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Sending an offer moves the candidate to the Offered stage and emails them a link to review and sign their documents. From then on, the candidate’s Offer section shows where the offer stands and what you can do next.

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Send an Offer

Before you start, attach a packet to the job’s Offered stage. See Offer Documents and Packets.
1

Move the candidate to Offered

Choose Offered as the target stage, then click Continue to the offer page. Nothing is sent, and the candidate stays in their current stage, until you send the offer.
2

Fill in the offer details

Enter a value for each field, such as salary or start date. Fields start with the sample values saved on the document, and every field is required.
3

Review

Read the email, then click Render documents to check each document.
4

Send

Confirm how many days the offer stands, then click Send offer. To check the real email and documents first, click Send to myself; the candidate is not contacted.
What happens when you move a candidate to Offered depends on the stage’s packet:
An offer can only go to a verified email address. If the candidate has not verified theirs, copy the verification link from the email column and share it with them first.

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Offer Statuses

Open the candidate’s details to see the Current offer card and its status. Each document on the card has a download button: Sent for the PDF as it went out, and Signed once the signed copy is ready. Every step is also logged in the Candidate Journey.
Signing does not move the candidate. When an offer is completed, move the candidate to Hired yourself; if it is declined, move them to Rejected or Withdrawn.

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Manage a Sent Offer

The Current offer card carries the actions for a live offer: An offer’s expiry date is fixed when you send it, and the signing link stops working on that date. To extend an expired offer, send a new one.
The Offer section shows while the candidate is in the Offered stage. Download the signed copies before you move the candidate on to Hired. The candidate also receives their signed copies by email.

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Counter-Signing

If the packet’s Who signs setting is Candidate and Recruiter, the order you chose decides who is emailed when: Only the packet’s designated counter-signer can sign. They can sign from the emailed link, or use Counter-sign on the Current offer card when the candidate has signed first. When a candidate declines, Equip emails the recruiter who sent the offer and the job opening’s assignee, with the reason the candidate gave.