Creating Your First Contract

There are three ways to start a contract.

Option A — From a built-in template

The fastest path. Workroom ships three starter templates:

• Simple Contract — short engagement letter

• NDA — mutual non-disclosure

• MSA — master services agreement

To use one:

1. Contracts → + New Contract

2. Pick a template from the gallery

3. Optionally choose a Client and Project (both optional — see "Sending to a prospect" below)

4. Click Create Contract

The editor opens with all sections pre-filled. Edit any text, swap sections, or add new ones.

Option B — Build from scratch

For when you want full control over the structure.

1. Contracts → + New Contract

2. Skip the template gallery → Start from blank

3. The editor opens with a single empty page; use the rail on the left to add sections (Scope of Work, Payment Terms, Legal, etc.)

Option C — Upload your own PDF

Use this for an existing contract drafted in Word / Google Docs / Adobe.

1. Contracts → + New Contract

2. Click Upload PDF

3. Pick the file from your computer

4. The editor opens with your PDF as the document — you can drop signature, date, text, and checkbox fields anywhere on top of it

Sending to a prospect

You can leave the Client field blank when creating a contract. This is useful when sending to someone who isn't in your Workroom contacts yet. See Article 7 for how to auto-create the contact once they sign.

Troubleshooting

• "A template was selected but no sections appeared." Hard refresh the editor (Ctrl/Cmd + Shift + R). If the issue persists, the template payload didn't load — try picking a different template, then swap back.

• "Upload PDF" gives a generic error. PDFs must be under ~25 MB and not password-protected. If your PDF was generated by a scanner, try re-saving from Acrobat as "Optimized PDF" first.

• My contract name is "New contract" — how do I rename it? Click directly on the name in the editor header, or use the Settings panel in the right rail.