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Multiparty private offers (for ISVs)

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Multiparty private offers empower ISVs to scale and unlock a repeatable revenue channel with channel partners. You can create new offers within minutes and customize the pricing and terms to build the partnerships you need to close deals quickly.

Overview of the multiparty private offers experience:

  1. The ISV creates a private offer and sends it to the channel partner.
  2. The channel partner finalizes the offer and extends it to the customer.
  3. The customer buys through the commercial marketplace.
  4. Microsoft invoices the customer according to their billing terms with Microsoft.
  5. Microsoft pays the ISV and the channel partner.

Customers in the United States, United Kingdom, and Canada markets are supported for multiparty private offers.

ISV prerequisites to create a multiparty private offer

You must meet these prerequisites to create a multiparty private offer for partners:

Supported offer types

Multiparty private offers can be created for the following transactable marketplace offer types: Software as a Service (SaaS), Azure Virtual Machines, and Azure Applications.

Multiparty private offers do not support the sale of professional services to customers. Sales of software offers cannot include professional services or hardware in the software price by policy. To sell your professional services to customers in the United States, Canada, or United Kingdom, create a customer private offer using the transactable professional service offer type.

Private offers are not supported for products offered in Microsoft AppSource.

Note

Your channel partner can adjust the price on all custom meter dimensions your offer might use. Price adjustments are only applied to the software charges set by you, not on the associated Azure infrastructure charges.

Private offers dashboard

Create and manage private offers from the Private offers dashboard in the left-nav menu of the Marketplace offers workspace in Partner Center. This dashboard has three tabs:

  • Customers: Create a private offer for a customer to buy direct from the Azure portal. See ISV to customer private offers.
  • Multiparty: Create a private offer that includes a channel partner and is sold through the Azure portal.
  • CSP partners: Create a private offer for a CSP partner. See ISV to CSP partner private offers.

Create a multiparty private offer

Before creating an offer, prepare by getting the channel partner's seller ID and the customer's billing account ID. You need this information to create your offer.

  1. Sign in to Partner Center.

  2. Select Marketplace offers from the home page.

  3. Select Private offers from the left-nav menu to open the dashboard.

  4. Select the Multiparty tab.

  5. Select + New private offer.

  6. Enter a multiparty private offer name. This name is a descriptive name that you use to refer to your multiparty private offer within Partner Center. The name entered is visible to your channel partner within Partner Center and to your customer within the Azure portal.

  7. Select the type of multiparty private offer you wish to create based on the attributes you want to customize. Attributes include pricing (either absolute or percentage discounts), meter quantities, and user limits for transactable marketplace offer types (including SaaS and VM reservation). Choose one of the options:

    • Customize pricing for existing offers: Use this option to create a multiparty private offer for all transactable offer types: SaaS, Azure Virtual Machines, and Azure Applications. You can customize your partner pricing via absolute pricing or percentage discounts.
    • Customize pricing, metering quantities, and user limits for SaaS offers: Use this option to create a multiparty private offer for a SaaS plan by customizing your absolute partner price, metering dimension quantities, and user limits.
    • Customize pricing and specific quantities for VM software reservation offers: Use this option to create a multiparty private offer to sell VM software reservations (1-year or 3-year) and customize the absolute partner price, vCPU size, quantities, duration, and payment schedule.

    Screenshot of the New private offer window.

    You'll customize the product offer attributes later based on this selection.

Note

As the ISV, you'll create the multiparty private offer and submit it to your channel partner. You're the originator of the multiparty private offer.

Offer setup

Use this page to configure your multiparty private offer with the customer and term details and add the channel partner you'll be working with.

Customer information

Specify the billing account for the customer receiving this multiparty private offer. The multiparty private offer will only be available to the configured customer billing account. The customer must be an owner, contributor, or signatory on the billing account to accept the offer. The United States, United Kingdom, and Canada are the supported customer markets for multiparty private offers. Your customer must have a United States, United Kingdom, or Canada billing account to purchase the multiparty private offer.

Customers can find their billing account ID in three ways:

  • Customers can run the eligibility check tool and download the report to identify their billing account ID to verify if they're approved to purchase via the marketplace.
  • In the Azure portal under Cost Management + Billing > Properties > ID. A user in the customer organization should have access to the billing account to see the ID in Azure portal.
  • If the customer knows the subscription they plan to use for the purchase, select Subscriptions, select the relevant subscription > Properties (or Billing Properties) > Billing Account ID.
    See Billing account scopes in the Azure portal.

Note

A customer's market currency and billing account currency must match to be eligible to purchase products configured with an absolute price through multiparty private offers. Multiparty private offers configured with discounted pricing do not have this requirement.

Description

Optionally enter a description of the multiparty private offer for your reference. The description entered is visible to your channel partner in Partner Center, but isn't visible to the customer and isn't included in your marketplace reporting.

Partner information

Add the channel partner you authorize to sell your products through this multiparty private offer. Only one channel partner can be added to the multiparty private offer.

  1. Select + Add partner.
  2. Enter the marketplace seller ID of your partner. Your partner can locate this information in Partner Center under Account settings > Identifiers > Publisher within their organizational profile.
  3. Select Add partner.

Note

Customers in the United States, United Kingdom, and Canada markets are supported for multiparty private offers. Your channel partner must have a completed United States or United Kingdom tax profile in Partner Center for marketplace associated with their seller ID. Your channel partner can verify this in Partner Center under Account settings > Payout and tax profiles > Tax profiles tab. The tax profile country/region associated with their seller ID needs to be the United States or United Kingdom.

Customer terms

The customer start and end date determine how long the multiparty private offer prices apply to customer purchases during that time. This date is different from the offer subscription start and end date.

  • Customer start date:

    • Choose Customer accept by date if you want the multiparty private offer to start as soon as the customer accepts it. This option makes the multiparty private offer immediately visible to the customer within Azure portal in Marketplace under Private offer management. If a multiparty private offer is extended to an existing customer of a Pay-as-you-go product, this makes the private price applicable for the entire month.
    • Choose Specific month to have your multiparty private offer start in an upcoming month. The start date for this option is always the first day of the selected month. The time zone for the customer accept by date is Coordinated Universal Time (UTC). The selected month and the multiparty private offer aren't visible to the customer until that month.

  • Customer end date: Choose the expiration date for your multiparty private offer. Your customer must purchase before the end of this end date, otherwise the multiparty private offer price will expire. The time zone for the customer end date is Coordinated Universal Time (UTC).

  • Customer accept by date: Choose the expiration date by which your customer must accept your multiparty private offer. Your customer must accept this private offer before the end of this date in Coordinated Universal Time (UTC), or the multiparty private offer will expire, and your customer will no longer be able to accept it.

  • Customer terms and conditions: Optionally, upload a PDF copy of the terms and conditions you want your customer to accept as part of the multiparty private offer. A total of five attachments can be uploaded between you and your channel partner.

    1. Select + Add terms and conditions.
    2. Attach the PDF copy of the terms and conditions your customer must accept as part of the multiparty private offer.
    3. Type in a unique Customer-facing document name for each customer term and condition you upload. This document name is visible to your channel partner in Partner Center and to your customer in Azure portal.

      Note

      Your terms and conditions must adhere to Microsoft supported billing models, offer types, and the Microsoft Publishers Agreement.

Customer renewals

Indicate customer renewal status for your private offer. Customer renewals receive a 50% discounted store fee. Learn more about this benefit.

Notification contacts

Optionally provide up to five email addresses for the people within your company as Notification contacts to receive email updates on the status of the multiparty private offer. These emails are sent when your offer status changes to Pending partner action, Pending acceptance, Accepted, or Expired.

Product offers

Add the offers or plans you authorize your partner to sell. Configure the price to your partner; your channel partner can adjust the customer price separately.

The procedures for setting up a product offer depend on what you chose in the earlier step: Create a multiparty private offer (step 7):

Customize pricing for existing offers

If you selected Customize pricing for existing offers earlier in Create a multiparty private offer (step 7):

  1. Select + Add offer.

  2. Choose to configure a custom Absolute price or a Discounted price to your channel partner for your products.

    Configuring an absolute price to your channel partner enables you to override the price for a specific plan within a product offer. You can only customize the price based on the same pricing model, billing term, and dimensions of the public offer. You can't change to a new pricing model or billing term or add dimensions. Absolute pricing is supported for SaaS and Azure Applications but not for Virtual Machine offers. You can't use absolute pricing for plans that have a trial enabled. Create a new public plan without trial enabled or use discounted pricing.

    Configuring a discounted price to your channel partner lets you configure a discount percentage for a specific plan within a product offer. Your partner receives this discount off your plan's list price in the marketplace.

  3. Choose up to 10 offers or plans and select Add.

  4. Enter your Partner price as an absolute price or as a discount percentage for each product in the product pricing table. To configure an absolute partner price, select Configure price. To configure a discounted price, enter the discount percentage in the product pricing table.

  5. For SaaS with metered dimensions, ISVs emit usage using the same plan ID as the public plan selected within the private offer.

    Note

    Only public offers and plans that are transactable in Azure Marketplace appear in the selection menu.

Customize pricing for SaaS offers

If you selected Customize pricing, meter quantities, and user limits for SaaS earlier in Create a multiparty private offer (step 7):

  1. Select + Create new plan to choose the offers/plans you want to include in the multiparty private offer by configuring absolute pricing, quantities on metering dimensions, and user limits.

  2. Enter a plan name and select an existing plan as a template for the new plan to provide customized pricing, quantities on metering dimensions, or specific user limits.

  3. Choose up to 10 offers/plans and select Add.

  4. Configure the absolute price to your partner and other attributes for each item in the pricing table.

  5. Each plan should have a name and description.

    To use a flat-rate pricing model:

    • Configure the billing term/s and price per payment for each billing term.
    • You can also modify the quantity included in the base for defined dimensions of your plan for each billing term.

    To use a per-user pricing model:

    • Configure the minimum and maximum user limits for your plan, and the price per payment per user for each billing term.

  6. This option creates a new plan with a unique plan ID. For SaaS with metered dimensions, ISVs emit usage using this new plan ID and not using the same plan ID as the public plan selected within the private offer. The new plan ID can be found in Partner Center within the multiparty private offer. Under "product offers" click "configure price" to view and copy the unique plan ID. This plan ID is also visible when using the SaaS fulfillment APIs.

Customize pricing for VM software reservation offers

If you selected Customize pricing and specific quantities for VM software reservation offers earlier in Create a multiparty private offer (step 7):

  1. Select + Add offers/plan to choose the offers/plans you want to include in the multiparty private offer for VM software reservations.

  2. Choose up to 10 plans and select Add. Only the VM plans that are public and have reservation pricing enabled (1-year or 3-years) appear.

  3. Configure the absolute price to your partner for each item in the pricing table.

  4. Absolute pricing lets you make these configurations:

    • Reservation duration: Configure the duration of the reservations you would like to extend to the partner. You'll only see the options that are enabled on the public VM plan.

    • Payment schedule: You can choose an Upfront or Monthly payment schedule for the reservations.

    • Add reservation: Add all the reservations that you want to extend as part of this multiparty private offer. Configure the vCPU size, Quantity of reservations, and the Unit price (USD). The vCPU size will be disabled if the VM plan is configured with a Flat rate pricing model.

      For the Monthly payment schedule, the subtotal is calculated as: Monthly unit price x number of months x Quantity.

      To view the prices in all the enabled markets, select Save, then select Export pricing data.

Sales note

Optionally include up to 60 characters of text as a sales note. Information entered here isn't visible to your partner or to your customer. The info only appears in your marketplace reporting within the download exports for the orders, usage, and revenue dashboards and through programmatic API access to marketplace analytics.

Don't include any personal data, including names or email addresses.

Review and submit

Review the information you provided. When you're ready, select Submit.

When submitted, the multiparty private offer is locked for edits. You can still withdraw the multiparty private offer while it's pending partner action by your channel partner.

The offer is available to your channel partner within 15 minutes.

Send your channel partner an email to inform them the multiparty private offer is available for them to access. You'll be returned to the dashboard where you can view the offer's status. When the offer is ready to be shared with your customer, Microsoft sends email to the notification contacts that you specified on the multiparty private offer.

Note

Microsoft will not send an email to your channel partner or customer. Your channel partner will be able to copy the multiparty private offer link and share it with your customer for acceptance. Your customer will also be able to see the multiparty private offer under the Private offer management blade in the Azure portal.

View private offers status

To view the status of your multiparty private offer:

  1. Select Private offers from the left-nav menu.
  2. Select the Multiparty tab.
  3. Check the Status column.

Private offer status descriptions:

  • Draft: You started creating a multiparty private offer but haven't yet submitted it.
  • In Progress: The multiparty private offer that you submitted is currently being published. Publication can take up to 15 minutes.
  • Pending partner action: The multiparty private offer you submitted is now available for your channel partner to update and send to the customer for acceptance.
  • Pending acceptance: The multiparty private offer is pending customer acceptance. While the offer is in this state, the ISV can't withdraw the offer from the channel partner, unless the channel partner withdraws the multiparty private offer from the customer first.
  • Accepted: The customer accepted the multiparty private offer. Once accepted, the multiparty private offer can't be changed.
  • Expired: The multiparty private offer expired before the customer accepted it. You can request your channel partner to withdraw the multiparty private offer. Once withdrawn by your channel partner, you'll be able to withdraw the multiparty private offer to make changes and submit it again.
  • Ended: The multiparty private offer has passed its end date.

Purchase status

You can track if your customer has subscribed to the SaaS products contained within the multiparty private offer after they accept the SaaS offer. Private offer purchases have two steps: Accept and Purchase. For SaaS offers, customers need to activate the subscription and configure their account. To learn more about the customer purchase process, see purchase or subscribe to the private offer, and share this with your customers.

Note

Currently this functionality only applies to SaaS offer types.

To see the multiparty private offer purchase status, in the Private offers dashboard, under Purchase status, select View status. The View status link only shows for multiparty private offers that have been accepted by the customer or have ended. After selecting View status, you'll get a view of any subscriptions the customer has set up for the products contained within the multiparty private offer, and the state of those subscriptions. If there are no entries within this view, then either:

  • The customer hasn't yet purchased the SaaS product within the multiparty private offer and you should follow up with your channel partner on the deal, or with the customer directly to help them purchase and activate the product (assuming the start date has already passed).
  • Or, the multiparty private offer only contains Azure Application or Virtual Machine offer types.

Purchase status can be:

  • Subscribed: The customer subscribed to the product, configured the SaaS service and you've activated the subscription. No further action is required by you or the customer.

  • PendingFulfillmentStart: Possible reasons:

    • The customer subscribed to the product but has yet to configure the SaaS service. You should follow up with your channel partner on the deal or with the customer directly and ask them to complete the step to configure the SaaS service.
    • Or, the customer has subscribed and completed the configuration step, but you as the ISV haven't activated the subscription yet. You should activate the subscription so that billing can occur.

  • Suspended: The subscription is suspended because a customer's payment wasn't received. Microsoft gives the customer a 30-day grace period before automatically canceling the subscription.

  • Unsubscribed: Possible reasons:

    • You, as the ISV, didn't activate the subscription by the 30-day deadline since the customer purchased and configured the SaaS service. You need to advise your channel partner or the customer directly to subscribe to the product again. You should activate it within the 30-day deadline.
    • The subscription is canceled either because a customer requested to cancel the subscription, or the subscription was canceled because of nonpayment.
    • The subscription expired.

Clone a private offer

You can clone an existing multiparty private offer so that you don't have to start from scratch. Update its customer and channel partner information to send it to different customers and channel partners. Or, update the product offer or plan pricing to send another multiparty private offer to the same customer and channel partner.

To clone a multiparty private offer:

  1. Select Private offers from the left-nav menu.
  2. Select the Multiparty tab.
  3. Select the private offer you want to clone, then select Clone.
  4. Enter a new private offer name, then select Clone.
  5. Edit the details on the Offer Setup page as needed.
  6. Submit the new multiparty private offer.

Withdraw a private offer

Withdrawing a multiparty private offer means your channel partner and your customer will no longer be able to access it. A multiparty private offer can only be withdrawn by an ISV if the status is Pending partner action. A multiparty private offer can't be withdrawn by an ISV if the status is Pending acceptance or Accepted by the customer.

To withdraw a multiparty private offer:

  1. Select Private offers from the left-nav menu to open the dashboard.
  2. Select the Multiparty tab.
  3. Select the private offer you want to withdraw, then select Withdraw.
  4. Select Request withdraw.
  5. Your offer status is updated to Draft and can now be edited, if desired.

Delete a multiparty private offer

Delete can only be used when a multiparty private offer is in Draft status. To delete:

  1. Select Private offers from the left-nav menu to open the dashboard.
  2. Select the Multiparty tab.
  3. Check the box of the multiparty private offer you want to delete.
  4. Select Delete.
  5. Select Confirm.

This action permanently deletes your multiparty private offer.

Upgrade a multiparty private offer

This option enables you to upgrade an existing accepted multiparty private offer and is applicable for multiparty private offers in either an accepted or ended state. Upgrades are only supported at time of renewal. For example, the upgraded offer start date and end date cannot overlap with the existing multiparty private offer. Through upgrade, ISVs can edit their partner pricing, customer private offer dates, customer terms and conditions, notification contacts, and sales note for the upgraded multiparty private offer but cannot change the product plan or product terms. Channel partners can edit their customer adjustment percentage, prepared by contact, customer terms and conditions, notification contacts, and sales note. If other changes are required, create a new multiparty private offer. To upgrade:

  1. Select Private offers from the left-nav menu to open the dashboard.
  2. Select the Multiparty tab.
  3. Check the box of the multiparty private offer you want to upgrade.
  4. Select Upgrade.
  5. Enter a multiparty private offer name.
  6. Edit the details on the Offer setup page as needed.
  7. Select Submit to send the multiparty private offer to your partner to finalize.

Cancelling an accepted multiparty private offer

Once the customer accepts the multiparty private offer, ISVs are no longer able to withdraw or edit the multiparty private offer. If the multiparty private offer was created with incorrect details, such as incorrect pricing, incorrect public plan, or incorrect terms or dates, you should work with the channel partner and customer to submit a marketplace support request to cancel the multiparty private offer.

To do so, you or the channel partner, can create a support ticket in Partner Center and request the multiparty private offer to be canceled. To cancel the private offer, there must either be no purchases made by the customer for the products within the private offer, or the customer must unsubscribe to the products purchased within the private offer before it can be cancelled.

Provide the following information:

  • The private offer ID
  • The customer billing account ID
  • Reason for cancellation
  • Confirm whether refund is needed if the customer has already purchased. More purchase information is required if a refund is needed.
  • A screenshot with written confirmation from both the other partner involved in configuring the multiparty private offer and from the customer that they agree to the cancellation.

Upon cancellation, the multiparty private offer will be removed from your multiparty private offer dashboard view in Partner Center and will also be removed from the customer's Private offer management view in the Azure portal. After the cancellation is processed, the multiparty private offer price is no longer applied if the customer was to purchase the plan that was contained in the canceled multiparty private offer.

Payout and reporting on multiparty private offers

The payout amount and agency fee that Microsoft charges is based on the partner price you set after your percentage-based discount or absolute price was applied to the products in your multiparty private offer.

  • Payouts: Sales through multiparty private offers will be in Earnings, specifically under earnings and reports.
  • Analytics: Sales through multiparty private offers are available in the commercial marketplace insights dashboards, reports, and through programmatic access.

Related content

Further reading

Video tutorials (YouTube)