Partners: How to Request Quik! Accounts & Libraries for Customers.
Overview
Audience: Partners onboarding new customers onto platforms integrated with Quik!
Purpose: To help partners understand the best steps for requesting accounts (Customer IDs) vs. libraries for new or existing customers.
🔐 Accounts vs. Libraries: What’s the Difference?
Accounts (Customer IDs) | Libraries |
|---|---|
Used to log in to Quik! | Used to build or access forms. |
Required for all new customers. | Optional, added as needed. |
Enable form groups, library subscriptions, and settings configuration. | Functioning like a filing cabinet, they store forms. |
Created once per customer, linked to the partner. | Subscribed to an existing account or a newly created account |
Include unique login credentials. | No login credentials, just access permissions. |
For example, if you need "login details," please request a new Quik! account instead of a library.
You don’t have to create a library to set up a new account.
📧 Need a new Quik! Account or Library: Where to Send Requests
Send requests to the Quik! support team at support@quikforms.com.
Let us know if you’re requesting a new Quik! App account or Library.
We’ll reply to your request once we have the Customer ID or library created.
📝 Required Information for New Quik! Account Requests
Please submit the following account details for each new customer to our support team at support@quikforms.com:
Partner Name:
Company Name (Customer’s company name):
First:
Last Name:
Phone:
Email:
Address:
City:
State:
Zip:
Quik! App Product Needed? (Yes/No)
FYI: Quik! App product is needed for: https://efficienttech.atlassian.net/wiki/x/QQDMvw
🔄 Adding Libraries
Once an account is created, libraries can be subscribed to in two ways:
Private Libraries (e.g., custom partner-specific forms): We’ll subscribe the account for you.
Public Libraries (e.g., Schwab, Fidelity): Partners and Customers can subscribe directly, or we can assist upon request to support@quikforms.com.
Need help with libraries? Refer to: Forms Library Subscription Guide
🔍 Best Practices
Always use consistent naming (e.g., “Company Name (Your Platform)”).
Double-check contact details before submitting to prevent delays.
For any ambiguity (login vs. library), don’t hesitate to ask! We’re here to help.
Questions?
Reach out to your Quik! contact or email: support@quikforms.com
🚀 Let’s set our customers up for success, from day one.
For help regarding Quik! Forms and the Quik! API
Email: support@quikforms.com | Phone: (877) 456-QUIK