by Carl Mueller | Aug 18, 2020 | Product Tips & Tricks
Suppliers often roll the costs for document control into the overall project cost. While this is suitable for large custom equipment – the costs for document control quickly become unsupportable for high volume, smaller equipment. The DocBoss quote module allows users...
by Carl Mueller | Aug 4, 2020 | Product Tips & Tricks
In typical fashion, your customer will provide a VDRL (Vendor Document Requirements List) – especially on larger projects. This is the core document related contract between customer and supplier identifying the types of document to supply, delivery timelines, and...
by Carl Mueller | Jul 25, 2020 | Product Tips & Tricks
Best practice is to provide a transmittal sheet with every submittal, listing every document being submitted. Of course, DocBoss has our own default templates, but if your customer requests that you complete their template (often so they can easily upload to their...
by Carl Mueller | Jul 16, 2020 | Product Tips & Tricks
When submitting vendor documentation, it is critical to cross reference all of the relevant equipment. Generally, customers request that you provide tag number relationships for every submitted document. DocBoss not only ensures you have provided this data, but...
by Carl Mueller | Jul 4, 2020 | Product Tips & Tricks
Of course, not every vendor is skilled at document control. Whether they provide you a list of documents (fabrication vendors), or you help them by auto-generating the full list of required docs (instrument & valves vendors) DocBoss helps you track missing...
