We know you have questions, and we're here to answer them! This FAQ covers everything from basic setup to advanced features, helping you get the most out of SaaS Boilerplate. Can't find what you're looking for? Our support team is always ready to help!
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This FAQ is organized by topic to help you find answers fast. Use the table of
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Getting Started Questions
Let's start with the fundamentals – the questions everyone asks when they first discover us:
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Think of SaaS Boilerplate as your all-in-one toolkit for building and running a successful SaaS business! We've taken all the essential features you need – lead management, team collaboration, integrations, billing, form handling – and wrapped them in a beautiful, easy-to-use platform.
Instead of spending months building these systems from scratch (or cobbling together 10 different tools), you get everything in one place. It's like having a Swiss Army knife for SaaS entrepreneurs!
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Startups, growing businesses, and established companies who want to focus on
their unique value proposition instead of rebuilding the same basic
infrastructure everyone needs.
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Seriously, you can have a functional workspace in under 10 minutes! Here's the beautiful simplicity:
5 minutes
Complete our [object Object]
3 minutes
Customize your [object Object]
2 minutes
[object Object]
And voilà – you're not just signed up, you're actually using the platform productively!
Absolutely! We believe in letting you experience the magic before making any commitments. Our free tier isn't some stripped-down tease – it's a genuine way to explore the platform and see if it fits your workflow.
Free tier
Perfect for solo entrepreneurs and small teams getting started
Paid plans
When you're ready to scale with more team members and advanced features
No pressure
Upgrade when it makes sense for your growth, not because of artificial limitations
Check out our billing guide to see all the options and find your perfect fit!
Workspace & Team Magic
The fun stuff about making your workspace feel like home and building your dream team:
"How do I make this workspace actually feel like mine?"
Great question! Your workspace should reflect your personality and brand. Head to Settings > Organization > Information and you'll find your customization playground:
Upload your logo
Make it instantly recognizable as [object Object] space
Name your organization
Whether it's "Acme Corp" or "Sarah's Startup Dreams"
"Can I actually invite real people to work with me?"
Of course! Building great things requires great people. Here's how simple team building works:
Find the invite button
It's in your [object Object]
Add their email
We'll send them a beautiful, professional invitation
Choose their role
Owner, Admin, or Member – each with appropriate permissions
The best part? They'll get a warm welcome email that makes them excited to join your project!
"How do I make sure the right people have the right access?"
Smart question! Security and organization go hand in hand. Here's our simple role system:
Owner (you!): Full control over everything, including billing and organization settings
Admin
Your trusted lieutenants who can manage the team and most settings
Member
Contributors who can access all the tools but can't change organizational stuff
You can change anyone's role anytime, and everyone gets exactly the access they need – no more, no less. It's like having a perfectly organized filing cabinet where everyone knows where their stuff is!
Features & Functionality
What integrations are available?
We offer a wide range of integrations including email marketing tools, CRM systems, automation platforms, and more. Check our Integrations section for the complete list.
How do I manage leads and contacts?
Our Leads Management system allows you to organize contacts, track interactions, and export data. You can add new leads, search existing ones, and categorize them for better organization.
Can I create custom forms?
Yes! You can create custom forms and track submissions through our Form Submissions feature. This is perfect for lead generation, surveys, and customer feedback.
How do API keys work?
API keys allow you to integrate SaaS Boilerplate with external services and applications. Check our API Keys guide for detailed information on creation, management, and security best practices.
What are webhooks and how do I use them?
Webhooks provide real-time notifications about events in your workspace. They're perfect for integrating with external systems. Learn more in our Webhooks guide.
Billing & Subscriptions
What subscription plans are available?
We offer several subscription tiers to fit different business needs. Check our Billing & Subscriptions section for detailed plan information and pricing.
How do I upgrade or downgrade my plan?
You can manage your subscription through the billing settings. Navigate to Settings > Organization > Billing to view your current plan and make changes.
What payment methods do you accept?
We accept major credit cards and other common payment methods. All payments are processed securely through our payment partners.
Security & Privacy
Is my data secure?
Yes, security is our top priority. We implement industry-standard security measures to protect your data, including encryption, secure authentication, and regular security audits.
How do I enable two-factor authentication?
Two-factor authentication can be enabled through your Security & Access settings. This adds an extra layer of security to your account.
Can I control who has access to my data?
Absolutely! You have full control over user access and permissions within your workspace. You can invite, remove, and manage team member access at any time.
Troubleshooting
I can't log into my account. What should I do?
First, check that you're using the correct email and password. If you're still having issues, try resetting your password or contact our support team for assistance.
My integrations aren't working. How do I fix this?
Check that your API keys are valid and properly configured. Most integration issues can be resolved by reviewing the setup instructions in our Integrations guide.
How do I export my data?
Data export options are available in most sections of the platform. Look for export buttons or check the specific feature guides for detailed export instructions.
I'm experiencing slow performance. What can I do?
Performance issues can often be resolved by clearing your browser cache, checking your internet connection, or refreshing the page. If problems persist, contact our support team.
Getting Help
Where can I find more detailed help?
We have comprehensive documentation for all features in our Help Center. Start with the category that matches your question, or use the search function to find specific topics.
How do I contact support?
You can reach our support team through multiple channels. Look for the "Get Support" button in your dashboard or check our contact information in the help center.
Do you offer training or onboarding assistance?
Yes! We provide onboarding assistance to help you get the most out of SaaS Boilerplate. Contact our team to schedule a personalized onboarding session.
Still Need Help?
If you couldn't find the answer to your question in this FAQ, please:
Check our other help articles - We have detailed guides for all features
Use the search function - Search for specific keywords or topics
Contact our support team - We're here to help you succeed
Our goal is to ensure you have all the information and support you need to make the most of SaaS Boilerplate!
