Quik! Enterprise Forms Automation Solutions Product Overview
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"Thanks to Quik! we have completely automated how our advisors do business and fill out forms. Using Quik! we were able to reach our cost-savings targets twice as fast and to reduce our operations staff significantly."
- Brian Propes, Former CEO of NFP Securities, Inc

The Quik! Enteprise product family is a suite of products designed to help companies automate their forms-related processes, from connecting to client data sources, pre-filling industry forms, to digitally signing and archiving the forms, to submitting forms to the back-office for straight-through-processing.

Quik! Enterprise Product Family   Reduce NIGOs, Speed Up Transactions, Enhance Your Bottom Line

Prefill Forms Generate prefilled forms with web-based or back-office data
Save Forms Save partially completed forms without desktop software
Submit Forms Submit forms for straight-through-processing
Local CRM Integration Use any of over 30 data sources to prefill forms

Quik! Digital Signatures
Signature Tablets Sign electronic forms online, submit and never print.
Digital Pen Ensure end-user adoption with digital pens and digital paper.

Quik! Form Build Service

Turn your forms to fillable PDF-based Quik! Forms
Quik! Form Build Service We'll build your forms to the Quik! Field Definition standard for FREE
Form Design Best Practices Learn how to optimize your forms for electronic processing
Universal Data Model Quik! Field Definition encompasses over 90,000 unique automated fields.
Quik! Forms Manager Web-based forms management solution for form owners

Quik! Forms Manager

A FREE web-based forms management tool for your automated forms.

Other Quik! Products
Quik! offers products for Financial Professionals, Transition Teams, Developers, or see an overview of all products,