Creating an offer walks you through a short wizard. You pick a type, then fill in five steps. You can do it all by hand, or let Cloziq import the details from an existing product page.

## Start a new offer

1. Go to **Offers** in the sidebar and add a new offer.
2. Choose the type: **Digital Product** (courses, templates, downloads, or memberships) or **Service** (coaching, consulting, calls, and other services you provide).
3. Choose how to start:
   - **Manually:** fill everything in yourself.
   - **Import from URL:** paste a product page link and let Cloziq prefill the details. See **Import an offer from a URL**.

## The five steps

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCRVFnL0FVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--9e7e3e00810c2479eda16371548f1b21db17a116/Offer.png)

1. **Basic Information:** the offer's name and description (these are internal, to keep you organized), plus promotional images your agent can share in the DMs. Images up to 800KB each.
2. **Pricing:** how much it costs and how the payment is structured. See **Pricing your offer**.
3. **FAQs:** the key buyer questions, which also teach your agent. See **Adding FAQs and context to your offer**.
4. **Additional Context:** extra background that helps your agent handle deeper questions.
5. **Payment & Delivery:** how you get paid and how the buyer receives the product. See **Delivery and getting paid**.

Move forward and back freely with **Back** and **Next**; each step checks itself as you go. Nothing goes live until you publish.

## Your work saves itself

While your offer is a draft, the wizard autosaves as you type. You will see a small **Saving... / Saved** indicator do its thing. Close the tab, come back tomorrow, and your draft is right where you left it. Use **Save as Draft** any time you want to step away deliberately.

## Finish up

On the last step, **Publish** replaces Next. Cloziq runs a final check, and if something needs attention it tells you exactly what and jumps you to the step that needs fixing. Once published, the offer becomes **Active** and is ready to attach to an agent and an initiative.

One thing to know for later: once an offer is in use by agents or initiatives, saving edits publishes a **new version** and updates everything connected to it. Cloziq reminds you before it does.

## Tips

- If you already have a sales page for this product, importing from its URL is the fastest way to start.
- Spend real time on the FAQs and Additional Context. That is what your agent leans on when a buyer asks something tricky.

## Related articles

- [Import an offer from a URL](https://help.cloziq.com/hc/cloziq/articles/import-an-offer-from-a-url)
- [Pricing your offer](https://help.cloziq.com/hc/cloziq/articles/pricing-your-offer)
- [Delivery and getting paid](https://help.cloziq.com/hc/cloziq/articles/delivery-and-getting-paid)