From Offer to Placement

When an interview goes well, PlacementFlow carries you from "we should make an offer" to a recorded placement with an invoice — with the AI pre-filling the paperwork and you making every decision that involves money.

Creating an Offer

When the AI's interview analysis lands on a strong hire, the interview detail page shows an AI Recommendation: Proceed to Offer card.

1. Click Prepare Offer
2. Review the pre-filled terms — salary (from the candidate's stated expectation), start date (from their availability or notice period), and employment type, all extracted from the interview analysis. If the client proposed terms through their portal, those take priority.
3. Adjust anything you like, then click Create Offer

The offer is created as a draft. You send it from the role's Offers page, where the full negotiation timeline lives. You can also create an offer manually at any time — the AI prompt is a shortcut, not a gate.

What the Candidate Receives

The candidate gets a secure, personal offer page where they can Accept, Decline, or propose a Counter-Offer:

• The link is tokenized and tied to the candidate — no login needed
• If the link is opened from a different location later (say, it was forwarded), the page requires a 6-digit verification code emailed to the candidate before showing any offer details
• On accept, the candidate confirms their start date and can add it to their calendar with one click

Counter-Offers Always Go to a Human

If the candidate proposes different terms, counter-offers always go to a human — the AI never negotiates money. You're notified immediately, the counter is added to the negotiation timeline, and the decision is yours.

The AI helps you prepare: it can draft a suggested response using the role's salary band, the client's budget ceiling, and what the candidate said in interviews — but it never sends anything. Negotiation rounds are capped at three, so back-and-forth can't spiral silently.

Acceptance Creates the Placement Automatically

The moment a candidate accepts:

1. The offer is marked Accepted and a placement record is created automatically — atomically, in the same step, so an acceptance can never exist without its placement
2. The invoice is generated with your numbering, fee, and VAT settings (and auto-sent, if you've enabled that)
3. The role is marked filled, competing offers on the role are voided, other candidates' outreach for it is paused, and pending interviews are cancelled
4. Pre-start check-ins begin — the ghosting-prevention touchpoints between acceptance and Day 1

If any downstream step hiccups, a reconciliation process retries it — acceptances don't get lost.

E-Signature

Once an offer is accepted, the E-Signature card on the interview detail page activates. Click Send for E-sign to send the offer documents through PandaDoc; the card tracks Awaiting Signature → Signed status live, with resend and void controls. Set up PandaDoc under Settings → Integrations.

What the AI does here

• Recommends when to move to offer, based on interview analysis
• Pre-fills offer terms from what the candidate actually said
• Drafts counter-offer responses for your review
• Always requires you for: creating and sending every offer, and every counter-offer decision — the AI never negotiates money

Related articles

• Recording Placements and Tracking Fees
• The Post-Placement Growth Loop
• Interview Recording and AI Analysis