Automate e-storage for documentation

Boilerplate is an e-storage and document management system that empowers organizations to streamline document intake tracking and storage.

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Document management for auto dealerships

Streamline documentation requests with Boilerplate-Storage, Document Management and E-Signatures in One Platform

Managing documentation requests is error-prone and inefficient. From staff, customers, and vendors, most businesses are managing hundreds of document requests, which is no longer manually feasible.

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

Applications
Human Resources
Client intake
Vendors and Subs
Underwriting
Clients and Customers
Account Changes
Legal Department

Boilerplate is an e-Storage and online document management tool that modernizes document operations. Create an efficient, easy to use document intake and e-signature process that improves visibility and user experience, with 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 online, freeing them from the burden of paperwork and administrative tasks. You can focus on exploring new opportunities and serving customers better.

Increase customer satisfaction

Boilerplate e-Storage ensures Small Business teams 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 electronic audit trails on all your documentation. 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 the 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.

Use-Cases of Boilerplate

Our e-storage, document management and digital signature platform simplifies use-cases across the entire customer lifecycle.

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Hiring

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

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Subcontractors

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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Contracts

Our cloud-based, easy-to-deploy e-storage 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 e-storage, document intake & e-sign platform.

Free Consultation