Updated Aug 9, 2023
Each project can only have one contract, but there is no limit to the number of sub-agreements you can add. We recommend using a sub-agreement for any documents you'd like your client to sign in addition to the main contract.
For more information on the differences between contracts and sub-agreements and when to use them, please see our article on contract vs sub-agreements.
Send a sub-agreement
To send a sub-agreement to a client:
Go to Projects and select the client’s project.
Click the Forms tab.
Use the Add new form dropdown to select your sub-agreement template. A preview popup will appear.
In the popup, click Add to add the sub-agreement to the client’s project.
In the same popup, click Send. The sub-agreement email template will appear as a draft with the sub-agreement link.
Edit your email as needed.
Click Send on your email to send the sub-agreement to the client.
Sub-agreement email template
The sub-agreement email template automatically uses the same email template as other forms.
To edit this email, go to Templates >> Canned Emails >> Edit Templates >> Send Form. Please keep in mind that this is the same email template used to send all other forms (lead capture, questionnaire, proposal, and sub-agreement).
If you’d like to make a new email template, you can create your own by clicking New Canned Response. Just make sure this new email template includes the form link smart field {{form | formLink}}.
Edit a sub-agreement before sending
You may need to personalize your sub-agreement before you send it to your client, which you can do in a client’s project.
🚨 Editing a sub-agreement added to a client’s project will not impact your sub-agreement template in Templates >> Forms.
To edit a sub-agreement that has not been added to the client’s project yet:
Go to Projects and select the client’s project.
Click the Forms tab.
Use the Add new form dropdown to select your sub-agreement template. A preview popup will appear.
In the popup, click Add to add the sub-agreement to the client’s project.
In the same popup, click Edit to edit this sub-agreement.
To edit a sub-agreement that has been added to the client’s project:
Go to Projects and select the client’s project.
Click the Forms tab.
Hover over the sub-agreement. Additional options will appear.
Click Edit to edit this sub-agreement.
Send a copy of a contract for multiple people to sign
In Dubsado, a contract can only be signed by one person and a project can only have one contract.
If you want additional clients on the same project to sign a contract, we recommend making a copy of the original contract and turning it into a sub-agreement for each client to sign. This is because projects can have an unlimited number of sub-agreements.
To turn your contract into a sub-agreement:
Go to Templates >> Forms.
Hover over the contract and click the duplicate icon. A copy of the contract will appear.
Drag the contract copy into the Sub-Agreements column. This will turn the contract into a sub-agreement.
Go back to Projects and add this new sub-agreement to the client’s project from the Forms tab.
Follow the steps in the Send a sub-agreement section above to open an email draft with this sub-agreement.
When the email draft appears, remove the client's email and replace it with a different email address to send the sub-agreement to someone other than the client.
