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About DocBoss

Clara AI Deep Dive with Clara AI

Equipment suppliers on capital projects face a document control burden that grows with every new customer requirement. DocBoss addresses that burden directly, across every stage of the project lifecycle. 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 Trying to meet customer-specific requirements manually—whether for 10 docs or 1,000—is like trying to get a toddler dressed in winter gear. It takes 10 times longer than it should, everyone’s frustrated, and you’re still not sure it’s done right. It’s time somebody (us!) changed that. Automate the tedious tasks that slow you down, and rest assured documents are consistent, accurate, and completed on time. From defining the initial vendor document list to formatting submittals and compiling databooks, DocBoss does everything you wish you didn’t have to. DocBoss is the only document control system that helps process equipment suppliers manage the complex submittal requirements of EPCs. Unlike EDMS solutions, CAD, or Sharepoint, we simplify and automate your uniquely complex documentation workflows, so you can complete more projects faster.

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Screenshots & Videos

Effortlessly generate final databooks Create fully bookmarked and hyperlinked databooks with a click, tailored to your customer’s specifications.
Share all document files your way Send documents to suppliers and customers without the hassle of email attachments or external file-sharing tools. Deliver files via secure links, direct emails, or bulk zip downloads—your choice.
Know exactly where your documents are, every time Gain peace of mind with full visibility into document status, including history and location.

Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    96%
  • Reviews
    60%
  • Momentum
    66%
  • Popularity
    64%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • Available

Modes of Support

  • Business Hours, Online

DocBoss Features

Document Management Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    96%

File Type Conversion

Helps in converting one file type into another without compromising the data quality and visibility

File Recovery

Helps in recovering lost, inaccessible, damaged or deleted files from a hard drive or disk

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Document Retention

Helps in deleting automatically confidential files at a certain point of time, transfer file to new folders or to specified people to avoid misuse of vital information

Document Indexing

Allows tagging documents with separate search-friendly terms to make them easily accessible.

Document Assembly

Helps in creating a document on an automated basis

Document Archiving

Helps in storing documents which have become obsolete but is important as historical data

Compliance Tracking

Helps in tracking and monitoring and auditing all the regulatory compliance requirements

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Version Control

It gives the team the ability to recall specific versions of a document, code, content, file, or folder that records changes over time.

Optical Character Recognition - OCR

Helps in converting scanned paper documents into editable files

Offline Access

Allows users to access files and documents in offline mode

Document Creation Features

Export to Document Formats

Export files to various document formats, such as PPTX, PDF, and shareable links

Comments (Notes)

To encourage discussion, offer feedback, make a note, or clarify a point within a document or application.

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Built-in Templates

It has bundle of predefined templates that can be used for creating a design

Version Control

It gives the team the ability to recall specific versions of a document, code, content, file, or folder that records changes over time.

Collaboration

Helps you safely share data with only those who matter and enhances your teamwork

AI-Powered Writing Assistance

AI-powered grammar and style checks, rewriting, and summarization.

Offline Editing

Helps to make changes and to edit the presentation content or data in an offline mode

Rich Text Editor

Allows to write content directly with rich text formatting
DocBoss Pricing

Free Trial

Not available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Learn more about DocBoss Pricing

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DocBoss Reviews

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DocBoss Screenshots

DocBoss FAQs

How do I know if DocBoss can help me?

DocBoss helps process equipment suppliers manage and deliver custom engineering documentation to their customers by making document control less time-consuming and frustrating. DocBoss is especially helpful for companies that tag their products, who work with a bill of materials and/or vendor document requirements list (VDRL), and who provide increasingly customized documentation to their customers upon project completion.

DocBoss customers include manufacturers, distributors and fabricators who provide a wide variety of products including (but not limited to) pumps, valves, instrumentation, pressure vessels, skid packages and actuators

Can't I just use Excel?

Excel is a spreadsheet application with severe limitations since it was not designed specifically for document control. Excel is no longer suitable for document control when more than one person uses the spreadsheet, you have multiple locations, you add data on a regular and recurring basis, or you routinely produce custom documentation for different customers.

Once your organization starts regularly handling projects where 15+ customized documents are required, you might be doing yourself and your customers a disservice by continuing to use Excel or another manual, non-document control specific method.

Excel is not document control-specific, and requires someone to manually build and maintain every register, tracking sheet, and submittal log, and that person's knowledge leaves with them when they change roles.

DocBoss automates the register, tracks submission history, applies customer-specific formatting, and generates transmittals and databooks directly from the same system, so nothing depends on one person's spreadsheet skills or institutional memory. You also get real-time visibility across all projects simultaneously, which no spreadsheet setup realistically delivers.

I already use SharePoint. Can I still use DocBoss?

SharePoint is a web application associated with collaboration and information sharing, not document control and submission. SharePoint also requires the implementation of third-party applications to provide functionality that comes standard with DocBoss.

DocBoss is an application that was designed specifically for project document control. DocBoss helps you meet the customer specifications for managing and submitting documentation to engineering firms and other organizations. Document control activities require functionality that document management systems like SharePoint normally don’t provide.

I can build an application on my own so why should I use DocBoss?

DocBoss was designed by someone who spent 15 years in the process equipment industry who couldn’t find an existing application that helped deliver increasingly custom engineering documentation to customers. When you consider the ongoing cost of designing, building, maintaining, supporting and upgrading an in-house application, the costs can become very large. This is especially true if your app doesn’t end up addressing your needs or if your needs change over time. Being a hosted and cloud-based application, DocBoss takes care of all of this for you. DocBoss also includes all ongoing upgrades and patches.

What is the difference between document control and document management?

Document control provides a framework for document creation and ongoing management including issues related to security, version control, review cycles, visibility, availability, and provides an overall controlled and reliable audit trail.

What should I look for in a document control application?

A good document control system provides visibility into where documents are at any time in the process, provides a paper trail that allows you to properly control documents, and enables the automation of previously manual tasks.

A good document control system will ultimately enable you to manage and deliver custom documentation by building the document register, preparing custom compilations (databooks) using customer templates, building submittal packages, and providing project reporting.

Why does it matter that DocBoss is a hosted cloud-based application?

Hosted cloud-based applications like DocBoss offer
many benefits including greater security, ease of scalability,
speed of implementation, lower long term costs, and less work on your part when compared to server-based apps. As a hosted cloud-based application, there is no development, hosting, maintenance, or support work required for DocBoss – we take care of that for you. All you need is a web browser, allowing you to easily collaborate with staff around the world with none of the additional costs typically associated with server-based applications.

I am an engineering company? Can I use DocBoss?

Yes. DocBoss is a great match for Engineering/EPC companies, allowing you to manage customer, internal, and vendor documents in one place. On the manufactured equipment side – you can auto-generate the full list of documents you expect to receive from your vendors. For other vendors (or for all vendors) they can provide a list of documents (with tags and document codes) which you upload to your master doc list. Uploaded documents can be auto-matched to the correct placeholders so you can ensure you have collected all of the data you need. Reduce vendor load by removing the need for cover sheets or compilations – those processes can all be completed in DocBoss (according to your customer requirements) after the fact. Use DocBoss to do your squad checks, and track all document status and movements – both to vendors, 3rd parties and customers.

What types of customers does DocBoss have?

DocBoss customers include manufacturers and suppliers of instrumentation, valves, pumps, compressors, tanks, vessels and more. We also work with customers who produce actuators, variable frequency drives, MCCs and electrical bulks. If you tag your products, DocBoss is especially helpful and if you work with a customer-provided vendor document requirement (VDR) list or bill of materials, DocBoss can help with that too.

I have multiple locations and/or multiple people working on our projects. Can DocBoss help me?

Absolutely. In fact, DocBoss was designed with companies like you in mind. Since DocBoss is a web-based application, all users need is a browser to log in from anywhere in the world to access it.

And since DocBoss users are named users, they simply login with their own personal user name and password. No more wondering when a change was made, which document is the most recent, or which staff member changed or added a document since DocBoss tracks all of this for you.

Can DocBoss help me with documents for approval, for construction and as built?

Yes. We realize that customers often have processes which require that you receive documents for approval, for construction and as built. For manufactured equipment, nothing changes. But you still have to change the cover sheet and resubmit them. With DocBoss this is built into our system. Receive the documents and they immediately get queued for resubmittal. Just click a button and your turnaround is done.

Can DocBoss help me produce custom databooks at the end of projects quicker and easier?

Yes. If producing databooks are time-consuming and frustrating, you’ll love DocBoss for this feature alone. The DocBoss databook generator enables you to customize databooks the way you need to and then have them compiled automatically. Additionally, while a book per tag is not normally required, often a databook per shipment or per plant are required. DocBoss allows you to create these with a few tweaks to configuration. It takes an extra 5 minutes to create 5 books for different shipments (or plants, or types) as it does to create one book. If your customer demands a book per tag, just pick “tag” from the drop down and it’s done.

I charge for documentation work in my proposals. Can DocBoss help?

Yes. The DocBoss quote module allows users to make use of the DocBoss structure to define the document requirements and provide a clear, easy to read quote for document services. Generally provided as an appendix to the equipment quote, it makes your document quotes consistent and gives your customers a detailed breakout of the work they are receiving. Lastly it defines the price structure at the quote stage, so variations can be negotiated as the project grows in scope.

I often deal with holdbacks at the end of projects. Does DocBoss help me get paid quicker?

In our experience, up to 75% of suppliers face holdbacks related to documentation but only one in four suppliers report that most of their documents are approved upon first submission. By automating tasks that you might otherwise do manually, DocBoss enables you to better meet customer requirements the first time, eliminating costly and time-consuming rework, cutting down on manual errors and ensuring you get paid in full on time.

DocBoss Contact

Vendor Details

Founded : 2010

Contact Details

Not available

https://docboss.com/

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