Getting Started for Users (Non-Admin Guide)

Welcome to the Quik! App! Our goal is to help you launch forms quickly and easily. This guide is for Users (Non-Admins) who want to start using forms right away. You will learn how to log in, connect your CRM and e-signature accounts, and launch your first form.

If you are an Admin, read How to Get Started in the Quik! App as an Admin.
To understand role differences, see How do user roles and permissions work?.

💡 Tip: You will need to allow pop-ups from quikformsapp.com since forms open in a new tab.

Quik! Tutorials: 

Prerequisites

• A Quik! App account

• Your login credentials

• CRM or e-signature credentials (optional)

Step-by-Step Instructions

1. Log in to your account

1. Go to quikformsapp.com.

2. Enter your login credentials.

2. Set up CRM and e-signature connections (optional)

If you do not use a CRM or e-signature tool, skip this step.

1. From the Dashboard, click the hamburger menu (☰) or tap the Settings icon.

2. Go to Settings > CRMs & Data Sources.

   • See Which CRM integrations does the Quik! App support? for setup details.

3. Connect your e-signature account:

   • How a User can Connect a DocuSign Account

   • How a User can Connect a SIGNiX Account

3. Launch forms

Follow this standard flow:

1. How to Choose Forms

2. How to Add People (Optional)

3. How to Launch Forms

Helpful tips

• How to Create Form Bundles

• How to Make Form Favorites

• How to Add Financial Professional Information

Enterprise Users

If your organization has already set up a CRM or e-signature:

• You will see your CRM under the Add People tab.

• You will see your e-signature connection under the Finalize tab.

If you want to use e-signature but do not see a connection:

• Connect your account using DocuSign or SIGNiX.

Custom Forms

If you want to use proprietary forms:

• See How to Add Forms to Quik!.

• Or email forms@quikforms.com for support.

Quik! Tutorials: