Who Uses This Software?

It is designed exclusively for the needs of municipalities, school districts, community colleges and local governments.


Average Ratings

33 Reviews
Value
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Webinars
    Live Online
    In Person
  • Support
    24/7 (Live Rep)

Vendor Details

  • BoardDocs
  • boarddocs.com/
  • Founded 2002
  • United States

About BoardDocs

We developed BoardDocs for the specific needs of municipalities, K-12 school systems and other public governing bodies. BoardDocs has helped over 2,000 organizations dramatically lower costs, increase transparency and reduce time-of-staff by up to 75%. Because our solutions are so easy to use, your organization will operate more effectively from day one. BoardDocs allows organizations to significantly improve the way they create and manage board packets, access information, and conduct meetings.


BoardDocs Features

  • Approval Process Management
  • Calendar Management
  • Collaboration
  • Document Management
  • Electronic Signature
  • For Nonprofits
  • Member Directory
  • Minutes Management
  • Polls / Voting
  • Role-Based Permissions
  • Budgeting & Forecasting
  • Code Enforcement
  • Compliance Management
  • Fixed Asset Management
  • Inventory Management
  • License Issuance
  • Permit Issuance
  • Purchasing & Receiving
  • Self Service Portal
  • Taxation & Assessment
  • Utility Billing
  • Work Order Management
  • Action Item Tracking
  • Agenda Management
  • Attendee Management
  • Board Meetings
  • Committee Meetings
  • Internal Meetings
  • Invitation Management
  • Legislative Meetings
  • Materials Management
  • Meeting Preparation Tools
  • Meeting Room Booking
  • Minutes Management
  • Post-Meeting Tools
  • Scheduling
  • Travel Management
  • Voting Management
  • Academic Reporting
  • Admissions Management
  • Assessment Management
  • Attendance Tracking
  • Behavior Management
  • Bookstore Management
  • Cafeteria Management
  • Classroom Management
  • Clinic Management
  • Curriculum Management
  • Enrollment Management
  • Event Calendar
  • Facility Management
  • Faculty / Staff Management
  • Financial Management
  • Fundraising Management
  • Higher Education
  • Housing Management
  • Independent / Private
  • K-12
  • Library Management
  • Parent Portal
  • Scheduling
  • School District
  • Special Education
  • Student Information / Records
  • Student Portal

BoardDocs Reviews Recently Reviewed!


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

Mar 27, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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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

Overall: 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.

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

Jun 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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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!

Overall: 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.

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

Jun 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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.

Overall: 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.

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

Jun 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

BoardDocs has been a game-changer for our district. Easy implementation!

Apr 02, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The features and functionality of BoardDocs have exceeded our expectations and needs and have provided efficiencies beyond measure. The development and publishing of agendas and minutes is easy and hassle-free. Last minute changes are a breeze!

Cons: There is very little that I don't like about BoardDocs, and perhaps one of the only things I would change is the ability to quickly see and manage the "people" list and who is assigned to which committees. As we have a large number of committees, it is sometimes important to be able to see who is assigned to which committees overall.

Overall: Greater efficiency and organization

Capterra-loader

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

Mar 27, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

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!

Love BoardDocs and the ease of use!! Has great features and the customer support is outstanding!

Jun 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Makes putting together board packets so easy and can be done from anywhere and anytime. I love being able to put agenda documents in for public, administrative and executive content. Eliminates the need for making multiple packets. Our public and staff appreciate being able to view the agenda during the meeting and see the motions/votes, etc. on the screen during the meetings. Our board loves being able to view documents, minutes, etc from past meetings with a simple search and to have the documents during the meeting electronically vs. hard copies. This product saves me so much time and paper. I can't say enough about how pleased we are with BoardDocs. I would encourage you to look at this product and would put BoardDocs on the top for software products such as this. Each time I've called I receive quick response to questions with knowledgeable staff members. They made the whole process easy and manageable. We were able to bring over our policy manual, past board agendas and minutes within a matter of a few weeks.

Overall: Ease of agenda publications, minutes, board policies and the ability to archive past documents.

I can honestly say I don't have any cons on this software. The software is so easy to use, the BoardDocs staff is outstanding and so easy to work with and they have thought about everything you need to make board agendas and meetings go off with such professionalism and class. Thank you! Keep up the good work!

BoardDocs is an outstanding tool that is cost effective, time efficient, and provides transparency.

Jun 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: My favorite thing about BoardDocs is the toolbox provided within the software to run a smooth Board meeting, meet the needs of the Board members, and provide transparency to the community. The "Search" feature is a great tool for use in finding and viewing past Board reports and historical data, which helps Board members have all information needed when making decisions. The "Library" is also an outstanding tool for providing a variety of information to Board members and the public and is unrelated to a Board meeting . Lastly, the ease of uploading information into BoardDocs is simple, efficient and effective, and has reduced the workload of the Board Office Staff.

Cons: My least favorite thing is that search items do not appear in date order. Regardless, it is an outstanding tool and easy to use.

BoardDocs is a robust, reliable, user-friendly, EXCELLENT e-governance solution!

Mar 28, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: - Easy management of meeting agendas and Board policies.

- Single entry option for Board minutes.

- Separate, secure areas for public content, administrative content, and executive content.

- Unlimited space for attachments.

- Agendas can be amended in real time.

- All areas (agendas, minutes, policies, etc.) searchable by key word.

- Saves time and paper!

- Top-notch 24/7 customer service.

- Regular informative webinars.

Cons: There is only one con - If it was less expensive, that would be great. But one can say this about any product! BoardDocs is an all-around, first-rate product.

Overall: It makes my job as Clerk of the Board more enjoyable, simplifying many tasks.

BoardDocs Works!

Sep 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: BoardDocs makes everything about pulling together the agenda and documents for a board meeting quick and efficient. Producing the agenda, providing the board packet to board members and administrators for review, and making the agenda available to the public are all so easy to do. It keeps everything organized. It's easy to make changes.

Cons: It would be nice if it could be a bit more personalized for districts.

Overall: I love that I can provide my board with all the information they need for an upcoming meeting and they can access almost anywhere they are. It has made making last minute changes a breeze, while being able to download the bones for my minutes is also great.

I have found BoardDocs easy to convert to, not only for myself, but for my board and administrators.

Jun 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the ease of using the software. It is functional and provides excellent manner to keep accurate records of our board meetings. The search option provides the ability to find previous actions without a hassle. And, the mega search is great when researching policies or those occasional resolutions that are of a different nature.

Cons: The only thing that I would like to have ability to do is move attachments into the minutes. I know that the BoardDocs personnel are listening to the field and making adjustments and changes to the functionality of the software and maybe one day this will be one of the new features.

Overall: Ease of prepping the monthly Board agenda and minutes. It saves time and energy - there is no longer a need to spend hours at a copy machine producing the agenda and backup after spending time typing the body of the agenda. The use of BoardDocs also makes for a more efficient board meeting - the boards members have everything they need at their finger tips and do not need to go through reams of papers to find a specific backup item.

BoardDocs is easy to use and an amazing software that I highly recommend.

Apr 05, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The agenda planning, policies, linking capabilities and running the meetings have been such a powerful method of staying transparent, efficient and paperless.

Cons: I wish I could say one thing that I liked least, but I don't have anything to share in this category. BoardDocs has definitely made our School District a premier district that demonstrates good management, is organized and effective, user friendly and transparent.

Overall: Transparency, organizational qualities and paperless are the greatest benefits. By largely cutting back on copy paper, this District saved more than the annual price for the software.

Super Easy BoardDocs!

Sep 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of use of this service is one of my favorite parts. Having everything in one place and paperless are both bonuses!

Cons: I honestly cannot think of one con. This software has streamlined the advertising process and meetings.

Overall: BoardDocs is a wonderful service for me as the Executive Secretary who prepares the school board meeting agendas, our Superintendent, our school board members, our employees and the public. It has been a wonderful experience with the best support and ease of use. I plan to keep it for a very long time. The BoardDocs staff is constantly taking requests for improvements and acting on those requests. Super customer service!

I LOVE BoardDocs

Sep 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software saves me so much time! Being able to take notes during the meeting is an absolute time saver. Now I am virtually finished with minutes before the the meeting even ends. All I have to do is clean them up.

Cons: Sometimes during a meeting there is lag time making it uncomfortable for the audience.

Overall: We have saved lots of time on the front end and back of preparing agendas and minutes. Our audiences is able to view the agenda and motions on the big screen.

Absolutely outstanding and a great time saver!

Mar 27, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: That everything for my School Committee meetings are in one easy to find place. It is a great time saver for me and gets information to our School Committee members so much quicker that the old paper way.

Cons: There is actually nothing that I don't like about this software. If I have to find a least favorite item, it would be the minutes feature. It works very well but, personally, I would like more word processing features.

Easy to use

Sep 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Learning and using the program is so easy. It is an intuitive program that even the least tech savvy individual can pick it up quickly and easily.

Cons: Formatting documents that are added to BoardDocs can be challenging.

Overall: Overall the transition to BoardDocs was seamless. I love using the program and would recommend to anyone considering a transition from paper to digital.

My pros and cons

Sep 14, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of allowing public transparency. The "saving the trees" hope of going digital. The ability to edit and vet documents online.

Cons: Trying to navigate the difference in a Word document vs. HTML and overcoming the glitches that are entailed.

Overall: Same as above. Best part is a person, a real live person, answers my call and promptly addresses my concerns.

BoardDocs is a wonderful product, saving time, money, and resources.

Jul 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is a very intuitive system making it easy to learn and master. It has saved countless hours creating packets with the workflow feature. The search feature and minutes generation capability are invaluable. The customer service is outstanding!

Overall: The return on investment is off the charts!

BoardDocs is a lifesaver! It streamlines a board meeting agenda building process.

Jun 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: No paper!! I also find the software to be intuitive and not cumbersome. Makes for easier use when creating an agenda. The ability to draft the meeting minutes in BoardDocs is a major plus and time saver!

Overall: The ability to create a well organized board meeting from building the agenda to creating the minutes.

I love boarddocs!

Jun 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I find boarddocs to be very user friendly. Everyone in our school system that uses boarddocs, really likes it. Boarddocs has made preparing a board packet much easier. We are very glad that we went with this company.

Excellent for Community College Transparency.

Sep 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Having our Policies and Procedures online and searchable by the community-at-large.

Cons: Converting from Word to web-based editing.

Overall: Their customer service is outstanding and the product continues to develop and improve.

Just love using BoardDocs

Sep 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of learning to use it and the ease of searching for documents.

Cons: It took a while to learn formatting tables and such.

Overall: Just love the paperless agendas and the ease of the public accessing documents.

Great solution getting better

Sep 14, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Continually approving software. Really attentive to user needs

Cons: Always desire more features. As the platform evolves I think of new needs

Overall: The best service

BoardDocs is AWESOME

Sep 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, functunality, great conferences

Cons: Can not say anything negative aboutBoard Docs

Overall: Makes my job easier!

Fantastic User Experience

Sep 15, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: It is very intuitive and user friendly. As a new employee, I have been able to learn the software quickly and employ new features.

Cons: The word editor is not as effective as I would like.

Overall: BoardDocs provides amazing customer service, training, and user experiences. Overall, I have been very happy to be a subscriber of this software. It has added to our organization an excellent level of security, organization and transparency.

I went from drudgery to working more efficiently.

Jun 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use. Organized. Search capability. Paperless. Everything at your fingertips. Workflow/timestamp.

Cons: I would like to be able to have more information transferred to the creation of the minutes for the meeting.

Overall: Sanity!

Get this program ASAP!

Sep 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to store documents and minutes. Saves you hours of time, money, and PAPER!

Cons: Nothing!!! It's a HUGE timesaver, and it's easy to use!

Overall: This saves me hours of time and makes collaborative agenda preparation very easy!

eGov Live

Sep 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, support staff is great, when I call I don't get an automatic machine. It is actually a person

Cons: Nothing, just wish my board wasn't in the stone age

BoardDocs is fantastic!

Sep 14, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: One place to create, edit, and house all board documents. Their customer service is amazing!

Cons: Sometimes the interface is a little difficult to navigate

Very efficient

Sep 09, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Our district uses this software to organize School Board policies and meeting minutes. It is very easy to look up and locate polices as well as keep up with board meeting and upcoming changes.

Cons: Wish there was a mobile version. It doesn't work to well on an Ipad or tablet.

My pros and cons

Sep 14, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Boarddocs is extremely easy to use. the ability to import items from a different program is a wonderful feature.

Cons: I wish there was an option to have two voting features, ie if a member amends the recommendation.

If you get the basic functions, it does very little

Jul 11, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: All Board material could be housed in one software/ data warehouse and it could be easily accessed when needed.

Cons: Unless you have the Pro version, there isn't much that the software offers. But the Pro version is very costly.

Overall: Not too many

BoardDocs has made the task of creating a board packet much easier.

Apr 03, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: BoardDocs is easy to navigate. Creating a board packet from start to publishing is very easy to do.

Cons: I lack knowledge about how to more fully and effectively use BoardDocs. No time to participate in ongoing training.