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How to send an offer for signature
How to send an offer for signature
Learn how to send offer documents to your client to sign.
Jointly Support avatar
Written by Jointly Support
Updated over a week ago

1. When you're ready to send the offer to your client for signature, click the Send to Client button from within the Offer page.

an arrow pointing to the send to client button while drafting an offer in jointly

Note: You don't need to finish drafting all the offer documents at once. When you click "Send to Client," only documents that have a status of "Ready to send to client" will be sent to your client. You can continue to draft documents and once completed, send them to your client to review and sign.

2. A new window will appear where you can choose to add an optional note to your client. This note will be included in the email and/or text message that's sent to your client letting them know they have documents to review or sign. Press Send.

send offer for signature window in jointly with personal message to client

3. After you press send, your client will receive an email and/or text message notifying them that their offer documents are ready to review and sign.

4. Within the offer under the Tasks tab, you'll also see that your client has been assigned a new task(s).

task tab in offer when after sending documents to client to review and sign in jointly

What's next?

Once your client has finished signing their offer, learn how to submit the offer to the listing agent.

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