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Hi guys,


I'm looking for something to replace MS Forms. That's the tool I use to collect some initial data from customers. That is some simple information about business and private customers to be able to setup them on the systems. I don't do any sort of analysis with that - only collect and store. I also may need to print it to PDF as some customers are reluctant to enter their data to web forms.

Can I use Odoo Survey for that?


Thanks

S

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Nejlepší odpověď

Hi,

Yes, you can absolutely use Odoo Survey to replace MS Forms for your use case. Here's how it aligns with your needs:


    Custom Data Collection

    Odoo Survey allows you to create forms to collect specific information from business and private customers, such as name, address, and company details.


    Public Access Links

    Surveys can be published with public URLs so customers can fill them out online without needing to log in.


    No Analysis Required

    You can use the survey simply to collect and store data, even if you don’t need to use the built-in analysis or statistics tools.


    Organized Data Storage

    All form responses are stored in Odoo, making it easy to review or manage the information later.


    PDF Export or Printing

    Survey responses can be exported or printed with some basic customization if you need a physical copy or a PDF for offline sharing.


    Secure and Self-Hosted

    Since you’re using Odoo on-premise, the data stays within your system, giving you full control over data privacy and storage.


    Integration with Other Modules

    Responses can be linked or processed with other Odoo apps, such as Contacts, CRM, or Sales, for further use.


Hope it helps.

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Autor Nejlepší odpověď

Brilliant, thank you!

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