Replace paper and PDF forms
Printing, signing, scanning, and re-typing the same information wastes hours every week and invites mistakes. A digital form captures it once, in the right format, and sends it where it needs to go.
Signs it's time
Paper forms take more time than anyone tracks.
- Forms are printed, signed, scanned, and emailed
- Someone re-types form data into another system
- Forms come back incomplete or unreadable
- Field staff fill out paper and drop it off later
- Finding an old form means digging through folders
How it works
Each form becomes something your team can fill out anywhere, in less time.
Collect
We gather the forms you use today and agree on what each one really needs to capture.
Build
Each form becomes an app built in Power Apps, or a Microsoft Form, with required fields, dropdowns, photos, and signatures.
Route
Power Automate sends each submission to the right person, files it, and notifies whoever needs to know.
Find
Every submission is stored in SharePoint and searchable by date, person, location, or status.
What it takes
Much of this builds on the Microsoft 365 tools you already use. Here's where licensing usually falls.
Usually covered by Microsoft 365
- Microsoft Forms for simple data collection
- Power Apps with signature and photo capture
- Routing and notifications with Power Automate
- Storage and search in SharePoint
May need added licensing
- Filling Word or PDF templates automatically, which uses premium connectors
- Offline use for larger field teams, which works best with Dataverse
We confirm exactly what your plan covers during the free review, before any work starts. Read our licensing guide
What you get
A fixed quote up front, a solution that lives in your own Microsoft 365 tenant, and a team that knows how to use it.
Still on InfoPath forms? Read our guide
How this works for small businesses and mid-sized businesses.
- Digital versions of the forms you rely on
- Phone and tablet support for field staff
- Automatic filing and notifications
- Training and documentation
Have a process that eats your team's week?
Book a free Microsoft 365 value review. In 30 minutes we look at one process and where your team's time goes, then send a short written summary of what's possible and what it would take.