Create and manage your AWS Marketplace partner private offers in one place. After you create, amend, or associate an offer, you can manage it and track the progress throughout the transaction.
Create AWS partner private offers
Create AWS channel partner private offers (CPPO) reseller authorizations🔗 in Tackle. By creating a partner private offer, you can view, track, and book that offer once it’s accepted by your end customer, all from Tackle.
Note
To renew a partner offer for the AWS Marketplace, you should create a new partner private offer and then your partner can either amend their existing agreement or create a new private offer depending on how they chose to renew and the status of the existing agreement.
Before you begin
Make sure that Tackle has Identity Access Management (IAM) permissions to access the Partners tab in the Amazon Marketplace Management Portal (AMMP)🔗
Before you create or associate partner private offers, ensure you first enable channel partner private offers (CPPO) tracking and create the Marketplace Resale Authorization service-linked role in AWS🔗.
When you're ready, start creating and managing your offers.
CPPO tracking for AWS partner offers
You’ll need to authorize the AWS Marketplace to enable CPPO tracking before you create a partner offer or associate a partner offer in Tackle.
Enable CPPO tracking to create a partner offer
Go to the AWS Marketplace Management Portal🔗 and sign in.
Enable CPPO tracking to associate a partner offer
Go to the AWS Marketplace Management Portal🔗 and sign in.
Create an AWS partner 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 Partner and then select New offer and click Continue. The offer form opens.
When you’re done, review and submit your partner 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 partner offers form
Like the direct offer form, the partner offer form requires that you enter specific information for your buyer and the partner offer. See each section to know the information you need and what you can skip for now to create your offer.
Basic information
When creating a partner offer, you’ll need to enter key partner and buyer information like AWS account numbers, the buyer’s company name, 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:
Partner details - Includes the name of your partner and their AWS account number.
Buyer details - Includes company name and AWS account number.
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. The offer name is visible to your partner.
Offer description - Enter additional offer notes for your receipt keeping. The partner will see your description.
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 your buyer will be invoiced for an AWS offer. AWS payment models include:
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. When adding:
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.
API name is the unique identifier for dimensions used by Tackle to call APIs related to pricing dimensions in the AWS Marketplace.
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. You can upload 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.
Reseller agreement (optional)
Add a reseller agreement for your partner. You can select to upload your own custom contract or use the reseller contract from the AWS Marketplace (RCMP)🔗. Any documents uploaded here are visible to the reseller only. The buyer does not see the uploaded document.
Tip
Upload the approved quote between you and your reseller so it is attached to the reseller authorization in AWS Marketplace.
Registration details
Complete any registration fields that are configured for the AWS Marketplace listing you selected. 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 immediately after extending your offer.
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 AWS partner offer
Click Submit to cloud. The offer details page opens.
Tip: If you’re not ready to submit, click Save draft to save your offer and submit at a later time.Review the offer details. To edit, click Edit offer, go to the section you want to update and click the pencil icon.
When you’re ready to create the offer, click Create offer. Processing the offer can take a minute.
After the offer is created in Tackle, click the Refresh icon. A View offer section opens. You can click the View offer link. This is optional and takes you to the AWS Marketplace Management Portal and resale opportunity details.
Once your partner takes the opportunity details and creates an offer in the selected cloud marketplace, Tackle will take the Offer ID and populate it to your partner offer in Tackle. After it’s accepted by the buyer, Tackle will send you email notifications, including bookable artifacts, for your records.
Note
The status bar at the top of the Tackle Offers page is not reflective of the statuses viewable for a partner offer. The following statuses are not applicable, as the offer is between your partner and the buyer and no email is sent from Tackle to the end buyer: Offer email has been sent, Offer email has been viewed, Offer has been viewed.
Import to associate an AWS partner private offer
You can import an AWS Marketplace partner 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 and associate a private offer
For any single use SaaS partner private offer, you can create partner 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 by your buyer.
Note: It’s important to import and associate your offer before your partner has created their offer in order to receive a complete bookable artifact.
Import an AWS partner 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 Partner, and then select Import to associate to an existing offer and click Continue.
Enter the Company name for your buyer and the Selling authorization ID generated by the marketplace.
After you enter the information, your private offer will be imported into Tackle and the offer details will appear.
Click Edit offer to add more details to your offer. When you edit the offer, you can include buyer and other 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.
After the offer is accepted, you'll receive Tackle notifications for booking and fulfillment for tracking.
Edit an AWS partner 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.
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 partner private offers
You can cancel an AWS Marketplace channel partner private offer (CPPO) if you find that there was an error or need to update the offer.
Before canceling an AWS partner offer
You can only cancel an offer if the reseller has not extended the offer to the buyer.
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.
Cancel an AWS partner offer
Note: Accepted offers cannot be canceled, only offers in Offer created status.
In Tackle, go to the left menu and click Offers.
Find the AWS partner offer you want to cancel and click the offer to open details.
Click Cancel.
A confirmation pop-up opens.
Click Cancel offer to cancel your partner 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.