Boardable vs. Dropbox DocSend

Overall this is a solid board/volunteer portal. It allows staff and volunteers to have an all-in-one place for operations, votes, and meetings. It is also built to allow volunteers to operate without the need for staff to do the work. A committee chair needs to set up a meeting - no problem they can go in, poll committee members, set a date, and with the preset zoom integration establishes the meeting using the company's Zoom account. Tired of building huge board packets of materials with tabs and chapters? No problem the system allows you to build it easily with attachments. Then you don't kill trees to print and mail with the Board able to view the agenda with all attachments in order with a few taps. Overall very solid product and cheaper than many other board portal services. They have some things that can be better, but nothing that should keep someone from adopting the technology.

Incentivized

It's super great for sharing sales collateral, investor pitch slide decks, and other one-time viewing content. It's mainly built for sales but has been a huge benefit as a small startup. It best for PDF content that is okay to be horizontally oriented and scrolled (e.g. the forward and back buttons are on the side of the viewing interface).

Incentivized

• Streamlined agenda building: Instead of spending time sending emails and attachments, I can easily build and share an Agenda with documents appended to specific agenda items. This keeps everyone organized and informed.
• Accountability: I can see when board members log into the platform and keep track of who has read which content for increased transparency and accountability.
• Real-time edits and updates: As things change or need to be added to an agenda, I can easily make edits and share these changes with board members. I can send them an email on the platform to remind them of new documents or information related to the board meeting.

Incentivized

• Additional information from users who have already downloaded the files or material.
• Additional information if the download link(s) have been resent.
• Password encryption if necessary.
• Email verification for third-party download via email.
• Add-ons with other platforms and applications, such as Outlook and Gmail.
• Seal of documents by electronic signature

Incentivized

• Meeting scheduling can be wonky with polling for a date
• A lot of the most valuable features are at a higher price point beyond the basic package.
• Opportunity to improve the minutes builder

Incentivized

• Customer support is an area that is possible to improve, providing an [quick] answer.
• [Providing] more details about how to interact with the tool, in some cases, is complicated for new users to understand and start to use the program.
• The collaboration feature can be improved to allow users to have a better experience using the tool and interacting.

Incentivized

If it was solely up to me it would be a no-brainer, however, it has to be a board decision.

Incentivized

Boardable is very user-friendly, easy to manage, and building agendas and setting up meetings is functionally easy.

Incentivized

Very responsive, but only through a ticketing system at this time.

Incentivized

I haven’t used the support as our internal teams do a great job of fixing and supporting our DocSend use.

Incentivized

Boardable provides ample videos, information, and support to enable new members to learn how to navigate the platform. However, not all members are motivated to learn a new software system. Lessons learned with onboarding new members is to do a Spotlight meeting with them that utilizes as many of the popular features our board uses so that they shorten their learning curve. As with anything new, "practice makes permanent!"

Incentivized

We didn't look at other products. I used Boardable for another organization first (as its President) and was thoroughly impressed with the easy-to-use interface, the low cost, and the quick onboarding process. I introduced the platform to our Board Chairman who gave the green light to move forward in 2019, which was a great move to do before the pandemic and our board meeting became virtual for nearly 2 years.

Incentivized

Our organization previously used ClearSlide but switched to DocSend as a cost savings. It was not made clear during the sales process that DocSend does not natively possess audio conferencing or screen-share capabilities. We had to add on the join.me integration after the fact, which has not worked well. When our contract is up with DocSend we will be moving back to ClearSlide

Incentivized

• Allows for a quicker turnaround in getting docs to board members.
• Provides a one-stop location for all board proceedings and documents.
• Pricing plans for getting up and running are easily among the best available with similar tools providers.

Incentivized

• For about $100 you can optimize all
• Of your pipelines that rely on decks or documents - worth it!
• The time you’d spend having to send each link to individual clients without tracking is well worth the $100 on the product
• We’ve been able to close our fundraising round and increase partnerships by utilizing DocSend - would recommend!

Incentivized