---
title: "Boilerplate Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Boilerplate Software - reviews, pricing plans, popular comparisons to other Document Management products and more."
source_url: "https://www.capterra.com/p/252849/Boilerplate/"
page_type: "product"
language: "en"
---

# 

 Boilerplate Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on August 20, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Boilerplate

## What is Boilerplate?

Configurable digital checklists to collect, track, and store repetitive documentation and e-signature requests. Example use cases -Onboarding (staff, clients, vendors, etc) -Compliance checklists -Due diligence/ KYC -Lending/ investor documents -Insurance applications and claim submissions Benefits: efficiency, client experience, visibility, compliance, security

## What is Boilerplate used for?

[Document Management](https://www.capterra.com/document-management-software/)[Portal](https://www.capterra.com/portal-software/)[Onboarding](https://www.capterra.com/onboarding-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$5000

Usage Based, Per Year

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

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## Boilerplate Overview

Updated August 2026

AI summary

Boilerplate delivers document management, onboarding, and portal capabilities for businesses of all sizes, offering features such as secure data storage, customizable templates, electronic signatures, version control, and forms management. Deployed as a cloud-based solution, it supports workflows with audit trails, activity tracking, alerts, API access, and customizable branding, while enabling efficient document retention and onboarding processes.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Boilerplate

5.0 (1)

VS.

[4.6 (5,315)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting Price

$5000

Usage Based, Per Year

Starting Price

$29

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (1)

Ease Of Use

4.7 (29,126)

Value For Money

5.0 (1)

Value For Money

4.5 (20,679)

Customer Service

5.0 (1)

Customer Service

4.6 (18,711)

## Boilerplate alternatives

[Google Docs](https://www.capterra.com/p/160756/Google-Docs/)

[4.7 (29,203)](https://www.capterra.com/p/160756/Google-Docs/reviews/)

Starting price

$6.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/160756/Google-Docs/)

Highest Rated

[Google Drive](https://www.capterra.com/p/161425/Drive/)

[4.8 (28,621)](https://www.capterra.com/p/161425/Drive/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/161425/Drive/)

[Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)

[4.7 (17,715)](https://www.capterra.com/p/247901/Google-Workspace/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/247901/Google-Workspace/)

[OneDrive](https://www.capterra.com/p/161304/OneDrive/)

[4.5 (12,873)](https://www.capterra.com/p/161304/OneDrive/reviews/)

Starting price

$1.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/161304/OneDrive/)

## FAQs about Boilerplate

Overview

### What company size and specific industries is Boilerplate built for?

Boilerplate is designed for organizations in insurance, banking, human resources, events, vendor management, and compliance. The target company size is not specified, so it appears suited to businesses in these sectors that need support for those operational areas.

Features and Usability

### What are the key features of Boilerplate?

Boilerplate offers applicant tracking and onboarding tools, plus employee portal access for managing new-hire workflows. Core functions include API access, checklists, reminders, and time tracking. It also includes document management features such as digital signature, document templates, version control, forms management, and secure data storage.

Getting Started and Support

### What customer support options does Boilerplate offer?

Boilerplate offers email/help desk and chat support. With no reviewer feedback available on support experiences, no conclusions can be drawn about response times, helpfulness, or common frustrations. The listed channels indicate direct contact options for users needing assistance with the product.

## Features

AI summary

Based on 32,025 Document Management reviews

Capterra reviewers highlight these as the features buyers value most when choosing document management software:

-   **Secure Data Storage** (**56%** of reviewers rated this feature as critical)
-   **Document Storage** (**51%**)
-   **File Sharing** (**49%**)

Boilerplate supports **Secure Data Storage** and **Document Storage**, giving teams a protected place to keep files organized and accessible. However, it does not offer **File Sharing**. Instead, it provides other features that reviewers also consider important, including **Electronic Signature** (**46%**) and **Data Import/Export** (**44%**), which help businesses approve documents faster and move files between systems more easily, allowing teams to manage records securely and keep document workflows moving.

Electronic Signature

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Digitally sign online documents

Activity Dashboard

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts/Notifications

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Document Management

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Activity Tracking

Track and document all activities across devices, networks, and other systems

API

Application programming interface that allows for integration with other systems/databases

Boilerplate 27 features

### All Features
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Applicant Tracking: Find and manage potential candidates and their applications and resumes through the recruiting life cycle
- Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document
- Document Capture: Scan, move or upload electronic files within the software's repository
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Review: Review and analyze existing information across documents
- Document Storage: Store and organize documents in a centralized system
- Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
- Electronic Signature: Digitally sign online documents
- Employee Portal: Online portal where employees can access and track their own information
- File Management: Create, save, and store files
- Forms Management: Store, manage and track all forms in a centralized location
- Full Text Search: Search for specific words or phrases within a document or database
- Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Secure Data Storage: Securely stores data to prevent data loss or breaches
- SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
- Version Control: Track revisions and updates made to files and navigate between different versions

---

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Features

5.0 (1)

5.0

Based on 1 reviews

## Pricing

Value for money

5.0 (1)

Free Trial

Basic

$5,000

Usage Based,Per Year

Value for money

5.0 (1)

5.0

Based on 1 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

5.0 (1)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (1)

5.0

Based on 1 reviews

## User reviews

Overall rating

5.0

Based on 1 reviews

Filter by rating

5(1)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

JD

Jessica D.

HR Coordinator

Construction

### "Fantastic Team - Fantastic Product!"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 2, 2023

With a rapidly growing company such as ours, the ability to seamlessly keep up with the changes and number of employees is such a time saver. \[sensitive content hidden\], and the rest of the Boilerplate team are fantastic to work with! I would highly recommend anyone with a need for a document management system that allows for ease of use with a wonderful team to work with, Boilerplate is for you!

Pros

One of my favorite features is being able to deploy a single checklist to an individual that captures all the necessary documents needed. No need to remember that this individual gets X, Y,Z. Just need to send the one checklist that has it all!

Cons

There is not much that I don't like about this platform. With any growing company and technology, there are always things that can be improved. However, if and when there is an issue that comes up I reach out to \[sensitive content hidden\] and they work very quickly to resolve.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

February 4, 2023

Thank you, Jessica! It's a pleasure helping facilitate your company's rapid expansion.

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