--- title: Offer Packet Templates slug: offer-packet-templates docTags: createdAt: 2026-10-01T12:24:24.705Z --- Offer Packet Templates help you standardize the documents included with offers you send to candidates. Create a reusable template that combines an offer letter with optional E-Signature and Company Documents, then apply the template to an offer in one click. # Permissions & access Offer Packet Templates are available on the following plans: | Foundations | Legacy Plus | Plus | Enterprise | | ----------- | ----------- | ---- | ---------- | | ❌ | ✅ | ✅ | ✅ | :::hint{type="warning"} You must be an Organization Admin or an Elevated Access user with the `Offer Letter Templates` additional user permission to create Offer Packet Templates. To generate and send offers, users need either: - Organization Admin access, or - An Elevated Access role with the following permissions: - Can See Candidate Profiles - Can Add/Edit Candidates - Can See Private Fields See [Manage Access Roles](docId\:be1Gtv2R0jGx_Do5mdNR_) and [Additional User Permissions](docId\:MHy0TXb4sxnqYe9XKvN8e) for more information on user permissions. ::: # Creating an Offer Packet Template Create a template when you regularly send the same combination of documents with an offer. :::hint{type="warning"} Every Offer Packet Template must include an offer letter. ::: 1. Navigate to **Admin > Offers >** [Offer Packet Templates](https://app.ashbyhq.com/admin/organizational-settings/offer-packet-templates). 2. Select the `+ New` button. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/ifuBC9pdc_66IKMBTGV2G_offer-packet-templates-ashby-2026-10-05-at-95117-am.jpg" size="100" isUploading="false" width="2640" height="1394" darkWidth="2640" darkHeight="1394" alt="Ashby Admin Offer Packet Templates page showing one active template, “Marketing Offer Packet,” with the + New button highlighted for creating a new offer packet template." showCaption="false" indent="1"} 3. Enter a **Name** for the template and select the required `Offer Letter Template` from the dropdown menu. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/wKHfTg9peUHQC5I-HvS3m_offer-packet-templates-ashby-2026-10-05-at-95330-am.jpg" size="60" isUploading="false" width="798" height="572" darkWidth="798" darkHeight="572" alt="Create Offer Packet Template form with required fields for the template name and Offer Letter Template selection." showCaption="false" indent="1"} 4. Select `Create`. The template opens with `Documents`, `Formatting`, and `Filters` tabs to further customize the configuration. :::hint{type="info"} If you have not created any offer letter templates yet, see [Offers and Offer Letters](docId\:KLIMfx9N1tAhEBVkMGPOh) for instructions on how to one. ::: ## Adding documents to the template You can also add optional documents, including: - E-Signature Document templates - Documents from the [Company Document Library](https://docs.ashbyhq.com/company-document-library) :::hint{type="info"} See [E-Signature Documents](docId\:TTPS7rUxkPZ9YhzwPcSZt) and [Company Document Library](docId\:Ets2o5C58KDkwSIHZhQo-) for more information. ::: Under the `Documents` tab, you find options to add additional documents to the packet along with the offer letter. :::hint{type="warning"} You can add documents for several scenarios to one offer packet template and Ashby includes only the ones that apply to each candidate. See [Adding filters to the offer packet](docId\:KsFRcYfn3Y_dM1id-bQZX) below for more information. ::: To add additional documents, follow these steps: 1. Select the `+ Add document` button. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/5dE0iVUr9qzrrdduPVn2Q_offer-packet-templates-ashby-2026-10-05-at-95547-am.jpg" size="70" isUploading="false" width="1196" height="550" darkWidth="1196" darkHeight="550" alt="Marketing Offer Packet template on the Documents tab, showing the Generic Offer Letter and the highlighted Add document button for adding another document to the packet." showCaption="false"} 2. Choose the document you want to include and click `Add`. - **E-Signature Document:** additional documents that require a candidate's signature, such as an NDA. Set these up under **Admin > Integrations > E-Signature Documents >** [E-Signature Document Templates](https://app.ashbyhq.com/admin/organizational-settings/esignature-documents/templates). - **Library Document:** your centralized place where reusable PDF documents, such as benefits guides, equity summaries, or confidentiality agreements, are stored. Find these under **Admin > Organization Setup >** [Company Documents](https://app.ashbyhq.com/admin/organizational-settings/company-documents). ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/h3c-Bnj1AAIstTPd37-c9_offer-packet-templates-ashby-2026-10-05-at-95740-am.jpg" size="100" isUploading="false" width="2642" height="746" darkWidth="2642" darkHeight="746" alt="Add Packet Document dialog with the E-Signature Document tab selected and a required dropdown to choose an e-signature document template." showCaption="false" indent="3"} :::hint{type="info" indent="2"} Use an E-Signature Document when the candidate needs to sign an additional agreement. Use a Library Document for information the candidate needs to review but does not need to sign. ::: 3. Repeat these steps for each additional document. 4. Rearrange the documents to the order you want them to appear in the offer packet, swap documents, or remove any documents. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/DCjK3iuh8sLUu2jYmGS-C_screenshot-2026-10-05-at-100311-am-2026-10-05-at-100350-am.jpg" size="100" isUploading="false" width="2246" height="812" darkWidth="2246" darkHeight="812" alt="Marketing Offer Packet template showing an offer letter, e-signature document, and Culture & Benefits library document, with controls highlighted for editing the offer letter, reordering documents, and deleting a document." showCaption="false" indent="1"} 5. Select `Save`. ## Customizing the formatting options for the offer packet Select the formatting style using the `Number Formatting`, `Currency Formatting`, and `Date Formatting` dropdowns for your specific offer packet templates. Find these options under the `Formatting` tab. - **Number Formatting:** Choose whether numbers display in European, Indian, or US style. - **Currency Formatting:** Choose whether currency displays as a currency symbol ($) or a country code (USD). - **Date Formatting:** Select your preferred date display format from the dropdown list. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/58qBHJq8kWEIR4F-AmaUm_offer-packet-templates-ashby-2026-10-05-at-100641-am.jpg" size="70" isUploading="false" width="1192" height="940" darkWidth="1192" darkHeight="940" alt="Marketing Offer Packet template on the Formatting tab, with options to configure number, currency, and date formatting for the offer packet." showCaption="false"} :::hint{type="info"} After selecting the formatting, click `Save`. ::: :::hint{type="warning"} If you do not choose any formatting defaults here, Ashby uses the defaults set in your Offer and E-Signature settings. ::: ## Adding filters to the offer packet Under the `Filters` tab, you can add scopes to control when the offer packet template is available for use within the job consideration. :::hint{type="warning"} An offer packet's availability depends on two sets of scopes: the filter on the offer packet template and the filter on the offer letter template it uses. If the offer letter has a filter, it's shown under the **Offer Letter's Filter** section. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/oqifgkDOD1EgZVloJ8lR8_offer-packet-templates-ashby-2026-10-13-at-82437-am.jpg" size="50" isUploading="false" width="390" height="375" darkWidth="390" darkHeight="375" alt="Filters tab of an Offer Packet Template showing an Offer Letter filter set to Job > Department is Design, with options to edit the offer letter template and add Offer Packet filters." showCaption="false"} The candidate's job consideration has to match both scopes before the packet shows up as available to send. Once you add the packet to the offer, Ashby also checks the scopes on each optional document. Ashby automatically omits any optional document that does not match the scopes, and you see a warning listing what was removed. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/H-g7GayNb4orEPqzLlrc__iva-bins-customer-support-specialist-ashby-2026-10-05-at-104317-am.jpg" size="80" isUploading="false" width="1134" height="418" darkWidth="1134" darkHeight="418" alt="Warning message stating, “Some documents were skipped. See the offer packet list for details.”" showCaption="false"} This allows you to build one packet that covers several scenarios, like benefits documents for different locations, and each candidate only gets the documents that apply to them. ::: To scope when the offer packet is available for use, follow these steps: 1. Check the `Only allow using this Offer Packet Template on specific job considerations?` checkbox. 2. Add the **Offer Packet's Filter** by clicking the `+ Filter` button, or toggle on `Advanced` to filter using additional fields and more specific filter criteria. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/e6Xmgt3HZwsu09tunTF20_offer-packet-templates-ashby-2026-10-05-at-102327-am.jpg" size="80" isUploading="false" width="1184" height="1088" darkWidth="1184" darkHeight="1088" alt="Marketing Offer Packet template on the Filters tab, restricted to specific job considerations with an offer letter filter for the Design department and an offer packet filter for the Head of Design job." showCaption="false" indent="1"} 3. After adding the filters, click `Save`. :::hint{type="info"} If you don't provide a filter, the offer packet template is available for use on all job considerations. ::: # Using an Offer Packet Template on an offer After you create an offer for a candidate, apply an Offer Packet Template to add the configured documents in one step. For more information on creating and sending offers to candidates, see [Offers and Offer Letters](docId\:KLIMfx9N1tAhEBVkMGPOh). After you complete and approve the job consideration's offer form, if needed: 1. In the **Offer Packet** section of the job consideration's offer form, select `Apply Offer Packet Template`. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/dti2Ibu6QajX2uN6wchRg_iva-bins-customer-support-specialist-ashby-2026-10-05-at-103021-am.jpg" size="70" isUploading="false" width="1208" height="708" darkWidth="1208" darkHeight="708" alt="Offer Process Overview showing that an offer letter has not yet been generated, with the Apply Offer Packet Template button highlighted." showCaption="false"} 2. Select the template you want to use and adjust any of the formatting. Click `Apply Offer Packet Template`. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/yty5cO_ZvEAvwvfhIujx9_iva-bins-customer-support-specialist-ashby-2026-10-05-at-103149-am.jpg" size="60" isUploading="false" width="1230" height="1288" darkWidth="1230" darkHeight="1288" alt="Apply Offer Packet Template dialog with the Marketing Offer Packet selected and options to configure number, currency, and date formatting before applying the template." showCaption="false"} 3. Review the documents added to the offer. :::hint{type="warning"} If an E-Signature Document template includes a token that hasn't been filled in for the job or candidate, an error icon appears next to the document. Hover over the icon to see which token is missing. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/12StzYIlwtSe-fU-ywLVs_iva-bins-customer-support-specialist-ashby-2026-10-05-at-103728-am.jpg" size="80" isUploading="false" width="1106" height="606" darkWidth="1106" darkHeight="606" alt="Offer Packet section showing an offer letter, e-signature document, and library document, with an error indicating the e-signature document is missing a field for the GUILD_MEMBERSHIP_EXPIRATION substitution token." showCaption="false"} Ashby may also remove documents from the offer if a document's filter scope doesn't match the job consideration. Ashby lists these documents once the offer packet is generated. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/q8sClGZ1PqvVrDg4Ivpun_iva-bins-customer-support-specialist-ashby-2026-10-05-at-104446-am.jpg" size="80" alt="Offer Packet section showing a warning that the Culture & Benefits document was skipped because it does not apply to the offer, is archived or deleted, or is not usable for offers." isUploading="false" width="1158" height="732" darkWidth="1158" darkHeight="732" showCaption="false"} ::: 4. Make any offer-specific changes, such as editing a document, adding another document, or rearranging the document order. :::hint{type="info"} You can also add a regular offer letter instead of applying an Offer Packet Template by clicking the dropdown arrow next to `Apply Offer Packet Template` and selecting `Generate Offer Letter` to use another offer letter template or `Upload Custom Offer Letter` to upload a custom document. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/SCXySAgLqYk86QoFFH3aQ_iva-bins-customer-support-specialist-ashby-2026-10-05-at-102828-am.jpg" size="80" isUploading="false" width="1208" height="1640" darkWidth="1208" darkHeight="1640" alt="Offer Process Overview showing an offer with no offer letter generated and the Apply Offer Packet Template dropdown expanded, with options to generate or upload a custom offer letter." showCaption="false"} ::: # What candidates see When the candidate opens the signing request, all documents in the packet appear in Dropbox Sign or DocuSign as one continuous document. The candidate scrolls through the whole packet, completes the signature and form fields in each document, and submits everything in one go. This means candidates: - Get one email and one link for everything they need to sign - Can review the offer letter and supporting documents (such as an NDA, benefits summary, or equity agreement) together - Only need to complete the signing flow once ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/61XzwguoZAwO2-EvTHGlZ_offer-to-join-moonfall-industries-demo-dropbox-sign-2026-10-05-at-114001-am.jpg" size="80" isUploading="false" width="1142" height="1668" darkWidth="1142" darkHeight="1668" alt="Offer packet preview in Dropbox Sign showing an employment offer letter and a Royal Employment Oath & Guild Service Agreement, with signature fields for the candidate." showCaption="false"} # FAQs ### Does every Offer Packet Template need an offer letter? Yes. An offer letter is required. You can add optional E-Signature Documents and Company Documents. ### Can I change the documents for one offer? Yes. After you apply a template, you can override it for the individual offer by editing a document, adding documents, or rearranging the document order. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/Py3dEooRHfKHYibnDZrG4_iva-bins-customer-support-specialist-ashby-2026-10-05-at-105954-am.jpg" size="70" isUploading="false" width="1186" height="750" darkWidth="1186" darkHeight="750" alt="Offer Packet section showing documents added to a candidate's offer, with controls to edit the documents." showCaption="false"} ### Can an Offer Packet Template include documents that require signatures? Yes. You can include E-Signature Document templates alongside the offer letter. ### Why isn't the Offer Packet Template available to select on a candidate's offer? Check the filters on the Offer Packet Template and its offer letter template. A packet is available only when the candidate's job consideration matches both scopes. Update the filters or use an offer that matches the configured criteria. ### Can I swap out the offer packet if I already added one to a job consideration's offer? Yes, click the `Apply Offer Packet Template` button and select the new template on the next screen. A warning notifies you that you are replacing the current offer. ::Image[]{src="https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/vP-LAIID45ogSsl4boMAQ_iva-bins-customer-support-specialist-ashby-2026-10-05-at-104910-am.jpg" size="80" isUploading="false" width="1456" height="1452" darkWidth="1456" darkHeight="1452" alt="Apply Offer Packet Template dialog showing a warning that applying the Marketing Offer Packet will replace the current offer letter and clear all existing documents." showCaption="false"}