Private Offers vs. Regular Offers: Key Differences

When an agent creates an offer on behalf of a buyer, they can choose between a Private Offer and a Regular Offer. Understanding the difference is key to managing your campaigns effectively.

In short, a Private Offer is created in a confidential mode, visible only to a select few until it is 'released' to the campaign. A Regular Offer is visible to all users with campaign access from the moment it's created.

Here’s a detailed breakdown of the differences:

	Private Offer (before releasing)	Regular offers (Agent creating offers on behalf of buyers)
Access - Create, view, edit	Any user from the group can create but visible and editable only to the assigned agent, Assistant Agents, and Admins until released.	All users with campaign access can create and view. Editable only to the user who created it.
Pitch Presentations	Listing Agent, AA linked to listing agent & Office Admin - Create, edit & view Other agents of the offices - cannot access Pitch tab
Sign Docs - Agency Agreements	Listing Agent, AA linked to listing agent & Office Admin Create, edit & view Other agent of the office - Can only create a contract for their offers if master contract is available
Contract Generation	Contract generation is restricted if no Master Contract is available.	Contract generation is allowed even without a Master Contract.
Deposits	Only visible to the assigned primary agent, along with its assistant agent and admin	Anyone who has access to the campaign
Notifications	Only the Primary Agent receives notifications.	Notifications sent to listing agents.
Features - Agree/ Defer/ Offer Ranking	Not included in Offer Ranking. Agree/ Defer/ Send to Vendor/ Offer chat features are not available until released.	Always included in Offer Ranking. Features are always available.
Timer	Will not be notified when the timer is about to end in 5 minutes and when the countdown has ended	Will be notified when the timer is about to end in 5 minutes and when the countdown has ended

When to use each offer type

Use a Private Offer for discretion. It’s the perfect choice when you are preparing an offer that isn't finalised or handling a sensitive bid that shouldn't be visible to the entire team until it's ready.
Use a Regular Offer for standard, transparent submissions. This is the default option for logging an offer on behalf of a buyer when you want the rest of the campaign team to have visibility from the start.