bcs From $0.95/mo · Free plan 9.3 Visit SubDoc
subdoc.io
What it is
SubDoc is a web portal for tracking contractor certificates of insurance and business licenses in vendor compliance workflows. 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 uploaded limits with requirements, and approve, reject, or issue reasoned waivers. SubDoc tracks document expirations and sends renewal reminders; policy dates can also sync to Google Calendar across workspaces. Pro and Advanced include QuickBooks and Sage accounting exports, webhooks, and Zapier integration. Those plans can also flag invoices for payment holds when a policy has expired or an endorsement is missing. The free Starter plan is free and 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 a month for the first three months, then $20 a month. SubDoc says documents are encrypted at rest with AES-256 and data in transit uses TLS 1.3.
Spec sheet
- What it does
- SubDoc is web software for collecting, verifying and tracking contractor certificates of insurance and other compliance documents.Read 15 Oct 2026 · subdoc.io
- Purpose
- SubDoc tracks and verifies contractor certificates of insurance and business licenses in a centralized vendor compliance portal.Read 30 Sep 2026 · subdoc.io
- Intended users
- SubDoc says it is built for general contractors, property managers, and operations teams managing vendor compliance.Read 30 Sep 2026 · subdoc.io
- Security
- SubDoc says stored documents are encrypted at rest with AES-256 and data in transit uses TLS 1.3.Read 30 Sep 2026 · subdoc.io
- Support
- Pro includes a 24-hour email support SLA, and Advanced includes priority support and a dedicated account manager.Read 30 Sep 2026 · subdoc.io
- Founded
- 2026Read 28 Sep 2026 · subdoc.io
- Accounting integrations
- QuickBooks Online can sync vendors and write back compliance information, while QuickBooks and Sage receive CSV payment-hold exports.Read 15 Oct 2026 · subdoc.io
- AI document reading
- Its AI extracts policy numbers, carriers, dates, and coverage limits from uploaded certificates to pre-fill review fields.Read 30 Sep 2026 · subdoc.io
- AI OCR
- Its OCR workflow extracts carriers, policy numbers, dates, limits and endorsements from ACORD 25/28 certificates for review.Read 15 Oct 2026 · subdoc.io
- AI privacy
- SubDoc says uploaded compliance documents are processed in ephemeral environments and are not used to train public or third-party AI models.Read 30 Sep 2026 · subdoc.io
- API and SDK documentation
- The official Help Center lists 34 workflow guides but does not list a public API or SDK guide.Read 15 Oct 2026 · subdoc.io
- Calendar integration
- Google Calendar synchronization copies upcoming and overdue policy expirations into calendars.Read 15 Oct 2026 · subdoc.io
- Company date
- The homepage copyright notice is dated 2026 and describes the platform as built in 2026.Read 15 Oct 2026 · subdoc.io
- Compliance review
- The review queue supports inline PDF preview, comparison of required and uploaded limits, and approval, rejection, or reasoned waivers.Read 30 Sep 2026 · subdoc.io
- Compliance scoring
- SubDoc calculates a vendor health score from 0 to 100 using active policies and expiration dates.Read 15 Oct 2026 · subdoc.io
- Documentation depth
- Documentation covers setup, roles, CSV imports, OCR review, signatures, projects, invoicing, integrations, billing and troubleshooting.Read 15 Oct 2026 · subdoc.io
- E-signatures
- PDF agreements can be converted into reusable signing templates with signature, initials, date, text and checkbox fields.Read 15 Oct 2026 · subdoc.io
- Expiration alerts
- The system can email teams at 90, 60, 30, 14 and 7 days before expiry and on the expiry date.Read 15 Oct 2026 · subdoc.io
- Expiration tracking
- SubDoc monitors document expiration dates and sends automated renewal reminders to teams.Read 30 Sep 2026 · subdoc.io
- Founder
- The company identifies Jalwan K., CRIS as founder and compliance technology lead.Read 15 Oct 2026 · subdoc.io
- Implementation time
- The FAQ says administrators can register, import vendors and send requests in under 10 minutes without IT setup.Read 15 Oct 2026 · subdoc.io
- Independent listing: Capterra pricing
- Capterra lists Subdoc starting at $14.00 per month, with a free plan and free trial.Read 15 Oct 2026 · capterra.com
- Independent listing: SourceForge description
- SourceForge describes SubDoc as AI-powered COI tracking with ACORD 25 verification, expiration tracking and automated compliance workflows.Read 15 Oct 2026 · sourceforge.net
- Independent listing: SourceForge downloads
- The SourceForge page displayed zero downloads for the week shown.Read 15 Oct 2026 · sourceforge.net
- Independent listing: SourceForge reviews
- The SourceForge listing says no user reviews had been posted and invites the first review.Read 15 Oct 2026 · sourceforge.net
- Lien waivers
- Optional conditional waivers are requested at invoice approval and unconditional waivers at payment, by signature or upload.Read 15 Oct 2026 · subdoc.io
- Limit: managed review
- The company says it does not provide a managed insurance-review service; the customer team approves certificates.Read 15 Oct 2026 · subdoc.io
- Limit: Procore
- The subcontractor-compliance page says there is no Procore integration today.Read 15 Oct 2026 · subdoc.io
- Limit: property-system integrations
- SubDoc states that it currently has no integrations with Yardi, MRI, RealPage, AppFolio or other property-management systems.Read 15 Oct 2026 · subdoc.io
- Limit: retainage and AIA
- SubDoc states that it does not track retainage or produce AIA G702/G703 payment applications.Read 15 Oct 2026 · subdoc.io
- Passwordless portals
- Vendors and brokers upload PDFs through secure one-click links without creating accounts or passwords.Read 15 Oct 2026 · subdoc.io
- Payment controls
- Invoices from non-compliant or payment-held vendors cannot be scheduled or marked paid unless the workspace owner overrides the block.Read 15 Oct 2026 · subdoc.io
- Payment holds
- On Pro and Advanced, SubDoc can flag invoices for payment holds when a subcontractor has an expired policy or missing endorsement.Read 30 Sep 2026 · subdoc.io
- Rating on G2
- 0.0 out of 5 from 0 reviewsRead 15 Oct 2026 · g2.com
- Rating on GetApp
- 0.0 out of 5 from 0 reviewsRead 15 Oct 2026 · getapp.com
- Requirement templates
- Administrators can create trade-specific rules for coverage types, dollar limits, endorsements, W-9s, licenses and safety files.Read 15 Oct 2026 · subdoc.io
- Security alignment
- SubDoc describes its infrastructure as SOC 2 Type II aligned and says it is GDPR and CCPA privacy compliant.Read 30 Sep 2026 · subdoc.io
- Security controls
- Official materials state that documents use 256-bit encryption and access is controlled with role-based permissions.Read 15 Oct 2026 · subdoc.io
- Support model
- Starter support is described as community support, Pro as a 24-hour email SLA and Advanced as priority SLA support with a dedicated representative.Read 15 Oct 2026 · subdoc.io
- Target users
- The product is aimed at general contractors, subcontractors, property managers, facilities teams and other vendor-compliance operations.Read 15 Oct 2026 · subdoc.io
- Vendor fees
- SubDoc states that vendors and insurance brokers upload for free and are never charged registration fees.Read 15 Oct 2026 · subdoc.io
- Vendor uploads
- Vendors and brokers can upload documents through secure links without creating accounts or paying vendor fees.Read 30 Sep 2026 · subdoc.io
- Webhooks and Zapier
- Pro and Advanced plans advertise webhooks and Zapier integration/event streaming.Read 15 Oct 2026 · subdoc.io
Plans and prices
Starter Free Free forever 3 tracked vendors · 1 workspace · 1 team seat · 1 project · 5 invoices/mo · 100 MB storage · 20 reminder emails/mo Read 30 Sep 2026 · subdoc.io
Starter Free $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 Read 15 Oct 2026 · subdoc.io
Pro $14 a month $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 Read 15 Oct 2026 · subdoc.io
Advanced $38.50 a month $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 Read 15 Oct 2026 · subdoc.io
SubDoc Advanced Price 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 Read 30 Sep 2026 · subdoc.io
Strong points and limits
Strong points
- Vendors can upload through links without accounts or fees.
- Reviewers can compare required and uploaded coverage limits.
- Expiration reminders can sync to Google Calendar.
- Paid plans include QuickBooks and Sage exports.
Limits
- Free plan tracks only three vendors.
- Free plan allows five invoices per month.
- Free plan includes 100 MB of storage.
Who it suits
SubDoc is intended for general contractors, property managers, and operations teams managing vendor compliance. It may suit teams that need vendor uploads, insurance tracking, and expiration reminders.
Verdict
SubDoc combines document intake, certificate review, and expiration tracking in a web-based workflow. Check the free plan's vendor and storage limits, along with the paid plan pricing terms, before selecting a tier.
Where Specifiction places it
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