
May 2026 Release Notification
Here is our May 2026 Release Notification with brand new functionality that is now available to all DocBoss subscribers. This…

DocBoss recently exhibited at both the 2026 VMA Valve Forum in Houston and the MCAA Industry Forum in Nashville.
We met with a number of suppliers of process equipment and learned not only about what they produce, but challenges they experience with their documentation work.
Common concerns mentioned tended to focus on similar issues:
The good news?
DocBoss helps with each of these concerns, and more.
DocBoss is a cloud-based software designed specifically for the needs of suppliers submitting documentation to engineering firms. From defining the initial vendor document list to formatting submittals and compiling databooks, DocBoss does everything you wish you didn’t have to.
Some of the features included in every subscription:
• Automatically fill in customer templates (cover pages, transmittal sheets, document indexes)
• Generate final databooks with a few clicks
• Track due dates, with automated reminder emails to your team
• Automatically track changes to the document list based on equipment order changes
• View comprehensive, automated history of documents and submittals
• Easily share large files with customers and suppliers
• Mark up documents and export comments
Focused largely on tagged equipment, DocBoss minimizes the manual work required to deliver project documentation. With a unique solution which creates and links the document register to the order data, DocBoss systematically creates document metadata including document specific tag lists.
We then use this data, (along with a heavy dose of document management and document formatting magic), to comply with document
submission specifications. The DocBoss system appends customer specific cover sheets to every document, includes all relevant metadata (including tag lists), tracks approval status, location, transaction history and due dates
To see case studies from manufacturers and manufacturer reps about the impact DocBoss has had on their document control costs and processes, click here.
To learn more, book a demo or take a look through our full features list.
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.