> ## Documentation Index
> Fetch the complete documentation index at: https://www.presolve.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Record and review an NSA offer

> Keep the offer phase, party, status, amount, and dates together.

Open the NSA matter and select **Negotiations**. Confirm the dispute and service-line context before adding or changing an offer.

## Check existing offers first

Review the history for the same party, date, type, and amount. An existing entry can expose **Edit offer** and **Delete offer**; inspect the correct entry before using either control. Recording the same offer twice can make the history harder to interpret.

## Complete the offer form

Select **Add offer**, then review each field rather than accepting defaults without checking them.

| Field | What to record |
| - | - |
| Phase | The phase in which the offer was made |
| Party | The party making the offer |
| Offer type | The kind of offer represented by this entry |
| Status | Its actual current state |
| Amount (\$) | The offer amount, checked against the source |
| Offer date | The date associated with the offer |
| Response deadline | The response deadline, when applicable |
| Notes | Context needed to understand or follow up on the offer |

<Frame caption="The offer form separates phase, party, type, and status from the amount and dates.">
  <img src="https://mintcdn.com/grand-charter/zQHBSF8DN2vYm8-f/images/help/nsa-offer-form.jpg?fit=max&auto=format&n=zQHBSF8DN2vYm8-f&q=85&s=272e56760c09313b1d8aba70a4b33e36" alt="NSA Add offer form with Phase, Party, Offer type, Status, Amount, Offer date, Response deadline, and Notes." width="1280" height="720" data-path="images/help/nsa-offer-form.jpg" />
</Frame>

The form can begin with **Open negotiation**, **Payer**, **Initial offer**, and **Proposed** selected. Review these values for the offer you are recording.

## Save and verify

Select **Save offer**, wait for the result, and check the history entry. Reopen the matter if needed and compare the saved phase, party, type, status, amount, and dates with the supporting communication.

Use **Cancel** to leave the form without saving. A locally recorded status such as Submitted does not establish that Presolve transmitted the offer to the other party or an external dispute system. Verify that external act in the corresponding source record.

## Correct an entry

Use Edit offer for a correction to the intended entry, then recheck the saved history. Before deleting an entry, follow your firm's recordkeeping process and confirm that it is the correct record. Do not use deletion as a substitute for recording a changed negotiation position.

Related: [NSA workspace](/docs/help/practices/nsa), [case activity](/docs/help/records/review-activity), and [task follow-up](/docs/help/tasks/create-and-track).