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 accounts or vendor fees. Teams can preview PDFs, compare required and submitted limits, then approve, reject, or issue reasoned waivers. SubDoc monitors expiration dates and sends renewal reminders; policy expirations can also sync to Google Calendar across workspaces. Pro and Advanced include 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 per month for the first three months, then $20.00 per month. SubDoc says stored files are encrypted at rest and data in transit uses TLS 1.3.
Who it is for
It is built for general contractors, property managers, and operations teams managing vendor compliance. It suits teams that need to collect, review, and track contractor insurance and license documents.
What is good
- Vendors can upload documents without accounts or fees.
- AI extracts policy details to pre-fill review fields.
- Teams can approve, reject, or grant reasoned waivers.
- Expiration dates can sync to Google Calendar.
- Documents are encrypted at rest; transit uses TLS 1.3.
What to know first
- Starter is limited to three tracked vendors.
- Starter allows one workspace and one team seat.
- Starter allows five invoices per month.
- Pro is $14.00 per month for three months, then $20.00 per month.
Verdict
SubDoc brings document collection, compliance review, and expiration tracking into a vendor portal, with accounting exports and invoice holds on higher plans. Its free Starter plan has defined vendor, workspace, seat, project, invoice, and storage limits.
SubDoc plans and pricing
All plansCompared on property management vendor management software
- Free plan
- Yes
- Paid from
- $20/mo
- Vendor onboarding
- Yes
- Compliance documents
- Yes
- Insurance tracking
- Yes
- Assignment workflows
- Yes
- Vendor messaging
- Yes
- Performance reporting
- Yes
