Reply to an Offer/CO - Agent of the Two Parties ​

Here are the steps to follow to reply to an offer and a counter-offer (CO) when the agent represents sellers and buyers. In this article, you will see more specifically a situation with an agent representing buyers who make an offer to sellers represented by the same agent and these sellers reply with a CO that will be accepted by the buyers.

1- Offer

  • Select yourself for Acceptation/refusal/ CP (CO), select the buyers for Buyer 1 and Buyer 2 (if applicable) and select the sellers for Seller 1 and Seller 2 (if applicable). Click on Submit.

NOTE: You can also select one of the sellers for the Acceptation/refusal /CP (CO) field. However, we recommend selecting the agent because if the answer is a counter-offer, it will be necessary to add the number of this counter-offer.

  • The fields will automatically appear in the right place in the "Signatures" section of the document, so do not edit/move them. Click on Submit.

  • Send the offer. For more information, please see the article Sending Documents to Sign.

  • Select Counter-Proposal****Numbe r and enter the number below. Click on Send and in the window that will appear to confirm the CO number, click on Yes.

  • Sellers receive the e-mail and sign the offer (Step 3). For more information, please see the article Signing a Document as an External Signatory.

2- Counter-offer

  • Select yourself for Acceptation/refus al/CP (CO), select the sellers for Counter-Proposer 1 and Counter-Proposer 2 (if applicable) and select the buyers for Respondent 1 and Respondent****2 (if applicable). Click on Submit.

NOTE: You can also select one of the buyers for the Acceptation/refusal/CP (CO) field. However, we recommend selecting the agent because if the answer is a counter-offer, it will be necessary to add the number of this counter-offer.

  • The fields will automatically appear in the right place in the "Signatures" section of the document, so do not edit/move them. Click on Submit.

  • Send the CO. For more information, please see the article Sending Documents to Sign.

  • Select Accepts and click on Send.

NOTE: In this example, buyers accept the first counter-offer, but there are 2 other options:

  • Select Refuses and click on Send.

  • Select Counter-Proposal****Numbe r and enter the number below. Click on Send and in the window that will appear to confirm the CO number, click on Yes.

  • When you have signed the CO, buyers receive the e-mail and sign the CO (Step 3). For more information, please see the article Signing a Document as an External Signatory.

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