Why API?
The Quik! APIs connect Quik!’s Forms Engine directly to your own systems, so you can generate, pre-fill, and manage forms using your existing data, inside your own CRM or platform, not a separate app. Less duplicate data entry, fewer errors, and a forms experience built around your workflow instead of ours.
Start Here
Exploring Quik! APIs? Email us at support@quikforms.com to request a demo. Our sales team will take it from there.
Here’s what the process looks like, start to finish:
1. Idea Meeting
We’ll walk through your goals, show you the product, and cover pricing and contract basics. The aim is to scope an implementation that fits your organization from day one.
2. Proof of Concept (POC)
You’ll get a full Quik! account to test with, the same environment you’ll use for implementation and production later. During the POC, we help you get oriented:
- Account setup — credentials, form library access, form settings
- Forms — we build your proprietary forms and get you subscribed to the ones you need
- Field mapping — our team walks you through mapping your data to the Quik! Field Definition, so it flows to any form you generate
- API support — direct access to our team to figure out which endpoints fit your use case
Your POC is a working account, not a sandbox, so you can test real scenarios before you commit. A successful POC means you’ve seen enough to know Quik! fits your workflow.
3. Contract to Go-Live
Once your POC wraps and a contract’s in place, implementation kicks off:
- Kickoff Call — teams introduced, goals aligned
- Technical Deep Dive — your dev team and our Technical Account Manager dig into architecture, field definitions, and API specs
- Testing & Go-Live — we test alongside you, then support your go-live date
For the full details on everything setup and POC covers, meetings, sub-accounts, e-sign configuration, reporting, and more, see our API Guide.