Readdle
Digitize. Automate. Transform. Bridge the gap between your field and office with Fluix mobile-first workflow management software. Businesses around the globe have already optimized their processes with document workflow software Fluix. Quickly fill out any form required in your daily operations — from inspection reports, purchase orders, and invoices; to expense reports, time cards, sales contracts and hiring packages. Fluix’s built-in annotation capabilities makes PDF form filling more efficient — increasing productivity of your field team and optimizing your operational workflow. With Fluix, any kind of inspection, review and approval tasks can be completed in minutes. A two-week workflow cycle is now just a few taps away. Ability to review inspection documents from the field worker who is miles away on site. Signing urgent contracts with customers on the iPad and even iPhone.Starting Price: $20.00 per user per month -
18
Gluu
Gluu
Gluu is a process operations platform that connects how you design work with how teams run it. Map end-to-end processes with roles, controls and SOPs, then publish to web, iOS and Android. Turn flows into execution: schedule 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 and handoffs in real time. Capture data with no-code forms, automate reminders and reports, and keep versioning with a complete activity trail. Log issues, incidents and CAPAs in context, link risks and controls, and prove standard work was followed—every time. Portfolio views track projects and cases against shared templates across sites. Outcome: consistent execution, faster onboarding and fewer errors—without adding headcount. “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, CJStarting Price: €2 / month / user -
19
GoFormz
GoFormz
Teams of every size and industry use GoFormz to create digital forms and collect data. GoFormz is the only forms solution that empowers users to create a digital version of an existing document or build a form from scratch. And using GoFormz’s AI Form Builder, you can digitize a form in seconds! Simply upload a form, and with just a click, AI will instantly map data fields to your form, including text, tables, images, eSignatures, and more. Your form can even be customized with conditional logic, calculations, and required fields. Fill out your forms on mobile devices in the GoFormz app (even offline) and online from a computer. Easily share forms with people outside of your organization, allowing them to complete forms without a GoFormz login. Use GoFormz to automate workflows, like routing forms and data to colleagues, dashboards, and connected systems, like Salesforce, Procore, Autodesk, Microsoft, and Google Workspace. Try a 14-day free trial of GoFormz or requestStarting Price: Free -
20
Kianda
Kianda Technologies
Kianda is a no-code development platform empowering citizen developers, business users and knowledge workers to take control of digital transformation. You don’t have to wait months or years to implement a new system any more. Build and deliver applications, end-to-end business processes faster and more cost-effectively without coding. You can turn any idea into real-life solutions with no-code development, and create intuitive forms, processes and reporting dashboards integrated with your existing IT systems at ease and fast. What is No-Code Development? The demand to simplify and shorten software development cycles has led to the exponential growth of low-code and no-code development. No-code platforms allow users to focus on creating business applications by using a toolset of prebuilt components, rules and actions, rather than developing everything from scratch.Starting Price: €9 user/month -
21
Cognidox
Cognidox Ltd
Cognidox is an online document management system for high-tech, medical device and life sciences product development sectors. Available in the cloud or as an on-premise solution, Cognidox promotes better product lifecycle management and knowledge transfer from developers to clients, partners, and customers. Secure and reliable, Cognidox provides plug-ins for various programs such as Microsoft Office, and we also offer a robust API so that you can integrate almost any process with Cognidox In addition to the core function as a DMS, an add-on for Cognidox also offers a way of allowing licensing and distribution of documents to third parties via fully sandboxed site so you have the power to publish specific documents whilst keeping your main storage secure. Another popular add-on is the gBMS - graphical Business Management System, Use Visio to easily capture your business processes, a good BMS should give you clear oversight of your entire operation.Starting Price: £10 p/user -
22
TrueContext
TrueContext
TrueContext powers productivity from operations to insights with an intelligent field service workflow platform. The world’s largest, most complex, and most asset-intensive operations run on TrueContext to deliver the future of field service today — from accurate job guidance and purposeful data collection to deep analytics that drive action and impact. Over 100,000 users across medical device, oil and gas, and industrial equipment rely on our no-code platform and turnkey solutions to perform flawlessly, see clearly, and act decisively in the field.Starting Price: $25 per user per month -
23
Flowbiz
Werkflo Software Solutions Pty Limited
Flowbiz™ is a powerful charting, automation workflow and integration solution. Users can process and report on any activity, for any industry, anytime, anywhere. Flowbiz™ offers a highly scalable, robust and versatile all-in-one solution that gives a business everything needed to digitally transform their processes and operations to save time and cost. It is cloud-based, offers high security plus a pack of other features starting from $5 AUD dollars for Designer for charting , $18 AUD for Tasker and $35 AUD for AutoTasker per user per month for semi-automation and full systems automation so users do nothing. Users can chat, design and implement process changes from one powerful tool. Simply, click to start, upgrade and get automation going in real time.Starting Price: $5.00 AUD -
24
FormKeep
FormKeep
A robust form backend for your existing forms. No iframes or JavaScript libraries required. Perfect for developers and designers. Email all the data to the team every time a form is submitted. Receive a message in any channel whenever a form is submitted. Follow up form submissions with an automated email to talk about next steps. Stop bots from submitting your forms and filling your systems with junk data. After a user submits a form, display a message or redirect them back to your site. Connect your form to thousands of third party apps, and push data to them in real time. Add team members to specific forms under your account with view or edit roles. Forms look great on any device and scale as you change screen size. Dedicated, hosted webpages for your forms that you can share directly.Starting Price: $4.99 per month -
25
Kintivo Forms
Kintivo
Kintivo Forms Anywhere for SharePoint (including Office 365) allows you to easily design SharePoint forms without code, including a responsive look & feel, branding, and custom actions. Build sophisticated mobile-friendly SharePoint forms for SharePoint and SharePoint Online (Office 365) using a browser-based form builder that supports your own design for any device and screen size. Form preview mode allows you to be sure your forms are exactly the way you want them prior to publishing. Publish your forms anywhere, and save data to SharePoint or Office 365. Secure forms using SSL and Google ReCaptcha anti-spambot technology. Choose a professional theme or your own rich HTML. Put your forms virtually anywhere using embed code (similar to YouTube). The form itself may be placed on any web page, ANYWHERE. This includes SharePoint, SharePoint Online, or on any website, CMS, or eCommerce site. You can even attach the form to an email and the form will still post to your SharePoint list!Starting Price: $498 per year -
26
Streebo Mobile Forms
Streebo
Streebo is a compelling yet straightforward application that provides forms on the go, from your computer, tablet or phone. Streebo provides access to create or modify forms, eliminates the use of paper forms, drag and drop capability and provide high security; you can collect and send the data fast and easy. With offline support, pdf integrations, GPS, E-Signature and many other features Streebo is the platform that your business needs. While leading enterprises are shifting their focus towards mobile technology, why waste your time waiting for a developer to code a form for you? We are here to make this process easy for you with our powerful form builder, which allows you to build attractive and intuitive forms with an ease of just drag and drop. An Enterprise ready solution which improves your mobile data collection app, streamlines business processes and eliminates paper forms. You can effortlessly build mobile forms app once and deploy them on browsers, tablets and phones.Starting Price: $5 per month per user -
27
SmartDocuments
SmartDocuments
SmartDocuments document creation and automation software enables businesses to create documents and manage templates with minimal effort. Always send or store your documents with the correct corporate identity. Create your own standard templates and manage them with ease. No more copy & pasting Word documents. Automate document by inserting external data into documents. No coding needed to create the template, just drag & Drop. Easy to use always remains important to us, whatever additional feature we build. Reduce risks when creating documents. Invest in smart templates for full compliancy. Create perfect legal documents using our central system for document creation and template management. Decrease the amount of time you spend on compiling personnel documents immensely. Create personalized and automatized documents such as employment contracts easily and quickly using smart templates. -
28
Form.io
Form.io
Form.io is an enterprise class combined form and API data management platform for developers who are building their own complex form-based business process applications. Our platform is used by companies all over the world, from startups, to SMBs, to large enterprises, who operate in a wide range of business verticals including healthcare, government, banking and finance, insurance, legal, online retail, compliance, multi-tenanted technology platforms, software development agencies, and many more. Due to our unique “serverless” application architecture, our forms and APIs can be embedded seamlessly into both the front end and server side of your platform applications, and can solution even the most complex requirements that come with mobilized business process applications.Starting Price: $25 per month -
29
Formaloo
Formaloo
Build beautiful forms, access-controlled databases, and highly customizable business apps without any code, all in one place! Create powerful relational databases and connect building blocks such as forms, tables, lists, charts, reports, widgets, wizards & many more to build your perfect application in minutes, not months! Power your data collection with beautiful, yet powerful online forms that don’t require any coding to set up. Capture leads, create workflows, collect payments, administer surveys, and so much more. Organize your workspace into different teams, departments, clients, and projects. Manage secure access of your team members easily and collaborate more effectively in real time. Don't settle for off-the-shelf software that doesn't fit your business perfectly. Easily create powerful custom interfaces for your business's data in minutes, without needing developers. Connect your workflow to thousands of apps and services such as Google, Facebook, Salesforce, Slack, etc.Starting Price: $9 per month -
30
Clevy
Clevy
Clevy automates internal processes and queries to let you refocus on your most precious resource, people. Discover the one-stop-shop of your employee experience, the only platform you need. Centralize and handle all your employee requests, to increase efficiency across your HR and support teams. Deploy a powerful AI knowledge center to let your employees resolve their issues more quickly. Clevy's no-code form builder lets you collect employees' data more efficiently and safely integrate it with all of your company's apps ecosystem to execute your business workflows. Manage all their employee requests in one place, keep track of queries to answer timely, and save time with AI-powered auto-draft answers. Provide instant help at all times through an AI-based portal that reduces by 80% the recurring questions asked to internal support teams. Integrate with all the company’s 3rd party software to let the data flow in the company’s application ecosystem is aimed at SMBs.Starting Price: $19 per month
