Create AWS direct private offers
Create a direct private offer for the AWS Marketplace that includes custom pricing, packaging, terms, and conditions to extend to your buyer.
Tip
As a best practice, you should create and extend private offers only after you and your buyer have agreed on a final quote and not when quoting a price.
Note
Creating direct private offers is different from associating private offers. To associate an offer, see Associate AWS direct offers in Tackle.
To create an AWS direct private offer:
In Tackle, go to the left menu and click Offers.
Click Create offer and select Direct offer. An offer form opens with multiple sections.
Complete each section. Make sure to enter company and buyer details, and select a listing first before you complete anything else.
When you’re done, review and submit your offer.
How to use direct offer form sections
Each section in the form requires that you enter specific information for your buyer and the offer. See each section to know what information you need and what you can skip for now to create your direct private offer:
Company name
Enter your buyer’s company name. This information is added to all Tackle email notifications for the associated offer and used to create the offer name in the marketplace portal. Examples:
Format of the offer name: buyercompanyname tackleofferID.
Offer name: BioPlex, Inc 28e3e869-4fc0-49f2-9917-3935fa03f1ce
Buyer details
Enter your buyer’s full name, email address, and job title:
Email address is used to send cloud marketplace-specific purchase instructions to help your buyer accept their offer
Full name and job title appears in the Tackle private offer and order notifications
Product and pricing
Select the product listing for the private offer and set pricing for your Microsoft private offer.
Learn more on how to create a private offer in Microsoft.🔗
Terms and conditions
Note
Terms and conditions apply to your offer based on which marketplace listing you select.
For your terms and conditions, upload a single PDF document. File must be no larger than 3 MB. Learn how to use terms and conditions for a Microsoft private offer.🔗
Registration details
Complete any registration fields that are configured for the listing you selected.
Tip
As a best practice, complete these registration fields now so your buyers don’t need to. This saves your buyers time and ensures you receive your New Order notification as soon as possible.
Contract metadata
Complete any contract metadata fields that are configured for the listing you selected:
Azure Tenant ID is required to take advantage of the buyer purchase instruction email and track the buyer's progress through the associated offer steps for things like when a buyer views an offer.
Find out how to get the Azure Tenant ID.🔗Billing Account ID is required to create the offer for the correct buyer.
Find out how to get the Billing Account ID.🔗
Offer details
Enter the offer expiration date. This is the latest date that your buyer has to accept the private offer. You can enter an optional start date if the offered pricing should start on a date other than the accepted date. The start date will always be the first of the month.
Note
You must enter an end date for when the offering pricing will expire. This will always be the last day of the month.
Renewals
If you are creating a direct private offer for an existing customer, select the Renewal checkbox. You can also select this option if this is an offer for an existing customer who previously purchased your product outside of the marketplace and is now purchasing on the marketplace for the first time.
Note: Private offers for renewal receive a lowered marketplace fee rate.
Learn more about how Microsoft manages fees for renewal.🔗
Offer ID
You don't need to enter an Offer ID if you plan to submit the private offer from Tackle to the cloud marketplace. Tackle populates the offer ID for you once the offer is created in Tackle. Offer ID is only required to associate an existing AWS Marketplace offer to Tackle.
Notify users
Add the email address of any internal stakeholders that you want to receive email updates on the status of the offer.
Tip
As a best practice, you’ll want to add the account executive (AE) and an internal revenue operations email distribution to keep the AE in the know and include the entire Rev Ops team.
Offer point of contact
Add the internal point of contact who prepared the offer. The buyer sees this person’s name when viewing the offer in the Microsoft Partner Center.
Tip
As a best practice, add the name of the account executive who worked with the buyer. If the buyer has any questions, they can reach out to the offer point of contact.
Review and submit your offer
When you’re done completing the form, review and submit your offer when you’re ready:
Click Review offer. While the offer is in review, you can view the offer details. If you need to make any edits, click the Pencil icon and make any necessary updates.
Note: Once you submit the offer to the cloud marketplace, you cannot edit the Terms Conditions, Listing details, and Offer details.When the offer is ready, click Create offer to send the offer to the cloud marketplace. You can click the Refresh icon to see if the offer has been created successfully.
Once the offer has been created, click Send offer email to send purchase instructions to your buyer. The buyer will be able to use the provided link in the email notification to view and accept the offer. You can use the progress bar to track the progress of your offer.
After the offer is accepted, you'll receive Tackle notifications for booking and fulfillment for tracking.
Associate AWS direct private offers
Associate a Microsoft commercial marketplace private offer in Tackle when the ability to create and send an offer from Tackle is unavailable. When you associate an offer, you first create the private offers in the Microsoft commercial marketplace and then associate it in Tackle. This lets you track the offer through Tackle notifications for booking and fulfillment after the offer is accepted. You can associate for:
Private offers with usage based pricing
Private plans
When to associate a private offer
For the most part, you can create direct private offers for Microsoft in Tackle. You'll want to associate to track and book offers that have been created on the marketplace, but have not been accepted.
To associate an AWS direct private offer:
When completing the offer form, enter offer details, including adding an offer ID:
In Offer details, enter the offer expiration date. This is the latest date that your buyer has to accept the private offer. Use this to see a visual indicator on the offer card if the offer is close to expiring. This is optional when associating a direct private offer.
Note: If you update the expiration date in Microsoft, it will not automatically update in Tackle.
In Offer ID, click the Associate to an existing marketplace offer to ON and enter the offer ID for the offer. Tackle will use this to track the status of the offer and provide you private offer and order notifications as the status updates.
Complete the rest of the form.
When you're done, review and submit your offer.
Cancel AWS direct private offers
You can cancel or withdraw a Microsoft commercial marketplace private offer before the offer is accepted. This is useful for when you have an error in an offer you created and you want to void it before the buyer can accept it. Once you cancel the offer, you can create a new one to replace it.
Things to know before canceling a private offer
Only offers in Offer created status in the marketplace can be canceled. Accepted offers cannot be canceled or voided.
Canceling an offer is different than canceling an active subscription.
Cancel a private offer for Microsoft commercial marketplace
Tackle currently does not support canceling Microsoft private offers in Tackle. However, you can still cancel or withdraw through their portal. To start the process, sign in to the Microsoft commercial marketplace to withdraw an offer🔗.