Request changes to an offer (Part 2 of 2)
🔸 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.
🔸 Pro tips for successful negotiations
▫️ Stay professional: Approach the negotiation with a collaborative mindset to build trust and rapport
▫️ Communicate clearly: Clearly outline your reasons for requesting changes to help the client understand your perspective. Be specific and provide concise, relevant context for your request
Source: Upwork
🔸 Part 1 • Part 2
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