How to present an offer
Learn how to present and share an offer with your client.
Jointly Support avatar
Written by Jointly Support
Updated over a week ago

What happens when you present an offer?

Presenting an offer will send it to your client to review in Jointly.

When can you present an offer?

The option to present an offer will be available:

  • After you've received an offer

  • After you've uploaded an offer

How to present an offer:

  1. From the Offer page, click Present.

  2. When you click "present," you can choose to include an optional note to your client. This note will be included in the email and/or text notification sent to your client.

  3. Press Send.

After you present an offer, you can:

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