Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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:

View file
nameCustomer Onboarding - Setup and POC Steps 202407.pdf

Table of Contents

Table of Contents
stylenone

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:

...

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.

DocuSign Docusign

SIGNiX

Form Copies and Form Group Instances

...