Jointly

What happens when you present an offer?

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

The option to present an offer will be available:

- After you've received an offer
- After you've uploaded an offer

From the Offer page, click Present.

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.

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.

<a href="https://help.jointly.com/en/articles/6098679-how-to-accept-an-offer">Accept the offer</a>

<a href="https://help.jointly.com/en/articles/6098701-how-to-reject-an-offer">Reject the offer</a>

- <a href="https://help.jointly.com/en/articles/6098679-how-to-accept-an-offer">Accept the offer</a>
- <a href="https://help.jointly.com/en/articles/6098701-how-to-reject-an-offer">Reject the offer</a>

Learn how to present and share an offer with your client.

How to present an offer

Find answers and get help from Intercom Support and Community Experts

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When can you present an offer?

How to present an offer: