> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clearoffer.io/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

<CardGroup cols={2}>
  <Card title="What you’ll need" icon="circle-check">
    * Candidate name and email
    * Target compensation and start date
    * Optional: benefits, equity, commission/bonus details
  </Card>

  <Card title="Good to know" icon="circle-info">
    Offers save as <strong>Unpublished</strong> until you choose to send them. You can edit anytime before acceptance.
  </Card>
</CardGroup>

## Start a new offer

<Steps>
  <Step title="Open the offer form">
    From the Dashboard, click “Create Offer.” You’ll see the New Offer form with three tabs and a live preview:

    * <strong>Basic Info</strong>
    * <strong>Compensation</strong>
    * <strong>Benefits</strong>

    The preview on the right updates as you type.
  </Step>

  <Step title="Fill out Basic Info">
    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)

    <AccordionGroup>
      <Accordion title="Time-saver: Quick Start Template">
        If it’s your first offer, use <strong>Quick Start Template</strong> to pre‑fill realistic sample values. Then adjust as needed.
      </Accordion>

      <Accordion title="Validation you might see">
        * “First name is required”, “Role is required”, etc. for missing required fields
        * Email must be a valid address
      </Accordion>
    </AccordionGroup>

    Click “Next”.
  </Step>

  <Step title="Configure Compensation">
    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

    <CardGroup cols={2}>
      <Card title="Equity math" icon="calculator">
        - RSUs: Shares × Current Share Price
        - Stock Options: Shares × (Preferred Price − Strike Price)
      </Card>

      <Card title="OTE and pay mix" icon="chart-line">
        When you enter base salary and commission target, we estimate OTE and base/variable pay mix.
      </Card>
    </CardGroup>

    Click “Next to Benefits”.
  </Step>

  <Step title="Add Benefits (optional)">
    Add benefits one by one or <strong>Import from Templates</strong>. Drag and drop to reorder.

    <AccordionGroup>
      <Accordion title="Tips for benefits">
        * Keep names short and clear (e.g., “Medical PPO 90”)
        * Add a sentence on value or eligibility
        * Link or attach plan PDFs for details
      </Accordion>
    </AccordionGroup>

    Click “Save Offer”.

    <Check>
      We’ll confirm creation and take you to the offer page. Status: <strong>Unpublished</strong>.
    </Check>
  </Step>
</Steps>

## Live preview

<Info>
  The right‑hand summary updates instantly. If something looks off, switch back to that tab and adjust before saving.
</Info>

## 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

<AccordionGroup>
  <Accordion title="Required fields to save">
    Complete required fields in <strong>Basic Info</strong> and <strong>Compensation</strong>. Benefits are optional.
  </Accordion>

  <Accordion title="Options vs RSUs">
    Choose RSUs for share grants with no strike price; choose Options when a strike price applies.
  </Accordion>

  <Accordion title="Show equity ownership in the letter">
    If your company has valuation and outstanding shares entered, you can include ownership percentage in the letter.
  </Accordion>

  <Accordion title="Thoughtful expiration dates">
    Allow enough time for review and questions—avoid weekend deadlines.
  </Accordion>

  <Accordion title="Validation and errors">
    Red messages under fields indicate what to fix. You may also see an alert summarizing issues.
  </Accordion>
</AccordionGroup>

## 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

<CardGroup cols={3}>
  <Card title="Compensation details" icon="money-bill" href="/offers/compensation">
    Set pay, equity, commission, and bonuses with confidence.
  </Card>

  <Card title="Benefits and perks" icon="gift" href="/offers/benefits-and-perks">
    Import templates and highlight your total rewards.
  </Card>

  <Card title="Share an offer" icon="link" href="/offers/sharing-an-offer">
    Generate a secure link and send it to the candidate.
  </Card>
</CardGroup>