The Role of Quik! vs. E-Sign Solutions
Our goal with Quik! enterprise forms automation is to help you improve your workflow and processes that depend on forms. Quik! is the forms solution, which means everything needed to fill out, complete,validate and submit a form for processing should be done with the Quik! platform and not relegated to the e-sign platform. The primary job of the e-sign vendor is to sign documents, not fill them out and perform forms work. By using Quik! to display and fill out the form completely before it reaches DocuSign or SIGNiX the signing event becomes a controlled, single step in your workflow. If you aren't able to complete the form before progressing to e-signing then the common solution is to design a different or improved workflow around the form.
Sample workflow improvements are:
- Giving the user the ability to save the form and reload it at a later date
- Email or share it securely with others before routing it for completion
- Review and approve the form before starting the e-sign process
With an improved workflow, completing the form becomes a much easier and less stressful task, and the e-sign vendor's platform can do what it does best: capture signatures (not fill out forms).
Challenges To Using E-Sign Tools For Forms
Customers often ask if Quik! forms can remain fillable in DocuSign or SiGNIX. No, Quik! does not allow users to make changes to forms in either DocuSign or SIGNiX. Once a form has been submitted for e-signature, it can only be signed by its recipients. We have a few important reasons for this:
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Ultimately, transferring the work of filling out a form to the e-sign platform results in far less functionality, loss of control and increased risk.
Do Competitor Solutions Allow For Fillable Forms in DocuSign or SIGNiX?
It may be possible to fill out fields in DocuSign or SIGNiX when the form are generated in competitor solutions, but that is generally made possible because the competitor solutions are not actually integrated into DocuSign or SIGNiX. Instead, users can import a fillable form into DocuSign or SIGNiX but there’s no automation, no pre-defined signing roles, no regulation of who signs, etc. In other words, yes you can import and fill out a fillable form in DocuSign or SIGNiX, but then you lose all the ability to streamline and control your process that Quik! enables. can edit fields in DocuSign by specifying which fields are editable in the ESignType object (more information here).
Quik! does not currently support field editing in SIGNiX.