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SPECIFICTION
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Boilerplate

boilerplate.co

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Spec score 7.6 #21 of 44 in Employee Onboarding Software

What it is

Boilerplate provides portals and reusable checklists for document requests, onboarding, and recurring paperwork. A checklist can combine digital forms, fillable PDFs, file uploads, e-signatures, and assigned tasks. Its dashboard tracks whether items are open, closed, returned for updates, or ready for review, alongside due dates and expirations. Due dates can trigger email reminders to recipients with overdue items. Users can personalize and prefill PDFs, collect e-signatures, and verify signed documents using an encrypted hash. Administrators choose how long files and data remain on the service; files are automatically removed afterward. The application is web-based, so clients need not download an app; users can upload files from a desktop or capture them with a mobile device. Listed live integrations include AWS S3, Box, Egnyte, Google, Lever, Microsoft 365, and Salesforce. Boilerplate describes AES-256 encryption, optional client-side encryption, key shredding, multi-factor authentication, firewalls, monitoring, and third-party penetration testing. Its security page says files are hosted on AWS servers in the United States and lists HIPAA compliance safeguards. Pricing is available on request.

Spec sheet

Product
Boilerplate is a web-based platform for managing document request workflows with digital checklists and organized portals.Read 10 Oct 2026 · boilerplate.co
Intended users
The maker describes use cases across education, government, nonprofits, financial services, healthcare, legal, and services and trades.Read 9 Oct 2026 · boilerplate.co
Audience
The product is presented for document-heavy workflows involving clients, employees, contractors, vendors, applicants, enrollees, borrowers, and investors.Read 10 Oct 2026 · boilerplate.co
API
Boilerplate says it provides REST and JSON APIs and evaluates custom integrations case by case.Read 10 Oct 2026 · boilerplate.co
Integrations
The integrations page lists AWS S3, Box, Egnyte, Google Gmail and Drive, Lever, Microsoft 365, and Salesforce as live integrations.Read 10 Oct 2026 · boilerplate.co
Security
Boilerplate states that it encrypts data in transit with TLS and at rest with AES-256, hosts data on AWS servers in the United States, and offers multifactor authentication and third-party penetration testing.Read 10 Oct 2026 · boilerplate.co
Support
The company says its client success team can help structure checklists, and it offers a walkthrough and support through chat, email, phone, text, and Zoom.Read 10 Oct 2026 · boilerplate.co
Headquarters
425 Fayette St, #102, Conshohocken, PA 19428, United StatesRead 28 Sep 2026 · boilerplate.co
Founded
The site footer states Copyright © 2019-2025 Boilerplate®, Inc.Read 10 Oct 2026 · boilerplate.co
Company
The maker identifies Brian Magrann and Levente Kurusa as cofounders and lists its address in Conshohocken, Pennsylvania.Read 10 Oct 2026 · boilerplate.co
Data retention
Administrators can choose how long files and data remain on Boilerplate, after which files are automatically removed.Read 10 Oct 2026 · boilerplate.co
Features
Checklists can combine digital forms, fillable PDFs, file uploads, e-signatures, and assigned tasks.Read 9 Oct 2026 · boilerplate.co
File retention
Administrators can choose how long files and data remain on Boilerplate, after which files are automatically removed.Read 9 Oct 2026 · boilerplate.co
HIPAA
The security page describes safeguards for securely transmitting personal health information as HIPAA compliance.Read 10 Oct 2026 · boilerplate.co
Hosting and compliance
The security page says files are hosted on AWS servers in the United States and lists HIPAA compliance safeguards.Read 9 Oct 2026 · boilerplate.co
Mobile access
Users can upload files from a desktop or capture them with a mobile device, and the application is web-based so clients do not need to download an app.Read 10 Oct 2026 · boilerplate.co
PDFs and signatures
Users can personalize and prefill PDFs, collect e-signatures, and verify signed documents using an encrypted hash.Read 9 Oct 2026 · boilerplate.co
Reminders
Due dates can trigger reminder emails for open or overdue requests.Read 10 Oct 2026 · boilerplate.co
Tracking
A real-time dashboard tracks item statuses, due dates, and expirations.Read 10 Oct 2026 · boilerplate.co
Workflow
Reusable checklists combine digital forms, fillable PDFs, file uploads, e-signatures, and assigned tasks.Read 10 Oct 2026 · boilerplate.co

Strong points and limits

Strong points

  • Combines forms, PDFs, uploads, signatures, and tasks.
  • Tracks checklist status, due dates, and expirations.
  • Automates overdue-item email reminders.
  • Administrators set file and data retention periods.
  • Lists integrations including AWS S3 and Microsoft 365.

Limits

  • Pricing is available only on request.
  • Custom integration feasibility is assessed case by case.
  • Files are hosted on AWS servers in the United States.

Who it suits

Boilerplate is presented for document-heavy workflows involving clients, employees, contractors, vendors, applicants, enrollees, borrowers, and investors. Its stated use cases span education, government, nonprofits, financial services, healthcare, legal, and services and trades.

Verdict

Boilerplate organizes document collection and recurring paperwork into trackable checklists. Review its retention controls and security details against your organization’s requirements.

Where Specifiction places it

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