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Suggested by Completed 

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So, as part of a green initiative and also to help get the programme running better, I was thinking that with a little code (possibly PowerApp), Microsoft could create an electronic version of the POE form and include e-signatures from the customer as part of the process flow.

At present, I know we have a form that is emailed to the customer, they complete it, ticking boxes and filling in information (this could all be lookup based), before either signing a printed and scanned version of the form, that we then upload back to you as our Proof.

So, create a powerApp, link it to your MPN, add a search facility (like Accelerator's) and create a simple click and slide option menu.  E-signature and automatic approval would speed up the whole process and make it simple, with NO disputes.

Options!?

Status details

2021-05-19 - Data & Tools team - Submitted to Partner Center as feedback. They will evaluate further in the next iteration of PC. Other initiatives to reduce claim processing time via automation are underway.
2021-03-22 - Data and Tools Team - Investigating POE collection tool as an alternative option. 

2021-03-08 - Assignment Team - assigning to Tools Team to triage.
Comments (4)
  • I don't know if this will help, Andy, but we send the PoE via DocuSign unless the customer themselves are not allowed to use it.  No printing necessary.
  • Hi Andy,
    we typically have a SOW in place - either signed physically and scanned to PDF or also via DocuSign.
    So everything which you suggested would mean more effort...
    Thx
    Jens 
  • Hi Jens,

    Currently in Japan we are not using any service like DocuSign for POE. We have to ask the customer each time to physically sign a piece of paper and send it back to us. After that we upload the POE to MS. 
    I would love a way to get an electronic signature so we can get the process done quicker. Several times, we've found ourselves waiting on the customer to sign a document they've forgot about. 

    Thanks,
    JD
     
  • We have a form where a customer can select workloads and it then flows through Power Automate and it automatically generates a POE that is sent to the customer electronically for signature.