Embed a document intake portal into your website in 15 minutes.
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:
WordPress
Webflow
Wix
Squarespace
Weebly
How to embed a portal to collect forms, files, and e-signatures on your website using Boilerplate®
Benefits of Using Our Portal-Based System
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.
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