10 Microsoft Forms templates for businesses

With all the different forms a business uses in day-to-day operations, who has time to build each one from scratch? Templates give your team a head start in creating their essential business forms so they can focus on higher-value tasks rather than on building online forms.

If your business relies on Microsoft Forms to create forms, there are plenty of business templates to choose from based on your needs. You might also consider exploring the benefits of an alternative form builder that offers more template options.

An overview of Microsoft Forms

Microsoft Forms is one of the leading solutions in the online form-building space and is available to Microsoft 365 subscribers as part of the product suite. You can build, customize, and send forms to your target audience using Microsoft Forms to collect responses and valuable data.

The benefits of Microsoft Forms templates

If you don’t have time to build a form from scratch, Microsoft Forms has a variety of templates you can use. These templates reduce the hassle of building forms without sacrificing customization. Microsoft Forms templates allow small businesses to create high-quality forms without dedicating valuable, limited resources to creating them.

10 Microsoft Forms templates for businesses

There are many Microsoft Forms templates to choose from, and you may even decide to create your own, but these are a few options that may suit your business purposes:

1. Event registration

Events are a regular part of many business functions, from internal seminars to product launches. Easily track who’s attending an upcoming business event using an event registration template, which captures information on attendees for your organizational purposes.

2. Customer feedback survey

Collecting customer feedback on your products and services is essential for making improvements and key business decisions. Using a customer feedback template, you can gather opinions and suggestions without having to build a new form.

3. Expense reimbursement form

Particularly if you have team members who often travel for work, such as sales representatives, you need a way to track their business-related expenses. Provide your team with an expense reimbursement form template to simplify this process.

4. Vacation and sick leave form

Make life a little easier for your HR team by offering them a form for employees to submit PTO requests and sick days. This vacation and sick leave form will capture all the essential information HR needs to process time off without putting the burden of form creation on their plate.

5. New product survey

Successful new product launches require your team to collect data from consumers. To gauge interest and satisfaction in a new product, your team can use a new product survey template and make adjustments based on responses.

6. Event feedback survey

To plan and execute the perfect business event, you should understand what went right and wrong during past events. This event feedback survey template helps you quickly collect valuable opinions from previous attendees so you can make adjustments for future events and bookmark well-executed tactics.

7. Website feedback survey

Your website often gives your customers their first impression of your business. Knowing what works and what doesn’t is essential to optimizing its performance. Use a website feedback survey to collect internal and external feedback from visitors so you can make improvements and ensure you have a user-friendly site.

8. Customer expectations survey

It’s important to understand how a new product stacks up to your customers’ expectations. A customer expectations survey can give you a clear picture of whether or not you’ve achieved customer satisfaction with your latest launch.

9. Employee satisfaction survey

Employee satisfaction is critical for maintaining and growing your business. Using an employee satisfaction survey template can help your HR team gather the information they need to gauge employee morale.

10. Manager feedback survey

Your employees need a way to submit concerns or constructive feedback about management without the threat of backlash. HR can use a manager feedback survey template to collect this information from employees discreetly, creating a safe space to share.

Step-by-step guide for using Microsoft Forms templates

Now that you’re familiar with the range of Microsoft Forms template options available, it’s time to start customizing your form. To learn how to create a Microsoft form using a template, follow these instructions:

1. Open Microsoft Forms.
2. Click on the Template gallery button.

3. Select the template you want to use.

Once you’ve selected a template, you can customize it in the Microsoft Forms form builder using the “Style” function to adjust the background image, color, and layout. You can also update the questions and title to match your needs.

There’s also another way to access a template, either through a new blank form or an existing one. Here’s how:

1. Open the form you want to apply your template to.
2. Click the Templates button on the left side of the form builder.

3. Select which template you want to use.

4. A popup menu will appear to add the template to your current form. Click the Confirm button.

This process will create a new form instead of replacing your existing one to prevent any accidental deletion of your current content and data. Once your new form is created, you can make any necessary adjustments.

Now, if you’ve reached this point and haven’t found a template to match your needs, don’t worry. While Microsoft Forms has limited business template options, you can access a more extensive library for free using a Microsoft Forms alternative like Jotform.

The benefits of using a Microsoft Forms alternative

Unlike Microsoft Forms, Jotform offers more than 10,000 form templates — and over 2,500 of them are specifically business form templates. Not only does Jotform provide you with more options, but it also allows shared access to these templates for free. Using Jotform as an alternative to Microsoft Forms, you can use business templates such as

• Business surveys
• Customer service surveys
• Employee surveys
• Job application forms
• Tax forms
• Event sponsorship forms
• Work request forms

Jotform’s array of survey options allows you to cut back on the amount of editing required for each form and accelerate the time it takes to go from creation to deployment — elevating the value of each form and reducing the burden on your team.

Step-by-step guide for creating a form using a Jotform business template

Creating a form using a template is simple with Jotform — just find the business template that best suits your needs to get started. Here’s how in just a few quick clicks:

1. Open the Business Forms page on Jotform’s website.
2. Find the template you’re interested in using.
3. Click the Use Template button to open the Jotform Form Builder and start using your form.

You can use Jotform’s drag-and-drop Form Builder to add more elements to your template or remove questions you don’t need. You can also easily customize the colors, fonts, logos, and design using Jotform’s Form Designer feature.

Through Jotform, you can access a full suite of advanced features, including

• Data tracking with Jotform Tables
• E-signature capabilities through Jotform Sign
• Automated workflows with Jotform Workflows
• More than 100 integrations
• Hundreds of in-form widgets

Using templates to create your forms is the best way to cut down on administrative work while maintaining quality. Although Microsoft Forms templates are helpful in making business forms, a free, more powerful alternative like Jotform may be the better option.

Photo by Nao Triponez