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Home > Training > Implementation and Training > Offers

Offers

The following instructions will help with creating the offer details, approving an offer, and extending a formal offer.

 

Request an Offer

Approve an Offer

Create and Extend an Offer

Record an Offer Response

 

See Also

Create Offer Letter

eOffer Letter

Custom Templates

 

Videos

Setting up the Offer Details

Approve an Offer

Creating the Offer Letter

EOffer

Adding Merged Fields