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June 19, 2026 | Update 4.40.00

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)