BoardBookit Pricing, Features, Reviews & Comparison of Alternatives


Board management & online portal for boards of directors

4.72/5 (134 reviews)

BoardBookit overview

What is BoardBookit?

BoardBookit is a collaborative board management solution and member portal with features for both board administrators and members including meeting scheduling, polling, announcements, document publishing, board roster creation, archiving, electronic signature capture, offline access, and more. Designed to centralize all board business into one accessible platform, BoardBookit aims to reduce the time needed to plan and carry out board meetings, and streamline communication between members.

Board administrators can use BoardBookit to schedule and prepare for board meetings, ensure board compliance, and manage communication between board members, all from one central dashboard. Full board meetings, standing committee meetings, or ad hoc committee meetings can be scheduled within BoardBookit and synchronized with the organizations’ calendar, and custom polls or surveys can be carried out to find the most suitable time and date for all invited members. Board administrators can also use the intuitive dashboard to publish news and announcements, store and share documents, create board rosters, set content permissions, and send individual notifications to members.

The BoardBookit portal can be accessed from any device by board members using the iOS and Android native mobile apps to view meeting materials and schedules, make notes, annotate documents, and more, even without internet access. Board members can use BoardBookit to RSVP to meetings, present board book documents, message peers, and view documents and news announcements.


Pricing options
Free trial
Value for money
View Pricing Plans


Business size



United States, Canada, United Kingdom, Australia, China and 5 other markets, India, Japan, Germany, Brazil, Mexico

Supported languages

BoardBookit screenshot: View board updates and schedule via the native mobile apps for Android and iOSBoardBookit Different By DesignBoardBookit screenshot: Board members can view their meeting details, polls, and new announcements from the dashboardBoardBookit screenshot: Members can view meeting details and location, and RSVP BoardBookit screenshot: Users can annotate and add notes to documentsBoardBookit screenshot: Documents can be stored securely within BoardBookit and organized into foldersBoardBookit screenshot: View upcoming, past, and proposed meetings in list or calendar formBoardBookit screenshot: View meetings and sync them to personal calendars on the mobile appBoardBookit screenshot: Access meeting agendas on-the-go and download as a PDF BoardBookit screenshot: Download documents from the mobile app and make notes or annotateBoardBookit screenshot: Access documents from the mobile apps

BoardBookit reviews

Value for money
Ease of use
Customer support
Randy Wong

Organize Board Communications & Power-Up Board Meetings

Used weekly for 2+ years
Reviewed 2020-06-18
Review Source: Capterra

Fabulous company; you can always get someone on the phone and speak directly to a product manager who can resolve your issues. They are responsive, friendly, professional, and quick.

Boardbookit has really helped me to centralize my board communication, our documents (financial statements, board packets, reports), attendance taking, poll taking, and more. You are able to easily assign user permissions, organize users into committees, assemble multiple documents into a printable PDF, and more. I especially like that you can deactivate users without deleting them—ideal if your organization has board members that rotate-off when termed-out, but return the subsequent year. The mobile app on iOS is fantastic; even better than the website itself. Our board is always ready and prepared when they come to meetings, thanks to BoardBookit!

I've encountered a few bugs, but every time I write to Boardbookit about them, they correct them or find me a workaround. I don't have any complaints about the software at all.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 10/10

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Darlene Sumida

Feature-Rich, Best in Class

Used weekly for 6-12 months
Reviewed 2020-06-24
Review Source: Capterra

Excellent, absolutely excellent. The sales process was terrific, onboarding was phenomenal, ongoing training and support are top-notch, and feature development is continuous. The BoardBookit portal itself is exactly what our Board members and the Board liaison needed, easy to use and feature-rich. The price point is also excellent for our organization, with BoardBookit, onboarding, support, and training included in the annual subscription price. Excellent tool, excellent company.

BoardBookit has top-notch, US-based support 24x7 for admin users and Board Member/end users. All support calls by our organization have been handled excellently. Training sessions are provided by BBi professionals directly to end users, anytime, anywhere. BoardBookit is a women-owned, women-led company whose sole focus is on meeting the needs of Board managers and Board members. The BBi end-user interface is accessible via computer, tablet, or mobile device; our Board members find it easy to access and intuitive to use. Our Board Liaison is able to set up, configure, and administrate BBi without assistance from internal IT support. This is an AMAZING testament to BBi's ease of use and excellent product design.

BoardBookit is always adding and developing features and functionality, their product road map is full of great enhancements. The reporting and survey features are relatively new to BoardBookit, which we are happy to have available. Both surveys and reporting deserve more robust functionality, which I believe is already on the BBi road map.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 10/10

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Kathy Alves


Used monthly for 1-2 years
Reviewed 2020-06-26
Review Source: Capterra

Fine - don't have anything to compare to because this is the first time I am part of a Board.

A common place to store all board documents

Not sure, this is the first type of board software I have used.

Response from BoardBookit


Thank you for leaving us a review! I'm glad you've been able to use the board portal for document storage and sharing. If you have any questions about how you could improve your use of the portal, please don't hesitate to reach out to our support team! We want to make sure that you are having a great experience with BoardBookit.

Thanks again!

Rating breakdown

Ease of use

Likelihood to recommend: 5/10

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Heather Clarke

Game Changer

Used daily for 1-2 years
Reviewed 2020-06-17
Review Source: Capterra

We had looked at different options - password protected portal on website (too cumbersome to keep updated); Google docs (cumbersome, and not easy to manage); Boardable - cost/features were limited

Given the remote nature of my board members, this tool has proved indispensable! They receive alerts, notices, access to all documents and meeting schedules from any device. Storage of historical documents has saved me so much time in not having to respond to one-off requests. Easy to use/learn.

I would like to be able to have tracking in emails sent/opened; ability to edit offline votes; tasks are cumbersome to enter/manage; esignatures are very limiting -ie: I need one approval, and could be any one of three signers, but requiring all three to sign is cumbersome.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 10/10

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Working well for a 12-member board

Used weekly for 1-2 years
Reviewed 2019-09-30
Review Source: Capterra

Keeps everything in one place, securely. I particularly like that, e.g. access to committee meeting agendas or related documents are automatically restricted to committee members. BoardBookit has good functions for managing meeting agendas, and new ones like votes, polls, and tasks have been added since we started using the product.

There are two functions I would like to see added or adjusted. One is that there is no way to post a link individually or in a group, e.g. to share relevant articles with board members, or to link to a shared Google doc or drive. Links must be added to a document and then posted. The second is that for ease of management, ability to write notes on, etc., all uploaded/posted documents including Excel files are converted to pdf format. But sometimes I want to securely share other types of files with the board, e.g. financials in a spreadsheet to be manipulated by other committee or board members.

Response from BoardBookit


Thank you for reviewing BoardBookit. It is wonderful to hear that you enjoy the agenda, votes, polls, and task functionality! The ability to embed URL's into BoardBookit is on our roadmap, expect to see it in the future. I will be sure to pass your other request on to our team.

Thanks again!

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 8/10

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BoardBookit features

Access Control
Activity Dashboard
Collaboration Tools
Collaborative Workspace
Document Storage
Drag & Drop Interface
Permission Management
Search Functionality

API (319 other apps)
Activity Tracking (141 other apps)
Automatic Notifications (188 other apps)
Chat (162 other apps)
Commenting (202 other apps)
Customizable Branding (169 other apps)
Document Management (199 other apps)
File Management (142 other apps)
Projections (150 other apps)
Reporting & Statistics (139 other apps)
Third Party Integration (225 other apps)
Workflow Management (147 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for BoardBookit

Key features of BoardBookit

  • Member directory
  • Polls / voting
  • Minutes management
  • Attendance management
  • Automatic backup
  • Compliance management
  • Content filtering
  • Content library
  • Digital Signature
  • Document storage
  • Meeting management
  • Offline access
  • Permission management
  • Search functionality
  • Single sign on
  • Security & encryption
  • Activity dashboard
  • Content repository
  • Data import/export
  • Drag & drop interface
  • Document distribution
  • Custom fields
  • Event scheduling
  • Electronic signature capture
  • Filtered views
  • Approval process control
  • Archiving & retention
  • Access control
  • Version management
  • Collaboration tools
  • Document publishing
View All Features


Sign off on important decisions with BoardBookit’s electronic signature feature which provides a secure and efficient way for members to sign documents, with the same legal standing as handwritten ones.

Store documents securely and set access permissions for individual members to decide who can access, annotate, and make notes on documents.

Benefit from single sign on, allowing members of multiple boards to toggle between organizations without having to log into a separate account.

Create board books using a rich suite of tools allowing users to read, annotate, print and email documents. With one-page board book creation for admin, users can drag & drop agenda items to create board books.

Schedule meetings and use custom polls to find the most suitable moment by suggesting dates/times and monitoring member responses. Members can RSVP to meetings which automatically sync to personal or business calendars when confirmed.