Updated Aug 21, 2023
Please see the table below for a summary of the main differences:
One contract per project
Unlimited sub-agreements per project
Used as the primary agreement
Used for any additional documents that need a signature
Located in the project’s sidebar
Located in the project’s Forms tab
Can be included in a proposal
Cannot be included in a proposal
Each project can have only one contract. The contract will be your primary agreement with the client and will likely outline all the terms of working together. It is added to the project sidebar.
After you add a contract to a project, a dropdown arrow will appear. Click on the dropdown arrow to send the contract to the client, edit the contract, open it, or remove the contract from the project.
A sub-agreement can have an electronic signature (just like a contract), but you can have unlimited sub-agreements on a project.
Sub agreements behave like other forms — they are added to projects and sent to clients from the Forms tab of the project.
When to use a sub-agreement
We recommend adding a sub-agreement anytime you change or add to a contract but you don’t want to delete the contract. For example, if your client wants to add additional work, create a sub-agreement for that extra work. You can also use a sub-agreement to describe a contract that needs to be terminated early.
We also recommend using a sub-agreement if you have multiple clients in one project, but you want each person to sign their own agreement. In this situation, your primary contact can sign the contract, and the other clients can sign a sub-agreement. For more information on sending multiple contracts using sub-agreements, click here.
Other types of forms that are useful as a sub-agreement include: