About Quik!
Quik! is a productivity software from Efficient Technology, Inc. designed for team collaboration and project management. It combines task tracking, file sharing, and real-time messaging so teams can collaborate effectively. Quik! supports multiple project views such as Kanban and Gantt charts, allowing users to better visualize progress and deadlines. It also provides customizable notifications to keep team members informed about updates and changes. Key capabilities: task management file sharing real-time messaging project visualization notifications Best for: teams and organizations that need to manage projects and collaborate efficiently.
Quik! by Efficient Technology, Inc. is a digital forms automation platform designed to streamline document completion and management for financial services and other industries. The user interface and ease of use of Quik! is built around simplicity and efficiency. Its design emphasizes clarity, with intuitive navigation that allows users to quickly locate, fill, and manage forms. The interface is highly user-friendly, offering guided form completion that reduces errors and speeds up workflows. Unique design elements include dynamic fields that adapt based on user input, ensuring that only relevant sections are displayed. This minimizes clutter and makes the experience smoother for both professionals and clients. In terms of functionality and features, Quik! stands out with its extensive library of pre-built forms covering financial institutions, insurance companies, and other service providers. Users can access thousands of standardized forms, eliminating the need to manually create or update them. The platform supports e-signatures, data pre-fill from CRM systems, and secure document sharing, which significantly enhances productivity.
Pros & Cons
- +Extensive library of 38,000+ financial forms ready-to-use.
- +Progressive fill feature reduces repetitive data entry.
- +Seamless CRM integration auto-populates client information.
- +Vault tool stores CSV data for indefinite reuse.
- +E-signature fields built-in, no template setup required.
- −Initial setup can feel complex for smaller teams.
- −Occasional lag when processing very large datasets.
- −Training required to fully leverage advanced automation features.
Features
Key features
- 40,000+ forms library
- centralized access to own and third‑party complex forms for account opening and servicing
- Structured data mapping
- 1.2M+ defined fields standardize send/receive across all supported forms
- Scalability
- processes over 1 million forms per month across devices without scaling staff
- Turnkey app & APIs
- use the Quik! App or integrate via APIs for custom workflows
- FormXtract data capture
- extract data from completed forms (including handwritten) with 90%+ accuracy
- Enterprise support
- chat, video, phone, and resource library with engineering assistance
Additional features
- Error reduction
- guided processing and standardized data minimize form errors
- Bidirectional data flow
- consistent display and return of data to and from forms
- Library management
- Quik! prepares and maintains your forms catalog and field naming
- Device‑ready delivery
- instant form delivery on any device for smoother user experiences
- Collaborative onboarding
- discovery sessions to tailor solutions or refer partners if better fit
- Wealth management focus
- optimized for complex financial services paperwork
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About Quik!
Quik! is a productivity software from Efficient Technology, Inc. designed for team collaboration and project management. It combines task tracking, file sharing, and real-time messaging so teams can collaborate effectively. Quik! supports multiple project views such as Kanban and Gantt charts, allowing users to better visualize progress and deadlines. It also provides customizable notifications to keep team members informed about updates and changes. Key capabilities: task management file sharing real-time messaging project visualization notifications Best for: teams and organizations that need to manage projects and collaborate efficiently.
Quik! Details
Quik!'s In-App Market Place
Does Quik! have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Accepted Payment Currencies
USD ($), CAD (C$)
Pros & Cons
- Extensive library of 38,000+ financial forms ready-to-use.
- Progressive fill feature reduces repetitive data entry.
- Seamless CRM integration auto-populates client information.
- Vault tool stores CSV data for indefinite reuse.
- E-signature fields built-in, no template setup required.
- Initial setup can feel complex for smaller teams.
- Occasional lag when processing very large datasets.
- Training required to fully leverage advanced automation features.
Quik!'s Support Options
Email Address
support@quikforms.comContact
877-456-7845Quik!'s Alternatives
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