TrustRadius: an HG Insights company

What is DocBoss?

DocBoss is cloud-based document control software built exclusively for equipment suppliers, manufacturers, fabricators, and distributors managing vendor documentation on EPC capital projects.


DocBoss automates the most time-consuming document control tasks: building and maintaining the document register, applying customer-specific cover sheets, formatting, and numbering, generating transmittals and submittal packages, routing documents for internal review, and producing fully compliant databooks and record books at project closeout.


This helps to drive fewer document rejections, faster project closeout, reduced clerical burden on project staff, and real-time visibility across all active projects.

Screenshots

Screenshot of the interface for automated document flow between teams, customers, and suppliers to speed up approvals and reduce manual tracking.
Screenshot of the dashboard to create and manage document placeholders.
Screenshot of where to uto-fill customer cover pages in seconds, or all templates. Auto-fill supplier document indexes (SDIs), transmittal sheets, stamps—even the content of submittal emails.
Screenshot of where to generate fully bookmarked and hyperlinked databooks with a click, tailored to your customer’s specifications.
Screenshot of real-time reporting, used to track document status, get automated reminders, and send expedite requests.
Screenshot of an example of visibility into document status, including history and location.
Screenshot of the dashboard to share and send documents.
Screenshot of 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.
Screenshot of the dashboard to track submittals without relying on spreadsheets (or memory). The Supplier Document Index (SDI) is automatically built and updated in the customer’s format. DocBoss handles the sending and receiving of documents, and records their movement.

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Screenshot of the interface for automated document flow between teams, customers, and suppliers to speed up approvals and reduce manual tracking.

Technical Details

Technical Details
Mobile ApplicationNo

FAQs

What are DocBoss's top competitors?
Procore, Oracle Aconex, and Bentley ProjectWise are common alternatives for DocBoss.