Document control software that keeps every project on the latest revision
Drawings, documents, RFIs, correspondence and tenders in one secure system, from inception to archive. Everyone works from the right revision, with a full audit trail.
Built for: Document Controllers · Design Managers · Project Secretaries · Commercial Teams
Why teams switch to CrestDocs
Improve communication
- Instantly search, distribute and share documents
- Automatic, configurable notifications
- Dashboards and reports for clear visibility
Manage technical documents
- Revision, distribution and approval history
- Outlook integration for email control
- Redlining, snagging and enquiry management
Increase productivity
- Easy interface means less training time
- Digital approvals and comments to avoid delays
- Automated workflows
Secure storage
- Cloud-based and on-premise options
- Powerful permissions for every user
- Full audit trail of all document transactions
Everything you need, nothing you don’t
Drawing & document register
View, add and edit drawings and documents with a full revision, distribution and approval history, on a laptop, tablet or phone.
RFI / TQ management
Raise and answer technical queries online with live RFI and TQ registers, see which queries are holding up the job, and send reminders automatically.
Outlook integration
Import emails straight from Outlook into CrestDocs, with automatic notifications telling team members what needs action.
Tender management
A tender register linked to every tender document and appraisal form, with trackable download links for your approved subcontractors and suppliers.
Dashboards & reports
Configurable dashboards company-wide, by project or by job role, with reports at the click of a button.
Capture queries on site
Use standard company templates for RFIs, CVIs, IRs and SIs, completed on site on a tablet or phone.
Approved subcontractor list
Pre-qualify subcontractors and suppliers and appraise their performance on site, so you avoid quotes from poor performers.
Correspondence register
Manage letters and emails in a live register, with permissions that keep confidential correspondence and invoices restricted.
CrestDocs manages our project documentation, including strategic emails. It is intuitive to use, with useful search and distribution capabilities. The support and training team at Crest are helpful and proactive, always answer queries in a timely manner and keep us up to date with future enhancements.
Works with the tools you already use
- Microsoft Outlook
- Microsoft 365 / SharePoint
- CAD / PDF viewers
- Mobile & tablet
CrestDocs in the real world
CrestDocs for your trade
RFI tracking software for construction projects
Raise, answer and track construction RFIs and TQs online with live registers, reminders and reports. CrestDocs RFI tracking software.
Read more →Document control software for rail projects
Revision control, transmittals and audit trails for rail and infrastructure contractors. CrestDocs document control software for rail projects.
Read more →CrestDocs FAQs
Is CrestDocs cloud-based?
CrestDocs is available as a cloud-based or an on-premise system, with full permission controls for internal and external users.
Can subcontractors and consultants upload documents?
Yes. Consultants and subcontractors can upload documents for approval and distribution, subject to the permissions you set.
Does CrestDocs work with Outlook?
Yes. Its Outlook integration lets you import emails directly into CrestDocs and notify team members automatically.
Is CrestDocs suitable for rail and infrastructure projects?
Yes. Clients such as Lowery use CrestDocs on railway projects to automate document control. Placeholder: add standards supported, e.g. ISO 19650 naming.
See CrestDocs on one of your own projects
Book a 30-minute online demo with a construction-experienced specialist. Bring a real BoQ, programme or document problem and we’ll show you how Crest handles it.
- No obligation, no hard sell
- Tailored to your trade
- Free trial licence available