Cloud-based Document Management

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

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Document management for auto dealerships

Fast-Track to the Cloud with Our Full-Service Online Document Management and E-Signature Platform

As an Organization, you have to handle an overwhelming amount of documentation daily. From Human Resources to Client Management, you have to exchange and track hundreds of documents, which is no longer feasible manually.

Save time and money, improve accuracy, and delight customers when managing documentation for:

Hiring and Onboarding
Client intake
Subcontractor Documentation
Quotes and proposals
Account Changes

Boilerplate is cloud-based document management tool that modernizes the whole experience by allowing you to create a seamless document intake and e-signature process that boosts efficiency and client satisfaction while preserving security and compliance.

Efficiency + customer experience

Boilerplate provides an easy documentation request experience for everyone.

Eliminate the manual paperwork

Document automation and e-signature allow organizations to process documentation checklists completely in the cloud, freeing them from the burden of paperwork and administrative tasks. You can focus on exploring new opportunities and serving customers better.

Increase customer satisfaction

Cloud document management ensures organizations can process documentation faster, empowering employees, subcontractors and customers to sign papers digitally from anywhere, anytime, and using any device. This eliminates email attachments and improves the user experience.

Maintain security and compliance

Maintain cloud-based, electronic audit trails of all your signed documents and consent forms. Boilerplate keeps your critical documents secure round the clock with enterprise-level cloud security.

Improve operational productivity

With fast processing and no manual document management or tracking, your organization can concentrate on their main objectives – attracting talented staff, winning contracts, and keeping daily operations frictionless.

Why Choose Boilerplate?


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.

No Code, Easy to Use

You don’t have to be a techie to use our document management software. Our out-of-the-box document intake & e-sign solution replaces all other applications with an end-to-end, secure platform. Manage your documents throughout their lifecycle with an efficient, organized, and user-friendly solution.

Optimized Workflow

When documents are managed electronically, it is more agile and efficient to assign each workflow, as employees can easily find the documents and information they want while conforming to working protocols and procedures.

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.

Use-Cases of Boilerplate

Our cloud-based document management and e-signature platform simplifies use-cases across the entire customer lifecycle.

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Paste a link to apply, Transform the entire process with automated document intake workflows, and an easy-to-search centralized repository.

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Seamlessly ask subcontractors for digital documents from contracts to business licenses and insurance certificates.

Quotes and Proposals

Mobile-friendly Boilerplate solution can slash your proposal and quote process from hours to minutes.

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Our cloud-based, easy-to-deploy document management system is equipped with a real-time visual tracker that ensures contracts are complete and easily accessed.

Transform the way your organization operates with Boilerplate's cloud-based document intake & e-sign platform.

Request demo