Signing is where most tools stop. It's where the project starts.
Upload your own agreement, drop signature and identity fields onto the pages, and send it. When it comes back signed, the fee schedule becomes budget lines, the retainer becomes a paid credit on the client's account, and the project exists. No per-envelope allowance, no counting how many contracts you're allowed to send this month.
This proposal sets out the scope of work, materials, timeline and associated costs for the renovation described herein. It has been prepared following an assessment of the site and a review of the requirements discussed with the client.
Minimizing disruption to the surrounding environment and any occupied spaces
Maintaining open communication throughout each phase of the project
Delivering quality workmanship within the agreed timeframe and budget
Fee scheduleAttachment A — Payment structure
MilestoneDescriptionAmount
Design retainerNon-refundable, credited to the client account$2,500.00
Design developmentDue on completion of design presentation$18,000.00
DocumentationDue on issue of drawings and specifications$14,500.00
Total design fee$35,000.00
Draft · not yet sentPage 1 of 3
Page 4
Letter of Agreement — Ellis Residence
Executed copy · 4 pages · sample text shown
7. Scope and performance
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8. Payment and late fees
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9. Termination
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Signature block — page 46 of 6 fields placed
SignatureNameDateSignatureNameDate
Every field placed. Publish sends it out for signature — no envelope allowance to spend.
Initial ___Page 4 of 4
Your own proposal and your own agreement, in one builder — and no per-envelope limit, ever.
Trusted by the studios doing the work
Unlimited
contracts. No envelope allowance, no per-signature fee, no overage
14 fields
signing, identity and inputs, dragged onto your own uploaded PDF
2 orders
sequential or parallel — both parties at once, or one after another
1 send
raises the retainer invoice and puts a Pay Now link on the signing page
The whole point
A signed agreement refuses to be a dead end
In every other tool, signing produces a PDF. Somebody downloads it, files it, and then re-types the fee schedule into a budget, raises the retainer invoice by hand, and creates the project from scratch. Here the signature is the trigger for all three.
1
Hours go into the budget
The fee schedule in the agreement becomes budget lines on the project — the $35,000 you agreed, broken into the milestones you agreed it in, tracking against the hours your team logs.
On send, Workroom raises the retainer invoice against the client and puts a Pay Now link on the signing page. They sign and pay in one sitting, and it lands as a credit on their account.
A signed agreement starts the project, carrying the client, the scope from the lead, and the fee structure with it. Nobody opens a blank project and types the address again.
Residential work is rarely one signature. It's a couple, sometimes a couple and a business manager, and someone from the studio. Choose whether they all get the link at once or one after another — and if it's sequential, each person is emailed only when the one before them has signed.
Sequential — signer one, then two, then three. Useful when a partner should see the other's signature before adding theirs.
Parallel — everyone gets the link at the same time and can complete in any order. Faster when nobody is waiting on anybody.
Fields belong to people. Set which signer owns which signature, initial and date block, so nobody signs the wrong line.
SignersSet who signs which field — and in what order.
1Nadia Ellisnadia@ellisresidence.comClient
2Rowan Ellisrowan@ellisresidence.comClient
3Amelia Rookamelia@studio.coDesigner
Signer #1 is emailed on send. Each next signer is emailed automatically after the previous one signs.
The retainer
Signed and paid in the same sitting
The gap between "they signed" and "they paid" is where projects stall for a fortnight. Attach a retainer to the contract and the Pay Now link is on the signing page — so the moment of highest intent is the moment they can pay.
An invoice is raised on send, against the client attached to the contract.
Paid through the client's own Pay Now button, on the page they're already signing.
Credited to their account, so it draws down against what they owe rather than sitting as mystery revenue.
$
RetainerCharge a retainer with the contract — paid via the client's invoice Pay Now button, then credited to their account.
CurrencyUSD
Amount2,500.00
On send, Workroom creates an invoice for this amount on the attached client and shares a Pay Now link on the signing page. When paid, the amount is added to the client's account as a credit.
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The pricing thing
Nobody should ration contracts
The big e-signature platforms sell you envelopes. A hundred a year on the entry plan, then an overage charge, then a conversation with your team about whether a change order is worth sending. That is a genuinely absurd way to run a design firm, and it quietly teaches people to avoid paperwork that protects them.
There is no envelope limit in Workroom. Send the letter of agreement, send the change order, send the revised change order, send the one for the small bathroom job. It's part of the platform, not a metered add-on with a counter in the corner.
The connected record
Where a contract touches
Drafted from the pipeline
A lead entering a stage can auto-draft its contract — always as a draft, never sent without you. Leads →
Becomes the budget
The fee schedule turns into milestones the project bills against, rather than a number in a PDF nobody reopens.
Raises the invoice
The retainer becomes a real invoice on the client's account, payable from the signing page and credited when it lands.
Starts the project
A signed agreement opens the project with the client, the scope and the fee structure already attached.
Files itself
The executed copy lands in the project's documents, so it's findable from the job rather than from someone's downloads folder.
Chases itself
Sent but not signed after three days? An automation waits for the signature and reminds them if it never comes.
Questions we hear
Proposals and contracts, specifically answered
Can we use our own agreement?
Yes, and most firms should. Upload your existing PDF — the one your attorney wrote — and drag signature, initial, date and identity fields onto the pages where they belong. Workroom doesn't make you rewrite your contract into a template.
How many contracts can we send?
As many as you need. There's no envelope allowance and no per-signature charge, which is the part firms coming from a dedicated e-signature tool tend to check twice.
Can both homeowners sign, plus someone from our studio?
Yes. Add as many signers as the agreement needs, assign each of them their own fields, and choose sequential or parallel order. In sequential, each person is emailed only once the person before them has signed.
How does the retainer actually get paid?
Attach an amount to the contract. On send, Workroom raises an invoice on the attached client and puts a Pay Now link on the signing page. When it's paid the amount is added to the client's account as a credit, so it draws down against future invoices rather than floating loose.
What happens the moment it's signed?
The fee schedule becomes budget lines, the retainer becomes a credit, the executed copy files itself into the project's documents, and the project itself can start from the signed agreement.
See the connected workflow
Send your own agreement. Watch what happens after.
Bring the letter of agreement you already use. We'll put fields on it, send it to two signers, and follow the signature into the budget, the retainer and the project.
