Parallel Lifetime Deal (LTD) Software!

Parallel Lifetime Deal (LTD) Software!

SaaS Clerk Lifetime Deal (LTD) Talk!


Caution: Try to avoid FOMO, buy only if you really need it.


Introducing: Parallel Lifetime Deal (LTD) Software!


  • Automate client onboarding with secure, centralized doc management
  • Manage onboarding in a secure client portal with templated NDAs, SEPA mandates, legal documents, and more
  • Set up standardized workflows for back-office tasks and integrate with Zapier to access essential tools

Alternative to: Contractbook, Juro, and FileInvite

Best for: Real estate, sales, and customer support teams looking to automate onboarding and back-office tasks

Let’s see the features that can attract you in a nutshell….

  1. Parallel helps you automate back-office onboarding with frictionless document management, secure client portals, and standardized workflows.
  2. With Parallel, you have everything you need to streamline back-office onboardings and scale up your customer or client base.
  3. Get the ball rolling with customizable templates for processes like KYC requirements, NDAs, and SEPA mandates—or create dynamic checklists from scratch.
  4. Even with templates, you can still add your own form fields and set up conditional decision steps using visual, no-code text blocks.
  5. Templates include all the required documents and introductory email copy, so you can send paperwork over to your client in a snap.
  6. Dynamic text blocks let you add your own form fields and conditional steps without coding.
  7. Clients can sign paperwork with integrated signature providers inside auto-generated client portals, which are secured by two-factor authentication.
  8. Parallel guides signees through the whole process and even lets them use the “save for later” feature to step away without losing progress.
  9. 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!
  10. Parallel’s client portal automatically guides users through each question and conditional step.
  11. If a client rejects a change or has questions, they can leave notes directly in the platform, eliminating endless back-and-forth emails.
  12. You can even include internal notes to keep everything organized in one place for your teams.
  13. 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.
  14. Take advantage of built-in comments and automated follow-up reminders to spare your inbox.
  15. Parallel also helps your back-office teams work smarter with flexible internal collaboration tools that keep track of progress.
  16. Build an automated workflow that assigns tasks to specific team members whenever a project kicks off or a certain step is completed.
  17. Your teams can leverage the platform’s API or Zapier integration to access thousands of apps and create even more robust processes.

To learn more, please visit here: https://ltdt.saasclerk.io/Parallel


Happy Marketing!


Disclaimer: The source of this content with product details originally published on AppSumo.com

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