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Contracts

Getting Started with Contracts

Written By Timothy Murenzi

Contracts lets you write, send and collect signatures on client agreements inside Workroom. You don't need a separate e-signature tool. Build a contract from sections, start from one of your saved templates, or upload a finished PDF. Then place signature and other fields, add your signers and send. Signed contracts, retainer payments and new clients or projects all land back in Workroom.

The Contracts list with search, filters and the New contract button highlighted

Where to find it

Click Contracts under CONTENT in the left sidebar, between Documents and Mood. The page lists every contract in the studio, with a count under the title (for example 25 contracts).

Don't see Contracts? Contracts is an add-on. Open your avatar menu (top right) → Apps to see the add-ons you can enable. If it isn't listed there, contact Workroom support. If the add-on is on but one teammate can't see it, it's a permission issue — see Permissions below.

The Contracts list

  • Search — find a contract by name, ID (for example CTTMXJBV82D5), client or project.

  • Filters — All clients, All projects and All statuses. The counter beside them shows how many contracts match (e.g. 25 of 25).

  • Columns — Name and ID, Status, Client (with email), Signers (each with their own progress), Project and Updated.

  • ⋮ menu on each row — the actions available depend on the contract's status. See Sending a Contract for Signature.

Contract statuses

Status

Meaning

Draft

Not sent yet. You can still edit everything.

Sent

Invitations have gone out and nobody has signed yet.

Viewing

A signer has opened the contract.

Partially signed

Some signers have signed and others haven't.

Completed

Everyone has signed. The signed PDF is ready to download.

Declined

A signer declined to sign.

Expired

The signing window closed before everyone signed.

Canceled

The contract was voided or cancelled.

The Signers column shows each person's own state as well: Not sent, Sent, Opened contract or Signed.

Permissions

Account owners always have access. For team members, go to Settings → Studio → Team and rates → Permission sets. Open a set and choose Money → Contracts. There are nine actions:

  • View contracts

  • Create new contracts

  • Edit draft contracts

  • Send for signature

  • Duplicate a contract

  • Download signed contracts

  • Manage contract templates

  • Void a sent contract

  • Delete draft contracts

Hide this module from the menu removes Contracts from that set's sidebar completely, even if some actions are ticked. Click Save or Save & close when you're done.

The Contracts permissions in a permission set, with nine actions and the hide-module option

Where to go next

  1. Creating Your First Contract

  2. The Contract Editor

  3. Sending a Contract for Signature

  4. Retainer Payments and Settings & Automation

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