Name: Wonderful
Item: Parallel
Rating: 5
Author: tribolondrina

Group

Software

Operations

Sub category

Productivity

Product tag

Workflow management

Product type

Best for

Customer support

Real estate

Sales managers

Alternative to

Integrations

Signaturit

Zapier

Operating system

Browser-based

Features

CNAME

No codes, no stacking—just choose the plan that’s right for you

You must activate your license within 60 days of purchase

Ability to upgrade or downgrade between 4 license tiers

Only for new Parallel users who do not have existing accounts

Parallel Introduction

FAQs and Update

<h4 class=""><b>Parallel helps you automate back-office onboarding with frictionless document management, secure client portals, and standardized workflows.</b></h4>

<p><div id="pdp-story-inline-video" class="story-inline-video"><iframe
  id="parallel-vid"
  width="560"
  height="315"
  src="https://www.youtube.com/embed/8rE7hiDbwFk?rel=0"
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  allowfullscreen
  loadonscroll
></iframe>
</div></p>

<p>With Parallel, you have everything you need to <b>streamline back-office onboardings </b>and scale up your customer or client base.</p>

<p><b>Get the ball rolling with customizable templates</b> for processes like KYC requirements, NDAs, and SEPA mandates—or create dynamic checklists from scratch.</p>

<p>Even with templates, you can still<b> add your own form fields and set up conditional decision steps</b> using visual, no-code text blocks.</p> 

<p>Templates include all the required documents and introductory email copy, so you can send paperwork over to your client in a snap.</p> 

<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="parallel-1"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/parallel-1.png?optimizer=gif"
                alt="Document generator"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/parallel-1.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/parallel-1.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/parallel-1.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p>



<h5 class="" style="text-align: center; "><i>Dynamic text blocks let you add your own form fields and conditional steps without coding.</i></h5><p>Clients can <b>sign paperwork with integrated signature providers inside auto-generated client portals</b>, which are secured by two-factor authentication.</p> 

<p>Parallel guides signees through the whole process and even lets them use the “save for later” feature to step away without losing progress.</p>

<p>Once the documents are fully executed, you can <b>download and save everything as a PDF file or ZIP folder</b>. No more organizing, renaming, or searching for client files!</p>

<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="parallel-2"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/parallel-2.png?optimizer=gif"
                alt="Client portal"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/parallel-2.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/parallel-2.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/parallel-2.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p>

<h5 class="" style="text-align: center; "><i>Parallel’s client portal automatically guides users through each question and conditional step.</i></h5><p>If a client rejects a change or has questions, they can<b> leave notes directly in the platform</b>, eliminating endless back-and-forth emails.</p> 

<p>You can even<b> include internal notes to keep everything organized </b>in one place for your teams.</p>

<p>Forget about chasing your clients over information and paperwork! Parallel lets you <b>arrange an automated schedule to send reminders</b> to clients who are slow to reply.</p>

<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="parallel-3"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/parallel-3.png?optimizer=gif"
                alt="Comments and automatic reminders"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/parallel-3.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/parallel-3.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/parallel-3.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p>

<h5 class="" style="text-align: center; "><i>Take advantage of built-in comments and automated follow-up reminders to spare your inbox.</i></h5><p>Parallel also helps your back-office teams<b> work smarter with flexible internal collaboration tools </b>that keep track of progress.</p>

<p><b>Build an automated workflow that assigns tasks</b> to specific team members whenever a project kicks off or a certain step is completed.</p> 

<p>Your teams can<b> leverage the platform’s API or Zapier integration</b> to access thousands of apps and create even more robust processes.</p> 

<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="parallel-4"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/parallel-4.png?optimizer=gif"
                alt="Assign tasks"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/parallel-4.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/parallel-4.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/parallel-4.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p>

<h5 class="" style="text-align: center; "><i>Automatically assign tasks to team members and build complex workflows with Parallel’s API and Zapier integration.</i></h5><p>Automating your client onboarding and back-office tasks saves you so much time in the long run. (<i>"Between this and Instant Pot, my schedule is suddenly wide open."</i>)</p> 

<p>Parallel automates every step of client onboarding, making it easy to keep track of progress with built-in comments and flexible workflows.</p>

<p>Grow your business without the growing pains.</p>

<p><b>Get lifetime access to Parallel today!</b></p>

Parallel

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