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Mandate – CONVELA.cloud

Mandate – CONVELA.cloud

by CONVELA GmbH

0 ratings
2 reviews
🔧 Utilities
💼 Business
Free

Details

  • Released
  • Updated
  • June 15, 2021
  • July 4, 2026

Features

Developer

CONVELA GmbH
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About

Manage client data and documents on the go. Capture information, upload, download, share, and delete files. Create new client entries, add essential details, and scan documents into high-quality PDFs.

✓Manage client data
✓Upload and download documents
✓Scan documents to PDF
✓Offline document caching
✓Create new client entries
✓Share client documents
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What's New in Mandate

3.12

July 4, 2026

• ermöglicht Agents mit dem Tarif "Shop" Zugang zur App

User reviews

Most RecentHighest RatedLowest Rated

meine absolute Lieblingsapp!

Nie war es leichter meine Kund:innen zu verwalten. Ich habe immer und überall alles dabei, kann auf sämtliche Dokumente zugreifen, sie verschicken und neue hinzufügen. Immer perfekt gescannt und ordentlich benannt abgelegt.

Und - ich kann, egal wo ich bin - neue Mandant:innen anlegen und ihre Stammdaten aufnehmen.

Volle Punktzahl - herzlichen Dank für diese großartige Unterstützung!
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Vorsorge- & AbschiedsPlanerVorsorge- & AbschiedsPlaner

Klasse App, die den Arbeitsalltag leichter macht.

Sehr schöne App, die man prima im Beratungsgespräch einsetzten kann. Das Hochladen der Dokumente funktioniert einwandfrei und in Sekundenschnelle! Echt gut 😀
klama87klama87

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FAQ

What is Mandate used for?

Mandate allows agents to manage client data and documents on the go. You can capture information, upload, download, share, and delete files, as well as create new client entries and scan documents into high-quality PDFs.

Does Mandate require an account?

Yes, to use the Mandate app, you need an agent account on the CONVELA Cloud that includes mandate management and cloud document storage.

Can I use Mandate with a poor internet connection?

Yes, Mandate supports working with poor network connections. If a document fails to upload due to network interruption, it will be cached and can be re-uploaded later via the upload queue.

How does Mandate handle document uploads with unstable networks?

When adding new documents, Mandate offers a 'Upload now or later?' option. This allows you to choose immediate upload or queue it for later upload via the upload queue, ensuring documents are not lost.

What devices is Mandate available on?

Mandate is supported on iPhones and iPads, allowing for flexible management of client data and documents across Apple mobile devices.

Is Mandate free to use?

Yes, the Mandate app is available for free. There are no in-app purchases or advertisements mentioned in the provided data.

How often is Mandate updated?

The latest version of Mandate is 3.10, last updated on March 4, 2026. This indicates a commitment to regular updates and improvements for the application.

What is the age rating for Mandate?

Mandate has an age rating of 4+, making it suitable for a wide range of users who require mobile client management capabilities.