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Creating a Counter Using the Clone Feature

This article walks you through updating or countering an existing offer by using Click's clone feature — a quick way to reuse a signed offer without re-entering all the information from scratch.

Written by Pat Toohey

If your client has already signed an offer and you only need to change a number, you do not have to start again. Cloning copies the whole envelope and lets you change just what moved.

Step 1: Find the signed offer

Open the transaction that holds the offer your client has already signed, and go to its Envelopes tab.

Step 2: Clone it

Open the envelope and click Clone. Click makes an exact copy, so every answer, every document and every signer comes across — you only change what is being countered.

For what cloning does and does not carry over, see Cloning Envelopes.

Step 3: Change what is being countered

Go to the Edit step of the clone and change the answers that moved. To counter on price, for example, clear the sales price and type the new one.

The contract rewrites itself from your answers, so there is nothing to edit on the document itself.

Step 4: Check it on Review

Move to Review and confirm the change came through — the new price should be showing on the document. The tagging tools on this screen are covered in Tags - How to use them.

Step 5: Sign and send

Once Review looks right, move to Sign & send and send the counter out for signature.

Other ways to counter

  • Creating a Counter Offer Without Using a Counter Offer Form — upload the other side’s document and mark it up.

  • Click also carries a Counteroffer document under Other Documents, if you would rather fill in a form.

  • From the offer email. When a buyer’s agent sends you an offer through Click, the email has a link to view the offer, with Accept, Counter and Reject buttons. Clicking Counter opens a new envelope with the counteroffer already started and the signed offer attached.

Where is the original offer?

When you counter with the Counter button, Click puts the counteroffer and the offer into one PDF. The counteroffer comes first and the full signed offer follows it. If you only see the counteroffer, scroll down: the rest of the offer is in the same PDF.

  • Minnesota, Wisconsin and Florida: the first document is the Counteroffer.

  • Texas: Click starts an Amendment to Purchase Agreement instead, with the offer after it in the same PDF.

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

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