How to Create an Offer Template

In the left navigation, go to Templates under the Recruitment module. Click Create Template and wait for the page to load.

Template Editor Overview

Once the page loads, you'll see the template editor, where you can:

1. Set the template name

2. Edit the template body text

3. Insert variables (merge fields) into the template

4. Format the text style

5. Upload your own template in .docx format

6. Preview the template, with the option to add sample values

7. Save or delete the template

How to Add Variables

Variables are dynamic fields you can insert into the template — for example, candidate name, salary, or job title.

How to Upload Your Own Offer Template

In the editor, you can upload your own template in .docx format.

1. Click Upload .docx and select the template file from your computer.

2. Once uploaded, replace the placeholder text in your template with the variables available in the editor.

Once you've finished editing the template, click Save. Once your template is saved and appear in the list, you're ready to create and send an offer.