Boilerplate is a cloud-based document management system that empowers Small Businesses to streamline processes, eliminate paperwork, save time and costs.Free Consultation
As a Small Business, you have to handle an overwhelming amount of documentation daily. From hiring, subcontractors, quotes and contracts, 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:
Boilerplate is an online document management tool for Small Businesses that modernizes the whole experience by allowing you to create a quick, seamless document intake and e-signature process that boosts conversion and client satisfaction while preserving security and compliance.
Document automation and e-signature allow Small Business teams 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.
Online document management 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 of all your signed documents and consent forms. 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 Small Business 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 cloud-based document management and e-signature platform for Small Business 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 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 document management system is equipped with a real-time visual tracker that ensures contracts are complete and easily accessed.