Offer Templates let you create reusable, e-signable offer documents with pre-configured emails, signatories, and expiry rules—helping your team send offers faster and stay consistent.

Only Admin users can create and manage Offer Templates.

Create an Offer Template

Go to Settings → Customisation → Offer Templates
Click Add Offer Template (top right).

You’ll complete three sections:

Offer Template Details
Documents
Email Message

Offer Template Details

Define the structure and settings for your offer.

Name
Use a clear, descriptive name (e.g. Senior Engineer – UK).

Template Type

Custom – start from scratch
Based on template – duplicate an existing template
Tip: Using an existing template saves time if content is similar.

Days to Expiration
Set how long the offer remains valid.

If your document includes Offer expiration date, this field is required.

If no expiry variable or value is set, the offer will not expire.

Documents

Upload offer documents and configure signatures.

Company Signatory

Select who signs the offer on behalf of your company.

If Company Signatory is included:

At least one signatory is required
If multiple signatories exist, the sender chooses at send time

If not included, no company signature is required.

Offer Document

Upload your main offer as a .docx file (max 2MB)

Screenloop automatically checks:

Required variables (e.g. {{{candidate_signature}}})
Correct variable syntax

A sample Word document is available to customise.

Document Variables

Use variables to personalise offers.

Default variables include {{{candidate_signature}}}, {{{salary}}}, {{{start_date}}}, etc.

Custom variables must:

Use triple curly braces
Contain no spaces
Use underscores instead (e.g. {{{office_location}}})

When sending an offer, users must complete all unfilled variables.

Default variables list

Variable	Type	Label
{{{bonus}}}	Salary	Bonus
{{{candidate_signature}}}	Signature	Candidate E-Signature
{{{candidate_date}}}	Date	Candidate E-Signature Date
{{{candidate_initials}}}	Signature	Candidate E-Signature Initials
{{{candidate_name}}}	Text	Candidate's Name
{{{company_signature}}}	Signature	Company Signature
{{{company_date}}}	Date	Company Signature Date
{{{company_initials}}}	Signature	Company Signature Initials
{{{company_name}}}	Text	Company Name
{{{direct_manager}}}	Text	Direct Manager
{{{equity}}}	Numeric	Equity
{{{job_title}}}	Text	Job Title
{{{offer_expiration_date}}}	Date	Offer Expiration Date
{{{paid_time_off}}}	Numeric	Paid Time Off
{{{salary}}}	Salary	Salary
{{{sender_name}}}	Text	Sender Name
{{{sick_days}}}	Numeric	Sick Days
{{{starting_date}}}	Date	Starting Date
{{{today_date}}}	Date	Today's Date
{{{working_hours}}}	Numeric	Working Hours (weekly)

Additional Documents

Attach supporting documents (e.g. NDAs, benefits).

If the main offer requires a company signature, all additional documents must also be signed.

Email Message

Define the email sent with the offer.

Subject – what the candidate sees in their inbox
Body – the email message
Email Variables – personalise using:
- {{{candidate_name}}}
- {{{job_title}}}
- {{{company_name}}}
- {{{sender_name}}}