Quik! App
Essential, Premium, and Enterprise App Customers
Getting Started with the Quik! App
Using the Quik! App
- How to Add Followed Companies
- Favorites ❤️ - How to Make Form Favorites
- Financial Professional Information - How to Add Information and Use It
- How to Single Sign-On (SSO) from Redtail into the Quik! App
- How to Create and Manage My Form Bundles
- Getting Started as a User
Quik! App Integrations
- DocuSign - How to Connect to an Account
- How to Connect to Redtail
- Redtail - Which form fields are prefilled?
- How a User can Connect a DocuSign Account
- Practifi - Which form fields are prefilled?
- Advisors Assistant - Which form fields are prefilled?
Quik! App Account Managment
- How to Reactivate your Quik! App account
- Quik! App Discount Codes
- Billing tab - How to Update Credit Card and Plan Details
- How can I change my password?
- How do I Reset my Password?
- How do user roles and permissions work?
FAQs
- Clearing your cache and cookies
- Troubleshooting Misaligned Fields on HTML Forms
- Can I still launch forms even if I don't have a CRM?
- Add Connection Visibility
- Can I try the Quik! App for free?
- How does billing work?