Remote Customer Onboarding

Boilerplate is a cloud-based document management system that empowers organizations to streamline processes, eliminate paperwork, and improve transparency.

Free Consultation
Document management for auto dealerships

Customer onboarding is one of the most important and time intensive parts of any client relationship.

Depending on the industry, this process can take hundreds of man hours: sending documents, e-signing agreements, client approvals, and much, much more.

This tidal wave of paperwork is tedious, labor intensive, and inconvenient for both parties: That’s where we come in.

Client intake
Quotes and proposals
Account Changes

Boilerplate is cloud-based digital onboarding solution. We modernize customer onboarding - saving your business time and money.

Replace the horde of reminders, follow-ups, email attachments, and to-do lists with a seamless document intake and e-signature process. Boost efficiency and client satisfaction with a white glove customer onboarding experience.

The Real Cost

Does your onboarding look like this?

Where did that go again? Is it in the drive, or on someones desktop? What did we name it again?

2. Download, Pre-fill, and Rename it

Update all of the customer onboarding information: Date, Address, Website, Rate, etc

1. Find The Document

3. Attach it to email with other requests; send
5. Wait for them to complete it (Manual Reminders)
6. Open and Review, to make sure nothing was missed
7. Download and Rename the Contract

Update all of the customer onboarding information: Date, Address, Website, Rate, etc

Aren't you getting tired of sending, "Just following up..."

In a crowded inbox, things fall through the cracks. If it's not caught fast, you could be held liable.

Now that it's back, finally, you have to sort and store it. You need it accessible, but out of the way.

Seems Like a lot of work.

With Boilerplate, customer onboarding looks a lot simpler:

1. Add their info to your custom onboarding portal.
2. Press Send

That's really it.

Your client will receive an all-in-one onboarding portal, with a full checklist of everything they need to complete:

An image of a digital checklist, perfect for customer onboarding.

They can sign all contracts, upload their own documents from desktop or mobile, and flag anything they don’t have. This means nothing is missed, incomplete, or forgotten.

You won’t even have to follow up if they’re running late; our automated reminder system will make sure everything gets completed.

On your end, you have one clean layout, where you can see exactly what’s remaining:

The back end of our digital checklists: a clean form for customer onboarding.

The digital solution to
customer onboarding.

Boilerplate saves companies thousands of hours with digital customer onboarding.

We build our pricing to save you time and money - reach out for a free consultation today.

Try it now

Other Benefits:

Convenient Digital Storage

You can keep your files organized in Boilerplate's secure storage - think of it as a digital filing cabinet.

When you’re ready to download them, your files can be automatically named and sorted: no more manual organizing.

No Coding Required.

You don’t have to be a techie to use our customer onboarding software. Our out-of-the-box document intake & e-sign solution replaces all other applications with a secure, end-to-end intake platform.

Manage your documents throughout their lifecycle with an efficient, organized, and user-friendly solution.

Data Security

Boilerplate offers a fully secure document management workflow with cybersecurity best practices in mind, such as encryption of files in transit and at rest, multi-factor authentication, firewalls, and routine vulnerability scans to keep your sensitive documents secure, yet accessible.

Seamless Integrations

Our APIs make integrations with your existing tools easy, saving you thousands of hours annually. You can also export files for easier collaboration.

Transform the way your organization operates.

Free Consultation