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Customer experience | Sales, Customer Insights,...
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Need a form submission capability to replace cognitoforms

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So we are looking to create customer facing forms accessible to our clients.  We currently use cognito forms for this capability.  We thought of using Dynamics Customer Voice for it (since it depends on some of the data that currently resides in Dynamics 365).  However, we do need e-signature capabilities and ability to invite users to update certain portions of the form while we update others on our end and then upload all of the data into the Dynamics 365. We also need PDF export, partial save, etc...

We also thought to maybe use Power Automate with CognitoForms and automate all this that way but I would be curious on what approach you folks would take when it comes to forms like this. 

Thanks to anyone who responds in advance! 

I have the same question (0)
  • Welly Lee Profile Picture
    on at

    - we have e-signature in our development plan. Please contact me at welly.lee@microsoft.com to understand your use case

  • Community Member Profile Picture
    on at

    Tried to email you.  Let me know if you saw it.  Thank you!

  • Suggested answer
    Welly Lee Profile Picture
    on at

    -- apology that this question slipped through. Please feel free to contact me at welly.lee@microsoft.com to discuss your scenario.

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