Frequently Asked Questions.

Formsy® turns everyday business forms into simple digital forms that can be easily completed on a phone, tablet or computer. Your team can fill, save and send forms to multiple recipients without the need for paper copies.

No. We create and set up your digital forms for you. If you already have a paper form, PDF or other document, send it to us and we'll convert it into Formsy®. If you're starting from scratch, we can design a new form around the information your business needs to capture. There's no form builder to learn, we do the setup for you.

Yes. We can recreate your existing forms digitally while retaining the information, layout and workflow your team is familiar with. We can also make changes or improvements where required.

Almost any everyday business form, including job sheets, service reports, delivery notes, vehicle checks, accident reports, waste transfer notes, checklists and more.
Please get in touch if you're unsure whether your form is suitable, just send it to us and we'll take a look.

Yes. Signatures can be captured directly within a Formsy® form using the app on a phone or tablet. Simply sign on the screen using your finger or a stylus and the signature will be included within the completed form.

Yes. Formsy® can be used to create and complete digital Waste Transfer Notes, helping you replace paper forms with a quicker and more organised digital process. Regularly used information can be pre-filled and completed records can be securely stored, searched, emailed and downloaded when required.

Formsy® is also being developed to integrate with DEFRA's Digital Waste Tracking service. Planned integration will allow eligible waste data to be submitted directly to DEFRA from Formsy® once the relevant integration has been completed and approved for production use.

Yes. Formsy® can be used to create business invoices, with customer details, products or services, prices and VAT included where required. Invoices can be sequentially numbered, downloaded as PDFs and emailed directly to your customer.

Yes. The UK government has announced that VAT e-invoicing will become mandatory from April 2029. Formsy® is being developed with these changes in mind and we plan to support the new requirements as the government's technical standards and implementation details become available.

Formsy® works on smartphones, tablets and desktop computers. Use the Formsy® app on your phone or tablet when you're on the move, or access Formsy® through your web browser on a desktop computer.

Yes. Using the Formsy® mobile app on a phone or tablet, forms can be completed when an internet connection isn't available and synchronised when you're back online. Desktop access is provided through your web browser and requires an internet connection.

Yes. Forms can be saved as drafts and completed later.

Yes. The number of users included depends on your plan. Our Starter plan includes up to 3 users and our Business plan includes up to 10.

Yes. Formsy® can automatically give completed forms sequential reference numbers, making them easy to identify and track.

Yes. We can add a prefix to sequential numbers. For example, invoices could be numbered INV0001, INV0002, INV0003 and so on. You can choose whatever prefix suits your business or form.

Yes. Sequential numbering can start from a number of your choice. This is useful if you're moving from an existing paper or digital system and want your numbering to continue from where you left off.

Yes. Information that doesn't change regularly can be pre-populated, reducing repetitive typing and making forms much quicker to complete.

Yes. Tick boxes, dropdown selections and other options that are normally the same can be pre-selected for you. This means your team only needs to change them when necessary, making forms quicker and easier to complete.

Yes. Got a lot to write? Simply speak instead of type using the Formsy® app. Our AI assistant can turn your dictated notes into clear, well-formatted text, correcting spelling and tidying up the wording before you save it.

Completed forms are securely stored in Formsy®, where authorised users can search, view and access them online whenever required.

Yes. Completed forms can be generated as PDFs, making them easy to download, print or keep with other business records.

Yes. If your existing forms have Terms & Conditions printed on the reverse, we can assign your Terms & Conditions PDF to the relevant Formsy® template. Whenever a completed form is generated as a PDF, your Terms & Conditions are automatically added as the final page, so you don't need to remember to attach them separately each time.

Yes. Completed PDF forms can be emailed directly from Formsy® to customers, colleagues or other recipients.

Yes. Formsy® makes it easy to find previous submissions without searching through filing cabinets, pads or paperwork.

Formsy® starts from £14.99 +VAT per month, including up to 3 users and one digital form. See our Pricing page for full details.

Yes. Starter and Business subscriptions are monthly rolling and billed monthly in advance. You can cancel at any time and your subscription will remain active until the end of your current paid billing period.

Yes. There is a one-off setup fee for each digital form, charged separately from your monthly Formsy® subscription. Each form is individually created and configured for your business, so the setup cost will depend on its complexity. We'll provide a quote before any work begins.

The digital form templates we create and configure are built specifically for use within Formsy® and cannot be transferred to or used within another forms platform. Your completed forms, PDFs and data are yours to download, save, email, share or use as required.

It depends on the complexity of the form. Send us your existing form and we'll provide a one-off quote before any work begins.

No. Your Formsy® subscription includes *unlimited completed form storage, so there is no set limit on the number of completed forms you can keep in Formsy®.

*Subject to reasonable use.

You can move to a larger plan as your requirements grow. For larger organisations or more complex requirements, we also offer bespoke Enterprise pricing. See our Pricing page for full details.

Yes. API integrations can be developed to connect Formsy® with compatible third-party systems and workflows.

No. API integrations are quoted separately because every integration has different requirements. API integration is available regardless of which Formsy® subscription you use.

Yes. If your requirements change, we can update your digital form for you. Any charge will depend on the changes required.

Our Enterprise option is designed for larger organisations, extensive form libraries, higher usage and bespoke requirements. Contact us and we'll put together a package based on what you need.