Custom Offers for Zinners (sellers)
Discover the Custom Offers feature and learn how to get the most from it.
Zinn Digital™ LTD
Last Update 2 months ago
What Are Custom Offers?
Custom Offers let you create personalised, private quotes and send them directly to a specific client. Unlike your standard Zinns — which are public listings anyone can browse and buy — a Custom Offer is a tailored proposal with custom pricing, a delivery timeframe, a description of exactly what you'll deliver, and a direct checkout link the client can use to accept and pay instantly.
Use a standard Zinn when:
- You want the service visible to everyone on the marketplace
- You have a fixed scope and price that works for most buyers
- You want to attract new clients through search and browsing
Use a Custom Offer when:
- A client needs something that doesn't fit your standard listings
- You've been chatting with someone and want to send a quote
- You want to offer a special or negotiated price
- The project scope is unique to that particular client
- You need to send a direct checkout link via WhatsApp, Telegram, email, or social media
- A client has submitted a Custom Offer request on one of your Zinn pages
- You're bringing in a new customer who isn't yet registered on Zinn Hub
How to Access Custom Offers
Find Custom Offers in your Zinner Dashboard navigation menu. The dashboard has four tabs:
- Create Offer — Build and send new offers
- My Offers — View, edit, duplicate, and manage all your offers
- Requests — See and respond to incoming offer requests from buyers
- Templates — Save and load reusable offer configurations
Step 1 — Fill In the Offer DetailsGo to the Create Offer tab and complete the following fields:
Offer Title
A clear name for what you're delivering. This appears in the email, the direct message, the checkout, and your dashboard.Example: "Custom SEO Audit for Sarah's Bakery"
Description
Describe exactly what's included in this offer — deliverables, scope, timeline, revision policy, and anything else the client needs to know. Be thorough; this is what the client reads before deciding to accept. The description is also displayed on the order page after purchase, so both you and the buyer can always refer back to what was agreed.Pricing Type
Choose between:- One-Time — Single payment
- Subscription — Recurring billing. If selected, configure the billing period (daily/weekly/monthly/yearly), billing interval, and subscription length.
Price
The total price for this offer, displayed in your store's currency.Delivery Days
How many days you need to deliver the completed work. This is shown to the buyer on the order page and used to calculate the expected delivery date. Set a realistic timeframe — it starts from when the buyer completes their order requirements.Customer Username
Enter the Zinn Hub username of the person you're sending the offer to. The system will look up the client and deliver the offer to them by email and direct message. You don't need to know or enter their email address — it's handled automatically behind the scenes.If you're converting a buyer request into an offer, the username is filled in automatically.
New Buyer Mode
If you're creating an offer for someone who hasn't registered on Zinn Hub yet, tick the "New buyer (not registered yet)" checkbox. This hides the username field and shows an optional "Buyer Reference" field where you can add a note for your own tracking (e.g., "John from Twitter DM", "Company Name").When you save a new buyer offer, it creates the checkout link as normal but skips the email and direct message (since there's no account to send to). You get the checkout link and chat message template to share manually via any platform. The buyer registers during checkout.
Requirements (Required)
Add questions the client must answer after purchasing, before you start work. This works exactly the same as requirements in the Zinn Creation Wizard:- Click Add Requirement for each question
- Choose a field type: Text Box, Text Area, Text Area with Editor, File Upload, Dropdown, Multi-select, or Radio Button
- Mark questions as Required if they must be answered
- Add descriptions to help the client understand what you need
Click Save & Send Offer (or Save & Copy Link for new buyer offers). Here's what happens:
- A hidden product is created in your shop with the offer details, pricing, delivery timeframe, and requirements
- For registered buyers: a branded email is sent with the offer title, description, price, expiry date, and a prominent "Accept Offer & Checkout" button
- For registered buyers: a direct message is sent on Zinn Hub with the full offer details and checkout link
- For new buyer offers: no email or message is sent — you share the link manually
- A chat message template is generated for you to copy and share anywhere
After sending, the system displays a formatted chat message you can copy with one click. This is a template you can paste into any platform — WhatsApp, Telegram, Twitter/X DMs, LinkedIn messages, Slack, or anywhere else. It includes the offer title, price, description summary, and a direct checkout link.
The client simply clicks the link to go straight to checkout. This template is in addition to any email and direct message already sent — it gives you a shareable version for any platform.My Offers Tab
The My Offers tab shows all your offers with colour-coded status indicators:
- Draft (grey) — Saved but not yet sent
- Sent (blue) — Sent to the client, awaiting response
- Accepted (green) — Client has completed checkout and paid
- Expired (red) — The 4-week expiry period has passed without acceptance
- New Buyer (blue badge) — Created for an unregistered buyer with a shareable link
View Details
Click the "View Details" button on any offer card to expand it and see the full description and requirements list without leaving the page. This lets you quickly review what you included in any offer.
Edit an Offer
Click the "Edit" button on any draft or sent offer to load it back into the Create Offer form. Make your changes and send again. For sent offers that haven't been accepted yet, editing and re-sending will:
- Update the hidden product with the new details, price, delivery days, and requirements
- Send a new email to the client with "Updated" in the subject line
- Re-inject a direct message with the updated offer details
- Keep the same checkout link (so any previously shared links still work)
Duplicate an Offer
Click the "Duplicate" button on any offer card to create a copy. The offer title, description, price, delivery days, requirements, and all settings are loaded into the Create Offer form with "(Copy)" added to the title. The customer username is cleared so you can choose who to send the copy to.
This is useful when you want to send a similar offer to a different client, or create a variation of an existing offer without starting from scratch.Other Actions
- Copy Link — Copy the checkout URL to share anywhere
- Copy Chat — Copy the formatted chat message template
- Resend — Re-send the email and direct message to the client
- Delete — Permanently remove the offer and its hidden product
Offer Expiry
Custom Offers expire after 28 days (4 weeks) by default. The expiry date is shown in the email sent to the client. After expiry, the offer and its associated hidden product are automatically cleaned up.
If an offer expires before the client accepts, simply create a new one — you can duplicate the expired offer to make it quick.When a Client Accepts
When a client clicks the checkout link and completes payment:
- The offer status automatically changes to Accepted
- You receive the standard order notification
- The order appears in your Zinner Dashboard like any other sale
- The order page shows a "Custom Offer Details" section with the full description, price, and delivery timeframe — visible to both you and the buyer
- If you added requirements, the client is prompted to fill them in before you start work
- The delivery timeframe you set is used to calculate the expected delivery date
Custom Offer Details on the Order Page
When a custom offer order is viewed on the order page, a "Custom Offer Details" section appears showing:
- The agreed price
- The delivery timeframe (e.g., "5 Days Delivery")
- The full description of what's included
How Requests Work
Every Zinn page on the marketplace has a "Request Custom Offer" button. When a potential client clicks it, they fill in:
- What they need (a description of the project)
- Their budget range (minimum and maximum)
Each pending request shows the requester's name and username, the related Zinn, their budget range, and their description. Two action buttons are available:
Convert to OfferClick this to create a new offer pre-filled with the request details. The customer's username is automatically filled in, so you don't need to type it. You can adjust the price, set delivery days, add your own description, include requirements, and then send it. This is the fastest way to turn an enquiry into a paid order.
Not Interested
Click this to politely decline. The client receives a professional email explaining that you're unable to take on their request at this time. The email includes your name, their original request details (what they asked for, the related Zinn, their budget), and suggestions to browse other Zinners on the marketplace or submit new requests.
A confirmation prompt appears before the rejection is sent, so you won't accidentally decline a request.
Request Statuses
- Pending (amber) — Awaiting your response
- Converted (green) — You converted it into an offer
- Rejected (red) — You declined the request
Offer Templates
Saving a Template
If you frequently send similar offers, save them as templates to avoid filling everything in from scratch each time.
After creating an offer, click Save as Template and give it a name (e.g., "Standard Logo Package", "Monthly SEO Retainer", "Website Audit"). The template saves your title, description, price, delivery days, product type, and requirements.Loading a Template
Go to the Templates tab, find the template you want, and click Load. All the saved details are pre-filled into the Create Offer form. Adjust anything specific to this client (username, price, delivery days, description tweaks) and send.
Template Persistence
Templates are permanent — they never expire, unlike offers. They're stored in your account and available whenever you need them.
Shared Requirement Templates
Requirement templates are shared between Custom Offers and the Zinn Creation Wizard. If you create a requirement template in one place, it's available in both. This means you only need to set up your standard questions once.
The Offer Email and Direct Message
When you send a Custom Offer to a registered buyer, the client receives it in two ways:
Direct Message
A message in their Zinn Hub inbox with the offer title, price, description, and a direct checkout link. This ensures the client sees the offer even if the email lands in spam or they don't check email regularly.Chat Message Template
A pre-formatted message displayed in your dashboard that you can copy with one click and paste into any external platform — WhatsApp, Telegram, Twitter/X, LinkedIn, email, Slack, or anywhere else. The checkout link in the template lets the client accept with one click from any platform.New Buyer Offers
For offers created in new buyer mode, no email or direct message is sent (there's no account to send to). You receive the checkout link and chat message template to share manually. The checkout flow handles registration.Tips for Effective Custom Offers
- Be detailed in your description — The more clearly you describe what's included, the more confident the client feels about accepting.
- Set realistic delivery days — This sets expectations upfront and is displayed on the order page. Don't over-promise.
- Respond to requests quickly — Clients who submit requests are actively looking for help. A fast response significantly increases your chances of winning the work.
- Save templates for repeat work — If you regularly offer similar services, templates save you time and ensure consistency.
- Add requirements — Collecting project details upfront means you can start work immediately after the client pays, without waiting for a brief.
- Set fair prices — Custom Offers are a chance to price based on the specific scope. Don't just copy your standard listing price if the project is larger or more complex.
- Use the chat message template — The direct checkout link makes it effortless for clients to pay. Copy it into your conversations on any platform.
- Use duplicate for similar offers — If you're sending comparable offers to multiple clients, duplicate an existing one and adjust the details.
- Use new buyer mode for off-platform leads — When you're chatting with a potential client on social media or email who isn't registered yet, create a new buyer offer and share the link. They register at checkout.
- Edit before it's accepted — If a client asks for changes to your quote, use the Edit button on the sent offer. No need to delete and recreate.
- Follow up — If a client hasn't responded after a few days, use the Resend button or send them the chat message template again.
