A big week. Contracts is now a real, shipped module — and a stack of polish + new features around it.

Video of the Contracts module can be found here:

Knowledgebase articles to follow later today for support.

🆕 Contracts (brand new module)

Build, send, and sign client contracts without leaving Workroom.

• Visual builder — drop in reusable sections (Scope, Payment, Legal, Revisions, Warranties, Termination, Signatures) or upload your own PDF

• Drag-and-drop fields — place signature, initials, date, text, checkbox, and a dozen other field types anywhere on the document

• Multi-signer routing — parallel or strict in-order signing

• Mobile-friendly signing page — sign by drawing or typing on any device

• Audit trail baked into every signed copy (IP, timestamp, user agent, per-signer fingerprint)

• AI assistant ("Walter") — drafts sections from your project context, improves wording, or writes a whole contract for you

• Retainer payments collected right on the signing page (Stripe Connect) and auto-credited to the client

• Saved templates — save a whole contract or a single section to reuse later

• Starter templates — Simple Contract, NDA, MSA

• Customizable email templates for the signing invite and the "signed" notification

• Hosted signing page that works without a Workroom login

• Signed contracts automatically land on the project's Overview and the client's record

• Urbanist added to the font picker (June 19)

🆕 Auto-create from a signed contract

Send a contract to a prospect who isn't in your system yet — two new Contracts settings handle the rest when they sign:

• Auto-create the client (turns the signer into a real Contact)

• Auto-create the project (named after the contract)

• With both on, the new client is linked to the new project automatically

🆕 Onboarding Hub

• New Setup Guide page in the sidebar

• Dashboard widget with progress rings + next-up items

• First-Action sections gate the workflow so studios finish what matters before moving on

• Floating onboarding widget on every page with dismissal tools

🆕 Harvest integration

• Free OAuth connection (Pro plan)

• Map Harvest projects ↔ Workroom projects, tasks ↔ Activity Types

• Import past entries by date range

• Optional nightly auto-sync for the last 24 hours

• Bidirectional mapping editor (pair from either side)

🆕 Contracts Marketplace add-on

• $29.99 / mo or $290 / yr with a 30-day free trial

• Uses the card already on your account (or Stripe Checkout to add one)

🔒 Login captcha: Enhanced Security

• Cloudflare Turnstile added to the login page — silent for real users, blocks automated sign-in attempts

✨ Spec Sheet PDFs

• Generate PDF button now shows the real total page count (spec sheets + selected attachments + optional cover)

• Attachment links inside the PDF open via secure HTTPS (previously failed with "file not found")

• PDF attachment previews render the actual first page instead of a placeholder

• Modal gets zoom + inline attachment previews

• Cover page now renders once for the document, not per product

• Settings-driven filename

• Fresh-data refresh when product info changes

✨ PDF previews

Invoice, Estimate, Purchase Order, and Schedule PDF previews now share the same polished shell as the Spec Sheet preview — independent toggles for company logo and company info on every PDF, plus a new PDF header image setting.

✨ Invoices, Estimates, POs

• Processing fee row auto-locks when WorkPay is the active processor (clients won't get double-charged at settlement)

• New company-wide default for Processing Fee on every doc type

• Retainer invoices display cleanly: full From + Bill To, project name, with Discount / Markup / Freight / Tax breakdown / Payment Schedule tab all hidden (they don't apply)

• Markup-$ preview on products (Click into financials on product)

• Bottom padding fix on the Contracts list

✨ Catalog

• Sticky column headers + filter row when scrolling

• Paginated at 25 rows per page

• Wider "Important Note" column

• No more per-field flicker when editing name, description, spec, or financials

• Tightened whitespace + cleaner column titles

💳 WorkPay: CLEAR TO LAUNCH!

• Faster payment confirmation — fixed a 30-second delay on payment status

• Boarding application opens the hosted form cleanly (no double-open) and pre-populates address, ownership, formation date, email

• Default processing fee setting per company

• While Workpay is not launched yet, we got a green light from our host for the launch. Waiting on a few things from them before we announce it.

📇 Contacts

• New Signed Contracts card on every Contact's detail page

• Only fully-signed contracts appear — drafts and in-progress contracts stay out

• Click a row to open the signed PDF with a freshly-signed link (no more "expired link" errors)

• Also surfaces contracts where the contact's email appears on the signers, even if the contact wasn't picked at create time

🐛 Notable bug fixes

• Featurebase chat widget now properly identifies the signed-in user (was showing everyone as Anonymous)

• Contracts list project / client filter no longer shows raw IDs

• Signed contract PDFs no longer have blank trailing pages

• Designer (account owner) no longer gets over-blocked from modules

• Harvest project + task mapping dropdowns no longer reset after picking

• Catalog: image-to-description gap fixed

• Stale-chunk auto-reload after a route fails to load a fresh build

• Project Overview "Signed contract" link refreshes on click (was using an expired link)