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Getting Started for Admin Users

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Ben Cortez
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Welcome to the Quik! App!

Welcome to the Quik! App! Our goal is to empower you to launch forms quickly and efficiently. This guide is designed primarily for Admin users, covering essential setup and management steps. However, all users may also find helpful tips here to better understand the system and streamline their experience. With this guide, getting started is straightforward, so you can confidently hit the ground running!

 

If you're a User, check out our User Guide Getting Started for Users (Non-Admin Guide).

To learn more about the Admin vs User role check out, How do user roles and permissions work?

 

Quik! Tutorials: 

Link: Explore our library of tutorial videos to help you get started with Quik! and make the most of its features!

 

Let's get started! 

Login to your Quik! App Account:

  1. You can log in at quikformsapp.com with the credentials you signed up with.

NOTE: You can skip this section if you do not have a CRM or E-signature to set up. 

 

2. Set up your CRM and E-Signature Connections:

  1. From your Dashboard, click the hamburger menu (☰) to access Settings or tap the Settings Icon. 
  2. From Settings, click on the CRMS & DATA SOURCES section. Check out this article to connect to your CRM: Which CRM integrations does the Quik! App support?. Find your CRM and get connected!
  3. Now, let's set up your e-signature account

3. You're ready to start launching forms!

Below is the typical flow that users follow:

  1. Step 1: How to Choose Forms
  2. Step 2: How to Add People (Optional)
  3. Step 3: How to Launch Forms

Here are a couple of other tips that we recommend exploring: 

  1. Create Form Bundles
  2. Favorites ❤️ - How to Make Form Favorites
  3. Financial Professional Information - How to Add Information and Use It. 

NOTE: Make sure your internet browser is set to allow pop-ups from quikformsapp.com. All forms will be launched in a separate tab. If nothing happens when you first try to launch a form, it is most likely because your browser is blocking pop-ups.

 

Enterprise Users:

Your organization's administrator may have already collaborated with Quik! to set up a CRM and e-signature for your account.

If a CRM appears on your "Add People" tab or an e-sign connection is listed on your "Finalize" tab, your organization's CRM and e-signature account are already connected. You can begin adding contacts and using e-signature for forms within the Quik! App.

If you would like to use the e-signature feature but do not see an associated connection in your account, you can set up your e-sign connection by visiting one of the following:  How a User Can Connect a Docusign Account or How a User can Connect a SIGNiX account. 

 

Custom Forms

If you have proprietary forms you would like to use on the Quik! Forms App, please check out how to add your forms here: Add Forms To Quik!

Or, contact our forms team at forms@quikforms.com to add them.

 

 

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