I will answer your questions below. If you need any further clarification, don't hesitate to contact us to support@onparallel.com.
1) We have some public templates in the real estate category. They are only examples of different real estate checklists and agreements that you can save to your templates' library and adapt to your use...
Thanks But email generated still says parallel. I am still using agiled another appsumo deal. It has cname, contract, esign, smtp etc. I liked your ease of use and templates list but cannot do a switch unless there is smtp.
Will it be included with tier 3 and how long? We cannot call it white label unless its white label from all corners.
Thank you for your feedback. We really appreciate it.
We are considering removing some references to Parallel in the email. However, please note that we are not a “white label” platform. We love that our users can customize their organization (with their logo, colors, font, and email addresses), but in some places, it can appear the word Parallel.
Q: Hi,
I'm searching for a software, where I can do a GDPR evaluation, meaning, I will look at the website of a ...
client and then fill out a form, that will generate a document with the result. Can I use your software for that?
I want to create a document for every client I have based on the form. The form should have select options, that will have an impact on further questions, that will be asked. For example I have a question: Does the client use Google Analytics? - Yes - No
If I select Yes, the next question will be Do they have an agreement with Google? - Yes - No
Somewhat of a conditional question form. Does your software support something like that?
Yes, with Parallel you can do what you list in your question.
You can build a template form with conditional questions (https://help.onparallel.com/en/articles/6076369-what-is-conditional-logic-how-can-i-add-conditional-questions-in-my-parallels). You can send it to each of your clients and obtain a PDF with the answers once they have completed it.
Once a client completes a form (for example an NDA) with all of their information (e.g., name, address, phone number, company name, etc.), would I as the admin be able to use that same information to generate new forms in the future without having to retype the information? Does a client have the ability to upload documents to a separate portal (client project) that I set up for them? If I have 10 users, can I restrict which users have access to each portal (client project)? Thanks.
Thank you for your interest! I will try to answer each of your questions:
1. To prefill the information of another form/contract with that of a previous one, which has already been completed, without having to retype it, you can build an integration between different parallels with Zapier.
2. Yes, you can create a template with file upload fields and send it to your client. He/she will...
Q: Hi.
Are you planning to come back to Appsumo?
Share Parallel
Q: Hi, 1( Do you have any templates for real estate?
2) Do you integrate with DocuSign?
3) How much would your native eSignature cost me?
TIA
Blanca_Parallel
May 15, 2024A: Hi Calle!
Thank you for your interest in Parallel!
I will answer your questions below. If you need any further clarification, don't hesitate to contact us to support@onparallel.com.
1) We have some public templates in the real estate category. They are only examples of different real estate checklists and agreements that you can save to your templates' library and adapt to your use...
Share Parallel
Q: Cname is included for tier 3.
Thanks
But email generated still says parallel.
I am still using agiled another appsumo deal. It has cname, contract, esign, smtp etc.
I liked your ease of use and templates list but cannot do a switch unless there is smtp.
Will it be included with tier 3 and how long?
We cannot call it white label unless its white label from all corners.
Thanks.
Blanca_Parallel
May 15, 2024A: Hi mango-man!
Thank you for your feedback. We really appreciate it.
We are considering removing some references to Parallel in the email. However, please note that we are not a “white label” platform. We love that our users can customize their organization (with their logo, colors, font, and email addresses), but in some places, it can appear the word Parallel.
Hope this helps and sorry I...
Share Parallel
Q: Hi, I'm searching for a software, where I can do a GDPR evaluation, meaning, I will look at the website of a ...
client and then fill out a form, that will generate a document with the result. Can I use your software for that?
I want to create a document for every client I have based on the form. The form should have select options, that will have an impact on further questions, that will be asked. For example I have a question:
Does the client use Google Analytics?
- Yes
- No
If I select Yes, the next question will be
Do they have an agreement with Google?
- Yes
- No
Somewhat of a conditional question form.
Does your software support something like that?
Thanks!
Blanca_Parallel
May 15, 2024A: Hi Zoker!
Yes, with Parallel you can do what you list in your question.
You can build a template form with conditional questions (https://help.onparallel.com/en/articles/6076369-what-is-conditional-logic-how-can-i-add-conditional-questions-in-my-parallels). You can send it to each of your clients and obtain a PDF with the answers once they have completed it.
If you need any additional help,...
Share Parallel
Q: Hi, I have several questions.
Once a client completes a form (for example an NDA) with all of their information (e.g., name, address, phone number, company name, etc.), would I as the admin be able to use that same information to generate new forms in the future without having to retype the information? Does a client have the ability to upload documents to a separate portal (client project) that I set up for them? If I have 10 users, can I restrict which users have access to each portal (client project)? Thanks.
Blanca_Parallel
May 15, 2024A: HI!
Thank you for your interest! I will try to answer each of your questions:
1. To prefill the information of another form/contract with that of a previous one, which has already been completed, without having to retype it, you can build an integration between different parallels with Zapier.
2. Yes, you can create a template with file upload fields and send it to your client. He/she will...
Share Parallel