API Reference

Using the Quik! API

Generate a financial form, prefill it with your data, and send it for e-signature. Here is the path to your first signed form.

The core flow

  1. Authenticate. Get an OAuth token and send it as a Bearer token on every call. → Authentication

  2. Find a form. Search the library and check its fields and roles. → API: Forms Enterprise Manager, tag Subscribed Forms

  3. Prefill and generate. Send your customer's data and assign the signers, and Quik! returns the form already filled in, as HTML or a PDF. → Guides: Field Mapping, Launch a Form

  4. Send for e-signature. Push the filled form to DocuSign or SIGNiX. → Guide: Send Direct to DocuSign

Going further

Prefilling and field rules, saving and resuming, bundling multiple forms, and webhooks each have their own guide. Browse the Guides or open the API Reference for every endpoint.