Quik! Forms App
Save Time. Save Money. The Quik! App
Simply the best forms technology available for financial advisors.
See for yourself with a free 14-day trial
Specifically designed for both individual users and enterprises
Already in use by tens of thousands
Easy to use intuitive interface saves time and reduces errors
Designed to save you through these features:
Fill in More Fields Automatically
Quik! gives you the most complete connection to your CRM available. Our field naming convention boasts hundreds of thousands of fields that can be pre-filled with your existing data. Go beyond name and address.
E-sign Built In
Every signable form in our library is ready to go out for e-signature (Docusign or Signix) at the click of a button. No need to build or maintain your own templates.
Save Time Getting Started
You can create form bundles that give you every form you need for the type of account you are opening. You can favorite forms you use often or favorite the form companies you use the most. Its easy to set up Quik! so that when you sit down, you’re ready to go.
Save Forms in Progress
Save your forms in progress and even if the form changes when you get back to it, you don’t have to start over. The data automatically fills on to the new form. You don’t have to worry about lost work or out-of-date forms.
Now you can upload information from a form or a CSV into Quik! You can keep that information securely stored in the Quik! Vault and use it to fill out forms.
Enjoy significant time savings by eliminating repetitive manual entry. We present our forms to you in a single, scrollable window so when you type data in one place it fills it in everywhere it is required.
Outstanding Customer Service
Quik! not only has help built into the product with an in-depth knowledge base, we also offer live chat, email and phone availability to make sure that the product always performs for you.
We don’t sit on our laurels. Check our Roadmap and see what is coming.