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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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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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