Forum Discussion
Daemon_Wheatley
Oct 18, 2022Copper Contributor
Creating a form to generate a word doc
Hello,
I am looking into creating a form for my colleagues to fill out to make quoting for service contracts a bit easier for them .
I would like to be able to link the form to Dynamics CRM to pull through the customer information.
from here i would like to set some multiple choice questions. depending on what is choosen for each answer, a different section of text is inputted to a word doc. which in turn builds the contract which then can be sent to a customer as a PDF.
Thank you for any assistance. I am new to this and not sure if the forms app is the right app to use or if i need to looking at power apps or even a combination of things.
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