# Quik! Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Quik! Software - reviews, pricing plans, popular comparisons to other Forms Automation products and more.

Source: https://www.capterra.com/p/80633/Quik-Forms

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# 

 Quik! Software Review 2026: Features, Integrations, Pros & Cons

Last updated on August 24, 2025

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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How Capterra ensures transparency

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Quik!

## What is Quik!?

Quik! forms automation is a proven software service that has been used by financial professionals for more than 20 years. You can choose our ready to use Quik! App or create a more customized solution using our APIs. Either will give you forms that pre-fill from your data source, are ready to e-sign, can be submitted for electronic processing, field formatting, required fields and more. Quik! also includes a forms library of more than 38,000 forms. Quik! is the industry standard.

## What is Quik! used for?

[Forms Automation](https://www.capterra.com/forms-automation-software/)

Top alternative

Featured

Overall rating

Based on 15 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$25

Flat Rate, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Quik!?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.efficienttech.com/&name=Quik!)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Quik!

4.6 (15)

VS.

[4.6 (5,184)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting Price

$25

Flat Rate, Per Month

Starting Price

$29

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (15)

Ease Of Use

4.7 (11,395)

Value For Money

5.0 (2)

Value For Money

4.5 (7,292)

Customer Service

4.9 (14)

Customer Service

4.6 (6,377)

## Quik! alternatives

[4.7 (2,876)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (9,342)](https://www.capterra.com/p/121506/Docusign/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.5 (3,502)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.7 (954)](https://www.capterra.com/p/137289/Typeform/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/80633/Quik-Forms/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

API

Application programming interface that allows for integration with other systems/databases

Autofill

Automatically populating fields or sections within a form

Customizable Forms

Customize contracts and forms to collect specific information

Data Import/Export

Import and export data to and from software applications

Electronic Signature

Digitally sign online documents

Quik! 9 features

Define levels of authorization for access to specific files or systems

Application programming interface that allows for integration with other systems/databases

Automatically populating fields or sections within a form

Customize contracts and forms to collect specific information

Import and export data to and from software applications

Digitally sign online documents

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Store, manage and track all forms in a centralized location

Track revisions and updates made to files and navigate between different versions

Features

5.0 (2)

5.0

Based on 2 reviews

## Pricing

Value for money

5.0 (2)

Free Trial

Free Version

[View pricing plan details](https://www.capterra.com/p/80633/Quik-Forms/pricing/)

Essential

$25.00

Flat Rate,Per Month

It includes:

-   Connect to Your CRM
-   Form Bundles
-   Progressive Fill

Premium

$45.00

Flat Rate,Per Month

It includes:

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

Value for money

5.0 (2)

5.0

Based on 2 reviews

## Support, customer service and training options

Customer Service

4.9 (14)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (14)

4.9

Based on 14 reviews

## User reviews

Overall rating

4.6

Based on 15 reviews

Filter by rating

5(10)

4(4)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AB

April B.

Social media

Non-Profit Organization Management

### "Good product but there could be some improvements"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

October 15, 2020

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

Pros

Obviously I liked the idea that this was the same product company that did Quicken and other products that I was familiar with so a lot of the platforms and set up for the same so they’re not extremely different they’re very easy to use and very easy to understand and you don’t have to have a lot of skill in order to be able to create anything

Cons

I feel like it looks a little cheap. I feel like they could’ve put more money into the software and part development part of it to make it look a little bit more higher class

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JC

John C.

Vp

### "Love it all"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

0/10

April 5, 2018

Pros

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

Cons

No cons thus far. I'm a new user but it gets the job done. No kinks, no hiccups and no issues so far.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

GR

Gwen R.

VP Client Operations

### "Great Service!"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

September 18, 2015

Working with Quik! is very easy and their customer service is excellent. I would like to see a shorter turn around time than 5 - 10 business days.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SB

Sanjay B.

Business Analyst

### "John Hancock Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

0.0

0.0

Customer Service

3.0

3.0

Likelihood to Recommend

0/10

September 14, 2015

The Quik team has been easy to work with for form updating and posting. We recently ran into some hiccups where form updates were missed and no Quikforms acknowledgement confirming the posting was received. We had clients reach out advising why old versions of the form were appearing which was due to missed updates by Quik. We recently completed an audit and located a few additional forms that were provided to Quik for updating but where not updated. We are currently working with Quik to have a better streamlined process in place to help avoid these issues in the future. JH is working with Quik to have access to QFM and have a demo provided by Quik on how JH can manage form updates directly to help streamline the process and help eliminate these issues in the future as we now have forms passed from Quik into Docupace for MGroup private viewing.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BH

Bryan H.

Operations Analyst

### "Great service-site lacking some functionality"

3.0

Overall Rating

3.0

3.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

September 10, 2015

The customer service is great. Quik! Forms support staff is very quick in answer questions, modifying requests, and completing tasks as requested on time, every time. The area that Quik!Forms' site could use some improvement on is the missing functionality of a wizard. From a carrier standpoint, it's easy to make requests as a carrier because we are dumping everything into a single directory, but from a customer standpoint, it would be helpful to have the ability to select a product type and get all of the forms that are relevant to that specific product. It's something that few competitors of Quik!Forms have, so it's not necessarily an indication of them being behind the times, but of the industry as a whole. The functionality of a product like AdminPipe or Firelight really does set them apart from solutions like LaserApp and Quik!Forms. If they can figure out a Wizard, it would make their product elite.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

OM

Oscar M.

CIO

### "Implementation - Test - QA - and Production Release in less time than creating a fillable pdf!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

July 17, 2015

We worked with different vendors and at the point of bringing form processing in house we looked at Quik. One of the easiest decisions we had to make and a topic we as a company no longer need to discuss. The partnership with Quik continues to grow as both of our firms develop. There are many form options, but not many form solutions. Quik provided a form solution that revolutionized our work flow and automation process.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

HL

Howard L.

VP, Advisor Services

### "QUIK! plays a major role in our new account opening experience"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

July 16, 2015

The QUIK! team was very accommodating and easy to work with when it came to the custom development we required. Throughout the process, the Quik! team was a strategic thought partner for us, providing insightful guidance on how best to leverage their tool to meet our vision. They also worked closely with us to meet our very tight timelines and worked with our project managers to execute our plans. We have worked with QUIK! for many years now and have seen them really step up their game to deliver functionality and integration with systems like DocuSign, which makes a world of difference.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

LW

Leonora W.

General Partner

### "Easy to use, user-friendly, intuitive design. Great product!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

July 16, 2015

The pros are that it integrates easily into some other important platforms (Skience, etc) so it makes an advisor's life much easier.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CR

Colin R.

Manager of Business Technology

### "2015 Technology Roadmap"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

July 13, 2015

I found the Quik! Team to be smart and responsive. CEO Rich Walker was personally involved in evaluating our workflow. We host our forms with Quik!, making it easier to prefill and submit our forms while saving time and money. Quik! enables us to work across multiple mobile platforms and reduces Not In Good Order (NIGO) errors.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

PT

Paul T.

SVP, Strategy and Marketing

### "Took our firm to the next generation"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

July 11, 2015

We implemented Quick Form's web service on our agent portal this year. Every one of our product applications can now be assembled and pre-filled directly in our agents' browsers. The forms are always current. We also are beginning to wean our agents from ordering multiple versions of the applications in print form that rapidly expire. Feedback has been great. We really enjoy working wth Quik Forms. They have great customer support and management goes the extra mile when we have questions or problems.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/80633/Quik-Forms/reviews/)

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)