Full-Spectrum COI Automation
Predictable pricing built for modern general contractors
Eliminate hours of manual certificate tracking. Automate ACORD OCR extraction, automated renewal chasing, and AP payment holds with transparent self-service plans.
Zero vendor fees • 14-day free trial on paid plans • Cancel anytime
Monthly BillingAnnual BillingSave 50% (Launch Special)
Starter Plan
$0/ month
Free forever • No credit card requiredEssential compliance tracking for small teams and evaluating vendors.
- Up to 3 Tracked Vendors
- 1 Active Workspace & 1 Team Seat
- 1 Active Project & 5 Invoices / mo
- Up to 15 Policy Requirements
- 100 MB Secure Document Storage
- 20 Outbound Reminder Emails / mo
- 3 AI OCR Document Extractions (Trial)
- 3 Document Signing Requests (Trial)
- Zero-Login Vendor & Broker Upload Portal
- Standard COI Expiration Email Tracking
★ Recommended • Full Platform, No Limits ★
SubDoc Advanced
$38.50$55.00/ month
Promo Rate: $38.50/mo for first 3 mos, then $55/moEnterprise control and dedicated infrastructure for high-volume organizations.
- Unlimited Tracked Vendors
- Unlimited Workspaces & Team Seats
- Unlimited Active Projects & Invoices
- Unlimited Policy Requirements
- 10 GB Secure Document Storage
- Unlimited Outbound Reminder Emails
- 1,000 Priority AI OCR Extractions / mo (No queue)
- 250 Document Signing Requests / mo
- Custom Subdomain Mapping (compliance.yourdomain.com)
- Escalation Notification Alert Protocols
- AI Endorsements (Add'l Insured, Waiver, P&NC)
- Automated Multi-Touch Email Chasing Cadence
- Whitelabel Branding + Custom Domain
- Weekly & Monthly PDF Executive Compliance Digests
- Payment Holds + QuickBooks / Sage Accounting Export
- Unlimited Subcontractor Invoice Submission & AP Workflow
- Project-Based Invoice Tracking (Pending / Approved / Paid / Declined)
- Full Webhooks & Zapier Event Streaming
- Dedicated Account Manager & Priority Support SLA
SubDoc Pro
$14.00$20.00/ month
Promo Rate: $14.00/mo for first 3 mos, then $20/moFull-stack automation for general contractors and active compliance managers.
- Up to 100 Tracked Vendors
- 3 Active Workspaces & 10 Team Seats
- 10 Active Projects & 100 Invoices / mo
- Unlimited Policy Requirements
- 1 GB Secure Document Storage
- 2,000 Outbound Reminder Emails / mo
- 300 AI OCR Extractions / mo (ACORD 25 & 28)
- 50 Document Signing Requests / mo
- AI Endorsements (Add'l Insured, Waiver, P&NC)
- Automated Multi-Touch Email Chasing Cadence
- Whitelabel Branding (Logo, Colors, Email Signature)
- Weekly & Monthly PDF Executive Compliance Digests
- Non-Compliant Payment Holds + AP Invoice Check
- Subcontractor Invoice Submission & AP Approval (100/mo)
- Project-Based Invoice Tracking (Pending / Approved / Paid / Declined)
- QuickBooks & Sage Accounting CSV Export
- Webhooks & Zapier Integration
- 24-Hour Email Support SLA
Not sure which plan fits? Request a demo and we'll walk you through it.
Comprehensive Plan Specifications & Capabilities
Compare granular limits, AI automation features, and enterprise governance tools across all three tiers.
| Feature / Capability | Starter | Pro | Advanced |
|---|---|---|---|
| Capacity & Limits | |||
| Tracked Vendors | Up to 3 | Up to 100 | Unlimited |
| Active Workspaces | 1 | 3 | Unlimited |
| Team Member Seats | 1 Seat | 10 Seats | Unlimited |
| Active Projects | 1 Project | 10 Projects | Unlimited |
| Monthly Invoices | 5 / mo | 100 / mo | Unlimited |
| Compliance Requirements | Up to 15 | Unlimited | Unlimited |
| Secure Cloud Storage | 100 MB | 1 GB | 10 GB |
| Outbound Reminder Emails | 20 / mo | 2,000 / mo | Unlimited |
| COI & AI Document Verification | |||
| AI OCR Extraction Engine (ACORD 25 & 28) | 3 Trial Extractions | 300 / mo | 1,000 / mo (Priority) |
| Document Signing Requests | 3 Trial | 50 / mo | 250 / mo |
| Automated Expiration Date Tracking | |||
| Coverage Limits Verification ($1M, $2M, etc.) | — | ||
| AI Endorsement Verification (Additional Insured) | — | ||
| Waiver of Subrogation Verification | — | ||
| Primary & Non-Contributory Verification | — | ||
| 30-Day Notice of Cancellation Checks | — | ||
| W-9, Licenses & Custom Document Tracking | |||
| Vendor & Broker Experience | |||
| Zero-Login Vendor Upload Portal | |||
| Direct Broker Forwarding & Upload Links | |||
| Automated Renewal Chasing (60/30/14/7 days) | Standard (Manual/1-click) | Full Automated Cadence | Full Automated Cadence |
| Self-Service Deficiency Resolution | |||
| Vendor Insurance Verification Badge Links | |||
| Vendor Directory & Contact Management | |||
| Risk Mitigation & AP Invoicing | |||
| Subcontractor Invoice Submission Portal | Up to 5 / mo | Up to 100 / mo | Unlimited |
| Project-Based Invoice Tracking & AP Approval Queue | 1 Project | 10 Projects | Unlimited |
| Non-Compliant Payment Holds | — | ||
| Accounts Payable Invoice Compliance Matching | — | ||
| QuickBooks & Sage Accounting CSV Export | — | ||
| Real-Time Compliance Status Dashboard | |||
| Branding & Customization | |||
| Whitelabel Portal (Logo & Brand Colors) | SubDoc Branding | Full Whitelabeling | Full Whitelabeling |
| Custom Email Signatures & Sender Name | — | ||
| Custom Subdomain Mapping (CNAME) | — | — | compliance.yourcompany.com |
| Reporting, Security & Governance | |||
| Weekly & Monthly PDF Compliance Digests | — | ||
| Audit Trail & Document Version History | |||
| Escalation Alert Notification Rules | — | — | |
| Webhooks & Zapier Event Streaming | — | ||
| 256-Bit Bank-Grade Document Encryption | |||
| Support Level | Community | 24-Hour Email SLA | Priority SLA & Dedicated Rep |
100% Risk-Free 14-Day Money-Back Guarantee
All annual plans are backed by our 14-day refund policy. If SubDoc does not significantly streamline your Certificate of Insurance workflow, reach out within 14 days of purchase for a hassle-free refund under our Refund Policy.
Frequently Asked Questions
Everything you need to know about SubDoc plans, limits, and onboarding.