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Top Rated Forms Automation Software with Microsoft 365

Last updated: June 2026

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55 software options

Cognito Forms logo

Online form builder with powerful features

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Cognito Forms enables users to create responsive online forms that collect payments, gather information, and automate tasks. The features of this platform include data lookups, document merging, file downloading, repeating sections, save and resume, advanced calculations, conditional logic and more.

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Forms On Fire logo

Mobile forms, dispatch, task and workflow solution

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Digitize your forms and workflows using our cloud software and reward your employees with the most advanced, rich mobile data collection and workflow system on the planet. Work offline and get the latest versions of your forms, data sources, documents and tasks - on whatever device you're using.

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Breely logo

Automate customer interactions.

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Breely is a powerful and flexible customer interaction manager that makes it easy for service-based businesses to build the exact scheduler, forms, and customer messaging they need. Breely's intuitive interface and customizable blocks allow businesses to tailor the platform to their unique needs, from scheduling appointments and collecting client information to automating workflows and engaging with clients.

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Mitratech HotDocs logo

Template-driven, automated document & form assembly software

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HotDocs is a document automation solution that turns frequently used documents or forms into intelligent templates for faster reproduction with greater accuracy

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Docusign logo

Electronic signature & document approval software

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Docusign is a cloud-based digital signature platform that allows businesses to create, commit to, and manage their agreements on a centralized dashboard. The IAM for Sales application streamlines the sales contracting process, enabling sellers to create optimal deals more independently, close them faster, and extract more value. Its IAM for Customer Experience application transforms time-consuming processes into engaging experiences that build long-lasting customer relationships and drive scale.

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CustomerHero logo

Online survey creator and feedback collection

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Startquestion is a web-based tool for creating surveys, quizzes, and forms to collect orders or registrations, study customers, evaluate employees, and more

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Google Workspace logo

Collaboration application suite for teams

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Google Workspace is a suite of applications from Google which offers a number of tools to communicate and collaborate with colleagues, store files, and manage data from all devices.

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SiteDocs logo

Cloud-based digital workplace safety and compliance solution

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SiteDocs Safety Management Software helps companies streamline operations with digital forms, ensure compliance with real-time monitoring, and reduce injuries with advanced analytics.

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Process Street logo

AI-enabled compliance operations platform.

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Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

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flowdit logo

Streamlining Quality, Empowering Compliance

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flowdit automates forms by digitizing checklists, inspections, and audits. It streamlines data capture, reduces errors, and enhances efficiency with real-time updates and seamless integration across systems for consistent data flow.

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GW Apps logo

Secure no-code apps with AI-assisted automation.

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GW Apps helps teams build secure no-code forms that trigger workflows, approvals, reports, PDFs, and AI-assisted actions for faster data capture and process automation.

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Upvio logo

Remote vitals in 30 seconds from a camera.

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Vitals AI turns a 30-second camera face scan into 20+ vital and risk markers, with template-based scans, secure link sharing, and enterprise-ready deployment.

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GoSpotCheck by FORM logo

Mobile Task Management for Teams

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Build forms with conditional & branch logic in a drag-and-drop interface with 12 task types including Photo & Temperature tasks, distribute dynamically with smart team and place groups following your organizational design, then receive & analyze responses in real-time in pre-configured dashboards.

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TrackVia logo

Workflow automation for enterprise operations

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TrackVia is a low-code workflow management platform that enables organizations to automate processes and manage operational tasks. The platform features customizable workflows, mobile accessibility, real-time dashboards, and integration capabilities with existing enterprise systems. It supports various business functions including asset tracking, work order execution, compliance management, facility management, and quality control across industries.

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dMACQ DMS+ logo

Document management system for legal, HR & finance teams

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dMACQ DMS+ simplifies form automation with powerful workflows & dynamic metadata management. It enables seamless integration with third-party systems, supports auto-indexing & provides intuitive tools to design & manage forms.

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Dusk FSM logo

Your single pane of glass for field service management

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Create forms quickly and easily to capture basic audits through to multi-form dependent tasks using Dusk FSM. Remove data silos with a single solution.

Enable the forms for your mobile users including updating fields on the fly. The drag 'n' drop form builder gets you up and running in minutes.

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Gluu logo

People-friendly Business Process Management

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Gluu is an intuitive Business Process Management (BPM) tool that you manage and coordinate end-to-end (E2E) processes with ease.

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HighGear logo

True no-code workflow software, for managing work at scale

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HighGear allows everyday business users to rapidly build and deploy enterprise-grade workflow applications without writing code. Loved by users, trusted by management, and approved by IT.

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Greenbox logo

Web-based document management software

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Greenbox is a web-based document management system designed to help organizations store, track, modify, and manage documents on a centralized platform. Features include commenting, labelling, reminders, watermarking, user management, bulk permissions, file transfer, and space utilization tracking.

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NITRO Studio logo

No-code/low-code forms & workflow solution on Microsoft 365.

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NITRO Studio brings you a comprehensive forms automation tool so you can develop and easily implement solutions that drive efficiency and lower costs at your organization. Leverage SharePoint, Office 365, & Teams for the #1 solution.

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Kianda logo

The most flexible no-code development platform

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Kianda is a low-code development platform that helps citizen developers, business users and knowledge workers to take control of digital transformation.
It is designed to help users build and deliver end-to-end applications and business processes faster and more cost-effectively, without coding.

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50skills logo

Cloud-based workflow automation software

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50skills is a comprehensive workflow automation platform that streamlines people processes for businesses. The platform's AI-powered tools simplify tasks from onboarding new hires to managing employee transitions and offboarding.

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FastField logo

Mobile forms solution

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FastField is a mobile forms solution which enables users to collect data & automate their digital forms workflow with a customizable form builder, native iOS & Android & web applications, offline data collection, 3rd party system integrations, & more

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Iterop logo

Business process management & workflow automation software

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Iterop is a business process management (BPM) software that allows enterprises in human resource (HR), accounting, purchasing, quality monitoring, and education sectors to configure workflows, create digital applications, and automate operational processes.

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ElectroNeek Platform logo

Manage how humans and software bots work together.

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ElectroNeek seamlessly integrates AI bots into workflows, automating tasks for enhanced creativity and efficiency. Explore our low-code tools, powered by RPA, IDP, AI, and GPT-4 technology, for innovation-driven automation.

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