How do I create an offer letter template?

Before you start sending offers, make sure to customize your offer letter templates first!

Boot up your favorite text editor -- you'll need something that can save .docx files. In the text editor, write out your offer letter template.

As you’re doing so, refer to the handy list of template placeholders in your Offers settings. Integrating placeholders into your template will set you up for the offer-creation process. During that process, when Lever detects a placeholder in your template, we will automatically populate the template with the corresponding information from the offer form that you've filled out.

As you're writing out your offer template, please also keep these items in mind:

  • If you use our DocuSign or Adobe Sign integrations, your offer letter template must have a candidate signature field to indicate where the candidate should sign. The placeholder is {candidate_signature}.
  • If you use Lever’s DocuSign integration, the color of the signature field text must be the same color as the offer letter’s background. So if your letter’s background is white, make the signature field text white, too!
  • DocuSign supports the following fonts: Arial, Arial Narrow, Calibri, Courier New, Garamond, Georgia, Helvetica, Lucida Console, Tahoma, Times New Roman, Trebuchet, Verdana, MS Gothic, and MS Mincho. The default fonts that come with Microsoft Word are also compatible.
  • If you copy and paste a placeholder from your Offers settings into a document opened in Microsoft Word, the pasted placeholder will not match your document's font and font color. Make sure to paste without formatting.

If you need a little inspiration, feel free to download our sample offer letter template:

https://lever-assets.s3.amazonaws.com/offers/employment-offer-letter.docx

How do I start using my offer letter template?

Once your offer letter template is complete, jump over to your settings page and navigate to the Offers tab:

  1. Click on “New Template”.
  2. Upload your offer letter template in a .docx format.
  3. After uploading, you can preview the offer letter template, or delete it and upload a revised version.

Once you’re all set, keep your templates organized by grouping them together. Hold down your mouse-click as you click on the name of a template and drag and drop it to the appropriate group.

The dotted grid next to the template's name indicates that you've selected and can move the template.



To customize the group’s name, rename it by hovering over the name and clicking on the [...] menu.

Now you're ready to use your template to create an offer! Learn more about creating and sending an offer in this help article.

Check out this video for more information on creating offer letter templates in Lever.

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