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Boilerplate Logo

CRM for repetitive documentation & e-signature requests

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Boilerplate - 2026 Pricing, Features, Reviews & Alternatives

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Boilerplate overview

What is Boilerplate?

Boilerplate streamlines document intakes from a manual, inbox and spreadsheet-based process to an efficient, organized user experience. Use configurable digital checklists to manage repetitive documentation requests. Options to share or post a generic checklists, or personalize contents and requests before sending to a specific party.

Clients fill and sign forms, upload files, input data, and complete tasks while working through a checklist of open items. On the admin/ requester side, real-time tracking keeps all stakeholders aware of progress and remaining open items. Built-in quality assurance safeguards and review queues. Organized digital file storage or API-export

Security:

Active threat and vulnerability monitoring

Multi-factor user authentication

Hosted on AWS in the US

Key benefits of using Boilerplate

Efficiency
Client experience
Visibility
Compliance

Starting price

5000usage based /
per year

Alternatives

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Boilerplate reviews

Overall rating

5.0

/5

1

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10
Rating distribution

5

4

3

2

1

1

0

0

0

0

Boilerplate's key features

Most critical features, based on insights from Boilerplate users:

Electronic signature
Activity dashboard
Document management
Alerts/Notifications

All Boilerplate features

Features rating:

Activity tracking
API
Applicant tracking
Archiving & retention
Audit trail
Customizable branding
Customizable templates
Data import/export
Document capture
Document review
Document storage
Employee portal
Forms management
Full text search
Reminders
Search/Filter
Secure data storage
SSL security
Version control

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Boilerplate pricing

Value for money rating:

Starting from

5000

Per year

Usage Based

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Boilerplate price and value

Value for money rating:

Boilerplate support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
Email/Help Desk

Boilerplate FAQs

Q. What type of pricing plans does Boilerplate offer?

Boilerplate has the following pricing plans:
Starting from: $5000.00/year
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of Boilerplate?

Boilerplate has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does Boilerplate support?

Boilerplate supports the following languages:
English


Q. Does Boilerplate offer an API?

Yes, Boilerplate has an API available for use.


Q. What level of support does Boilerplate offer?

Boilerplate offers the following support options:
Chat, Email/Help Desk

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