Screenloop allows you to send fully signable offer documents to candidates via Dropbox Sign (included by default—no separate integration required). Offers are pre-filled, personalised, trackable, and can be revoked if needed.
Sending an Offer
Offers can be sent once a candidate reaches a workflow stage that supports offers.
You can send an offer from:
Candidates tab
Candidate profile
Job pipeline view
From any of these views:
Click the ellipsis (…) next to the candidate
Select Send Offer
Select an Offer Template
Offer Template
Choose an existing offer template from the dropdown.
Signatory
Select the organisation signatory (if multiple exist). If only one signatory is available, it will be selected by default.
Documents
Preview and download:
The offer document
Any additional attached documents
Fill in Offer Details
You’ll now review and complete any variables used in the documents (e.g. start date, salary, office location).
Candidate, job, and company fields are auto-filled where possible
Review all auto-filled values
Complete any missing fields
All fields linked to document variables are mandatory. You won’t be able to proceed until everything is completed.
Review Email Message
Review the email that will be sent with the offer.
You can:
Edit the email subject and body
Add Cc/Bcc recipients (optional)
Attach additional files (these will not be signed)
Click Review and Send to continue.
If you delete a variable from the email subject or body, it cannot be restored. You’ll need to restart the send flow.
Final Review and Send
In the Offer Summary, review:
The completed offer document(s) with all variables filled in
The full email message the candidate will receive
If everything looks correct, click Send.
View or Revoke an Offer
Once an offer has been sent, you can track and manage it from the candidate profile.
View an Offer
Navigate to the candidate’s profile
In the Activity log, locate the offer event
Click View Offer
From here, you can see:
The completed offer document
The selected company signatory
The email message sent to the candidate
You’ll also see an Offer card on the candidate profile showing real-time status:
Pending – Waiting on signatures
Signed – One party has signed
Completed – All parties have signed
Revoked – Offer withdrawn by the company
Declined – Offer declined by the candidate
Revoke an Offer
To revoke a sent offer:
Go to the candidate’s profile
Find the offer entry in the Activity log
Click Revoke Offer
Confirm the action
Once revoked:
The offer status updates to Revoked
The document can no longer be accessed
A revocation entry is added to the Activity log
To resend an offer, you’ll need to go through the Send Offer flow again from the start.
