Automate documentation for Small Business

Boilerplate is a cloud-based document management system that empowers Small Businesses to streamline processes, eliminate paperwork, save time and costs.

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Document management for auto dealerships

Fast-Track How Your Small Business Operates with Our Full-Service Online Document Management and E-Signatures

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:

Applications
Hiring and Onboarding
Client intake
Subcontractors
Underwriting
Quotes and proposals
Account Changes
Contracts

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.

Efficiency + customer experience

Boilerplate provides an easy documentation request experience for everyone.

Eliminate the manual paperwork

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.

Increase customer satisfaction

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 security and compliance

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.

Improve operational productivity

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.

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 cloud-based document management and e-signature platform for Small Business 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 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 document management system is equipped with a real-time visual tracker that ensures contracts are complete and easily accessed.

Transform the way your Small Business team operates with Boilerplate document intake & e-sign platform.

Free Consultation