We help suppliers do more supplying and less controlling

Saving process equipment suppliers from time-consuming document control since 2010.

These suppliers are saving 50+ hours per project

Built by an instrumentation supplier tired of “the way things have always been”

DocBoss started with a simple idea: there had to be a better way to handle documentation. While managing inside sales for an instrumentation supplier, founder Brad Bowyer noticed that hours of time (which meant oodles of money) were being wasted on clerical work. So over a short Christmas break, he hacked together a tool to save his team time. That scrappy prototype became DocBoss, and more than a decade later, it’s the go-to platform for process equipment suppliers.

“I like business processes, but I don’t like relying on messy manual processes. Managing the documentation component of procurement contracts is unnecessarily complex. And we get to change that.”

Brad Bowyer

President, DocBoss

Here’s what you can expect from us…

Fast, human support when you need it

You’ll always talk to a real person who understands your workflow. Our team is here to help—from demo, setup, first project completion, and beyond.

Feature requests that actually get built

We’re committed to keeping your users in the system. If the system can’t do what’s required, we jump to make new functionality available before your team gets frustrated.

Deep understanding of your business

We’ve been where you are, and we only work with folks who do what you do. Our team understands the lack of flexibility you’ve been experiencing, and we work very hard to make your job easier.

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.

Michele Cheng-Newson

Manager, Inside Sales
Lakeside Process Controls

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’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

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.

Cindy De Connick

Document Control Specialist,
CNC Flow Control ULC

DocBoss helps us to ensure that all contractually agreed documents are submitted to our customers on time and that review cycles are kept. DocBoss can be fully adapted to the complex requirements of our clients.

Daniel Buchard

Director Projects ETO,
Nash – Zweigniederlassung der Gardner Denver Deutschland GmbH

With DocBoss, we know we can say yes to complex customer requirements, because we know we can deliver.

Annika Bühler

Global Projects Assistant,
VEGA Grieshaber KG

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.

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

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.

Elaine Cremin

Documentation Controller,
ESI Technologies Group

The transmittals and final data books 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

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

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 you to organize documentation for multiple customers, enabling you to be flexible with each of their different requirements.

Marina Vourdousis

Documentation Coordinator,
Laurentide Controls

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

And here’s what customers are actually saying about us.

Suppliers, DocBoss is for you (and only you)

We know what it takes to get documentation right, because we’ve been the ones chasing down transmittals, filling out coversheets, and losing time to clerical work. Now, DocBoss automates the grunt work, so you can focus on getting projects over the finish line.

Create the list of required documents

Leverage your equipment data to auto-populate a perfectly complete document list every time (yes, you can upload the list manually too).

Submit accurate documentation

No one can proof read a long tag list (without going cross-eyed). Ensure accurate meta data on every submission, without Adobe or Excel.

Track every
document

DocBoss does your tracking in the background while you make your submittals. For SDI reports, simply click to generate in your customers’ format.

Complete final databooks

Goodbye holdbacks. Generate your final databook/record book with a single click.

Explore All Features

Schedule a call with one of our product experts. We’re here to help!

In a short call, we’ll talk about your document control headaches, what you’re looking for in a solution, and where DocBoss fits in.

Schedule a Demo