The document
control system
specifically for
process equipment suppliers

DocBoss is the only system built to help suppliers like you cut hours of
manual work from every order. From receipt of the VDRL to creating
the final databook, we make your life way, way easier.

Instrumentation

Valves

Pumps

Compressors

Vessels & Tanks

Skids

Engineering firms all need
documentation prepared
“their way”

Databooks, cover pages, transmittals, file naming, numbering, headers, footers… the list goes on. Whether you’re submitting documentation to an EPC, A&E, or directly to a customer, the rigid, time-consuming requirements are killing your productivity.

Endless custom templates and complex requirements

Frequent document rejections and frustrating resubmissions

Precious hours
wasted on
manual tasks

DocBoss automates document control so you can complete projects faster (and actually enjoy the process)

Love document control? DocBoss helps you manage more projects with less effort and more control. Hate document control? We take the tedious tasks off your plate, so you can focus on higher value project administration.

Life before

Life with

  • Time-consuming manual cover sheet creation, and updating, updating, and more updating
  • Quick auto-created cover sheets with comprehensive submittal history
  • Manual document tracking through complicated spreadsheets
  • Efficient, automated tracking system that notes every exchange
  • Document rejections due to tiny typos, tag number
    mistakes, and other clerical errors
  • One-click submittals with accurate metadata
  • Frequent holdbacks from incomplete or inaccurate databooks
  • Fully compliant databooks, auto-generated with bookmarks, hyperlinks, tables of content, etc.
  • Low visibility into what’s outstanding and how much work is being done by the team
  • Effortlessly consistent internal deliverables with tailored outputs 
per customer
  • Inability to easily expedite late documents
  • Happy customers impressed by your track record of accurate on-time document delivery
  • Low productivity and high burnout due to tedious, cyclical
    manual work
  • More bandwidth to focus on high-value project administration
Life before

  • Time-consuming manual cover sheet creation, and updating, updating, and more updating
  • Manual document tracking through complicated spreadsheets
  • Document rejections due to tiny typos, tag number
    mistakes, and other clerical errors
  • Frequent holdbacks from incomplete or inaccurate databooks
  • Low visibility into what’s outstanding and how much work is being done by the team
  • Inability to easily expedite late documents
  • Low productivity and high burnout due to tedious, cyclical manual work
Life with

  • Quick auto-created cover sheets with comprehensive submittal history
  • Efficient, automated tracking system that notes every exchange
  • One-click submittals with accurate metadata
  • Fully compliant databooks, auto-generated with bookmarks, hyperlinks, tables of content, etc.
  • Effortlessly consistent internal deliverables with tailored outputs 
per customer
  • Happy customers impressed by your track record of accurate on-time document delivery
  • More bandwidth to focus on high-value project administration

How Spartan Saves 3,300+ Hours on Essential Document Workflows

“The truth is, if we had to do all of the document customization with our old system, we’d have
to double the size of our team to keep up.”

Tara Congo

Team Lead, Document Coordinator

Let DocBoss do the annoying clerical work

From auto-generated cover pages to fully automated databooks and submittals, DocBoss streamlines every step—freeing up your team from clerical tasks so you can focus on managing projects, not paperwork.

Make perfect submittals, no matter how many documents

Imagine submitting 50+ documents. Now imagine DocBoss doing it for you in a single click. All of the cover page updates (including perfect tag lists, submittal history, data fields) and headers and footers. One perfect transmittal file. One perfect zip file. And one perfectly happy document controller.

Track submittals without relying on spreadsheets (or memory)

Forget the spreadsheets… your Supplier Document Index (SDI) is automatically built and updated in your customer’s format! DocBoss handles the sending and receiving of documents, and records their movement, so you know exactly when to chase them down. Whether it’s with the customer, supplier, or your internal team, DocBoss tracks it all, so you can stop stressing over reporting and never lose track of a document again.

Deliver final databooks in 
minutes, not days

Create and submit manufacturer’s record books and final documentation packages faster than drafting a single email. DocBoss assembles everything for you—tables of contents, bookmarks, hyperlinks, section titles, and all of the required metadata—so you can get the databook out and final payment in.

These suppliers are saving 50+ hours per project

We are still just scratching at the surface on all the options and capabilities within DocBoss to further increase efficiency in our workflows.

Michele Cheng-Newson
Manager, Inside Sales
Lakeside Process Controls

With the large volume of projects we handle, DocBoss has made a significant difference in our process. It’s helped our Document Control team stay organized, reduce manual work, and work more efficiently across the board.

Dawson Coffey
Purchasing and Projects Manager,
Apex Distribution Inc.

DocBoss’s day-to-day support is incredible. They are always willing to work with me to find the best solution and I usually receive a response back within an hour.

Kristina Shaw
Senior Document Controller,
Thermon

Cover sheets, document indexes, databooks — just about any of the templates our customers require us to use — can be customized and uploaded, and then it can auto-populate much of that information. That was a game changer because our previous program had none of that capability.

Tara Congo
Team Lead, Document Coordinator
Spartan Controls

The transmittals and final databooks are comprehensive and professional and are well received by our client base. The support team is also very resolute and committed to helping with the more complex project documentation scenarios.

Cassandra MacLeod
Project Documentation Support,
CB Process

Previously, we created document indexes from scratch. Now, we can simply set up the project and card list, and print out an index to send to the client. This has been a major improvement.

Marnie O’Neill
Document Control,
Foremost

We absolutely love DocBoss! This product has transformed the way we manage our documentation, allowing us to stay on top of everything with ease.

Sadellia Waters‑Alexander
Document Controller,
SCG Process

DocBoss enables NETZSCH to efficiently meet its customers’ tight regulatory document requirements by combining customized cover pages, systematic document numbering, and continuous revision tracking in a single system.

Michael Schroedl
Team Leader Project Documentation & Inspection,
NETZSCH

DocBoss allows me to handle large EPC projects – often with several thousand tags, and multiple documents for every tag – with the flexibility to add the customer’s layout or our own.

Jaap Josten
Document Controller,
ERIKS

Ready to leave the
clerical grind behind?

DocBoss is the only true document control system for
suppliers. Book a quick demo to see how we help process
equipment suppliers make more profit with less pain.