Logo
Submit a request
Sign in
  1. Quik! Forms
  2. Quik! App

Quik! App

Getting Started

  • Getting Started
  • Getting Started as a User
  • How to Connect to Redtail
  • Which form fields are prefilled from Redtail?
  • How to Connect a DocuSign Account
  • How a User can Connect a DocuSign Account
See all 9 articles

Using the Quik! App

  • How to Choose Forms
  • How to Add Followed Companies
  • How to Add People (Optional) Using Your CRM
  • How to make form favorites ❤️
  • How to Add and Use Financial Professional Information
  • How to Launch Forms
See all 17 articles

Quik! App Integrations

  • How to Connect a SIGNiX Account
  • How to E-Sign Forms Using SIGNiX
  • How a User can Connect a SIGNiX account
  • How to Connect to Wealthbox
  • Which form fields are prefilled from Wealthbox CRM?
  • How to Connect to SmartOffice CRM
See all 12 articles

Quik! App Account Managment

  • How to use the Billing Tab
  • How can I change my password?
  • How do I Reset my Password?
  • How do user roles and permissions work?
  • How do I Add a User?
  • How do I change My Profile Information?
See all 8 articles

FAQs

  • Clearing your cache and cookies
  • Which E-Signature integrations does the Quik! App support?
  • Which CRM integrations does the Quik! App support?
  • Can I still launch forms even if I don't have a CRM?
  • Add Connection Visibility
  • Can I try the Quik! App for free?
See all 31 articles
Quik! Forms