SubDoc review
A focused compliance and invoice-control tool for small property teams.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
SubDoc is web-based vendor compliance software for property managers, general contractors, subcontractors, and facilities teams. It collects Certificates of Insurance, licenses, W-9s, and other compliance documents through passwordless vendor and broker upload portals. AI OCR extracts policy numbers, carriers, dates, limits, and endorsements, while coverage verification, expiration reminders, approval workflows, compliance scores, and audit trails help teams manage vendor requirements.
Pricing follows a freemium structure. Starter is free forever and includes the passwordless upload portal plus COI expiration email tracking. Pro costs $20 per month and adds tracking for up to 100 vendors, automated renewal chasing, AI OCR extraction, payment holds, and AP invoice checks. Advanced costs $55 per month and adds unlimited vendors, workspaces, projects, and invoices, along with priority AI OCR, accounting export, payment holds, and a dedicated account manager. A 14-day trial is also available. The paid tiers are most relevant when a team needs invoice controls, larger-scale tracking, or additional account support.
SubDoc’s strongest fit is a small property or contractor team that needs a focused compliance layer with adjacent accounts-payable controls. Google Calendar synchronization supports expiration management, while QuickBooks, Sage, webhooks, and Zapier extend the workflow into accounting and automation tools. Project-based subcontractor invoicing and non-compliant vendor payment holds connect compliance decisions to payment processes. Teams seeking vendor document collection, insurance tracking, reminders, and audit records should find the feature set aligned with those needs. Organizations looking for broader property operations coverage may prefer a wider platform, since SubDoc centers on vendor compliance and related invoice workflows.
SubDoc pros and cons
- Where it wins
- Free portal and COI expiration tracking
- AI OCR, compliance checks, and renewal reminders
- Invoice checks, payment holds, and accounting integrations
- Where it doesn't
- Web-only platform
- Pro tracks up to 100 vendors
- Focused on vendor compliance rather than broad property operations
SubDoc fact sheet, pricing and score →
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