BoardDocs Pricing, Features, Reviews & Comparison of Alternatives

BoardDocs

Web based board management software for SMBs

4.86/5 (42 reviews)

BoardDocs overview

BoardDocs is a web-based business governance and board meeting management solution designed to serve small and midsize education sector companies. As a complete board management solution, it lets users set meeting agendas, communicate goals and objectives to board members prior to meetings, send meeting invites and manage other key activities. BoardDocs is available in three variants - BoardDocs LT, BoardDocs Pro and BoardDocs Plus.

BoardDocs Pro is a comprehensive board management solution, offering tools that help in agenda planning, conducting meetings, organizing content and setting mandatory policies for meetings. The homepage or meeting dashboard displays the schedules for upcoming meetings. The meeting area contains essential information such as support content, discussion points and meeting minutes. Users can download and export meeting documents in various formats or can even directly print information if required. BoardDocs' built-in notepad feature allows members to make annotations during meetings, which can be kept private or can be shared with the entire board.

BoardDocs LT is a lite version of BoardDocs Pro, suitable for startups and small businesses looking for a paperless meeting solution with more basic features.

BoardDocs Plus is an extension to BoardDocs Pro wherein each governing body in the organization can set up separate confidential meetings with restricted administrative access, usually required by midsize and enterprise level organizations.

Other features include a content library to store meeting content in organized categories, role-based data access permissions on the basis of business role, context sensitive search to find content using associated tags, keywords and website integrations.
boarddocs.com

Pricing

Starting from
$3000/year
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
BoardDocs screenshot: Search meeting and policy content from a central libraryWhy BoardDocs?BoardDocs screenshot: View upcoming meetings for all usersBoardDocs screenshot: Configure or set policies for all types of meetings BoardDocs screenshot: Set up a homepage which shows business information and meeting schedulesBoardDocs screenshot: Send meeting invites to users BoardDocs screenshot: Assign meeting tasks to users

BoardDocs reviews

Value for money
Features
Ease of use
Customer support
  4.9
  4.8
  4.8
  4.9
Jan Crawford

Choose BoardDocs

Used daily for 2+ years
Reviewed 2018-10-19
Review Source: Capterra

BoardDocs has enabled our group to go from a paper agenda with supporting documents to an electronic agenda with the same documentation in an efficient manner. It offers transparency to our constituents who can access any information concerning the business of our School Board. Our users frequently comment on the ease of using BoardDocs and cannot imagine any other option of accessing public records, agendas, Minutes, and policies, by any other means.

Pros
BoardDocs is user friendly. We have over 35 administrative users and with one walk-through of instruction from our local Super Publisher, a new user understands and is able to navigate the system. At the request of the customer, BoardDocs offers webinar support for new users as well, offering hands-on instruction. BoardDocs is user friendly to the public users as well. They can access Board member information, policies, agendas, Minutes, and supporting documentation with ease and little to no questions. BoardDocs programmers upgrade annually to enhance their product without interruption to the users and with no drastic cosmetic changes that are confusing. BoardDocs makes going paperless easy. A very reliable software program. Little to no server shutdown occurrences that prevent usage.

Cons
Corrections to reported "bugs" are slow. Up to a year in a lot of cases. Programming issues are not resolved in a timely manner (in the instances that have affected our group). Ring Central for remote access does not work for our group; perhaps a second option could be offered. NOTE TO BOARDDOCS: The survey that BoardDocs offers occasionally after support resolutions. I do not complete the survey due to the time it takes and the repeated entry of user information that is required. A recommendation would be to offer a survey with embedded user information (so user information does not need to be entered); and is already completed with checked boxes at the #5 rating (offering boxes for ratings 1-5); the user has the option to click "Submit" (with all boxes checked as is), or can opt to change a rating of any boxes, and a box to type in remarks at the bottom. It would take about 5 seconds for the user to complete; and it gives valuable feedback to the company regarding the performance of their support team.

Response from Diligent


Hi Jan, thanks so much for taking time to write a detailed review and for sharing constructive feedback. We love getting suggestions from our users as we continue to make improvements to our platform and our processes, and will certainly take your comments into account. It's wonderful to hear that overall your experience with BoardDocs has been positive. Thank you for being a customer!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Ann Naylor

My experience using BoardDocs has been extremely positive. The software is very user friendly.

Used weekly for 2+ years
Reviewed 2018-03-27
Review Source: Capterra

It provides for a much less stressful work environment especially when preparing for a Board meeting. The district saves money by not having to copy huge amounts of paper for each Board meeting.

Pros
I love the ease of use and the technical support provided by BoardDocs. The Help feature in the software is great and the response time when I call BoardDocs directly with a question is exemplary. I can count on an immediate response. I use both the online Policy and Board Meeting software. I was able to confidently work in the programs almost immediately. Using BoardDocs has made preparing for Board meetings so much easier and less stressful for me. I'm impressed with the ability to attach all backup documents directly into BoardDocs and to be able to determine who can view which documents. Preparing minutes after Board meetings is also a smooth process. Finally, I believe BoardDocs has made it much more efficient for the Board of School Directors to provide information to the community it serves. Administrators, teachers and community member quickly view Board Policies and review Board meeting agendas and minutes from the district's website via a direct link to BoardDocs. Reviewing and updating Board policies is very easy and efficient, as well, and again provides a direct link for anyone to review all current policies. I've worked as the Administrative Assistant to the Superintendent for almost 30 years and I can say without hesitation that BoardDocs has been the most useful software I've ever been asked to learn and has saved me the most time and effort in my work day.

Cons
In the 2+ years I've been working in the BoardDocs, I can't think of anything I really don't like about the software

Response from BoardDocs


Hi Ann, it's wonderful to hear that we have helped relieve board meeting related stress! Thank you for sharing this positive and thoughtful review, and for being a valued customer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Michele Doyle

Outstanding use of time, organization and transparency. I will never work again without BoardDocs!

Used daily for 2+ years
Reviewed 2017-06-08
Review Source: Capterra

Benefits I get from using BoardDocs are numerous. First of all, it is so fun to use, the support from BoardDocs staff is great. The immediate benefit was the time savings and ease of distribution. Instead of stopping to research a federal doctrine, mandate, state statute or form is merely a click on the link. I never tire of showing others how fast and easy it is to use BoardDocs.

Pros
Hard to describe what I like most because I value all of the BoardDocs offerings. Since we started using BoardDocs in 2009, the time savings alone is invaluable, and it is truly paperless! Upgrades just make it better and better. But the efficiency of using this software, the support, the webinars, transparency, policies, archived documents, and uses in board meetings is truly incredible. Through BoardDocs, I make our District open and transparent, I can retrieve data in seconds, and I am able to use BoardDocs on my phone, iPad, computer, as it is truly mobile. I am a valued employee in helping make this School District shine! The training is outstanding and easy to grasp. For all that, I am so grateful for the software that I will not do what I do without BoardDocs!

Response from BoardDocs


Michele -- it's great to hear that we've saved you time in prepping for board meetings. Thank you for sharing your positive experience with the platform and team!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Laurie Weidner

My experience with BoardDocs has been very positive over the 9 years we've used the program.

Used daily for 2+ years
Reviewed 2017-06-08
Review Source: Capterra

I don't know that there's anything I dislike about the software other than a couple of quirky things mostly because it's a cloud-based program. Nothing major -- copying and pasting into the content areas and cleaning up formatting but I've learned how to manage it.

Pros
It is a very user-friendly program and has so many options to fit what we need for Board meetings, committee meetings, policies, and communications. Options are available to make information public or remain confidential. We can customize who has access to meetings and committees and change settings that work best for us. Taking notes and recording votes during Board and committee meetings are easy which makes preparing minutes much quicker than when we did them manually. One of the nicest features is having historical access to all our Board and committee information in one location that is searchable and easy to access. Their customer service team is the best!! They respond and resolve issues quickly and offer ongoing free webinars to keep us updated on new features.

Response from BoardDocs


Hi Laurie -- thank you for sharing this thoughtful review! We love hearing that BoardDocs has been helpful in board meeting management, and that you've had a positive experience with our support team.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Cindy Gray

BoardDocs is outstanding! BoardDocs has saved multiple staff members in our district time & money.

Used daily for 2+ years
Reviewed 2017-06-09
Review Source: Capterra

Time saved creating agendas and minutes, ability to work ahead producing multiple agendas, ability to search for documents, can work from any device with internet access anywhere, ability to review and give final approval to agenda item submission by other staff members, almost no paper to print, and the ability to spend valuable time other job duties due to the efficiency of BoardDocs Pro.

Pros
Super easy to use BoardDocs Pro, paperless, different individuals can submit agenda items, approval trees, agendas and attachments are searchable (ours and other district users), easy to re-order agenda items, drag and drop attachments, ability to work ahead on multiple draft agendas, automatically generates emails when making a meeting active/featured, online voting, use from any device with internet access (smart phone, tablet, laptop, or PC), multiple levels of access for appropriate users, links with NEOLA School Board Policies, and Awesome Customer Support from very friendly people, maybe I should just say ..... everything.

Response from BoardDocs


Hi Cindy, it's great to hear that you're using all the different features BoardDocs Pro has to offer, to make board meeting management more efficient. Thanks for sharing your thoughtful review and for being a customer!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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BoardDocs pricing

Starting from
$3000/year
Pricing options
Subscription
View Pricing Plans

$3,000 per year for an unlimited numbers of users.

Contact BoardDocs for detailed pricing and quotes.

BoardDocs features

Access Control
Collaboration Tools
Permission Management

API (231 other apps)
Activity Dashboard (118 other apps)
Activity Tracking (117 other apps)
Automatic Notifications (151 other apps)
Chat (134 other apps)
Collaborative Workspace (166 other apps)
Commenting (159 other apps)
Communication Management (101 other apps)
Customizable Branding (124 other apps)
Document Management (123 other apps)
Document Storage (156 other apps)
Drag & Drop Interface (139 other apps)
File Management (112 other apps)
Projections (117 other apps)
SSL Security (118 other apps)
Search Functionality (205 other apps)
Third Party Integration (152 other apps)

Additional information for BoardDocs

Key features of BoardDocs

  • Goals with KPI support
  • Record all actions during board meetings
  • Daily backups
  • Central library
  • Customizable email notifications
  • Schedule and conduct meetings
  • Strategic planning
  • On-line voting option
  • Website integration
  • Advanced document workflow
  • User & security administration
  • Goal management and tracking
  • Time & expense management
  • Public and private annotations
  • Social sharing on different platforms
  • Electronic signature
  • Approval process management
  • Member directory
  • Integrated audio player for MP3 files
  • Access control
  • Collaboration management
  • Define agenda and policies
  • Document publication management
View All Features

Benefits

• BoardDocs allows businesses to set meeting agendas, define policies and create goals with KPI support.

• A personalized portal for each board member allows them to keep track of their meeting schedules, manage meeting content, build meeting minutes and make notes.

• Context sensitive search enables users to search content from a centralized library using associated tags and keywords.

• Businesses can integrate BoardDocs into their website, which allows users to schedule meetings, send invites and set alerts for meetings directly from the website.

• The solution provides the ability to set roles and permissions for different users and administrators via BoardDocs Manager.