Boilerplate is an e-storage and document management system that empowers organizations to streamline document intake tracking and storage.Request demo
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:
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.
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.
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 electronic audit trails on all your documentation. Boilerplate keeps your critical documents secure round the clock with enterprise-level cloud security.
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.
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.
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.
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.
Our APIs make integrations with your existing tools easy, saving you thousands of hours annually. You can also export files for easier collaboration.
Our e-storage, document management and digital signature platform simplifies use-cases across the entire customer lifecycle.
Paste a link to apply, transform the entire process with automated document intake workflows, and an easy-to-search centralized e-storage repository.
Seamlessly ask subcontractors for digital documents from contracts to business licenses and insurance certificates.
Mobile-friendly Boilerplate solution can slash your proposal and quote process from hours to minutes.
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.