New Key Features for Quik! Transaction Manager

NEW INTERFACE All new user interface and intuitive experience for generating forms
ADD YOUR OWN FORMS Add your custom forms to the library (a small build fee may apply)
USE ANYWHERE Use Quik! installed on your computer or over via any web browser on any device
100% HTML FORMS
- No Adobe software required
- No PDF viewer required
- No third-party software required
SAVE YOUR WORKView, prefill, save, submit, print, e-sign all from one software platform
TOUCH-ENABLEDTouch-scroll enabled for devices with touchscreen
PRINT PERFECTPrint-perfect forms in secure PDF format (Adobe Reader required)
DOCUSIGN INTEGRATION E-Signature Integration with DocuSign Certification on July 26, 2013 (for enterprise customers)
- Seamlessly pass the form to DocuSign for signature
- Control the interface to DocuSign with pre-built web services
- Add external documents to signature packages
ALTERNATIVE DATA BUTTONS Choose alternate addresses, names, and other data blocks.
PROGRESSIVELY FILL FORMS When data is entered in the first field that is repeated on another page, the data automatically fills into the other empty fields.
REGENERATE FORMS Regenerate form packages with the latest forms and client data with a single click (instead of choosing forms and clients over again)
REPORTS Run reports on generated forms and clients
MORE…
- Full desktop software support for all versions of Windows (XP, Win 7, Win 8, etc.)
- More complete data fill, data formatting and improved support for Quik! Launch integration for partners
- Support for over 30 client data sources including Redtail, Advisors Assistant, ACT!, Outlook, Excel, CSV and many more

[LEGACY] Quik! Transaction Manager

New Key Features for Quik! Transaction Manager

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