FAQs
Find your answers here
- How to Connect to Wealthbox
- Opening a Wealthscape Account with Quik!
- Which E-Signature integrations does the Quik! App support?
- Which CRM integrations does the Quik! App support?
- Which form fields are prefilled from SmartOffice CRM?
- Is it possible to Single Sign-On (SSO) into the Quik! App?
- How does billing work?
- Can I try the Quik! App for free?
- Which form fields are prefilled from Salesforce?
- Can I get my forms faster?
- When will my forms be ready?
- Do I need to do anything to my forms before sending them to Quik?
- What do bookmarks do?
- What are Recent Forms?
- What are the differences between product plans?
- How do licenses work?
- Which form fields are prefilled from Redtail?
- Can I still launch forms even if I don't have a CRM?
- Why does nothing happen when I click the Launch button?
- Why do I see an error page when I try to launch forms?
- Why can't I see any Redtail contacts?
- How do user roles and permissions work?
- Where can I give feedback to Quik!?
- How do I know if a form is up to date?
- Can I e-sign any form?
- How do I know if Quik! has a specific form?
- How can I manage my forms?
- What does the Sign button do?
- What does the Clear button do?
- What does the Reset button do?