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Setting up Quik! for both a proof of concept (POC) and for your production usage includes a variety of services and capabilities from our team. This page highlights the various parts of an implementation and how Quik! supports it.
View Our Onboarding Presentation
To view an overview slide deck on this document, please view our PPT slides:
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Table of Contents
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Setup and POC Limits
During the setup and/or proof of concept phase, which can last for up to 6 months, there are no usage or per-user fees for up to 25 users or 2,500 forms per month. In addition, most, if not all, form building fees are included (subject to limitations, per the agreement).
Account Setup
For a checklist of what is needed to set up and use your Quik! account, please see our Onboarding Checklist. Account setup includes:
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Customer Success Kick Off: Our Director of Customer Success would love to meet with you, introduce the team, ensure you know how to get support, andensure you’re happy with our team.
Technical Kick Off Meeting - Meet with your technical team to discuss details of the implementation, review API guides, and ensure you get started on the right path. Technical Kick-off Guide.
Form Setup - our Our forms teams should meet with your team to hand off the forms and get them built the right way the first time.
Ongoing Status Meetings - if If you’d like us to participate in any of your periodic meetings, please invite us to join, and we will.
Field Mapping Training - we We recommend having your team sit down with us to review our field mapping methodology to ensure you implement Quik! in the best, lowest-cost way. Field Mapping Guide
Form Group Setup - if If you are going to set up a lot of form groups, let’s discuss how we can make that process easier for you by building the form groups in Excel and having us upload them into our system.
Webinars and Training - To the extent we can assist with outreach to your field, our marketing and service team are happy to help with ideas, content, delivery and execution of training programs.
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One of the challenges in implementing any system is to know knowing which API endpoints to use for a given purpose. Although we provide extensive documentation about our APIs, we believe that personal touch in the form of meetings, chats, Slack messages, calls, etc., can greatly speed up a customer's implementation process. We are happy to talk about the APIs, figure out which ones are best suited for your particular purpose, and to help troubleshoot issues that can sometimes arise.
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For a list of the most common configurations, please look at this section, that which contains several detailed articles on each type: Configurations
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Quik! supports Docusign and SIGNiX e-sign integrations. These integrations are very robust and include a lot of potential options and configurations (approximately 50 options each). Each configuration option has its own details.
Form Copies and Form Group Instances
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