

# Creating an offer for AWS Data Exchange products
<a name="prepare-offers"></a>

To make a product available, you must create an *offer* in the AWS Data Exchange console. Offers define the terms that subscribers are agreeing to when they subscribe to a product. Products with visibility set to **Public** must have a public offer available to all subscribers. You can also create custom offers for selected subscribers. When you create an offer for your product, you define:
+ The data subscription agreement, which defines the terms that a prospective subscriber must agree to before purchasing a subscription for your product.
+ Available pricing and duration combinations.
+ Whether US sales tax is collected.
+ The Terms and Conditions for the refund policy, if any.
+ Whether the subscriber must fill out a questionnaire to request a subscription using subscription verification.
+ Whether auto-renewal is available for the offer.

You can also create custom offers that you extend to a select AWS account. The custom offer makes it possible for you to set specific terms and pricing for your product. The following topics provide more information about creating all offers. 

**Topics**
+ [Offer pricing](#offer-pricing)
+ [US sales and use tax](#offer-pricing-us-sales-tax)
+ [Data Subscription Agreement](#offer-data-subscription-agreement)
+ [Refund policy](#offer-refund-policy)
+ [Subscription verification](#offer-subscription-verification)
+ [Offer auto-renewal](#offer-auto-renewal)
+ [Private offers](private-offer-configuration.md)
+ [Public offers](public-offer-configuration.md)
+ [BYOS offers](create-byos-offers.md)
+ [Viewing subscriptions](view-subscriptions-for-product.md)

## Offer pricing
<a name="offer-pricing"></a>

When you define the pricing information, you define the total price and duration of the subscription. Durations are 1–36 months. For public offers, you can specify up to 5 different durations in a single offer.

We recommend that you choose durations that you plan to support for the long run. If you discontinue a duration, AWS cancels the subscription renewal for those affected subscribers who opted into an auto-renewal policy.

The only supported currency for pricing is US dollars (USD). You must specify a price for each duration. For example, you can specify different prices for durations of 1 month, 6 months, 12 months, 24 months, and 36 months in a single offer. All options are available to prospective subscribers. They must choose a single price and duration when they subscribe to your offer, and they must agree to your offer terms and pay upfront for the purchase charges.

## US sales and use tax
<a name="offer-pricing-us-sales-tax"></a>

You can enable US sales tax collection for the offer, based on your tax nexus settings. For more information, see [US sales and use tax](provider-financials.md#taxation).

## Data Subscription Agreement
<a name="offer-data-subscription-agreement"></a>

The Data Subscription Agreement (DSA) is the standard contract template that AWS Data Exchange offers as the default. The DSA describes the Terms and Conditions for the data product. As a provider, you control the legal terms and usage rights. These terms are part of each offer you create for your product.

You can download the default DSA template on the AWS Data Exchange console and edit it to add your own Terms and Conditions. Or, you can specify your own custom terms by uploading the DSA of your choice. AWS Data Exchange associates the DSA that you specify for the product's offer without any further modifications.

The DSA was developed in collaboration with the subscriber and provider community to address the needs of both parties. The DSA proactively defines common ground across key contractual clauses like use, warranty, indemnification and governing law. AWS Data Exchange providers can offer the DSA as the EULA for self-service transactions, or private offers. Subscribers can search for, subscribe to, and use data from providers that offer the DSA, and can request a standard DSA for private offers. For private offers, subscribers can request a DSA template from the provider. The DSA terms can be amended to address custom transaction requirements as agreed upon between the parties.

## Refund policy
<a name="offer-refund-policy"></a>

As a provider, you control the refund policy for your product's subscribers. Although AWS Data Exchange doesn't require you to offer refunds, you must clearly specify your refund policy in the offer details. We encourage you to provide these details in a clear and concise manner so that subscribers can contact you in case of any questions or requests. AWS can process refunds that you authorize on your behalf, but as the provider, you must authorize the refunds.

For AWS to process authorized refunds, [submit a refund approval form](https://aws.amazon.com/marketplace/management/support/refund-request?#) to AWS Support through the AWS Marketplace Management Portal. Your refund request is processed, and the refund is issued to the subscriber. You can view all refunds that AWS processed on your behalf in the monthly billed revenue report.

## Subscription verification
<a name="offer-subscription-verification"></a>

As a provider, you have the option to enable subscription verification for your data products on AWS Data Exchange. For more information, see [Subscription verification for providers in AWS Data Exchange](subscription-verification-pro.md).

## Offer auto-renewal
<a name="offer-auto-renewal"></a>

As a provider, you control the availability of auto-renewal. When you first create an offer, you can choose to enable auto-renewal, which gives subscribers the option to subscribe to the product with automatic renewals. You cannot change this parameter once the offer has been created.

**Note**  
If you set up a flexible payment schedule for a custom private offer, the offer can't be set to auto-renewal.

# Creating private offers in AWS Data Exchange
<a name="private-offer-configuration"></a>

AWS Data Exchange gives providers the option to create custom offers, such as private offers. For more information on private offers, see [Creating an offer for AWS Data Exchange products](prepare-offers.md).

As a data provider, you can provide your data product to a subscriber at terms that are different from the offer terms available to the general public. For products that are not publicly visible, your private offers are the only terms available to customers, and only customers you create private offers for can see the product. Private offers allow you to create a custom offer for one or more AWS accounts. A private offer can be different from other offers in any dimension, including price, duration, payment schedule, data subscription agreement, or refund policy.

As a provider, after you have created a product, you can then create a private offer and make it available to a group of subscribers of your choosing. For publicly visible products, you must create a public offer before you can create a private offer.

To create a private offer for a data product:

1. Sign in to the [AWS Marketplace Management Portal](https://aws.amazon.com/marketplace/management/).

1. Go to the **Data Products** page and select your product.

1. On the **Getting started** tab, select **Create offer** and **Private offer**.

1. On the **Offer details** page, do the following:

   1. Enter the offer name and description.

   1. Select the renewal option.

   1. Set the offer expiration date. Offers expire at 23:59:59 UTC on the set date.

1. Choose **Next** twice.

1. On the **Configure offer pricing and duration** page, specify the following:

   1. Pricing option

   1. Contract duration

   1. Offer currency

   1. Product dimension – The dimension is called `ProductAccess` and is automatically created during the product creation flow.

1. Choose **Next**.

1. On the **Add buyers** page, enter the AWS account IDs for your buyers.

1. Choose **Next**.

**Important**  
For linked accounts to benefit from a private offer:  
Include the payer AWS account ID.
The payer account must accept the hourly terms of the private offer first.
After the payer account accepts, linked accounts can then accept the private offer.

1. On the **Configure legal terms and offer documents** page, add Data Subcription Agreement or use Data Exchange default, then choose **Next**.

**Note**  
You can add up to five files (legal terms, statement of work, bill of materials, pricing sheet, or addendums). The system combines these into one document.

1. On the **Specify refund policy**, add the refund policy.

1. On the **Review and create** page, verify the offer details and choose **Create offer**.

1. After the offer appears on the **Manage private offers** page, open the **Actions** menu, choose **Copy offer URL**, and email it to the buyer.

# Creating public offers in AWS Data Exchange
<a name="public-offer-configuration"></a>

To create a new public offer:

1. Sign in to the [AWS Marketplace Management Portal](https://aws.amazon.com/marketplace/management/).

1. Go to the **Data Products** page and select your product.

1. In the **Getting started** tab, select **Create offer** and **Public offer**.

1. Choose **Generate offer ID**.

1. Choose **Continue to wizard**.

1. On the **Provide offer information** page, add an offer name.

   1. (Optional) Add an offer description

   1. Acknowledge and agree to enable **Subscription verification**, which enables you to control who can subscribe to this product. Choose **Next**. For more information, see Subscription verification for providers in AWS Data Exchange.

1. On the **Configure offer pricing and duration** page, specify the following:

   1. Pricing option

   1. Contract duration

   1. Offer currency

   1. Product dimension

1. On the **Configure legal terms and offer documents** page, add Data Subcription Agreement or use Data Exchange default, then choose **Next**.

1. On the **Specify refund policy**, add the refund policy.

1. On the **Review and create** page, verify the offer details and choose **Create offer**.

# Creating Bring Your Own Subscription offers in AWS Data Exchange
<a name="create-byos-offers"></a>

AWS Data Exchange gives providers the option to create custom offers, such as Bring Your Own Subscription (BYOS) offers.

As a data provider, you might already have subscribers for your data products. BYOS offers allow you to migrate and fulfill existing subscriptions with AWS customers at no additional cost.

With BYOS offers, any billing relationship between you and your subscribers continues. BYOS offers are not subject to fulfillment fees. Subscribers receive an AWS Marketplace invoice for the subscription with no charge. After you create a BYOS offer, we review it and contact you if we have any issues or questions.

Because the lifecycle of the subscription begins outside of AWS Data Exchange, the workflow for migrating an existing subscription to AWS Data Exchange using BYOS requires collaboration between you and the subscriber.

**Important**  
With BYOS offers, you're migrating a subscription that pre-dates the availability of this product on AWS. AWS might verify your BYOS offer with the existing subscription agreement. If AWS cannot verify your BYOS offer, the offer and entitlements might be revoked without notice.

Before creating or accepting a BYOS offer on AWS Data Exchange, the provider and subscriber should perform the following steps together:

**Prerequisites**

1. The provider and the subscriber contact each other about implementing a BYOS AWS Data Exchange solution.

1. The subscriber provides the AWS account ID that they want to use to subscribe to data products on AWS Data Exchange.

If you are the provider, follow these steps to create the BYOS offer.

**To create a BYOS offer**

1. Open your web browser and sign in to the [AWS Data Exchange console](https://console.aws.amazon.com/dataexchange).

1. In the navigation pane, under **Publish data**, choose **Products**.

1. Choose the product that you want to create the BYOS offer for by selecting the option button next to the product name in the **Products** list.

1. From **Actions**, choose **Create custom offer**.

1. On the **Select offer type** page, for **Offer types**, select the Bring Your Own Subscription (BYOS) option and then choose **Next**.

1. On the** Enter pre-existing subscription details** page, for **Existing agreement**, choose **Add file** to upload your pre-existing subscription and verify that the agreement pre-dates when you created the product on AWS.

1. For **Pre-existing subscription start date**, choose the calendar icon and select the start date.

1. For **Duration**, enter the number of months applicable.

1. On **Auto renew terms**, select **Yes** or **No** to specify if the pre-existing agreement included auto-renewal upon expiry of the current subscription.

1. In **Refund policy**, enter information regarding the refund policy stated in your pre-existing subscription agreement and then choose **Next**.

1. On the** Enter subscriber details** page, for **Subscriber details**, enter the subscriber's 12-digit **AWS Account ID** and a **Description** and then choose **Next**.

1. On the **Review & publish** page, verify all of the information. Choose **Edit** to make changes to sections if needed.

1. In the **Acknowledgement** section, select the check box to acknowledge that you're migrating a pre-existing subscription that pre-dates the availability of this product on AWS.

1. Choose **Publish**.

**Note**  
Auto-renewal settings can't be changed after the BYOS offer is created. Only one AWS account can be added to a BYOS. If multiple accounts are required, create additional BYOS offers.

# Viewing AWS Data Exchange subscriptions
<a name="view-subscriptions-for-product"></a>

You can view all of the subscriptions for any of your products through the **Product overview **page. You can also view subscriptions for each of your offers.



## Viewing subscriptions for a product
<a name="view-product-subscriptions"></a>

**To view subscriptions for a product**

1. Open your web browser and sign in to the [AWS Data Exchange console](https://console.aws.amazon.com/dataexchange).

1. From the left navigation pane, expand **Publish data** and choose **Products**.

1. From **Products**, choose the product you want to view offers for.

1. Choose the **Subscriptions** tab. From here, you can view all the subscriptions for your product.

You can choose to filter to currently active subscriptions or to archived (expired and ended) subscriptions from the dropdown at the top left of the **Subscriptions** tab.



## Viewing subscriptions for an offer
<a name="view-offer-subscriptions"></a>



**To view subscriptions for a specific offer**

1. Open your web browser and sign in to the [AWS Data Exchange console](https://console.aws.amazon.com/dataexchange).

1. From the left navigation pane, expand **Publish data** and choose **Products**.

1. From **Products**, choose the product you want to view offers for.

1. Choose either the **Public offer** or **Custom offers** tab. From here, you can view all the subscriptions for your offer.

You can choose to filter to currently active subscriptions or to archived (expired and ended) subscriptions from the dropdown at the top left of the **Subscriptions** section.