Freedom251 › Property Management Vendor Management Software
SubDoc
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 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 suits
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 it does well
- 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.
Limits
Starter is limited to 3 tracked vendors, 1 workspace, 1 team seat, 1 project, 5 invoices per month, 100 MB of storage, and 20 reminder emails per month. Pro is listed at $14 a month for the first 3 months, then $20 a month; Advanced is listed at $38.50 a month for the first 3 months, then 55 USD per month.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | $0/month; free forever · 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 | Free |
| Pro | $14/month promo for first 3 months, then $20/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 a month |
| Advanced | $38.50/month promo for first 3 months, then $55/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 a month |
| SubDoc Advanced | $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 | On request |
As subdoc.io lists them, read 15 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the SubDoc website.
- Start with the free Starter plan or choose a paid plan.
- Invite vendors or brokers to upload documents through secure links.
- Review uploaded PDFs and compare coverage against requirements.
- Set up expiration monitoring and, if useful, sync policy dates to Google Calendar.
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.
Questions
Does SubDoc have a free plan or trial?
Yes. Starter is free forever, and SubDoc offers a 14-day trial.
What does the free Starter plan include?
Starter includes 3 tracked vendors, 1 workspace, 1 team seat, 1 project, 5 invoices per month, 100 MB storage, and 20 reminder emails per month.
How much does Pro cost?
Pro is listed at $14 a month for the first 3 months, then $20 a month.
What platforms does SubDoc support?
SubDoc is available on the web.
Which integrations are included with Pro and Advanced?
Those plans include QuickBooks and Sage accounting exports, webhooks, and Zapier integration. Google Calendar sync is also available across workspaces.
Who is SubDoc built for?
SubDoc says it is built for general contractors, property managers, and operations teams managing vendor compliance.
Facts from SubDoc's own pages
- Accounting integrations
- QuickBooks Online can sync vendors and write back compliance information, while QuickBooks and Sage receive CSV payment-hold exports. · subdoc.io, 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, 30 Sept 2026
- AI OCR
- Its OCR workflow extracts carriers, policy numbers, dates, limits and endorsements from ACORD 25/28 certificates for review. · subdoc.io, 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, 30 Sept 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, 15 Oct 2026
- Calendar integration
- Google Calendar synchronization copies upcoming and overdue policy expirations into calendars. · subdoc.io, 15 Oct 2026
- Company date
- The homepage copyright notice is dated 2026 and describes the platform as built in 2026. · subdoc.io, 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, 30 Sept 2026
- Compliance scoring
- SubDoc calculates a vendor health score from 0 to 100 using active policies and expiration dates. · subdoc.io, 15 Oct 2026
- Documentation depth
- Documentation covers setup, roles, CSV imports, OCR review, signatures, projects, invoicing, integrations, billing and troubleshooting. · subdoc.io, 15 Oct 2026
- E-signatures
- PDF agreements can be converted into reusable signing templates with signature, initials, date, text and checkbox fields. · subdoc.io, 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, 15 Oct 2026
- Expiration tracking
- SubDoc monitors document expiration dates and sends automated renewal reminders to teams. · subdoc.io, 30 Sept 2026
- Founded
- 2026 · subdoc.io, 28 Sept 2026
- Founder
- The company identifies Jalwan K., CRIS as founder and compliance technology lead. · subdoc.io, 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, 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, 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, 15 Oct 2026
- Independent listing: SourceForge downloads
- The SourceForge page displayed zero downloads for the week shown. · sourceforge.net, 15 Oct 2026
- Independent listing: SourceForge reviews
- The SourceForge listing says no user reviews had been posted and invites the first review. · sourceforge.net, 15 Oct 2026
- Intended users
- SubDoc says it is built for general contractors, property managers, and operations teams managing vendor compliance. · subdoc.io, 30 Sept 2026
- Lien waivers
- Optional conditional waivers are requested at invoice approval and unconditional waivers at payment, by signature or upload. · subdoc.io, 15 Oct 2026
- Limit: managed review
- The company says it does not provide a managed insurance-review service; the customer team approves certificates. · subdoc.io, 15 Oct 2026
- Limit: Procore
- The subcontractor-compliance page says there is no Procore integration today. · subdoc.io, 15 Oct 2026