Parallel Lifetime Deal

✨✨You will get these amazing features:

• With Parallel, you have everything you need to streamline back-office onboardings and scale up your customer or client base.
• Get the ball rolling with customizable templates for processes like KYC requirements, NDAs, and SEPA mandates—or create dynamic checklists from scratch.
• Even with templates, you can still add your own form fields and set up conditional decision steps using visual, no-code text blocks.
• Templates include all the required documents and introductory email copy, so you can send paperwork over to your client in a snap.
• Clients can sign paperwork with integrated signature providers inside auto-generated client portals, which are secured by two-factor authentication.
• Parallel guides signees through the whole process and even lets them use the “save for later” feature to step away without losing progress.
• Once the documents are fully executed, you can download and save everything as a PDF file or ZIP folder. No more organizing, renaming, or searching for client files!
• If a client rejects a change or has questions, they can leave notes directly in the platform, eliminating endless back-and-forth emails.
• You can even include internal notes to keep everything organized in one place for your teams.
• Forget about chasing your clients over information and paperwork! Parallel lets you arrange an automated schedule to send reminders to clients who are slow to reply.
• Parallel also helps your back-office teams work smarter with flexible internal collaboration tools that keep track of progress.
• Build an automated workflow that assigns tasks to specific team members whenever a project kicks off or a certain step is completed.
• Your teams can leverage the platform’s API or Zapier integration to access thousands of apps and create even more robust processes.