Overview

Welcome to the Quik! App! We're excited to have you on board. The Quik! App Enterprise Guide is here to make your journey with the Quik! App as smooth and successful as possible.

The Quik! App is an easy-to-use forms solution that integrates with various CRMs to prefill and e-sign forms using DocuSign or Signix. The Quik! App makes prefilling forms with client data more effortless for customers, staff, and clients. The Quik! App is an excellent fit for customers of every size: single offices with 1-2 users, medium-sized firms, and large enterprise organizations.

The Quik! App runs in any browser and is typically accessed by users entering their username and password on the login page. However, Quik! Enterprise customers, resellers, and integrators may prefer to allow their users to access the Quik! App via SSO from another platform.

You can learn more about our POC process by following the link below.

How to Use This Guide

The Enterprise Guide is your map and guidebook as an Admin for exploring the Quik! App. It serves several important purposes:

1. Your Go-To Resource: Consider it your go-to resource when you need help or guidance with our product. Whether you're setting things up for the first time or looking to optimize your experience, this guide has you covered.

2. Empowering You: Our guide empowers you with knowledge and confidence. You don't have to rely solely on support; you can take charge of your journey with the Quik! App.

3. Saving You Time: It's all about saving you time. Instead of waiting for answers or struggling to figure things out, you can dive into the guide at your own pace, making onboarding quicker and more efficient.

4. Troubleshooting Made Easy: Got a hiccup or a question? The User Admin Guide provides tips and solutions for common issues, helping you troubleshoot and get back on track quickly.

5. Security and Compliance: Our guide can also show you the best practices to maintain security and compliance if you deal with sensitive data.

Need support?

If you have questions or need our assistance, you can contact us by email, phone, or chat.

• Phone: 877-456-7845

• Email: (Support) support@quikforms.com of (Forms) forms@quikforms.com

• Chat available: Monday-Friday 7:00 am - 3:00 pm PST