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Quik! Logo

Simplify financial forms effortlessly.

Table of Contents

Quik! - 2026 Pricing, Features, Reviews & Alternatives

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Quik! overview

What is Quik!?

Quik! is the industry-leading forms automation solution designed to save financial professionals time, money, and reduce errors when filling out critical business forms. With over twenty years of experience, Quik! has become the standard for forms management and delivery.

The Quik! App provides an advanced set of features that seamlessly integrate with the industry's largest library of over 38,000 financial forms. Users can pull in more data from their CRM, apply multiple records to the same form, and take advantage of features like form bundling, progressive fill, and the Quik! Vault to streamline the forms completion process. Every form with a signature field is E-Sign ready, allowing users to send documents for signature at the touch of a button.

Quik!'s modern, easy-to-use interface is complemented by a dedicated customer success team and multiple support options, including chat, video, articles, and phone. The platform also offers enterprise-level solutions for larger organizations, as well as free trials and sandbox environments to help users make an informed decision. With a focus on forms management and delivery, Quik! is the right choice for financial professionals looking to spend more time advising clients and less time on paperwork.

Key benefits of using Quik!

Saves time by automatically pulling client data into forms
Reduces errors by pre-populating forms with accurate data
Provides access to a library of over 39,000 financial forms
Allows forms to be bundled for streamlined workflow
Enables forms to be sent for e-signature with one click
Offers robust forms management and reporting capabilities

Starting price

25flat rate /
per month

Alternatives

with better value for money

Quik! reviews

Overall rating

4.6

/5

15

Positive reviews

93

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10
Rating distribution

5

4

3

2

1

10

4

1

0

0

Pros
“Overall, I think this is great for a smaller company or start up our nonprofit. I think it’s a great tool to have along with any other forms programs that you would have.”
AB

April B.

Social media

“It's quick (all puns intended) and super simple. Great way to create pdf documents and insert fields with ease.”
JC

John C.

Vp

“Since using Efficient Technology's Quik. Forms service, we have saved a great deal of time and frustration in updating our client account forms and improving the consistency of our forms.”
KC

Kelli C.

President

Cons
“I don’t think there’s anything wrong or negative about having it along with something else as well either.”
AB

April B.

Social media

“We recently ran into some hiccups where form updates were missed and no Quikforms acknowledgement confirming the posting was received.”
SB

Sanjay B.

Business Analyst

“We had clients reach out advising why old versions of the form were appearing which was due to missed updates by Quik.”
SB

Sanjay B.

Business Analyst

Quik!'s features

Features rating:

Access controls/permissions
API
Autofill
Customizable forms
Data import/export
Electronic signature
Forms creation & design
Forms management
Version control

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Quik! pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Essential

25

Per month

Features included:

  • Connect to Your CRM
  • Form Bundles
  • Progressive Fill

Premium

45

Per month

Features included:

  • E-Signature
  • Save Forms in Progress
  • Unlimited CRM Connections

Enterprise

Empty state illustration for "No pricing info"

No pricing info

Features included:

  • Build Your Own Solution With Apis
  • Customized App Plans Available

User opinions about Quik! price and value

Value for money rating:

To see what individual users think of Quik!'s price and value, check out the review snippets below.

“Overall, I think this is great for a smaller company or start up our nonprofit. I think it’s a great tool to have along with any other forms programs that you would have.”
AB

April B.

Social media

“It's quick (all puns intended) and super simple. Great way to create pdf documents and insert fields with ease.”
JC

John C.

Vp

Quik! integrations (2)

Top integrations

Quik! support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat

Training options

Live Online
Documentation

Quik! FAQs

Q. What type of pricing plans does Quik! offer?

Quik! has the following pricing plans:
Starting from: $25.00/month
Pricing model: Free, Subscription
Free Trial: Available

These products have better value for money


Q. Who are the typical users of Quik!?

Quik! has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does Quik! support?

Quik! supports the following languages:
English


Q. Does Quik! offer an API?

No, Quik! does not have an API available.


Q. What level of support does Quik! offer?

Quik! offers the following support options:
Chat

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