Offer and Negotiation Record

Who this is for

Every offer on one property, in order. Each row records who made the move, the amount, the conditions attached, the reply and the deadline, with the gap to the asking price worked out. When the agent rings to ask what you offered last Tuesday, the answer is on the page.

Buyers negotiating on a home through an agent or directly with the seller, particularly where offers go back and forth several times or come with conditions.

What this helps you track

• The asking price, the agent and your position as a buyer, kept at the top
• Every offer and counter-offer with the date and who made it
• The conditions attached to each offer and the reply it got
• How far each figure sits below the asking price, in money and as a percentage
• The price finally agreed, and the deadline you are working to

How to use it

1. Write the property address, the asking price, the agent and your buying position at the top.
2. Add a row as soon as an offer is made by either side, with the date, the amount and who made it.
3. Record any conditions attached, such as a removal from the market or a completion date, in the conditions column.
4. Write the response and any deadline given, and confirm important offers in writing with the agent.
5. The difference from asking and the percentage of asking are worked out in the browser and the workbook; on paper, subtract each offer from the asking price.
6. When a price is agreed, enter it in the agreed price field so the summary shows where the negotiation ended.

Formats

• Printable PDF (A4 and US Letter)
• Fillable PDF with form fields
• Fill in online, saved in your browser
• Excel / Google Sheets workbook

The printable is laid out inside a box that fits both A4 and US Letter, so the two files are identical and neither one is scaled. The fillable PDF has real form fields. The workbook uses plain formulas only — SUM, IF, COUNTIF and the like — so it opens in Excel, LibreOffice and Google Sheets without anything breaking, and every calculated cell is grey so you can see which figures it worked out.

How to print

Download the A4 or US Letter file to match the paper in your printer, open it in a PDF reader and print at 100% — not "fit to page", which shrinks the writing space. Both files leave a 14 mm margin, which clears the unprintable edge on home printers. To print the online version with your entries in it, use the Print this sheet button, which prints only the sheet and none of the page around it. More on printing.

Questions

Why keep a written record of offers?

Negotiations often happen by phone and over several days. A dated record means you can check exactly what was offered, what conditions went with it and when a reply was promised, rather than relying on memory or the agent's notes.

What does the percentage of asking column show?

Each amount divided by the asking price you entered at the top, shown as a percentage. It makes it easier to see how far the two sides have moved from row to row. It is arithmetic only, not a guide to what to offer.

Should I record the seller's counter-offers too?

Yes. Mark each row as buyer or seller in the offer by column so the sheet shows the whole exchange in order, including any figure the seller came back with.

Is an accepted offer binding?

That depends on where you are buying and the stage the sale has reached. Check the rules where you are with your solicitor or conveyancer; this sheet only records what was said and when.