Subcontractor Agreement Form — shared by the community
Clara D. shared this 38-question build with 5 conditional rules already wired up. Test it below, then take a copy.
A ready-to-use contracts & agreements form for small teams who need a reliable intake process: 38 questions, 5 pages, 5 conditional rules.
- Shared by
- Clara D. · Non-profit programme lead
- Questions
- 38
- Replies
- 26
- Copies taken
- 655
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Live preview and test console
This is the real form. Answer it to test the 1 conditional rule — nothing is sent or stored.
Page 1 of 5 — Subcontractor details
Every question on this page is currently visible.
Works for you? Take Clara D.'s copy into your own workspace — questions, rules and settings included.
Who this template is for
Subcontractor Agreement Form is built for small teams who need a reliable intake process who need to collect the same complete information from everyone.
- Small teams who need a reliable intake process working in contracts & agreements.
- Teams who need to collect the same complete information from everyone without writing code or paying for a custom build.
- Anyone replacing chasing missing details over email with one structured record per enquiry.
- Respondents are the people you send it to — the form asks them 38 questions across 5 screens.
Why this form is useful
It removes the cost of chasing missing details over email and turns each submission into a record your team can act on immediately.
- 26 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It collects a verified email address so replies and confirmations land.
- It captures a phone number for urgent follow-up.
- It accepts a document or photo upload as evidence.
- It records a signature you can keep as proof of agreement.
- It pins the request to a specific date.
- It captures a full postal address.
- It allows multiple selections without free text.
How to use this template
From copy to live form is a few minutes of work, and every step is reversible.
- 1Press “Use this template” — a fresh copy of Subcontractor Agreement Form lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
- 4Check the upload limits on the file question so respondents can attach what you actually need.
- 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
- 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.
Logic and conditions blueprint
Exactly how this form behaves as it is answered — 5 conditional rules ship with it.
- Features conditional validation: if “Is the subcontractor VAT registered?” is Yes, “VAT number” becomes mandatory before the form can be sent.
- Features advanced show logic: if “What is being supplied?” is Labour and materials, the form dynamically exposes “Materials being supplied”. Otherwise that question never appears.
- Features conditional validation: if “Does the subcontractor employ anyone on this job?” is Yes, “Employer's liability insurance certificate” becomes mandatory before the form can be sent.
- Features conditional validation: if “Is a retention held?” is Yes, “Retention percentage” becomes mandatory before the form can be sent.
- Features conditional validation: if “Does the work require a risk assessment?” is Yes, “Risk assessment and method statement” becomes mandatory before the form can be sent.
- All 5 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.
What this form asks
Page 1 — Subcontractor details
- Legal namerequired
- Trading name
- Registered address
- Company or tax registration number
- Is the subcontractor VAT registered?required
- VAT number
- Responsible person on siterequired
- Site contact number
- Email addressrequired
Page 2 — The engagement
- Main contract or project referencerequired
- Works packagerequired
- Site address
- Start daterequired
- Expected finish date
- What is being supplied?required
- Materials being supplied
- Who supervises the work?required
Page 3 — Rates and payment
- How is the package priced?required
- Rate or package pricerequired
- Currencyrequired
- Is a retention held?required
- Retention percentage
- Payment windowrequired
- Invoicing routerequired
Page 4 — Compliance evidence
- Public liability insurerrequired
- Public liability cover levelrequired
- Public liability expiry daterequired
- Does the subcontractor employ anyone on this job?required
- Employer's liability insurance certificate
- Qualifications and cards held
- Right to work confirmed for everyone on site?required
- Does the work require a risk assessment?required
- Risk assessment and method statement
- Who provides PPE?required
Page 5 — Declaration
- Agreementrequired
- Subcontractor signaturerequired
- Accepted by (main contractor)required
- Date signedrequired
Conditional logic in this build
- When “Is the subcontractor VAT registered?” is Yes, require “VAT number”.
- When “What is being supplied?” is Labour and materials, show “Materials being supplied”.
- When “Does the subcontractor employ anyone on this job?” is Yes, require “Employer's liability insurance certificate”.
- When “Is a retention held?” is Yes, require “Retention percentage”.
- When “Does the work require a risk assessment?” is Yes, require “Risk assessment and method statement”.
Questions about this shared form
Does it collect insurance certificates?
Yes — insurer, cover level and expiry date are structured answers, and the certificate itself uploads with the submission.
What if the subcontractor has no employees?
Answering no hides the employer's liability upload, so sole traders are not asked for evidence they cannot provide.
Can I track cover that is about to lapse?
Expiry dates are date answers, so you can sort or filter submissions by them in the submissions table.
Is retention supported?
Answer that a retention is held and the percentage question becomes required.
Is the Subcontractor Agreement Form template free to use?
Yes. You can preview and test Subcontractor Agreement Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
What does the Subcontractor Agreement Form template ask for?
It asks 38 questions across 5 pages, 26 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Can I edit the Subcontractor Agreement Form form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic layout, restyle it to match your brand, and set who gets notified on each submission.
How does the conditional logic in this contracts & agreements form work?
5 conditional rules ship with the template: Features conditional validation: if “Is the subcontractor VAT registered?” is Yes, “VAT number” becomes mandatory before the form can be sent. Features advanced show logic: if “What is being supplied?” is Labour and materials, the form dynamically exposes “Materials being supplied”. Otherwise that question never appears. Features conditional validation: if “Does the subcontractor employ anyone on this job?” is Yes, “Employer's liability insurance certificate” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.
Where do responses to the Subcontractor Agreement Form form go?
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Can I embed the Subcontractor Agreement Form form on my own website?
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
Can respondents upload files?
Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.
Is the signature on this form legally usable?
The template captures a drawn signature and stores it with the submission, along with the timestamp, so you keep evidence of who agreed and when. Whether that is sufficient depends on your jurisdiction and the agreement itself.
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