Has the offer not been sent yet? Then you don’t need a separate envelope. Type the extra terms into the offer’s own clauses field on Edit. Its name starts with Other clauses, Additional clauses or Special provisions, depending on the form, and Click prints that text on the contract. See Using Clause Library. To attach a separate document to the same envelope instead, use From Library under Do you want to upload additional documents?, as shown in Using the Custom Document Library 📄.

The steps below are for changing a contract after it has been sent or signed.

Step 1: Open the transaction and start an envelope

Find the transaction you want to amend and open it. Go to its Envelopes tab, click New Envelope and choose Other Documents.

Other Documents covers everything outside the Buyer Offer, the Buyer Representation Agreement, the Listing Agreement and the Seller’s Disclosure. Amendments live here.

Step 2: Say who you are working with

The envelope opens on the People step with one question: Who are you working with? Answer the option that fits: Buyer(s), Seller(s) or Neither. Some states also offer Landlord(s), Tenant(s) or Other Agent. Answering it is what reveals the signer section underneath, where your client is listed — if the transaction already has them, they are carried across for you.

Step 3: Title the envelope and choose Create

Move to Edit. The Document Selection section asks two things.

The Document Selection section with a title field and the question Do you want to Create or Upload documents, with Create chosen

Create, Upload and Create & Upload are answers to a question — none of them is a button that finishes the setup.

Title for the envelope — what you type here becomes the envelope’s name.
Do you want to Create or Upload documents? — choose Create to build the amendment from Click’s forms. Upload is for bringing your own PDF, and Create & Upload does both.

Step 4: Pick the amendment

A third question appears: Which document(s) do you need? It lists the documents for the answer you gave in Step 2, so if a document is missing, check that answer first. A referral agreement, for example, only appears after choosing Other Agent. Use the search box rather than scrolling.

The Which documents do you need question with a search box above a checklist of document types

A long list, with a search box — and you can tick more than one.

Tick the purchase agreement amendment. Its name depends on your state, for example Purchase Agreement Amendment or Amendment to Purchase Agreement. Read the name carefully: an addendum, or an amendment to a different agreement, sits right next to it and is a different document. Not every state has a purchase agreement amendment in this list.

Ticking it adds new questions to the Edit step. Fill in the property address in Property Details.

Step 5: Give the date of the agreement you are amending, if asked

If the Terms section asks for the Purchase Agreement Date, enter the date of the contract this amendment changes. Some amendments also ask for the Final Acceptance Date, and some ask for neither.

The Terms section asking for the Purchase Agreement Date with a date filled in

The date of the contract you are amending, not today’s date.

Step 6: Say what is changing

How you do this depends on your state’s amendment form.

If Edit has a clauses box for the amendment. In Files & Additional Clauses you will find Clauses for Amendment to Purchase Agreement. This is where the amendment says what it changes — there is no list of things to pick from, you write it.

The required clauses field for the amendment with a Clause library button above the text box

What the amendment changes is written here, in your own words or from the library.

Click Clause library to pull in pre-written wording rather than typing it from scratch. See Using Clause Library.

If Edit has no clauses box for it. The amendment form already lists the usual changes, and you make them on the document itself at Review (Step 7). Tick the box for each item that changes and fill in its blanks. Anything the list does not cover goes under the form’s own “Other” item. For example, there is no option period question on Edit for the Texas amendment. To extend the option period, tick its item for an additional option fee “for an extension of the unrestricted right to terminate”, then enter the fee and the new date.

Step 7: Review and send

Move to Review. Everything you answered is filled in and the signing tags are already placed.

If your amendment has boxes for you to tick or fill in (Step 6), complete them here, before you send it:

In the left panel, pick yourself under Selected recipient.
Under Fill in for signer, turn on Complete for signer. On a smaller screen, tap Fill in at the top to find both.
Tick the items that change and fill in their blanks. Then click Complete for signer at the top (Finish on a smaller screen). It only works once every required box is filled. Your entries are then locked: your client sees them but cannot change them.

Then click Sign & send.

Have questions we didn’t cover here? Reach out through Contact Support in the Resources menu — we’re happy to help!

Creating an Amendment