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Getting Started for Admin Users

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Ben Cortez
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Welcome to the Quik! App!

The Quik! App helps you launch forms quickly and efficiently. This guide walks Admins through the basic setup process. Users will also find helpful tips to better understand the platform and get up to speed.

💡 Need the User version? Check out Getting Started for Users (Non-Admin Guide).
💡 Want to learn about roles? Read How do user roles and permissions work?

 

Quik! Tutorials: 

Prerequisites

  • Admin access to the Quik! App

  • Login credentials for quikformsapp.com

  • CRM and/or e-signature account (optional but recommended)

Step-by-Step Instructions

1. Log In to Your Quik! App Account

Go to quikformsapp.com and log in using the credentials from your signup.

Note: You can skip CRM and e-signature setup if your organization already configured them or if you don’t plan to use them.

2. Set Up CRM and E-Signature Connections

CRM Setup

  1. From your Dashboard, open the menu (☰) or tap the Settings icon.

  2. Click CRMs & Data Sources.

  3. Find and connect your CRM.

E-Signature Setup

Choose your e-sign provider and follow the guide:

3. Launch Forms

Here’s the standard launch flow:

  1. 🔗 How to Choose Forms

  2. 🔗 How to Add People (Optional)

  3. 🔗 How to Launch Forms

Note: Allow pop-ups from quikformsapp.com in your browser. Forms open in a new tab. If nothing happens when launching, a pop-up blocker is likely the cause.

📝 Helpful Tips & Extras

📝 For Enterprise Users

Your CRM and e-signature tools may already be configured.

  • If CRM options appear on the Add People tab, or an e-signature option shows on the Finalize tab, you’re connected.

  • You can immediately start adding contacts and launching forms with e-signature.

If no e-signature is connected and you want to set one up:

📝 Custom Forms

Want to use your own proprietary forms?

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