So you've received an offer from a prospective buyer and their agent through Glide. What happens next? One option is to accept the offer to bind the agreement.
Opening the offer
The first step is to open the offer within your listing transaction.
1. Open the listing transaction and click Offers on the left transaction menu.
2. On the Offers page, click the offer you want to accept.
3. Scroll down the page and verify the counterterms, key terms, and contingencies.
Review original documents, including counters and buyer counteroffers (if generated during this negotiation).
Accepting an offer
The decision to accept an offer launches a workflow that requires several steps to complete. Clicking the Accept button on the Offer Profile page begins that workflow. That click - by itself - does not bind the seller to an agreement.
1. On the Offer Profile page, click the arrow icon right next to the Offer Status in order to see the Accept button.
2. On the first page of the workflow, select the last offer-related document that you worked on that still needs to be signed, and then click Continue.
In this example, we select the BCO. The purpose of this step is to ensure the signature tabs are assigned correctly to the parties.
Sending for Signature
The next step is to send the offer document for the client's signature. There are two ways to select a file to send for e-signature:
Check the box next to the filename(s) and click eSign on the action bar.
Click the three-dot icon and select eSign on the drop-down menu.
2. On the Prepare Signature Package page, select a signature tool and verify the document.
In this example, we select Glide Signatures.
Replacing original documents
1. Scroll down the page to the checkbox. Glide automatically checks the box to replace the unsigned original with the signed version.
We suggest you leave this box checked because it helps reduce the number of transaction documents you need to manage and avoids confusion about whether there are fully executed documents. Uncheck the box to save the signed form on Glide with a different file name and keep the unsigned form in the transaction.
2. Click Continue to go to the next page of the workflow.
Verifying parties
On the Add Signers and Recipients page, verify the signing parties, add a recipient if required, and then click Continue.
The listing agent does not sign this document, so we click the Needs to Sign button and change the status to CC.
Changing the signing order
Agents and teams can customize the order in which documents are sent to signing parties. This feature, available for both Glide Signatures and DocuSign, can help control the flow of documents if you have multiple signing parties.
In this example, there is only one signing party, which means the signing order is not changed.
By default, Glide sends the documents to all signing parties at the same time.
If you want this option, leave the Set Signing Order toggle switch in the OFF position.
Click the toggle switch to the ON position to set the signing order. Change the numbers in the boxes.
The party with the smallest number receives the document(s) first. After that party e-signs the document(s), Glide automatically sends the package to the next person based on the rank order.
Verifying tabs
1. On the Preparation Tools page, scroll through the document and verify the correct placement of signature tabs.
Add tabs if required.
2. Click Continue.
3. Review the email, add a personal message (optional), and then click Send.
Glide sends the document to the parties for e-signature.
Waiting for a signature
At this point, you can close the Accept Offer page while waiting for the client to sign. Return to the offer document after the client signs.
To check the signature status of the counteroffer, click Signatures on the left menu.
Check the status of individual parties
Hover the mouse on a signature request. A popup window displays the signing status of each party.
The Not Sent Yet status displays if you select the Set Signing Order option and one or more parties have not finished signing the document(s).
Continuing the offer
Now that you have a signed offer, it's time to send the document to the buyer.
1. Open the listing transaction and click Offers on the left transaction menu.
2. Click the offer that you want to accept (with Accepting status).
3. On the Offers Management page, click Continue Preparing Offer.
Verifying the offer document
This step is optional but recommended.
1. Click the filename to open the document.
2. Scroll through the document to verify terms, details, and signatures.
This file cannot be edited. If changes are required, the listing team must recreate a new document.
3. Click Close.
4. At the bottom of the Offer Summary page, click the Next: Prepare Accept Email button.
5. Click Continue in the confirmation popup box.
Accepting the offer
Now we enter the final stage of the workflow.
On the contact information page, confirm the buyer agent's email address and phone number.
Check the box to confirm you have reviewed this contact information.
Add another email address (optional).
Customize send settings
On the next page, decide how to submit the counteroffer.
This is your last chance to review the information. After you click the Continue button on this page, Glide sends the Accept document to the buyer agent.
1. Change the send email address (optional).
By default, Glide sends the Accept document from a no-reply notification email address. You can change that send from email address to a personal Gmail account or Outlook.
For more information about changing the send email address, see How to Connect Glide to Your Gmail.
2. Customize the message (optional).
You can add a note for the buyer agent or edit the prefilled information, such as the contact info at the bottom of the message.
3. Select a document delivery option.
To send a more secure message and enable Glide tracking, select the first option (By Email Link).
The Send By Email Attachment option is not available if the file size of the offer package is over 15 MB.
4. Select your preference for SMS notifications.
Opt in to receiving SMS updates about your offer by checking this box. By making this selection, you authorize Glide to send notifications for key actions taken by the other side, including viewing, rejecting, accepting, or countering the offer.
You may opt out of receiving SMS notifications at any time by replying "STOP."
5. To send the Offer to the buyer agent, click Continue at the bottom of the page.
Tracking Status
Listing side
After you click Continue, Glide returns to the Offers Management page.
The status of the offer changes to Accepted.
Buyer side
On the buyer side, the status of the offer package changes to Accepted.
