Getting Started with Contracts

What is the Contracts module?

Contracts lets you build, send, and sign client contracts inside Workroom — no third-party e-signature tool required. Compose contracts from reusable sections, upload your own PDF, or start from a built-in template; drop signature, initials, date, text, and checkbox fields wherever they belong; route to one or many signers; and capture an audit trail on every signed copy.

Who's it for?

Studios that send contracts at the start of a project (design agreements, NDAs, MSAs), and want signed copies and retainer payments tied directly to the project — not scattered across DocuSign, email, and a separate payment processor.

How to turn it on

1. Open App Marketplace in the left sidebar

2. Find the Contracts card

3. Click it → Start 30-day free trial (uses the card already on your account) or Add card & start trial

4. Once active, Contracts appears in the left sidebar between Documents and Finances

Pricing

• $29.99 / month or $290 / year (save ~20%)

• 30-day free trial, no charge until day 31

• Cancel anytime from the Contracts marketplace card

Permissions

Account owners (Designers) and team members with the Contracts permission set can build and send contracts. To grant a team member access:

1. Settings → Permissions

2. Edit their permission set

3. Under Contracts, enable View Contracts, Create Contracts, and any other actions they need

4. Save

Troubleshooting

• I don't see the Contracts tile in App Marketplace. Your studio's plan may have the marketplace hidden. Reach out to your account owner; only owners + admin members can see hidden marketplace tiles.

• The trial says "Add card & start trial" but I already have one on file. Workroom checks for a default payment method on your account's Stripe customer. If you've recently added a card via a different flow (e.g. Lite plan signup), you may need to retry from Settings → Billing → Payment Methods to mark it as default.