If you’re like most businesses, you know that onboarding new customers or clients can be a time-consuming and error-prone process. From collecting signed NDAs and SEPA mandates to preparing legal documents, there are a lot of steps involved in getting everything set up correctly.
The right online platform can make a big difference in your business. It can help you save time, money, and headaches.
In this Parallel review, I’ll look at the features and benefits that make this platform stand out from the rest.
What is Parallel?
Parallel is a secure client portal that streamlines the onboarding process by providing templates for all of the necessary documents and forms.
This makes it easy to get everything set up correctly the first time, without having to waste time tracking down missing information or dealing with mistakes.
In addition to simplifying the onboarding process, Parallel also offers a way to automate back-office tasks such as document management and contract administration.
This can free up your time so that you can focus on more important tasks, such as growing your business.
Best of all, Parallel integrates with Zapier, which gives you access to over 1,000 apps and tools. This makes it easy to automate even more of your workflows and get the most out of the platform.
If you’re looking for a way to streamline your onboarding process and automate back-office tasks, Parallel is definitely worth considering. It’s an affordable solution that can save you a lot of time and hassle in the long run.
Who is Parallel best for?
Parallel is an ideal solution for businesses in a variety of industries, including real estate, sales, and customer support.
If you’re looking for a way to automate onboarding and back-office tasks, Parallel is definitely worth considering.
What are the key features of Parallel?
The key features of Parallel include:
– A secure client portal for easy onboarding
– Templates for all of the necessary documents and forms
– The ability to automate back-office tasks
– Integration with Zapier for access to over 1,000 apps and tools
What are the benefits of using Parallel?
There are many benefits to using Parallel, including:
– Streamlined onboarding process
– Reduced errors and mistakes
– More time to focus on important tasks
– Affordable pricing
What are the drawbacks of using Parallel?
There are a few drawbacks to using Parallel, including:
– Limited customization options
– No mobile app
Parallel Pricing Plans
Parallel comes with a free version that includes:
- Up to 2 users
- 20 petitions/month
- Unlimited templates
- Unlimited contacts
- PDF export
- Automatic reminders
- Activity log
- Custom logo
- Forward security
- Encrypted storage
- SSL connection
- Zapier integration
- Standard support
And the paid versions:
- Up to 5 users
- 40 petitions/month
Everything in Free, plus:
- Bulk petitions
- Custom subdomain
- Up to 10 users
- 70 petitions/month
Everything in Basic, plus:
- Remove Parallel branding
- Priority support
- Live chat
Everything in Professional, plus:
- Custom domain
- SSO login
- Custom solutions
Parallel Frequent Asked Questions
What is a petition?
A petition is a form that can help you collect information or generate documents.
How are petitions spent towards the limits?
When you create a form from a template, it will consume one credit when it is (i) sent or (ii) you start filling it yourself.
Is a custom domain (cname) for the client portal available in the plans?
The custom subdomain for the client portal is already available for all plans (yoursubdomain.onparallel.com), but the full domain with cname is only available for enterprise plans.
Alternative to: Contractbook,
Parallel is a secure client portal that simplifies the onboarding process by providing templates for all of the necessary documents and forms.
In addition to simplifying the onboarding process, Parallel also offers a way to automate back-office tasks such as document management and contract administration. This can free up your time so that you can focus on more important tasks, such as growing your business.
There’s also a free trial, so you can test out the platform for yourself without being charged anything.
It doesn’t require a credit card upfront, so you can see if it’s a good fit for your business before committing to a paid plan.