Skip to content
Forms · Workflow · Billing

The form you design runs the whole job

Design the form your work actually uses. Its records become a table, a board, a map or a Gantt, automations move them along, and the PDF and the invoice come out the other end. No spreadsheet sprawl, no separate PDF tool, no “can you drop that in the folder”.

Start for freeBook a demo

No credit card required

A Formif table of inspection forms, with status, owner and due date per row
The designer

Build the form your work needs

Sections, fields, layout, formulas — dragged into the shape your job already has, not the shape a template vendor guessed at. Every record, report and rule after this is built on what you draw here.

See the designer
The Formif template designer with a multi-section inspection template open
One template, its sections, and the dialog that adds another.
Views

The same records, the way each team works

The field opens a table, planning looks at a Gantt, the director watches a dashboard. Nobody copies data, nobody asks which file is current.

The Formif table view with inline editing and a column total in the footer
Edit in place, resize and reorder columns, and total a column in its footer.
Platform

Everything you bought separately, in one place

A project tracker, a spreadsheet, a document generator, a permissions layer, an invoicing tool. In Formif they are one product over one set of records — so there is nothing to keep in sync between them.

Automations

Draw it, don’t code it

Pick the trigger, connect the nodes, test it before it goes live. The rule is a diagram you can read at a glance.

Learn more
  • Visual flow builder
  • Field and section links
  • Test runs with no side effects

Worksheets

Price lists your forms can read

Price lists and rate tables with a real formula engine behind them — and a form field can pull a row straight out.

  • Formulas and formatting
  • Filter views and named ranges
  • A field reads a row
Learn more

On site

Works where there is no signal

iPad and phone, an offline queue that syncs when it can, sketches, photos, and the PDF at the end.

  • Offline queue
  • Sketch and measure
  • Deliver the PDF
Learn more

Access & control

Down to a single field

Roles, per-field view and edit rules, branch visibility, API keys with scopes and a webhook log.

  • Field-level permissions
  • Branches and roles
  • Scoped API keys
Learn more

Billing

From form to invoice

The team that finished the job is already in here. Invoice from the same place: quote, invoice, payment, ledger.

  • Collect through Stripe Connect and Mollie
  • A separate number series per company
  • Automatic monthly draft invoices
Learn more
How it works

From an empty form to a paid invoice

  1. 01Design the formFields, sections, and who sees what.
  2. 02Fill it in the fieldOn a tablet, offline, with photos and sketches.
  3. 03Let automations runStatus moves, people are told, the PDF is filed.
  4. 04Invoice itFinished jobs become drafts with a payment link.
What the client gets

Designed once, produced every time

The same template carries the report: cover, header, footer, and the folder the finished PDF lands in. Save the form and the PDF is rebuilt from that record — nobody exports anything by hand.

  1. TriggerThe form is savedOr an automation asks for the document
  2. TemplateThe document designCover, header, footer, page order
  3. OutputThe PDF is builtFrom this record’s own values
  4. FiledWritten to the folderA formula picks the path
The Document tab of a Formif template, showing the A4 report design
The A4 design, set up once on the template.
Working on Dutch energy labels?Address lookup, insulation, installations and the label itself are an optional module sitting on top of the same form builder.See the module
Integrations

Plugs into where your files already live

Files on SharePoint, on Drive, on your own server? It does not matter — file fields write there, and a formula decides the folder path.

SharePointPoint file fields at your corporate SharePoint libraries.OneDriveStore on OneDrive with a folder picker.Google DrivePick a folder with Google Picker and let files land there.DropboxConnects through Dropbox Chooser and follows your path template.WebDAVYour own server, your own rules. Standard WebDAV is enough.
ExcelTwo-way sync between projects and an Excel worksheet.OutlookBring mail and calendar into the workflow.BillingOnline collection through Stripe Connect and Mollie.Custom serverHand out an API key and wire in your own system.

Scoped API keys, signed webhooks, rate limits and request logs — all managed from the UI.

Pricing

Starts free, per seat after that

A monthly fee per active member. The free plan is a real plan, not a trial.

Build your first form today

Start on the free plan and grow it as the team grows. No setup fee, no mandatory consultant.

Start for freeContact us

No credit card required