Generate Forms Within Software Apps

Business Challenge

Your company has developed a software application (or app for mobile devices) where users perform a specific business process that involves filling out forms. Your users and/or clients must fill in the forms in a number of ways:

• inside the application directly
• in a separate browser window
• by sending an email invite to a remote user
• by filling data into your application that transfers to the form output 

The main challenges you might face in providing a forms capability include one or more of the following:

• you don't want to lose time building your own forms infrastructure
• you don't have the skills to build a forms automation architecture
• your customers want their custom forms added into your application at low cost
• your system must automate more than a handful of forms or even thousands of forms
• you want a white-label solution that can scale to meet your needs

The Quik! Solution

Using the Quik! Forms Engine, you can seamlessly integrate an enterprise grade forms automation solution directly inside your application. Quik! enables you to display forms within your application, to prefill your client data from your data capture screens and database to any form in an instant. Thanks to our innovative field mapping system, once a customer enters a repeatable piece of information (i.e. their phone number), every time a form field "downstream" includes a phone number their number will automatically fill in that field. The user only has to enter their information on the interface once, and the data is transferred onto one (or several) forms for final submission. This transfer can be as simple as calling a single API to generate any form in the library. 

Real-World Example

BlueDot, a national leader in software for immigration lawyers, collects client information on an online questionnaire and then automatically transfers this information to forms managed by Quik! with pre-determined field mapping. 

Applicable Customers

The most common businesses who use Quik! to solve this challenge include those who manufacture a software product for a variety of industries:

• Financial Services
• Government
• Health Care
• Lending 
• Insurance Carriers