Cloud-based vendor onboarding software.
Boilerplate provides organized portals to collect and track vendor document requests, including contracts, W-9s, proof of insurance, licenses and more.
Notable Features
Contracts, W-9s, vendor security forms, proof of insurance, credentials and more.
E-signatures and PDF filling are built into Boilerplate. Simply fill in the blanks then send for completion.
A visual dashboard shows exactly what's completed and still missing, with automated and manual reminders.
If you’re looking for a clean, user-friendly, and streamlined solution to vendor onboarding, Boilerplate is easy to set up and use.
Digitize vendor onboarding.
Organized Requests
Stop wasting time chasing documentation requests. Create checklists for different vendor personas, then send them by entering an email address.
Pre-fill Agreements Online
Your vendor agreements and non-disclosures can be pre-filled online and sent for signature with just a few clicks and inputs. More complex? You can prepare offline and then easily import to send.
Onboarding Portals
Enter a vendor's email, choose the checklist, then watch the requests flow back to you as the a secure, organized portal. No more questions about what's still missing.
Vendors can also see exactly what they need to get done, fill out fill their W-9, sign agreements, upload file requests like licenses, credentials or proof of insurance -- anything you need them to provide.
Boilerplate lets you track submissions in real-time, send reminders for open items, and reject incomplete or incorrect items. You can store these documents indefinitely, or have them automatically named, sorted, and available for download or export.
Expiration Tracking
Do your vendors have documents like insurance certificates or licenses that expire? Boilerplate helps you stop worrying.
Vendors can be prompted to enter expiration dates when they upload these files, you'll verify them, then be able to track when they expire.
Why Choose Boilerplate?
Ease of use
Once your paperwork is created as a reusable checklist, you’ll never have to track down a file again. Send and receive all needed documents at the push of a button.
Set a due date when you send a request to trigger automatic reminders to the other person.
When you download files, we'll automatically re-name them to include the vendor's name, document title and date, so you don't have to.
Tracking Dashboards
How many times have you had to run a report or follow up on what you requested?
Our dashboards can show the exact state of all assigned requests - you’ll know exactly what needs to be done, without the hassle of a spreadsheet.
Secure Access and Exports
End-to-end encryption, multi-factor authentication and routine cyber hygiene scans are just some of the security measures to keep your data safe. Set how long you'd like to store data on Boilerplate, and download or export as needed.
No Missed Paperwork
We’ve heard a lot of horror stories about things ‘falling through the cracks’ - Boilerplate provides gaurdrails to ensure you get back everything you requests. By presenting a convenient, consistent, and user friendly checklist, all assigned requests are tracked.
Requests files, data, docs and signatures
Version control, audit logs, QA/QC queue
Pre-fill documents, add/ remove requests
Monitor status at the request level
Everyone knows what's open and closed
Visualize open requests
Verifiable, E-SIGN Act compliant
Fill forms in browser
Collect PDFs, images, data, and more
Get notified of due dates and revisions
Collect PDFs, images, documents & more
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Convenient Features
Quality Assurance
- Review, flag, and return problematic items with the click of a button.
- Vendors see a list of exactly what you've asked them for and work through each item in the portal, reducing missed items.
- If a client is unable to complete a request, say they lack a business license, they are able to mark it unavailable so you're not waiting on something you'll never get.
Pre-Filled forms
- Pre-fill agreements and other personalized documents online using our fill-in-the blank functionality.
Automated reminders
- No more manually following up - set due dates that trigger reminder emails. If needed, you can always manually nudge them in our system too.
Expiration and credential tracking
- Track when key submitted file like licenses and insurance policies expire.
Ready to simplify vendor onboarding? Schedule a free consultation today.
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