Why HTML vs. PDF
Here are the top reasons why Quik! created HTML forms helps customers move away from PDF-based forms.
- HTML forms work on any device with a common web browser - PDF forms only work on PCs (no iPad, Mac, Android, etc.).
- 95% of customer help-desk issues related to forms are due to PDF and Adobe issues - HTML eliminates the majority, if not all, of these calls.
- Save data entered into HTML forms to PDF (via the print button) and to the browser or your server (via the Save button) - PDF forms require additional software (i.e. Quik! Forms Repository or Adobe Acrobat) for this functionality.
- HTML forms are highly customizable (e.g. your logo, styles, language, controls and more) - PDF forms cannot be customized.
- HTML form fields offer more control attributes than PDF, including field input masks and validations, required field controls, font and border color controls, etc.
- HTML forms are specifically designed for touch-screen devices to improve usability, while PDFs are not.
- The new Quik! Forms Engine includes new web services to perform form grouping by both user and system administrator (to share form groups with all users).
- A new turnkey website is included with the new software that offers form searching, form grouping, client data integration and field mapping, and 100% source code for customization.
- HTML forms are certified and pre-integrated for e-signing with DocuSign.
- Add custom javascripts at run-time to perform advanced features within HTML forms.
- Submit HTML form data electronically for processing, validations and more - PDF forms require additional software (i.e. Quik! Forms Data Engine).
- Improved security model whereby you host and serve the HTML forms within your domain - PDF forms are redirecting users to the Quik! domain to display the form.
- Add external attachments to HTML forms when printing and signing (e.g. copy of a client ID, trust agreements, etc.).
- Create householding form bundles and duplicate forms in the same package with different client data with HTML forms.
- Duplicate checkboxes in HTML form bundles do not uncheck the other matching checkboxes like PDF causes. (E.g. imagine checking registration type on the first form in a PDF bundle and then checking it again on the second form only to discover the first form's checkbox was unchecked).
- Alternate Data Buttons enable users to pre-fill any client record onto form sections with a single click - changing data on PDFs can only be done by re-keying the data.
- Expire HTML forms automatically within 10 days or less to ensure users don't download and save a PDF form to reuse, which leads to NIGOs and rejecting outdated forms.
- Create form searches that return thumbnail images of forms and offer previews.
- Greatly improve the amount of data prefilled onto forms with HTML. By selecting forms to generate, the new Quik! software can display a list of the client roles on the forms so your user can prefill the forms more completely with several client records - with the old Quik! software you had to guess which roles were available.
- Use the new Quik! as a web service instead of installed software, which is ideal for Apps (iPad, Android, etc.), java-based environments and third-party solutions (e.g. SalesForce) - the old Quik! cannot be used in this way.
- Receive completed PDFs and XML data from HTML forms for your system.
- The new Quik! includes code for custom integrations to SalesForce.
The possibilities with Quik!'s HTML forms are endless. Our goal is to provide customers with a solution that is flexible, extensible, secure and within their control. Our mission is to empower your best work and the Quik! Forms Engine and HTML forms make virtually anything related to completing paperwork possible.