The document
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
Built for process equipment suppliers drowning in documentation
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.
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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
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.
The DocBoss team has created such a unique tool to support the process equipment and automation industry. Their continued support and willingness to improve the tool is commendable.
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.
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.
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.
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.
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.
I have been using DocBoss since 2020, and it has truly transformed the way we handle documentation. Whether it’s cover sheet templates, SDS templates, or submittals, each project can be tailored to meet specific needs effortlessly.
Implementing DocBoss has been a game-changer for CNC Flow Control’s documentation process. It has significantly streamlined how we manage, control, and deliver documentation across our projects. What used to take hours of manual tracking and compiling is now done with just a few clicks.
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.
With DocBoss, we know we can say yes to complex customer requirements, because we know we can deliver.
We absolutely love DocBoss! This product has transformed the way we manage our documentation, allowing us to stay on top of everything with ease.
DocBoss allows you to organize documentation for multiple customers, enabling you to be flexible with each of their different requirements.
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.