Yes! If you do not have a CRM account to connect to, you can still select forms and launch them with blank fields. You will simply just skip the Add People step of the general workflow. Once launched, you can manually type data onto the form in the Form Viewer and still Save, Print, or Sign when done.
Articles in this section
- What is the Quik! App?
- How to Clear Your Cache and Cookies in Any Browser
- How to Rename a Saved Form
- Can users share or transfer Bundles to another account?
- Forms loading for a long time after pressing Launch
- How to Get a Copy of a Signed Form in Quik!
- How to Add Forms to the Quik! Platform
- How to Enable Pop-Ups in Chrome and Edge for the Quik! App
- Quik! Status Page for Real-Time Updates and Release Notes
- How to Manage Advisor Transitions Using the Quik! App