BoardDocs Pricing, Features, Reviews & Comparison of Alternatives

BoardDocs

Web based board management software for SMBs

4.72/5 (47 reviews)

BoardDocs overview

What is BoardDocs?

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

Pricing options
Subscription
Value for money
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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 usersBoardDocs Video

BoardDocs reviews

Value for money
Features
Ease of use
Customer support
  4.7
  4.6
  4.7
  4.8
Priscilla Thibodeaux

As a past executive secretary to the school board in St. Charles Parish, I used BoardDocs daily!

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

Pros
The software is a tremendous Time savings for my position. The accuracy of voting and record keeping is top quality, the transparent for constituents is absolutely amazing and acceptable. The fact that users submit agenda items with attachments if need be is a plus! Capability of making corrections is a big help to me. . Record keeping is definitely a plus! The customer service is quick and knowledgeable. They are very friendly and efficient with concerns and returning phone calls.

Cons
I can honestly say that since day one of using the board docs software we have had no downtime, no issues, and no major problems . I cannot think of any cons with the software. The annual conference is great but could use more sessions for users with more experience. Otherwise, I have no problems or suggestions for the program. We have implemented almost 99 percent of the software options. Thanks for an amazing service!

Response from BoardDocs


Hi Priscilla, thank you for sharing this review! We are so happy to hear that you've had such a positive experience with the BoardDocs product and team.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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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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Christine Hanson

Reduces public transparency

Used weekly for 6-12 months
Reviewed 2020-01-24
Review Source: Capterra

Miserable and not a single other Community member has had a positive reaction to this subtle way to make the workings of a large public institution just a little more inaccessible.

Pros
Thinking about when this will no longer be used.

Cons
Documents jump around when you try to view them on a phone. Impossible to load a document to your phone. Very difficult to save documents to your own computer. Difficult and inconsistent path to finding agenda for meetings from month to month. Reduces transparency of College functions—seems designed to do that. Should not be allowed for use in public institutions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Jacqueline Dutch

BoardDocs Review

Used daily for 2+ years
Reviewed 2020-05-04
Review Source: Capterra

This has been a huge time saver, and I highly recommend it to anyone in public education.

Pros
This software has been a Godsend. Everything is so easy to set up and maintain. My agendas and meetings are a breeze. I have found that, once I got the hang of it, policy updates are much easier. The collaboration between BoardDocs and Neola makes changes much easier. I love the fact that I can feature any policy changes that are up for 30-day review, making it easier for the public to see the proposed changes and provide comments.

Cons
Form changes are still a little difficult, but changes are making this process easier.

Response from BoardDocs


Thank you for your review Jacqueline!

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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BoardDocs pricing

Pricing options
Subscription
View Pricing Plans

Contact BoardDocs for detailed pricing and quotes.

BoardDocs features

Access Control
Collaboration Tools
Permission Management
Workflow Management

API (319 other apps)
Activity Dashboard (190 other apps)
Activity Tracking (141 other apps)
Automatic Notifications (188 other apps)
Chat (162 other apps)
Collaborative Workspace (223 other apps)
Commenting (202 other apps)
Customizable Branding (169 other apps)
Document Management (199 other apps)
Document Storage (221 other apps)
Drag & Drop Interface (176 other apps)
File Management (142 other apps)
Projections (150 other apps)
Reporting & Statistics (139 other apps)
Search Functionality (262 other apps)
Third Party Integration (225 other apps)

Videos and tutorials

Additional information for BoardDocs

Key features of BoardDocs

  • Access control
  • Advanced document workflow
  • Approval process management
  • Central library
  • Collaboration management
  • Customizable email notifications
  • Daily backups
  • Define agenda and policies
  • Document publication management
  • Goals with KPI support
  • Integrated audio player for MP3 files
  • Meeting detail sharing
  • Member directory
  • On-line voting option
  • Public and private annotations
  • Public facing website
  • Record all actions during board meetings
  • Schedule and conduct meetings
  • Social sharing on different platforms
  • Strategic planning
  • User & security administration
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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.