SubDoc

C tier on Property Management Vendor Management SoftwareScore 6.9 · #6 of 39

Android app: Not listed
Free plan: Yes
Runs on: Web

subdoc.io

Summary

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.

Who it is for

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.

What is 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

What to know first

Starter limits tracking to three vendors
Starter includes one workspace and one team seat
Starter allows five invoices per month
Pro rises from $14.00/mo to $20/mo after three months

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.

SubDoc plans and pricing

All plans

Starter Free Free forever 3 tracked vendors · 1 workspace · 1 team seat · 1 project · 5 invoices/mo · 100 MB storage · 20 reminder emails/mo subdoc.io · 30 Sept 2026

SubDoc Advanced Not published $38.50/mo for first 3 mos, then $55/mo Unlimited vendors, workspaces, team seats, projects, invoices, and policy requirements · 10 GB storage · 1,000 priority AI OCR extractions/mo · 250 signing requests/mo subdoc.io · 30 Sept 2026

Pro Not published $14.00/mo for first 3 mos, then $20/mo 100 tracked vendors · 3 workspaces · 10 team seats · 10 projects · 100 invoices/mo · 1 GB storage · 300 AI OCR extractions/mo · 50 signing requests/mo subdoc.io · 30 Sept 2026

Compared on property management vendor management software

Free plan: Yessubdoc.io
Paid from: $20/mosubdoc.io
Vendor onboarding: Yessubdoc.io
Compliance documents: Yessubdoc.io
Insurance tracking: Yessubdoc.io
Assignment workflows: Yessubdoc.io
Vendor messaging: Yessubdoc.io
Performance reporting: Yessubdoc.io

Facts

Purpose: SubDoc tracks and verifies contractor certificates of insurance and business licenses in a centralized vendor compliance portal.subdoc.io · 30 Sept 2026
AI document reading: Its AI extracts policy numbers, carriers, dates, and coverage limits from uploaded certificates to pre-fill review fields.subdoc.io · 30 Sept 2026
Vendor uploads: Vendors and brokers can upload documents through secure links without creating accounts or paying vendor fees.subdoc.io · 30 Sept 2026
Compliance review: The review queue supports inline PDF preview, comparison of required and uploaded limits, and approval, rejection, or reasoned waivers.subdoc.io · 30 Sept 2026
Expiration tracking: SubDoc monitors document expiration dates and sends automated renewal reminders to teams.subdoc.io · 30 Sept 2026
Accounting integrations: Pro and Advanced include QuickBooks and Sage accounting exports, while their listed plan features also include webhooks and Zapier integration.subdoc.io · 30 Sept 2026
Calendar integration: SubDoc can sync subcontractor policy expirations to Google Calendar across workspaces.subdoc.io · 30 Sept 2026
Payment holds: On Pro and Advanced, SubDoc can flag invoices for payment holds when a subcontractor has an expired policy or missing endorsement.subdoc.io · 30 Sept 2026
Security: SubDoc says stored documents are encrypted at rest with AES-256 and data in transit uses TLS 1.3.subdoc.io · 30 Sept 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.subdoc.io · 30 Sept 2026
Security alignment: SubDoc describes its infrastructure as SOC 2 Type II aligned and says it is GDPR and CCPA privacy compliant.subdoc.io · 30 Sept 2026
Support: Pro includes a 24-hour email support SLA, and Advanced includes priority support and a dedicated account manager.subdoc.io · 30 Sept 2026
Intended users: SubDoc says it is built for general contractors, property managers, and operations teams managing vendor compliance.subdoc.io · 30 Sept 2026