Request changes to an offer

When a client sends you an offer, it’s an exciting moment — but it’s not always the final step. If you’d like to see some adjustments to the offer terms before accepting, you can request changes. Here’s how the process works and what to expect.

What is the request changes option?

Choosing Request changes on an offer lets you suggest edits to key offer terms, creating a flexible negotiation process. Clients can accept or reject your requested changes, or make further modifications to it. The feature helps ensure clear communication and an efficient workflow while maintaining the original offer terms as a baseline throughout the process.

What you can request and when

Editable terms

You can propose changes to select offer terms, ensuring clarity and alignment on the project scope and payment details. This includes the following items:

• Project type: You can request that the job be hourly or fixed-price
• Payment amounts: For hourly contracts, you can enter an hourly rate, and for fixed-price contracts you can enter an amount
• Payment schedule for fixed-price contracts: You can ask for the payment to be made all at once at the end of the fixed-price contract or broken into milestones
• Other payment details: You can request scheduled rate increases or additional automatic weekly payments
• Scope of work: You can request edits to the job description
• Other contract details: You can request changes to the start date, contract or milestone due dates, the hourly limit on hours worked each week, and whether you can enter time manually
• Attachments: You can add attachments to the offer, but you cannot delete the client’s attachments

Timing

• 7-day offer period: Offers remain active and available for requested changes for seven days, but the timer resets each time a client sends a revised offer
• One-hour limits: You can only send three requests within a one-hour window
• Concurrent activity: You may not be able to make changes if the client is currently active in the offer, to help prevent overlapping requests and miscommunications

How to request changes on an offer

Follow these steps to request changes to an offer:

1. Navigate to the offer and select Request Changes to open the editing page
2. Adjust the terms as needed, such as payment details, start date, or scope of work
3. You can provide a brief message explaining your proposed changes to the client if you want
4. Choose Send to client to submit your request

What happens next

Once you’ve submitted your changes, the client may respond in several ways:

• Approval: They can approve your requested changes, sending a new version of the offer for your review and acceptance
• Rejection: They may reject your changes but leave the original offer active
• Modified offer: They can make their own changes to the offer that are either separate from your requests or that build on or compromise with your proposed changes and resend it for your consideration
• Withdrawal: They can withdraw the offer

We’ll notify you when the client responds through an automated message and a bell notification. You may also receive an email if you have email notifications enabled.

You also have options throughout the negotiation process:

• Further requests: You can submit additional requests if necessary, up to three in a one-hour period
• Accepting an offer: You can still accept or decline the original offer after submitting a request for changes until the client sends a modified offer, as long as the job remains open. You can also accept or decline modified offers from the client

View past offer versions and requested changes

You can view all the versions of an offer and your history of requested changes from the offer’s details page. When you choose View offer or Respond to offer, you’ll see drop-down selections for the offer versions and for the requested changes history. 

Frequently Asked Questions