# User settings
Source: https://docs.clearoffer.io/account/user-settings
Update your personal profile and preferences.
Manage your personal details from User Settings.
## What you can change
Phone number and job title. Email is shown and can’t be changed.
Send yourself a password reset link any time.
Keep your profile up to date so candidates see the right contact information.
# Billing and invoices
Source: https://docs.clearoffer.io/billing/billing-and-invoices
Manage your subscription, payment method, and download invoices.
Access billing from Company → Billing.
## Manage subscription
See Free, Pro, and Enterprise. Switch between Monthly and Yearly.
Click the plan button to upgrade or open the billing portal.
If you have an active subscription, we’ll show your next billing date.
## Payment method
Use the billing portal to update payment method and billing details.
## Invoices
Search and filter your invoice history. View or download any invoice.
Only billing admins should change subscription or payment details.
# Benefit templates
Source: https://docs.clearoffer.io/company/benefit-templates
Create standard benefits you can import into any offer.
Templates save time and ensure consistent language across offers.
## Create templates
Manage your standard company benefits.
Click “Add Benefit” and fill in Type, Name, and Description. Optionally add a URL or upload a PDF.
Use the row actions to update or remove a template.
## Use templates in offers
In the Benefits tab, click “Import from Templates.” We skip duplicates.
Edit wording, add plan links, or attach PDFs specific to the role.
Keep template names concise so they read well on the offer page.
# Company branding
Source: https://docs.clearoffer.io/company/branding
Customize your logo and colors so offers reflect your brand.
Upload your logo and set brand colors to personalize offers.
## Add your branding
You’ll see sections for Logo, Primary Color, and Header Image.
Click “Upload Logo” (or Change Logo). A live preview appears. Remove with the X.
Use a high‑resolution transparent PNG or SVG for best results.
Enter a hex code or use the color picker. This color styles your offer header and accents.
Upload a banner image for the offer header. Remove or replace any time.
Click “Save Changes”. We’ll apply your branding to previews and candidate views.
## Tips
Prefer SVG or PNG with transparency. Max size 10MB.
Choose colors with sufficient contrast for readability.
# Internal equity
Source: https://docs.clearoffer.io/company/internal-equity
Compare offers and ensure fairness across your organization.
Use Internal Equity to review how a new offer compares to current teammates and bands.
## How to use
Import your current team’s compensation via CSV to power analysis.
Filter by role, level, location; view as bar or scatter charts.
* Average salary/equity (or total comp) by category
* Band ranges overlaid when available
See totals, averages, and a detailed table to spot outliers.
Use this view before finalizing an offer to catch inconsistencies early.
# Manage users and roles
Source: https://docs.clearoffer.io/company/manage-users
Invite teammates and manage access to your company workspace.
Invite your team and control who can create or send offers.
## Invite teammates
Click “Invite User.”
Enter the teammate’s work email and send the invite.
Invited users receive a secure link to join the company.
## Manage access
Search and filter as your team grows.
Change roles as responsibilities evolve.
Deactivate users who leave the company.
Only admins should change roles or remove users.
# Salary and equity bands
Source: https://docs.clearoffer.io/company/salary-equity-bands
Define bands to guide compensation decisions and ensure consistency.
Use bands to set expectations by level and role, and to drive internal equity.
## Configure bands
Add ranges by role, level, location, and currency.
Click “Add Salary & Equity Band,” enter role, level, and ranges, then Save.
Use “Upload CSV” to add multiple bands at once. Download the sample to see the format.
## Use bands during offer creation
We surface band ranges during offer creation to guide decisions. You can still tailor offers to candidates.
Bands help ensure fairness across teams and reduce back‑and‑forth during approvals.
# Company settings
Source: https://docs.clearoffer.io/company/settings
Manage your company information and global options.
Find core settings under Company → Settings.
## Common settings
Name and a short description shown in offers.
Toggle “Require NDA Before Viewing Offers.” If enabled, customize the NDA template presented to candidates.
Default equity type (Options/RSUs), strike price, preferred price, and default payment frequency.
Control whether valuation and ownership appear in offers (configured under Valuation & Comparables).
These settings help pre‑fill new offers and improve consistency across your team.
# Valuation and comparables
Source: https://docs.clearoffer.io/company/valuation-and-comparables
Provide valuation context used for equity displays and candidate education.
Enter company valuation and context to help explain equity. This data can enable ownership display and provide helpful context in candidate views.
## Add valuation
Enable “Show Company Valuation in Offers” if you want to display valuation and ownership.
Add current valuation (USD) and Outstanding Shares to calculate ownership.
Maintain a list of comparable companies with stage, valuation, date, and comments. Add private notes for your team and public comments for candidates.
## Where it’s used
Show estimated ownership for equity grants based on valuation and outstanding shares.
Use Comparables and public comments to help candidates understand company stage and growth.
Keep this page updated after new financing rounds.
# Accept a company invitation
Source: https://docs.clearoffer.io/getting-started/accept-invitation
Join your company workspace in ClearOffer using an invite link.
When you’re invited, you’ll receive an email with a secure link to join your company on ClearOffer.
## Join your company
Click the link in your email. You’ll land on the Accept Invitation page.
If you don’t have an account yet, you’ll be prompted to create one first.
Review the company name and click Accept to join the workspace.
You’ll be redirected to the Dashboard with access based on your role.
## Invitation issues
Ask your admin to resend the invitation. Links expire for security.
Contact your admin or support to remove the incorrect association.
# Log in and reset your password
Source: https://docs.clearoffer.io/getting-started/login-and-passwords
Access your ClearOffer account and recover access if you forget your password.
## Log in
* Go to `https://clearoffer.io/login`
* Enter your email and password
* If your email isn’t verified yet, we’ll guide you to complete verification
## Reset your password
Click “Forgot password?” on the login screen.
We’ll send a reset link. Click it to open the reset form.
Choose a strong password and submit.
You can now log in with your new password.
## Troubleshooting
Check spam and filters. If needed, request another link after a few minutes.
Start a new reset from the login page.
# Sign up and verify your email
Source: https://docs.clearoffer.io/getting-started/signup-and-verification
Create your ClearOffer account and complete email verification.
Create your workspace in minutes and invite your team.
## Create your account
Visit `https://clearoffer.io/signup` and enter your work email and password.
We send a verification link to your email. Click the link to verify your account.
Didn’t get it? Wait 1–2 minutes, then check your spam folder.
After verifying, you’ll be redirected to sign in.
You can now access the Dashboard and invite teammates.
## Troubleshooting
Return to the app and request a new verification email from the banner or the verification page.
Sign out and repeat signup with the correct email. If the account already exists, use password reset.
Ask IT to allowlist `clearoffer.io` and resend the verification.
# Connect Ashby
Source: https://docs.clearoffer.io/integrations/ashby
Set up and verify the Ashby integration to automatically create and update offers in ClearOffer.
Connect your Ashby ATS so approved offers in Ashby automatically appear in ClearOffer as unpublished offers that you can review and send.
Approved Ashby offers automatically appear in ClearOffer, with optional custom field mapping.
## Prerequisites
* Ashby admin access (to create an API key)
## Connect Ashby
Go to Ashby and navigate to the Admin panel.
From the left sidebar, click on `Integrations`.
On the Integrations page, search for `ClearOffer`.
Click on the ClearOffer card to open the integration settings, and then click on `Create API Key for ClearOffer`.
Copy the API Key and save it somewhere safe and secure.
Close the API Key modal, then click on `View API Key Settings` button.
Within the API Key Settings, under `Other Permissions`, check the box for `Allow access to confidential jobs and projects?`, and then click on the `Save` button.
When creating your Ashby API key, if you want to scope the API key based on principle of least privilege, ensure it only has the following permissions:
* Candidate Read
* Hiring Process Metadata Read
* Offers Read and Write
* API Key Read and Write
* “Allow access to confidential jobs and projects?” checked
Open ClearOffer and click on the `Company` toggle in the sidebar, then click on `Integrations` to open the Integrations page.
In the Ashby card, click `Connect Ashby`, and paste the API key you copied earlier.
Treat your API key like a password. Do not share it in chat or tickets.
Select which Ashby events should sync to ClearOffer:
* Offer Create — create a new ClearOffer when a new offer is created in Ashby
* Offer Update — update the matching offer in ClearOffer when it changes in Ashby
Click `Configure Integration`. ClearOffer will validate your key and automatically create the required webhooks in Ashby.
You should see a `Connected` badge on the Ashby card once setup is complete.
## What gets synced
| Data Type | What Gets Synced |
| ------------- | -------------------------------------------------------------------------------------------------------- |
| Basic Info | Name, email, role, start date |
| Compensation | Base salary, currency |
| Custom fields | Any custom fields you map via Custom Field Mapping (Equity details, department, location, manager, etc). |
Only offers in Ashby that are ready for candidate delivery are synced. Drafts or unapproved offers aren't imported.
## Verify the connection
* Create or approve a test offer in Ashby
* In ClearOffer, check your Offers list for a new unpublished offer
* If Offer Update is enabled, make a small change in Ashby and confirm it updates in ClearOffer
## Troubleshooting
Regenerate the key in Ashby with the required permissions and re-enter it in ClearOffer.
* Confirm the offer in Ashby is approved and ready for candidate delivery (status is `WaitingOnCandidateResponse`)
* Ensure you enabled the relevant event (`Offer Create` or `Offer Update`)
Follow the in-app manual setup steps or contact support with a timestamp of your attempt.
## Next steps
Map your Ashby custom fields to ClearOffer so additional information (like equity details, department, location, welcome messages, etc) is populated automatically.
Map Ashby custom fields to ClearOffer fields to enrich synced offers.
# Ashby custom field mapping
Source: https://docs.clearoffer.io/integrations/custom-field-mapping
Map Ashby custom fields to ClearOffer fields to automatically populate your offers.
Use custom field mapping to translate your Ashby `Offer` custom fields into ClearOffer fields. When an offer is created or updated in Ashby, ClearOffer will fill in matching fields automatically.
Mappings only apply to offers that were created via the Ashby Integration. Existing offers created without using the Ashby integration aren't retroactively changed.
After creating a custom field mapping, you will need to make a new update to an offer in Ashby for the mapping to take effect.
## Add or edit a mapping
Open ClearOffer and click on the `Company` toggle in the sidebar, then click on `Integrations` to open the Integrations page.
Within the Ashby card, click on the `Show Custom Fields` button.
Click `Add Mapping`, enter the exact Ashby custom field name, then choose a ClearOffer field from the dropdown.
Field names must match Ashby exactly (including spaces and casing).
Use the row actions to update or remove a mapping. Deletions require confirmation.
## Rules and recommendations
Each ClearOffer field can be mapped at most once.
Each Ashby field name can appear at most once.
Use simple, unambiguous Ashby field titles.
Test with a single offer before rolling out broadly.
## Available ClearOffer fields
* Candidate First Name
* Candidate Last Name
* Job Title/Role
* Department
* Location
* Reporting To
* Base Salary Override
* Currency
* Payment Frequency
* Welcome Message
* Start Date
* Expiration Date
* Equity Shares (Number)
* Equity Type
* Years Vesting
* Cliff Period (Months)
* Strike Price
* Preferred Price
* Outstanding Shares
* Company Valuation
* Commission Type
* Commission Target Amount
* Commission Base Rate
* Commission Quota Amount
* Commission Payout Frequency
* Commission Has Accelerators
* Commission Details
* Bonus Type
* Bonus Name
* Bonus Amount
* Bonus Amount Type
* Bonus Currency
* Bonus Frequency
* Bonus Description
## Examples
Ashby `Department` → ClearOffer `Department`
Keeps your org structure consistent between systems.
Ashby `Equity` → ClearOffer `Equity Shares (Number)`.
ClearOffer will create equity details using your company defaults when values aren't provided.
## Troubleshooting
* Confirm the Ashby field title exactly matches what's in Ashby, and it is an `Offer` custom field
* Ensure the offer was created/updated after the mapping was saved
* Verify the relevant webhook event (Create/Update) is enabled in Ashby
The UI blocks duplicate Ashby field names and duplicate ClearOffer fields to avoid conflicts.
Ensure `Equity Shares (Number)` is a `Number` field in Ashby. Non-numeric values can't be imported.
## See also
Set up the Ashby integration and verify your connection.
# Benefits and perks
Source: https://docs.clearoffer.io/offers/benefits-and-perks
Add, import, and reorder benefits to include with the offer.
Use the Benefits tab to highlight your total rewards. Benefits are optional but recommended.
## Add or import benefits
Create custom items with descriptions and optional links or PDFs.
Quickly add company‑standard benefits in one click. We avoid duplicates.
You can drag and drop benefits to reorder how they appear.
## Best practices
Keep names short and clear (e.g., “Medical PPO 90”).
Add a sentence on coverage, eligibility, or highlights.
Link to plan docs or attach a summary PDF candidates can download.
## Save and continue
Click “Save Offer” to finish or return to earlier tabs to adjust details.
# Candidate experience
Source: https://docs.clearoffer.io/offers/candidate-experience
See what candidates see: a clear, responsive offer view with total compensation visuals.
ClearOffer presents offers in a candidate‑friendly format that’s easy to read on any device.
## What candidates see
```text Welcome and contact
Your welcome message and how to reach you.
```
```text Position and dates
Role, location, start date, and expiration (if shown).
```
```text Compensation
Base salary, bonuses, and equity details.
```
```text Benefits
Your benefits and perks, in the order you choose.
```
```text Visuals
Total Compensation Over Time chart for context.
```
Use the Welcome Message to set the tone and provide direct contact information.
## NDA (if enabled)
Candidates will be asked to acknowledge an NDA before viewing the full details.
# Compensation details
Source: https://docs.clearoffer.io/offers/compensation
Set base salary, currency, pay frequency, and variable compensation.
Use the Compensation tab to define base pay and any variable components. Fields marked required must be completed to save.
## Base pay
```text Annual Salary
Enter the annual amount. We format the number as you type.
```
```text Currency
Choose the pay currency (USD, EUR, GBP, etc.).
```
```text Payment Frequency
Weekly, Biweekly, Twice a Month, or Monthly.
```
Use market‑appropriate numbers. You can update values anytime before sending.
## Equity (optional)
* Set Shares and Current Share Price
* Estimated value = Shares × Current Share Price
* Set Shares, Strike Price, and Preferred Price
* Estimated value = Shares × (Preferred − Strike)
The “Estimated Equity Value” is calculated for guidance. It isn’t a guarantee of future value.
## Commission (optional)
* Quota/OTE based
* Percentage
* Tiered
* Draw
* Hybrid
* Target amount (OTE component)
* Rate (%) and payout frequency
* Quota (for quota/OTE)
* Accelerators (if applicable)
We estimate OTE and show 50%, 100%, 150% examples to help you communicate earnings.
## Bonus (optional)
Recurring (with frequency) or One‑time.
Flat amount (with currency) or Percentage.
Provide a short description to clarify triggers and timing.
# Create an offer
Source: https://docs.clearoffer.io/offers/create-an-offer
Step-by-step guide to creating a new offer in ClearOffer, from candidate details to compensation and benefits.
Create a professional, consistent offer in minutes. This guide walks you through each step of the offer form and what candidates will see.
* Candidate name and email
* Target compensation and start date
* Optional: benefits, equity, commission/bonus details
Offers save as Unpublished until you choose to send them. You can edit anytime before acceptance.
## Start a new offer
From the Dashboard, click “Create Offer.” You’ll see the New Offer form with three tabs and a live preview:
* Basic Info
* Compensation
* Benefits
The preview on the right updates as you type.
Enter the candidate and role details (required fields are marked):
* First Name, Last Name, Candidate Email
* Role, Department, Location
* Start Date, Offer Expires On
* Reports To (optional), Welcome Message (optional)
If it’s your first offer, use Quick Start Template to pre‑fill realistic sample values. Then adjust as needed.
* “First name is required”, “Role is required”, etc. for missing required fields
* Email must be a valid address
Click “Next”.
Add base pay and any variable components:
* Annual Salary and Currency
* Payment Frequency: Weekly, Biweekly, Twice a Month, Monthly
* Equity (optional): Stock Options or RSUs, Shares, Price(s), Vesting, Cliff
* Variable Compensation / Commission (optional): type, targets, rate, frequency, accelerators
* Bonuses (optional): Recurring or One‑time; Flat or Percentage; currency/frequency
- RSUs: Shares × Current Share Price
- Stock Options: Shares × (Preferred Price − Strike Price)
When you enter base salary and commission target, we estimate OTE and base/variable pay mix.
Click “Next to Benefits”.
Add benefits one by one or Import from Templates. Drag and drop to reorder.
* Keep names short and clear (e.g., “Medical PPO 90”)
* Add a sentence on value or eligibility
* Link or attach plan PDFs for details
Click “Save Offer”.
We’ll confirm creation and take you to the offer page. Status: Unpublished.
## Live preview
The right‑hand summary updates instantly. If something looks off, switch back to that tab and adjust before saving.
## After you save
* Review the offer details on its page
* Share or send the offer when you’re ready
* You can edit the offer at any time before it’s accepted or expires
## Tips for success
Complete required fields in Basic Info and Compensation. Benefits are optional.
Choose RSUs for share grants with no strike price; choose Options when a strike price applies.
If your company has valuation and outstanding shares entered, you can include ownership percentage in the letter.
Allow enough time for review and questions—avoid weekend deadlines.
Red messages under fields indicate what to fix. You may also see an alert summarizing issues.
## Need help?
If you run into trouble creating an offer, contact your workspace admin or reach out to support at `support@clearoffer.io`.
## Next steps
Set pay, equity, commission, and bonuses with confidence.
Import templates and highlight your total rewards.
Generate a secure link and send it to the candidate.
# Equity details
Source: https://docs.clearoffer.io/offers/equity
Capture stock options or RSUs, vesting, cliffs, and optional ownership display.
Equity can be a major part of compensation. Use these guidelines to complete the fields clearly.
## Choose the equity type
* Stock Options: set Shares, Strike Price, and Preferred Price
* RSUs: set Shares and Current Share Price
## Vesting and cliffs
* Vesting Duration (Years): common defaults are 4 years
* Cliff Period (Months): common default is 12 months
## Ownership display (optional)
If your company profile includes outstanding shares and valuation, you can choose to display ownership percentage in the offer letter.
## Candidate‑friendly language
Use the “Welcome Message” in Basic Info to explain your equity philosophy in plain terms.
# NDA and attachments
Source: https://docs.clearoffer.io/offers/nda-and-attachments
Gate sensitive details behind an NDA and share supporting documents.
You can optionally present an NDA before candidates view sensitive offer details, and attach supporting PDFs for benefits or policy documents.
## NDA (optional)
* Require candidates to acknowledge an NDA before viewing full details
* Use for confidential roles or pre‑public information
## Attachments (optional)
* Add PDFs to benefits or link to external documentation
* Candidates can download attachments directly from the offer
Use clear names for attachments so candidates know what to expect (for example: “Health Plan Summary 2025”).
# Offer preview and summary
Source: https://docs.clearoffer.io/offers/preview-and-summary
See how your offer will look as you build it, with a live preview.
The right‑hand preview updates instantly as you build the offer.
## What you’ll see
Role, Department, Reports To, Start Date, Location, and Expiration.
Base salary and payment frequency; bonuses and commission when provided.
Type, shares, prices, vesting and cliff when provided.
List of benefits you add or import, in the order you choose.
If something looks off in the preview, jump back to that tab to update it before you save.
# Share an offer
Source: https://docs.clearoffer.io/offers/sharing-an-offer
Generate and send a secure link so candidates can view their offer.
When you’re ready to send, create a secure link and share it with the candidate.
## Generate a link
From the offer page, click Share to open “Shareable Offer Link”.
Click the copy button to copy the secure link.
Share via your preferred channel (email, ATS, or chat).
Links are unique to each offer and can be regenerated if needed.
## Candidate view
Mobile‑friendly summary with role, compensation, equity, and benefits.
Clear next step to accept, plus your welcome message and contact info.
## Best practices
* Double‑check the candidate’s email before sending
* Include your contact details in the Welcome Message for easy replies
# Offer status and lifecycle
Source: https://docs.clearoffer.io/offers/status-and-lifecycle
Understand offer states from creation to acceptance or expiration.
Offers move through clear states so your team always knows what’s next.
## States
Created and saved; not yet sent to the candidate.
Shared with the candidate via a secure link.
Candidate accepted the offer.
Past the expiration date; no longer accessible.
## Common actions
Update details anytime before acceptance.
Generate a secure link to send the offer.
Publish/send, rescind (if applicable), or extend the expiration date.
Set realistic expiration dates and keep candidates informed about timelines.
# Send feedback
Source: https://docs.clearoffer.io/support/feedback
Share feedback or request features directly from ClearOffer.
We love hearing from you.
## Share feedback
* Use the in‑app Feedback option to submit ideas or report issues
* Include as much context as you can (screenshots help!)
## Contact support
Email `support@clearoffer.io` for help with your account.
Product feedback shapes our roadmap—thank you for helping us improve.
# What’s New
Source: https://docs.clearoffer.io/updates/whats-new
See recent updates to ClearOffer and how to access in‑app release notes.
ClearOffer includes an in‑app “What’s New” dialog and badge so you can discover updates without leaving your workflow.
## In‑app updates
* Look for the “What’s New” badge in the header or sidebar
* Open the dialog to see the latest changes
## Stay informed
* Check back after product updates
* Share feedback directly from the app