Cloud-based Document Management

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

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
Subcontractor Licensing
Quotes and proposals
Contracts

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.

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.

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.

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®?

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.

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.

Hear From Teams Relying on Boilerplate Every Day

The Boilerplate portal has been great. Easy to use and navigate.

Jose

Financial Services Client
Pennsylvania

Onboarding is a lot more streamlined. Everything's in one place.

Shoshana

Human Resources Director
New York

We're thrilled!

Hillary

School Superintendent
Illinois

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