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How to Clone and Resubmit an Offer

Duplicate a submitted, rescinded or rejected offer as a new draft and resubmit it — not the same as cloning a signature field.

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Written by Sara Guerrero

Cloning an offer duplicates it and creates a new draft of that offer. The contract and the fields you already filled in come across, so you are editing a copy rather than starting over.

When can you clone an offer?

Cloning becomes available once the offer has left draft, which means:

  • After it has been submitted

  • After it has been rescinded

  • After it has been rejected

How to clone an offer

  1. Open the offer you want to clone.

  2. Click MORE in the top right.
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  3. The Options dialog opens with Clone already selected. Click CONFIRM.
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  4. Jointly shows Duplicating offer… while it copies, then takes you to the new offer.
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  5. The new offer opens in Draft status, on its Getting Started list, with one task: Select Contract.
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  6. Confirm the contract. The Select Contract dialog opens with the transaction type and contract already filled in from the original offer — you are confirming the copy, not choosing again. Change it if you need to, then click SAVE.
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  7. The copied documents now appear under Draft, each marked New. Everything you had completed on the original offer is filled in.

  8. Click through each section of the contract and press SAVE, even where you have not changed anything.

  9. Check Ready to Assign to Buyers. Documents that go to your buyers sit in that group with an ASSIGN button. Assign them from there, even if they were already assigned on the original offer.
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  10. Send the offer to your client for signature.
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  11. Once your client signs, click SUBMIT TO LISTING AGENT to resubmit.

Cloning an offer is not the same as cloning a signature field

Both are called cloning, and they are unrelated. This article is about duplicating a whole offer. If you are placing signature or initial fields on a document and want to repeat one across the pages, that is a different tool — see Uploading Documents & Document Templates.

Editing and resubmitting without a rejection

The listing agent does not have to reject an offer before you can change it. As the buyer's agent, you can edit the contract and resubmit it with your changes without the listing agent doing anything on their end.

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