Quik! Forms
Overview
Integrate Quik! documents and forms into your Feathery forms and workflows.
What you need
Background
Quik! Forms is designed to simplify form management and automation, primarily for financial advisors. It boasts a vast library with over 38,000 forms, making it a substantial resource in the industry. Each form with a signature field is ready for e-signature, eliminating the need for building templates. Quik! Forms also allows for efficient data integration from CRMs, reducing repetitive data entry and streamlining the form completion process.
Benefits
Quik! Forms offers several benefits, including a vast library of over 38,000 forms for financial advisors, ensuring comprehensive coverage for various needs. The platform streamlines form filling by pulling in data from CRMs, reducing redundant data entry. Each form is e-sign ready, simplifying the process for digital signatures. The Quik! App enhances efficiency with features like form bundling and progressive fill, which pre-populates repeated information, and the Quik! Vault for secure data storage, all aimed at making form management more efficient and less time-consuming.
Considerations
When considering Quik! Forms, evaluate its integration capabilities with your existing systems, the learning curve for your team, and whether it supports all the form types your business requires. Also, consider the cost against your budget and its scalability to support your business as it grows. Security features and compliance with industry standards are crucial too. It's beneficial to assess the level of customer support provided.
How to set up
Navigate to the Feathery form that you want to connect to Quik!. Click on the Integrations tab.
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Open the Quik! integration and input your Quik! account credentials, along with the Quik! form IDs that you'd like to connect to your Feathery form workflow. You can conditionally add Quik! Forms by appending :<FieldKey> to a Quik! Form ID. Here, FieldKey refers to a field ID within your Feathery form. These Quik! forms will only be included in the generated Quik! Form bundle if your submission has a value for the field corresponding to <FieldKey>.
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Click Connect. Your integration is now live and ready to go!
Linking Feathery Form Fields to Quik! Form Fields
Feathery's Quik! integration allows you to auto populate your Quik! Forms from the fields in your Feathery form. This is done by linking Feathery fields to corresponding Quik! form fields. Here's an example:
Click the Feathery form field you want to link. Navigate to the Semantic Meaning section under the Properties tab. The drop-down will contain a list of Quik! field IDs automatically pulled from the Quik Forms connected in the Integrations tab. Select the Quik! field ID you want to link:
Repeat this process for the other Feathery fields you would like to link.
You are now ready to add a button to the final step of your form that will generate the auto populated Quik! form based on the values from your Feathery form. Select the button and navigate to the Button Properties tab. Choose the action Fill Quik! Documents:
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In the PDF Sign Method drop-down, you can select either Feathery or Quik! Viewer.
- Feathery: Your Quik! document will be generated as a PDF.
- Quik! Viewer: Your Quik! document will be embedded in a Feathery web page for easy review. This option supports DocuSign integration for all Quik! forms with a signature field. Once enabled, you can seamlessly send the document for e-signature.
Note: DocuSign must be set up in your Quik! Forms App for e-signature to work. Refer to the relevant Quik! documentation for more details.
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Publish your form and you are ready to generate your auto populated Quik! form.
Building Your Feathery Form from Quik! Form Templates
Feathery allows you to build Feathery Forms from a list of supported Quik! forms. Here is an example:
In the Create Form dialog and choose the Start from Financial Services From Library:
In the Template dropdown, select a Quik! form to use for building your Feathery form:
Click "Create," and a Feathery form will be generated and include all form fields automatically linked to the corresponding Quik! form fields.
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What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the
"When inside of" nested selector
system.
This is a H6
- This is a list item
- This is another list item here
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