Welcome to Boilerplate’s turn-key portal-based file intake system, designed to revolutionize the document collection process from your website. With our user-friendly solution, you can effortlessly gather digital forms, PDFs, e-signatures, and detailed file requests directly from a link on your site. No more cumbersome downloads or scattered email attachments. Discover how our cloud software can simplify your workflow and enhance your customer experience.
Here's an example from an insurance broker who had been asking clients to download a PDF application, and then email with back with a number of supporting file attachments:
Embed on sites built with any website builder, including:
How to embed a portal to collect forms, files, and e-signatures on your website using Boilerplate
Key Features of Our Portal-Based System
.png)
Streamlined Document Collection
Our portal-based system simplifies document gathering by eliminating the need for clients to download files. Embed a single link on your website, and clients can submit forms, PDFs, e-signatures, and itemized file requests with ease.
User-Friendly Interface
Our intuitive interface ensures a smooth experience for both you and your clients. No technical expertise required—anyone can use it effortlessly.
Enhanced Security
Our intuitive interface ensures a smooth experience for both you and your clients. No technical expertise required—anyone can use it effortlessly.
Custom Branding
Our intuitive interface ensures a smooth experience for both you and your clients. No technical expertise required—anyone can use it effortlessly.
Benefits of Using Our Portal-Based System
.png){kind=icon}
Time Savings
Stop wasting time looking for document submissions. Our system automates the collection process, saving you valuable time and resources.
Client Experience
Enhance your client relationships by offering a hassle-free, user-friendly document submission process that eliminates downloads and email attachments
Consistency
Collect everything you need on the first submission. Eliminate manual followups on items they forgot to submit.
Getting Started is Easy
Simple Implementation
You can quickly integrate our portal-based system into your website. Create a checklist in Boilerplate with all your form, file, and e-signature requests, then embed the link on your website via any website builder. It's a straightforward process, and you'll be up and running in no time.
Tailored Solutions
Every business is unique in terms of what happens to the data and documents they need to collect. Contact us today to discuss custom solutions that cater to your specific needs and requirements.
Streamlining document collection from a website has never been easier. With our portal-based system, you can effortlessly collect digital forms, PDFs, e-signatures, and itemized file requests directly from your website, without requiring clients to download or email files. Embed your Boilerplate portal, optimize your workflow, and experience a more efficient way of doing business today.
Ready to unlock efficiency? Contact us now
Let's get started with your portal-based document intake system.
Schedule A Free Consultation.png)
.png)
.png)
.png)
.png){kind=icon}