Once a private offer is created and accepted, you can view progress and receive notifications to stay updated. This includes receiving bookable artifacts to help meet your finance team’s booking requirements.
Note
Direct private offers are between you and a buyer and do not include a third party channel partner or distributor.
Creating direct private offers is different from associating private offers. To import an offer that you already created on the marketplace to associate it to Tackle for tracking, see Import to associate an AWS direct private offer.
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
Create an AWS direct private offer
In Tackle, go to the left menu and click Offers.
Click Create offer and select AWS. A Create offer pop-up opens.
For Offer type, select Direct, and then select New offer and click Continue. The offer form opens.
When you’re done, review and submit your offer.
Tip: You can save your offer and complete the form at a later time. To save your progress, click Save draft. If you leave the page without saving or submitting your offer, all your changes will be lost.
How to use the direct offers form
Each section in the form requires you to enter specific information for your buyer and the offer. See each section to know the information you need and what you can skip for now to create your direct private offer:
Basic information
When creating a direct offer, you’ll need to enter key buyer information like billing account IDs, the buyer’s company name and full name of the contact, offer details, and also note if the offer is a renewal if applicable. All this to help ensure that the correct information is added to the marketplace once the offer is created and is included in all bookable artifacts and email notifications for the transaction.
When entering information, enter the correct formatting and details for each field:
Billing account - This is the AWS account number for the buyer. After you enter this information, Tackle will search AWS to verify if there are any active contracts. If you have active contracts and you want to amend one of them, see Amend AWS direct private offers.
Buyer details - Includes company name and full name, email address, and title of the buyer contact for the offer. Note the following:
Email address is used to send cloud marketplace-specific purchase instructions to help your buyer accept their offer
Full name appears in the Tackle private offer and order notifications
Job Title is for your reference.
Offer details - Add other key offer details like offer name and description.
Offer name - This is typically a combination of the name of your company and the offer IDs or any other general description to help you easily identify the offer, like your quote number or opportunity ID. In some circumstances, the offer name is visible to your buyer.
Example format for Tackle.io private offer for BioPlex using account number 9876543210: 28e3e869-4fc0-49f2-9917-3935fa03f1ce
Offer description - Enter additional offer notes for your receipt keeping. The buyer does not see this information.
Renewal - Select YES if you’re renewing an existing offer and the buyer is already an existing customer that is either moving to the AWS Marketplace to purchase your product or is already using the AWS Marketplace to purchase your product. Select NO if it’s a new offer that’s not a renewal. Renewal offers are eligible for reduced listing fees🔗.
Product and pricing
Select an AWS product listing and set your billing terms for the buyer, including payment model, currency, dimensions and usage as well as a payment schedule customized for your direct offer. Learn more on how to create a private offer in AWS.🔗
When entering information, enter the correct formatting and details for each field. Note the following items when setting your pricing terms for SaaS contract products:
Payment model determines how and when your buyer will be invoiced for an AWS offer. AWS payment models include:
Contract start can be set to Start on Acceptance where the contract will begin immediately upon the buyer’s acceptance or Future Dated and can start at a scheduled future date.
When using “Future dated”, provide the start and end date for the subscription.
When using “Start on Acceptance” provide the length for the subscription term in terms of months.
Currency can be changed for contract listings to currencies in your disbursement preferences. Learn more about foreign currencies on the AWS Marketplace.
Dimensions are populated from the AWS Marketplace listing and can be searched for reuse. New dimensions can be created in each private offer. You can remove any unused dimensions from a particular private offer. New dimensions will be added to the product privately and available for future private offers. The added dimensions are final and cannot be removed from the product. You can add up to 100 dimensions to a single product.
About per price, API Name, and quantity:
Per price applies only when selecting Upfront pricing as the payment model.
API name is the unique identifier for dimensions related to pricing dimensions in the AWS Marketplace🔗. The name must match the name entered in the AWS Marketplace for the same dimension. If the name does not match, a new custom dimension will be added to the product listing selected.
Quantity is the number of each dimension you are offering your buyer.
Use a payment schedule to set specific invoice dates for your buyer and determine the exact amount the buyer pays. Learn more about flexible payment schedules in AWS🔗.
Note the following items when setting your pricing terms for SaaS Subscription (Paygo) Products:
Usage End Date is used to set the date at which the pricing in this private offer will end. After this date, if the customer continues to use, they will be charged the public price.
Usage Dimensions can have a unique price for this private offer. Your customer will be charged this amount for each unit submitted through metering for each dimension. Customers are charged monthly in arrears by AWS for usage.
End-user license agreement (EULA)
You can select either the Standard contract for AWS Marketplace🔗, the EULA publicly available on your listing, or upload your own end-user licensing agreement.
When uploading EULAs, you can:
Add up to five (5) documents.
Files must be formatted as TXT or PDF and no larger than 6 MB total.
Note: When more than one document is uploaded, Tackle will consolidate them as one PDF file.
Registration details
Complete any registration fields that are configured for the AWS Marketplace 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.
Additional fields
Add any additional custom fields and values for a complete bookable artifact. Standard custom fields can be configured for each of your listings.
Marketplace Fee is a standard Tackle additional field and is used to provide you with the correct Net Contract Value on any Tackle order notifications. This field is optional and does not sync with the Cloud Marketplace. Listing fees are between you and the Cloud Provider.
Offer validity period
Enter the acceptance deadline for this offer. This is the latest date that your buyer has to accept the private offer.
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.
Review and submit your offer
When you’re done completing the form, review and submit your offer when you’re ready:
Click Submit to cloud. While the offer is in review, you can view the offer details. If you need to make any edits, click Edit offer 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.
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.
Import to associate an AWS direct private offer to Tackle
You can import an AWS Marketplace direct private offer that was created directly in the marketplace to associate it to Tackle. This lets you track the offer through Tackle notifications for booking and fulfillment after the offer is accepted.
When to import to associate a private offer
For any SaaS private offer, you can create direct private offers for AWS in Tackle. You'll only want to associate to track and book offers that have been created on the marketplace, but have not been accepted.
Note
It’s important to import and associate your offer before your offer is accepted in order to receive a complete bookable artifact.
Import to associate an AWS direct private offer
In Tackle, go to the left menu and click Offers.
Click Create offer and select AWS. A pop-up opens.
For Offer type, select Direct, and then select Import to associate to an existing offer and click Continue. A pop-up opens.
Enter the Company name for your buyer and the Offer ID generated by the marketplace. After you enter the information, your private offer will be imported into Tackle. To cancel importing, click Cancel to return to the Offers home page.
Once the import is complete, click Edit offer to add more details to your offer. When you edit the offer, you can include buyer and contract details to enhance your bookable artifacts from Tackle and, if necessary, you can extend the offer acceptance deadline.
Note: If your offer is good with the existing information, click Save and close to exit.
When you’re done editing, click Update offer.
If you need to send purchase instructions to your buyer, click Send offer email. 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 in Tackle to track the progress of your offer.
After the offer is accepted, you'll receive Tackle notifications for booking and fulfillment for tracking.
Edit an AWS direct private offer
Note: Only offers in Draft status can be fully edited. Offers submitted to and created in the marketplace cannot be fully edited - only limited fields can be updated, including the marketplace acceptance deadline.
In Offers, search the AWS offer you want to edit and then click the offer to open details.
In the offer details, click Edit offer.
Edit the offer form as needed.
When you’re done, click Submit to cloud.
Note: You can still save this offer as a draft until you’re ready to submit it to the cloud.
Cancel AWS private offers
In Tackle, you can cancel a private offer for the AWS Marketplace before the offer is accepted. This is useful for when you have an error in an offer and you want to void it before the buyer can accept the private offer. Once you cancel your offer, you can create a new one to replace it.
Before you cancel a private offer
Only offers in Offer created status can be canceled. Accepted offers cannot be canceled or voided.
Canceling an offer is different than canceling an active subscription.
To cancel an AWS direct private offer:
In Tackle, go to the left menu and click Offers.
Find the offer you want to cancel and click the offer to open details.
Note: Accepted offers cannot be canceled, only offers in Offer created status.Click Cancel.
A confirmation pop-up opens.
Click Cancel offer to cancel your offer.
Warning: Once you click Cancel offer, this action cannot be undone. You can also click Cancel and archive to cancel the offer and archive it at the same time. To cancel your request, click Cancel.Wait for the Offer canceled message in the offer details. This can take a few seconds. Once the offer is canceled, a message appears.
After the offer is canceled, it will show in Canceled status in your Offers list. At this point you can also archive your offer.