Private offer upgrades, renewals, and amendments

Managing agreements for private offers

For software as a service (SaaS) contract and SaaS contract with consumption products, you can offer upgrades, renewals, and amendments by using a private offer on any active agreements. For example, you can do this to grant new entitlements, offer pricing discounts, adjust payment schedules, or change the end user license agreement (EULA) to use standardized license terms. You can also change the number of units and payment schedule, and add a custom end date.

The difference between an offer and an agreement is whether the buyer accepted its terms:

• An offer is a set of terms for a buyer's use of a product. Offers can be public or private.

• An agreement is an offer that a buyer accepted. Agreements include purchased and free products that a seller made available using a public or private offer.

This feature is available to all AWS Marketplace sellers, including independent software vendors (ISVs) and channel partners. You can't amend an agreement to specify a seller of record that's different from the seller of record from the original agreement.

To use this feature, you must have permissions to use the Agreements tab in the AWS Marketplace Management Portal. For information, see Permissions for AWS Marketplace sellers.

Supported product types for private offer amendments

You can view the following product types on the Agreements page:

• SaaS contracts

• SaaS contracts with consumption

• SaaS usage-based products

• AMI-based products

• Container-based products

• Server contract

• Professional services products

However, only the following product types support private offer amendments:

• SaaS contracts

• SaaS contracts with consumption

Submission process for upgrades and renewals

You can create private offer upgrades, renewals, and amendments from the AWS Marketplace Management Portal by using the following procedure.

To create private offer upgrades, renewals, and amendments

1. Sign in to the AWS Marketplace Management Portal and choose Agreements.

2. On the Agreements page, choose a check box next to an agreement, and then choose View Details.

3. On the View agreement page, choose Create agreement-based offer.

4. On the Amend agreement details page, sellers must indicate whether a private offer is for a renewal. Select Yes or No when asked if the private offer is for a renewal.

   Note

   You can also make changes to service dates, product dimensions, the payment schedule, the renewal status, and the offer expiration date on the Amend agreement details page.

5. When you're finished, choose Create offer and then Submit.

   Tip

   Entering descriptive custom offer names can help you distinguish between your active offers on the Offers page. Custom offer names are also visible to buyers.

   AWS recommends that you specify a custom offer name that includes any additional identifying details, such as your own IDs and purchase order numbers. Using high-level descriptions like upgrade or renewal and custom company names are also recommended. Don't use any personally identifiable data (for example, first or last names, phone numbers, or addresses). You can enter up to 150 characters for this field.

   Edit the information for any dates, dimensions, payment schedules, and EULAs that you want to change, and then choose Next. On the Review and create page, review the information. When you're ready, choose Create agreement-based offer.

The new private offer appears on the Manage Private Offer page in approximately 45 minutes. To view the offer, sign in to the AWS Marketplace Management Portal and choose Offers to open the Manage Private Offer page.

From there, the buyer has the option to accept it or to continue to operate under the original agreement:

• If the buyer accepts the private offer upgrade or renewal, the new agreement takes effect immediately and the agreement is listed on the Agreements page in the AWS Marketplace Management Portal. Any remaining scheduled payments from previous agreements are cancelled.

  Buyers accept agreement-based private offers the same way they accept private offers. For more information about the buyer experience for private offers, see Private offers in the AWS Marketplace Buyer Guide.

• If the buyer doesn't accept the private offer upgrade or renewal before it expires, the original agreement remains in effect with no changes.

Reporting for upgrades, renewals, and amendments

Upgrade and renewal private offers appear on the existing seller reports and in the reports relevant to the offer. The Daily customer subscriber report report and Daily business report report are generated daily. The Monthly billed revenue report report is generated monthly.

In the Daily customer subscriber report, the Subscription intent field indicates whether the report entry is a new private offer. The Previous offer ID field indicates the ID of the offer that preceded the new offer, if one exists. For all private offers, the entry is marked private.