Boon-Doc
By invitation

From bid to delivery without the chaos

Manage bids, submittals, purchasing, and delivery in one place. Built for distributors running complex projects.

Currently onboarding a limited number of distributor teams.

From bid to delivery

Lifecycle

Bids start messy

Submittals need tracking

Purchase orders get created

Delivery must stay on schedule

Boon-Doc keeps it all connected

Everything you need to deliver

Platform

Keep the entire project connected. No gaps between quote, purchase, and delivery.

Four modules from bid through delivery for distributor teams running complex jobs.

Bid Management

Organize bid packages, scope, and revisions from one thread. Context stays with the job when it moves forward.

Submittals Tracking

Track submittal status, approvals, and revisions. Everyone sees what shipped and what is still open.

Procurement (POs)

Create and manage purchase orders tied to the project. Spec to buy stays on one line.

Delivery Tracking

Plan releases, watch schedules, and track delivery to the jobsite. Installs do not slip for lack of visibility.

What Boon-Doc manages

Capabilities

Bid packages + revisions in one place

Submittal status, approvals, and history

POs tied to the job and schedule

Delivery and release visibility

Cross-team comments with timestamps

Full audit trail end to end

How it works

Process

01

Bid

Pull bid work into a single workspace. Scope, documents, and revisions stay together as the job advances.

02

Submittals

Track submittal packages and approvals so the field and the office share one status line.

03

Procurement

Issue POs with context from the bid and submittals. No re-keying across tools.

04

Delivery

Plan releases and monitor delivery to schedule so the install plan stays executable.

Security & audit trail

Trust

Built for teams that need accountability at every step.

Roles and permissions

Granular permissions ensure team members only access what they need.

Immutable activity log

Every action is recorded with timestamps and cannot be modified or deleted.

Exportable history

Complete project history available for export and compliance reporting.