Offers
Shipping todayOffer letters that match what was agreed
An offer letter is the first document a candidate reads carefully, and it is usually the document assembled fastest and checked least.
Offer letters are generated from a template that merges the placement record: candidate, role, salary or rate, start date, notice period and reporting line. The draft routes through an approval chain before it is sent, and every version is kept with who approved it and when.
By Surhires Editorial · Published · Reviewed
In the product: GenerateLetterDialog.tsx, LetterPreviewDialog.tsx, LettersSection.tsx and LetterApprovalsView.tsx
The last document, produced the least carefully
By the time an offer letter is written, the desk has usually been working the role for weeks. The letter itself is produced in ten minutes, from last month's letter, with three fields changed and one field missed. The salary is right, the start date is right, and the notice period still says four weeks because that was the last candidate.
The consequences are disproportionate. A wrong start date reopens a negotiation that had closed. A wrong job title creates an argument with the client on day one. A wrong benefits paragraph creates a problem that outlives the placement. All of it comes from the same root cause: the document is written independently of the record that already holds the facts.
Merge from the placement, not from last month's file
A letter is generated from the placement record, so the candidate name, the role title as it appears on the requisition, the salary or the charge rate, the start date, the reporting line, the location, the working pattern and the notice period all come from fields that were agreed and recorded rather than remembered.
Where a field is missing, generation stops and says which field is missing. That is a deliberate choice. A template engine that renders an empty placeholder produces a document that looks finished and is not, and somebody sends it. Refusing to render an incomplete letter is less convenient and considerably safer.
- Merge fields drawn from the placement, the requisition and the candidate record
- Generation blocked when a required merge field is empty, naming the field
- Separate templates for permanent, fixed-term and contract engagements
- Per-client template variants where a client mandates their own wording
- Currency and date formatting driven by the market the placement sits in
An approval chain that matches how your firm signs things off
Offer letters carry commercial and legal weight, and most firms already have an internal rule about who may issue one. A consultant drafts, a manager approves, and above a fee or salary threshold a director approves as well. That rule usually lives in someone's head.
In Surhires the chain is configured and enforced. A draft moves to an approvals queue, each approver sees the letter and the underlying placement side by side, and approval or rejection is recorded with a comment. A rejected letter goes back to the drafter with the reason attached rather than by way of a corridor conversation. Nothing is sent until the chain completes.
Approvals are delegable. An approver who is on leave nominates a cover, and the delegation is recorded on every letter it touches rather than being a private arrangement between two people. Where a firm operates several brands or entities, the chain can differ per entity, so a placement made under one trading name follows that name's sign-off rule rather than a group default. Approvals can also be cleared from the mobile app, which is usually what decides whether an offer goes out on Friday afternoon or on Monday morning.
Versions, because what was sent is a fact
Every generated letter is retained as a version: the template it came from, the merge values at the time, who approved it, and when it was issued. When a candidate negotiates and a second letter is issued, the first does not disappear. The record shows two letters, the difference between them, and the sequence.
This matters in the small number of cases where it matters a great deal. A dispute about what was offered is settled by opening the record. A client asking why the start date moved gets a documented answer. An internal review of why a placement was mispriced can see the version where the fee basis was wrong and the version where it was corrected.
Templates your team can maintain without a developer
Templates are edited in the product. A firm typically ends up with a handful: permanent offer, fixed-term offer, contractor engagement, and a variant or two for clients who insist on their own paperwork. Each holds fixed text, merge fields and conditional blocks so a relocation clause appears only where relocation applies.
Templates are versioned as well. When the standard benefits paragraph changes, letters already issued keep the wording they were issued with. Changing a template does not silently rewrite history, and the version stamp on an old letter tells you which wording was current when it was sent.
What happens after the letter goes out
An issued offer creates an offer record on the placement with a value, a response deadline and an acceptance state. That record is what makes the pipeline honest: an offer past its response deadline appears as an exception, not as a green card on a board.
Signature itself is handled by your signature provider. Surhires generates, approves, versions and tracks the offer; it does not embed a signing surface today, and the integration pages state where each signature connector actually stands. Post-offer engagement, the period between acceptance and start where drop-outs happen, is a separate workflow with its own page.
What you get
Placement merge
Candidate, role, salary or rate, start date, location and notice period pulled from the record.
Blocked on missing fields
Generation refuses rather than rendering an empty placeholder that looks like a finished letter.
Engagement templates
Separate permanent, fixed-term and contract templates with their own required fields.
Per-client variants
Clients who mandate their own wording get a template variant rather than a manual rewrite.
Conditional blocks
Relocation, bonus or probation clauses appear only where the placement actually calls for them.
Configurable approvals
Draft, manager and threshold-based director approval, enforced rather than remembered.
Side-by-side review
Approvers see the letter and the underlying placement together before signing off.
Rejection with reason
A rejected draft returns to the drafter carrying the comment that explains the rejection.
Version history
Every issued letter kept with its template, merge values, approver and issue date.
Template versioning
Changing standard wording never rewrites the wording an already-issued letter carried.
Offer record
Value, response deadline and acceptance state feeding the pipeline exception views.
Preview before issue
The rendered document is reviewed exactly as the candidate will receive it.
Questions recruiters ask
Can candidates sign the offer inside Surhires?
Not today. Surhires generates, approves, versions and tracks the offer; signing happens in your signature provider and the executed document is attached back to the placement. The integration pages state the real status of each signature connector rather than implying that any of them is embedded in the offer flow.
Who is allowed to issue an offer letter?
Whoever your approval chain says. The chain is configured per tenant and can include a fee or salary threshold that adds a second approver above a certain value. Until every step approves, the letter cannot be issued, so the rule is enforced by the product rather than by whoever is in the office that day.
What if a client insists on their own offer paperwork?
Create a template variant for that client. It uses the same merge fields against the same placement record, so the data stays consistent while the wording is theirs. Where a client sends a document you cannot template at all, attach the executed version to the placement so the record is still complete.
Does an amended offer overwrite the first one?
No. A second letter is a second version. Both are retained with their merge values, approvers and issue dates, and the record shows the sequence. Overwriting would make the common dispute, what exactly was offered and when, unanswerable from the system, which defeats the purpose of generating letters here at all.
Are offer letters legal advice?
No, and nothing in the product should be read that way. Templates contain the wording your firm or your client supplies, and the responsibility for whether that wording is lawful in the jurisdiction of the placement is yours. What the product provides is consistency, an approval trail and a version history, not a legal opinion.
Can we generate letters for contract engagements?
Yes. Contract templates merge the charge rate or pay rate, the assignment start and end dates, the client site and the notice provisions, rather than an annual salary. Extensions generate their own document against the same placement so the paper trail follows the assignment rather than starting again each renewal.
See it against your own reqs
Bring one live role and three resumes. In twenty minutes you will see the match scores, the shortlist and the placement invoice that comes out the other end.