SubDoc
SubDoc is a web portal for tracking contractor certificates of insurance and business licenses in a centralized vendor compliance workflow.
What SubDoc is
SubDoc is a web portal for tracking contractor certificates of insurance and business licenses in a centralized vendor compliance workflow. Its AI reads uploaded certificates to extract policy numbers, carriers, dates and coverage limits, then fills review fields. Vendors and brokers can submit documents through secure links without making accounts or paying vendor fees. Teams can preview PDFs, compare required and submitted coverage limits, then approve, reject or grant a reasoned waiver.
SubDoc monitors expiration dates and sends renewal reminders; subcontractor policy expirations can also sync to Google Calendar across workspaces. Pro and Advanced add QuickBooks and Sage exports, webhooks, Zapier integration and invoice holds for expired policies or missing endorsements. The free Starter plan allows three tracked vendors, one workspace, one team seat, one project, five invoices per month and 100 MB of storage. Pro is listed at $14.00/mo for the first three months, then $20/mo. SubDoc says files are encrypted at rest and data in transit uses TLS 1.3; it describes its infrastructure as SOC 2 Type II aligned and GDPR and CCPA privacy compliant.
Good
- Secure upload links do not require vendor accounts
- AI extracts policy details to pre-fill review fields
- Tracks expirations and sends renewal reminders
- Can sync policy expirations to Google Calendar
Watch out
- Starter limits tracking to three vendors
- Starter includes one workspace and one team seat
- Starter allows five invoices per month
Who it suits
SubDoc suits general contractors, property managers and operations teams managing vendor insurance and license compliance. The free Starter plan may suit small workflows with only a few vendors and limited invoice volume.
Verdict
SubDoc combines certificate collection, review and expiration reminders in a vendor compliance portal, with accounting exports and invoice holds on paid plans. The free plan is tightly capped, while Pro's listed introductory monthly price increases after three months.
Plans and prices
From SubDoc's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | Free | 3 vendors · 1 workspace · 1 seat · 1 project · 5 invoices/month · 15 requirements · 100 MB storage · 20 reminder emails/month · 3 OCR trials · 3 signing trials · $0/month; free forever |
| Pro | $14 a month | 100 vendors · 3 workspaces · 10 seats · 10 projects · 100 invoices/month · 1 GB storage · 2,000 reminder emails/month · 300 OCR extractions/month · 50 signing requests/month · QuickBooks/Sage export · webhooks/Zapier · $14/month promo for first 3 months, then $20/month |
| Advanced | $38.50 a month | Unlimited vendors · workspaces · seats · projects · invoices · requirements · 10 GB storage · unlimited reminder emails · 1,000 priority OCR extractions/month · 250 signing requests/month · custom subdomain · payment holds · QuickBooks/Sage export · webhooks/Zapier · dedicated account manager · $38.50/month promo for first 3 months, then $55/month |
| SubDoc Advanced | — | Unlimited vendors, workspaces, team seats, projects, invoices, and policy requirements · 10 GB storage · 1,000 priority AI OCR extractions/mo · 250 signing requests/mo · $38.50/mo for first 3 mos, then $55/mo |
The facts
Each one read from SubDoc's own pages, with the date it was checked.
What it does
- Accounting integrations
- QuickBooks Online can sync vendors and write back compliance information, while QuickBooks and Sage receive CSV payment-hold exports.checked 15 Oct 2026
- AI document reading
- Its AI extracts policy numbers, carriers, dates, and coverage limits from uploaded certificates to pre-fill review fields.checked 30 Sep 2026
- AI OCR
- Its OCR workflow extracts carriers, policy numbers, dates, limits and endorsements from ACORD 25/28 certificates for review.checked 15 Oct 2026
- AI privacy
- SubDoc says uploaded compliance documents are processed in ephemeral environments and are not used to train public or third-party AI models.checked 30 Sep 2026
- API and SDK documentation
- The official Help Center lists 34 workflow guides but does not list a public API or SDK guide.checked 15 Oct 2026
- Calendar integration
- Google Calendar synchronization copies upcoming and overdue policy expirations into calendars.checked 15 Oct 2026
- Compliance review
- The review queue supports inline PDF preview, comparison of required and uploaded limits, and approval, rejection, or reasoned waivers.checked 30 Sep 2026
- Compliance scoring
- SubDoc calculates a vendor health score from 0 to 100 using active policies and expiration dates.checked 15 Oct 2026
- Documentation depth
- Documentation covers setup, roles, CSV imports, OCR review, signatures, projects, invoicing, integrations, billing and troubleshooting.checked 15 Oct 2026
- E-signatures
- PDF agreements can be converted into reusable signing templates with signature, initials, date, text and checkbox fields.checked 15 Oct 2026
- Expiration alerts
- The system can email teams at 90, 60, 30, 14 and 7 days before expiry and on the expiry date.checked 15 Oct 2026
- Expiration tracking
- SubDoc monitors document expiration dates and sends automated renewal reminders to teams.checked 30 Sep 2026
- Founder
- The company identifies Jalwan K., CRIS as founder and compliance technology lead.checked 15 Oct 2026
- Implementation time
- The FAQ says administrators can register, import vendors and send requests in under 10 minutes without IT setup.checked 15 Oct 2026
- Independent listing: Capterra pricing
- Capterra lists Subdoc starting at $14.00 per month, with a free plan and free trial.checked 15 Oct 2026
- Independent listing: SourceForge description
- SourceForge describes SubDoc as AI-powered COI tracking with ACORD 25 verification, expiration tracking and automated compliance workflows.checked 15 Oct 2026
- Independent listing: SourceForge downloads
- The SourceForge page displayed zero downloads for the week shown.checked 15 Oct 2026
- Independent listing: SourceForge reviews
- The SourceForge listing says no user reviews had been posted and invites the first review.checked 15 Oct 2026
- Intended users
- SubDoc says it is built for general contractors, property managers, and operations teams managing vendor compliance.checked 30 Sep 2026
- Lien waivers
- Optional conditional waivers are requested at invoice approval and unconditional waivers at payment, by signature or upload.checked 15 Oct 2026
- Limit: managed review
- The company says it does not provide a managed insurance-review service; the customer team approves certificates.checked 15 Oct 2026
- Limit: Procore
- The subcontractor-compliance page says there is no Procore integration today.checked 15 Oct 2026
The company
- Company date
- The homepage copyright notice is dated 2026 and describes the platform as built in 2026.checked 15 Oct 2026
- Founded
- 2026checked 28 Sep 2026
Alternatives to SubDoc
- 1
ComplyFlow
Free planAndroidiOSWebAPI8.1Free plan - 2
Sine
Free planAndroidiOSWebAPI8.1From $49 a month - 3
Breezeway for Student Housing
Free planAndroidiOSWebAPI7.9From $19.99 a month - 4
Ayillo Tenant Screening
AndroidiOSWebAPI7.8From $49 a month - 5
bcs
Free planAndroidiOSWebAPI7.8From $0.95 a month - 6
Buildium
AndroidiOSWebAPI7.7From $62 a month