Q: Hello, I have purchased Tier 2 but have had no time to activate yet.
However, I still do have some questions, i.e:
1) Can I create documents (for instance contacts and or engagement letters) and sent them to each client via SuperDocu? I do not want to upload documents prepared somewhere else. To give you an idea, can we achieve something similar to what Clio Grow offers?
2) We cannot see your public roadmap, is there any? How solid is your team and are you working on new features?
3) When logics will be introduced in forms?
4)There is another deal here called parallel, which looks very similar to SuperDocu. What's your opinion on this?
Thanks
Marwann_Superdocu
May 14, 2024A: Hi dp96!
Thanks for your questions, that I will try to answer below.
1) Can I create documents (for instance contacts and or engagement letters) and sent them to each client via SuperDocu? I do not want to upload documents prepared somewhere else. To give you an idea, can we achieve something similar to what Clio Grow offers?
š As of now, this is not possible. And I am not sure it is a direction we will take. However, it will soon be possible with our API updates, using third-part software like Crove for the creation of the document. Here is what the process would look like:
1 - Create a document template in a tool like Crove
2 - Send a form through Superdocu to ask for information (eg. first name)
3 - Map fields (eg. first name) into the third-party software to generate a personalized document
4 - Send the document back to Superdocu.
As of now, you can also create a document template that will need to be filled by your client and sent back to Superdocu.
2) We cannot see your public roadmap, is there any? How solid is your team and are you working on new features?
š Our public roadmap is available here: https://trello.com/b/w28yL0FK/superdocu-public-roadmap
š To answer your question about the team, we are a team of two, our CTO and I. We both worked at and cofounded several startups. We have been working on Superdocu part-time since Oct. 2020 and started full-time at the end of 2021. My cofounder and CTO has previously founded a successful startup and also worked at French government agencies. For now, we are self-funded, and do not pay ourselves to reinvest our cash flow into the company. We're here for the long game!
3) When logics will be introduced in forms?
š I cannot share a timeline yet, but this will not be before this fall. On a side note, you can already achieve a conditional logic using different workflows and link them using our Zapier integration.
4)There is another deal here called parallel, which looks very similar to SuperDocu. What's your opinion on this?
š Given your need for document creation inside the tool, I would suggest you try Parallel as it also seems very adapted to your needs! The tool their team has developed looks very powerful as well :)
Best,
Marwann