SubDoc
What it is
SubDoc is a web-based vendor compliance portal for tracking contractor certificates of insurance and business licenses. Its AI reads uploaded certificates, extracting policy numbers, carriers, dates, and coverage limits into review fields. Vendors and brokers can submit documents through secure links without accounts or vendor fees. Teams can preview PDFs, compare required and uploaded limits, then approve, reject, or issue reasoned waivers. Expiration monitoring sends renewal reminders, and policy dates can sync to Google Calendar across workspaces. Pro and Advanced plans add QuickBooks and Sage exports, webhooks, Zapier integration, and invoice payment holds for expired policies or missing endorsements. Documents are encrypted at rest with AES-256 and protected in transit by TLS 1.3, according to SubDoc. The service offers web access, a free Starter plan, and paid plans from 20 /mo, with a 14-day trial.
For and against
For
- AI extracts certificate details into review fields
- Secure vendor uploads require no account
- Expiration reminders and Google Calendar sync
- PDF preview and coverage comparison
- QuickBooks, Sage, webhooks, and Zapier on paid plans
Against
- Starter tracks only three vendors
- Starter includes one workspace and one team seat
- Paid plans start at 20 /mo
- Payment holds require Pro or Advanced
The verdict
SubDoc combines document intake, compliance review, expiration reminders, and vendor workflows in one web portal. Its free tier is tightly limited, while paid plans add integrations and payment controls.
Who it suits
SubDoc suits general contractors, property managers, and operations teams managing vendor compliance. It is useful for teams that need centralized insurance and license reviews.
Plans and prices
Starter
3 vendors · 1 workspace · 1 seat · 1 project
Read 15 Oct 2026 · subdoc.io
Pro
100 vendors · 3 workspaces · 10 seats · 10 projects
Read 15 Oct 2026 · subdoc.io
Advanced
Unlimited vendors · workspaces · seats · projects
Read 15 Oct 2026 · subdoc.io
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
Read 30 Sep 2026 · subdoc.io
On the record
- Accounting integrations
- QuickBooks Online can sync vendors and write back compliance information, while QuickBooks and Sage receive CSV payment-hold exports.subdoc.io · read 15 Oct 2026
- AI document reading
- Its AI extracts policy numbers, carriers, dates, and coverage limits from uploaded certificates to pre-fill review fields.subdoc.io · read 30 Sep 2026
- AI OCR
- Its OCR workflow extracts carriers, policy numbers, dates, limits and endorsements from ACORD 25/28 certificates for review.subdoc.io · read 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.subdoc.io · read 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.subdoc.io · read 15 Oct 2026
- Calendar integration
- Google Calendar synchronization copies upcoming and overdue policy expirations into calendars.subdoc.io · read 15 Oct 2026
- Company date
- The homepage copyright notice is dated 2026 and describes the platform as built in 2026.subdoc.io · read 15 Oct 2026
- Compliance review
- The review queue supports inline PDF preview, comparison of required and uploaded limits, and approval, rejection, or reasoned waivers.subdoc.io · read 30 Sep 2026
- Compliance scoring
- SubDoc calculates a vendor health score from 0 to 100 using active policies and expiration dates.subdoc.io · read 15 Oct 2026
- Documentation depth
- Documentation covers setup, roles, CSV imports, OCR review, signatures, projects, invoicing, integrations, billing and troubleshooting.subdoc.io · read 15 Oct 2026
- E-signatures
- PDF agreements can be converted into reusable signing templates with signature, initials, date, text and checkbox fields.subdoc.io · read 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.subdoc.io · read 15 Oct 2026
- Expiration tracking
- SubDoc monitors document expiration dates and sends automated renewal reminders to teams.subdoc.io · read 30 Sep 2026
- Founder
- The company identifies Jalwan K., CRIS as founder and compliance technology lead.subdoc.io · read 15 Oct 2026
- Implementation time
- The FAQ says administrators can register, import vendors and send requests in under 10 minutes without IT setup.subdoc.io · read 15 Oct 2026
- Independent listing: Capterra pricing
- Capterra lists Subdoc starting at $14.00 per month, with a free plan and free trial.capterra.com · read 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.sourceforge.net · read 15 Oct 2026
- Independent listing: SourceForge downloads
- The SourceForge page displayed zero downloads for the week shown.sourceforge.net · read 15 Oct 2026
