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Send an Offer Letter

Summary

Send digital or manual offer letters to candidates from the hiring pipeline. Choose an eSign template or upload a custom document and send it for signing and confirmation.

In this article

  • Before you begin
  • Step 1: Move the candidate to the Offer stage
  • Step 2: Send an offer letter (eSign or Manual)
  •  Step 3: Add details and communication preferences
  • Step 4: Confirm and send
  • Frequently Asked Questions (FAQ)

Before you begin

To send offer letters, you must:
  • Have access to the Hire module
  • Be assigned a role with permission to manage candidates
  • Have an active eSign template (for eSign offers)

Step 1. Move the candidate to the Offer stage

  1. Go to Hire > [Job Role]
  2. Find the candidate in Interview or Screening stage
  3. Drag and drop the candidate card to the Offers stage
    • Alternatively, click the three-dot menu on the candidate card and select Send Offer

Step 2. Send an offer letter (eSign or Manual)

  1. Choose eSign or Manual
    • For eSign: Select a pre-created template
      • If you don’t have a template, click the link provided to create one
    • For Manual: Upload a completed offer letter PDF file
  2. Click Next to continue

Step 3. Send an offer letter (eSign or Manual)

  1. Set reply-to email and optional BCC addresses
  2. Write a custom subject and message body
    • Or click Generate to auto-fill content
  3. Set up reminders (optional)
    • Choose the number of days after which a reminder email will be sent
  4. Enter the signer details including Role, Name, and Email (for eSign)

 

Step 4. Confirm and send

  1. Review the preview of the offer letter
  2. Click Send
    • For Manual: The offer letter will be sent to the candidate
    • For eSign: The candidate receives the eSign request
      • Once signed, the next signer (if any) is notified
      • After all signatures are collected, all parties receive a signed copy
 

Frequently Asked Questions (FAQ)

1. What’s the difference between eSign and Manual?

eSign uses a digital template for signing, while Manual lets you upload a completed PDF offer.

2 . Who can update the Vision?

Yes. You can set a reminder while drafting the communication, which will trigger follow-up emails.

 

3. Who receives the signed copy?

All listed signers receive a copy once the signing process is complete.

4. Can I cancel an offer?

Yes, you can cancel the current offer and repeat the send process.

5. Do I need to add multiple signers for eSign?

Only if your organisation requires it. If added, each signer will be notified in sequence.