Private Offers

Manage cloud marketplace private offers with ease using Automatum's comprehensive platform.

Overview

Private offers allow you to create customized pricing and terms for specific customers on AWS Marketplace and Azure Marketplace. Automatum streamlines the entire private offer lifecycle from creation to fulfillment.

Creating a Private Offer

AWS Marketplace

Quick Start

Navigate to Private Offers > New Offer and select AWS Marketplace to begin.

1. Select Product

   • Choose from your published AWS Marketplace products
   • View current pricing and terms

2. Configure Offer Details

   • Set custom pricing
   • Define contract duration
   • Add payment schedules

3. Add Buyer Information

   • Enter AWS Account ID
   • Provide customer contact details
   • Set up notifications

4. Review and Submit

   • Preview offer summary
   • Validate all fields
   • Submit to AWS Marketplace

Azure Marketplace

The process for Azure Marketplace follows a similar workflow with platform-specific configurations.

Azure-Specific Fields

• Use Azure Tenant ID instead of AWS Account ID
• Configure beneficiary recipients
• Set acceptance deadlines
• Define private offer type (customer promotion, CSP promotion, etc.)

Offer Status Tracking

Track your private offers through their complete lifecycle:

Status	Description	Actions Available
Incomplete	Offer is being created	Edit, Delete, Submit
Creating	Submitting to marketplace	View
Validating	Marketplace is validating	View
Created	Offer is live and awaiting acceptance	View, Resend Email
Email Seen	Customer has viewed the offer email	View
Accepted	Customer has accepted the offer	View, Monitor
Expired	Offer deadline passed	View
Cancelled	Offer was cancelled	View, Archive

Key Metrics

Total Active Offers

36

↑ 12% from last month

Automation Features

Notification Settings

Configure notifications for key events:

• New offer submission
• Customer acceptance
• Offer viewed (email tracking)
• Contract expiration

For detailed notification configuration, see Notifications Guide.

Best Practices

Important

Always verify customer AWS Account IDs or Azure Tenant IDs before submitting offers.

1. Pricing Strategy

   • Research competitive pricing
   • Consider volume discounts
   • Plan for multi-year commitments

2. Contract Terms

   • Clearly define deliverables
   • Set appropriate payment schedules
   • Include renewal terms

3. Customer Communication

   • Provide offer details in advance
   • Set clear expectations
   • Maintain regular check-ins

Troubleshooting

Common Issues

Offer Rejected by Marketplace

Check for:

• Invalid customer IDs
• Pricing below minimum thresholds
• Missing required fields
• Incorrect product configurations

Customer Cannot Accept Offer

Verify:

• Correct AWS Account ID or Azure Tenant ID
• Customer has necessary permissions
• Offer hasn't expired
• Product is published and active

API Integration

For advanced automation, use the Automatum OAuth API:

# Get all private offers
curl -X GET https://api.automatum.io/api/v1/private-offers \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN"

# Get a specific private offer
curl -X GET https://api.automatum.io/api/v1/private-offer/{offerId} \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN"

For complete API documentation, see:

• API Authentication - OAuth 2.0 setup
• API Reference - All available endpoints including private offers

Next Steps

• Customer Management - Manage your marketplace customers
• Analytics & Reporting - Track offer performance
• API Integration - Automate with OAuth API
• Notifications Setup - Configure alerts

Need Help?

Contact our support team:

• Email: support@automatum.io
• Chat: Available in the platform
• Documentation: help.automatum.io