Batch Generation of Forms

Business Challenge

Customers may need to generate lots of forms at once, including the following scenarios:

• re-papering accounts (e.g. transitions)
• onboarding lots of customers at once (e.g. enrollments)
• document- and mail-merges
• batch creation of reports

The Quik! Solution

Quik! makes it easy to output complete, validated and locked HTML or PDF forms in rapid succession. By calling the Quik! Forms Engine API for each record, customers can generate all the form packages they need in either HTML or PDF.

Applicable Customers

The most common industries where Quik! can solve this challenge include:

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