Preview feature
This feature is currently in preview and not yet accessible to all Tackle customers. For more information, contact [email protected].
Create Microsoft partner private offers
You can create Microsoft multiparty private offers (MPOs)🔗 in Tackle to view, track, and book offers once they're accepted by your end customers, all from Tackle.
Note: Tackle will use Customized Plans for all Microsoft private offers going forward. Customize public plan pricing only will no longer be supported.
Create a Microsoft partner private offer
In Tackle, go to the left menu and click Offers.
Click Create offer and select Microsoft. A pop-up opens.
For Offer type, select Partner and then select Create new offer and click Continue. The offer form opens.
Complete the form, including optional sections as needed.
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
The partner offer form when you're creating an offer requires that you enter specific information for your buyer and partner. See each section to know the information you need and what you can skip for now to create your partner offer.
Basic information
When creating a partner offer, you’ll need to enter key partner and buyer information like, seller IDs, Azure billing 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 - Enter the name of your partner and their seller ID.
Buyer details - Add the company name and Azure billing 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 Microsoft commercial marketplace to purchase your product or is already using the Microsoft commercial marketplace to purchase your product.
Select NO if it’s a new offer that’s not a renewal.
Product and pricing
Select the Microsoft listing for the offer you’re creating. After, set pricing and other items like selecting an existing plan as a template, plan name, description, billing term, and payment model. This also includes setting up flexible billing. You will also need to add an initial charge - this is a one-time setup fee. Once you set your payment scheduling terms, the initial charge will also be included.
When entering pricing information, enter the correct formatting and details for each field. For pricing, add the pricing you are offering your partner. Your partner will receive your set pricing and mark it up when extending an offer to their buyer:
Choose an existing plan as a template to start configuring your private offer pricing. Microsoft requires private offers to be derived from an existing public plan. Billing term and payment model options, as well as, usage dimensions will be restricted to what is available on this plan.
Plan name will be auto-populated from your existing public plan, but can be modified and uniquely customized for this private offer.
Plan description can be used to provide a unique description of this offer to your buyer.
Billing term determines the duration of the subscription. Options include 1 month, 1 year, 2 years, or 3 years, if the options are configured on your public plan. Only one can be selected.
Payment model determines how your customer will pay for this subscription. Options include One-time, Per-month, and Per-Year, depending on what is configured for your selected billing term on your public plan. Additionally, payment schedule can be selected for any billing term that is 1 year or greater –– this is considered flexible billing.
Enter the price per payment or use a payment schedule to set specific invoice dates for your buyer and determine the exact amount the buyer pays.
Terms and conditions
Upload terms and conditions and any other documents pertinent to the offer. Any uploaded document will be visible to the buyer once the offer is created. When uploading, you can:
Add up to five (5) documents.
Files must be in PDF and no larger than 3 MB total.
Note: When more than one document is uploaded, Tackle will consolidate them as one PDF file.
Registration details (optional)
Complete any registration fields that are configured for the Microsoft 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 (optional)
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.
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.
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 Microsoft partner 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, your resale partner will be able to add their markup to the offer and send it off to the buyer. You can use the progress bar to track the progress of your offer, including to know when your resale partner has completed their steps.
After the offer is subscribed to, you'll receive Tackle notifications for booking and fulfillment for tracking.
Import to associate Microsoft partner private offers
You can import a Microsoft commercial 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.
Note
Only private offers created using customized plans that include a single product listing and plan can be imported into Tackle.
When to import and associate a private offer
For any SaaS partner private offer, you can create partner private offers for Microsoft 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 to receive a complete bookable artifact.
Import a Microsoft partner private offer
In Tackle, go to the left menu and click Offers.
Click Create offer and select Microsoft. 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 Offer ID generated by the marketplace. After you enter the information, your private offer will be imported into Tackle. To cancel importing and return to the Offers home page, click Cancel.
Once the import is complete, click Edit offer to add more details to your offer. When you edit the offer, you can include buyer, partner, 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.Edit your offer as needed.
When you're done, click Update offer.
Tip: You can use the progress bar in Tackle to track the progress of your offer.After the offer is subscribed to, you'll receive Tackle notifications for booking and fulfillment for tracking.
Edit Microsoft partner private offers
Note
Only offers in Draft status can be fully edited in Tackle. Offers submitted to and created in the marketplace cannot be fully edited in Tackle; only limited fields can be updated due to Microsoft API limitations.
To make full edits to your offer, withdraw the private offer in the Partner Center and then edit any field. After you submit your edits in the marketplace, Tackle will sync to Partner Center for updates within an hour.
In Tackle > Offers, search the Microsoft 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 Microsoft partner private offers
In Tackle, you can cancel a partner private offer for the Microsoft commercial 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 it will be withdrawn to a draft state in Partner Center where it can no longer be accepted by your buyer. You can create a new offer in Tackle to replace it or you can edit your withdrawn offer in Partner Center and have the updates sync back to Tackle within an hour.
Before canceling a Microsoft partner offer
You can only cancel an offer if the reseller has not extended the offer to the buyer.
Canceling an offer is different than canceling an active subscription.
Cancel a Microsoft 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 Microsoft 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 archive your offer.