Get the offer out within an hour of approval

Email Carly the approval and she'll create the BambooHR record, send the DocuSign offer envelope, and leave a warm note from the HM in Drafts — so the candidate hears the good news within an hour.

BambooHR DocuSign Gmail

What Carly does

1. 01 Create the candidate in BambooHR at Offer Sent stage
2. 02 Send the DocuSign offer envelope with the right template
3. 03 Draft a warm note from the HM — reference an interview moment
4. 04 Leave the email in the HM's drafts for a 30-second personal pass
5. 05 Schedule a 48-hour nudge if the envelope stays unsigned

Offer out within an hour of approval

The candidate hears the good news, signs the offer, and gets a personal note — all within the afternoon. Momentum stays high and acceptance rates climb.

Email this to Carly to kick it off.

Hey Carly,

We just got approval on an offer and I want it out the door fast. Create the candidate in BambooHR at the Offer Sent stage, then send the DocuSign offer envelope using our standard template. While that's going out, draft a warm note from the hiring manager that references a real moment from the interviews — leave it in the HM's Drafts so they can do a 30-second personal pass before sending. If the envelope is still unsigned 48 hours later, schedule a nudge.

Don't send the HM's email — just leave it in Drafts.

Thanks!

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