Our users sell valves pumps instrumentation skids tanks vessels pipe HVAC
to engineering companies

and they happily comply with rigid
document submittal requirements

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Used by

Rotork
CNC Flow Control
Eriks
Laurentide
Benchmark
Apex
Mead
Westburne
CB Engineering

Minimize the manual work required to deliver project documentation

Define

Define the document list with DocBoss automation.

Submit

Submit documents without using Adobe, Word or Excel. Yes DocBoss fills and appends customer supplied cover pages.

Track

DocBoss tracks every submittal, return and document status. Build reports, and maybe even expedite your customer!

Complete

Complete your project by generating final databooks. Release the holdbacks!

Every customer wants something different. Make sure you can deliver!

Engineering companies each have their own submittal rules. From using their doc codes and statuses, to their coversheets, transmittals, file naming, numbering, headers, footers, tag lists and on and on.

At DocBoss, we know how exacting your customers can be. We live for it! Quickly customize any project to deliver to your fussiest customer!

Designed by experience for suppliers of tagged process equipment.

Niche Problem, Niche Solution

DocBoss was built by your industry peers – we know how rigid the rules can be for submitting vendor documentation to engineering companies (and the rejection that comes with it). We guarantee you’ll smile during our demo!

Equipment tags are baked into DocBoss

Every document is linked to one or more pieces of equipment. Providing tag to document information (on cover sheets, indexes or stand alone reports) is part of our core functionality.

Manage all your projects in one single place

DocBoss helps you manage, monitor and control multiple submissions to multiple EPCs from a single point.  Track the progress of all documents in progress, and those that have stalled, and submissions made.

Stop worrying about holdbacks

DocBoss helps you complete projects immediately after shipment. Get your final 10% holdback asap, so it doesn’t disappear.

Be free of spreadsheets

Define, track, and monitor projects in the cloud. Don’t be afraid co-workers will wreck your spreadsheet!

Be easy to buy from

Accept any EPC submission format or change with a smile.

Be in control

Monitor the status of any document or submission.

Be More Productive

Escape cover page hell. DocBoss does the clerical stuff, while you focus on collecting and expediting (and the next quote, and change orders, and inspectors, and …)

No Upfront Investment

DocBoss is a monthly subscription software as a service (SaaS).  You pay as you go – with no large investment upfront.

What our customers say about us…

endress_h

“In order to manage our customers increasing documentation requirements and expectations, we needed to find a software that would allow us to manage our documentation submittals professionally.  We found that solution in DocBoss.”

Greg Miscik

Project Group Manager
Endress+Hauser, Inc.

“We were struggling to keep pace with customer documentation requirements; now we’re the ones ahead of the curve.”

Michael Martens

Documentation Coordinator
Benchmark Instrumentation and Analytical Services

“I really enjoy the new dashboard with the new project cards,  They provide quick and helpful information pertaining to the project without having to go into the project.”

Barry Clowater

Documentation Coordinator
Corix Control Solutions
econosto

“DocBoss made us go from reactive to proactive Document Management.”

Ron Tonissen

Oil and Gas Team leader
Econosto
bilton_logo

“Doc Boss has provided our company with a more efficient means of organizing and controlling our documentation.”

Lynda Yurchevich-Lynch

Lead Document Control
Bilton
tundra_logo

“Every project is different, and with DocBoss I can confidently ensure we can manage any/all client requests.”

Ashlee Upton

Document Control Power Products
Tundra Process Solutions Ltd.
Sundyne-Color-Logo_200x741

“DocBoss gives document control an efficient and effective way to operate. It’s simple to use and easy to understand. Tasks can be assigned, and metrics automatically generated.”

Zoe Griffiths

Document Controller (Cell Lead)
Sundyne
endress_h

“Docboss is a big timesaver for us, while our customers appreciate the consistency and professionalism of our submissions. We are issuing fewer revisions – all in all it’s a very efficient way to work.”

Daphne van Veggel

Teamcoördinator Sales Support
Endress+Hauser B.V

Check out our recent survey - Why is vendor documentation so painful?

supplier-vs-epc
DocBoss asked a bunch of folks (like yourself!) about the problems surrounding vendor documentation.

Find out:

  • Why EPC's are so rigid in their requirements
  • Who agrees with documentation holdbacks
  • How much time does each side invest in document control

Download the survey results

No IT support needed. We live in the cloud.

No servers to buy, no software to install. Just point your browser to DocBoss.com and start submitting your vendor documents.
Also – because DocBoss was built for your industry – there is no development to make it work for you. Everything is ready to go.

What are Vendor Document Requirements?

Purchasers often define the type of documents that vendors must supply as part of the supply contract. The Vendor Document Requirements (or VDR) is the list of those document types. Each line typically includes a document code, description, and delivery timeline (e.g. 10 days after order), The VDR will also identify which codes should appear in document compilations like manufacturing record books, shipping dossiers and the like.

Note that while we use the term Vendor Document Requirements (VDR), this list goes by many names. Supplier Document Requirements (SDR), Seller Data and Drawing Requirements (SDDR), Vendor Data and Document Requirements (VDDR). Supplier Document Requirement List (SDRL), etc…