Modify a published offer

This article describes steps to modify a private offer after it's been published.

Modify an offer

The steps to modify a published offer vary based on the payment schedule of the offer. You can modify a published offer with a prepay payment schedule from installment to installment. To modify a published offer with a postpay payment schedule, you must replace the offer. If the offer expires in 24 or less hours, you can't modify or replace the offer.

Modify a prepay offer

To modify a published prepay offer, create a new offer using the same customer Cloud Billing account. This retrieves and displays details of your existing offer, and allows you to change:

  • The end date of the contract.
  • The number of remaining installments.
  • The details of any installments which haven't started yet.

If your current pricing model is CUD, you can add partner-sponsored one-time credits to specific installments. To add one-time credits, use the Free credit toggle and then add the amounts of the one-time credits that you want to sponsor to the installments that you want them to apply to. One-time credits expire or roll over according to the rules that you specified for the installments that they apply to when you created the original offer.

When you modify a published prepay offer, you can't change details of installments which have already been paid for.

The replacement offer starts immediately when it's purchased and approved.

Modify a postpay offer

You can't modify, cancel, or delete a published postpay offer. Instead, to replace an active offer, you must create a new offer using the same customer Cloud Billing account. You can change the contract duration and pricing details in the replacement offer.

Choose a replacement type

When you set up pricing for a new offer, you're prompted to select one of the following replacement options:

  • Amend the current offer. Change or extend the contract duration and, optionally, modify pricing details. You must also specify if you want the replacement to be immediate (offer begins after you approve it) or delayed (offer begins when the active offer ends).

  • Amend the current offer's pricing only. Maintain the existing contract end date, and update pricing details such as the commitment or discount percentage.

For the offer acceptance deadline, you must select a date that is less than three months from today and before your active offer's end date. When you review the offer, you see a table that summarizes the changes between the two offers. After publishing the offer, you send the new offer URL to the customer to view and purchase.

Modify pricing details

For replacement offers, you can modify certain pricing details based on the pricing model your current offer uses:

  • If your current pricing model is CUD, you can modify the commitment and discount percentage. You can't change the type of CUD model (Commitment discount with additional usage at list price or Commitment with all usage discounted) or the plan.

  • If your current pricing model is Usage only, you can modify the discount percentage, or replace the model with a CUD model.

  • If your current pricing model is Flat fee (SaaS), you can modify the payment amount and features list. You can't switch to a usage-based pricing model.

Extend the offer deadline

If you want to give your customer extra time to accept an offer and don't need to otherwise modify the offer, you can change the acceptance deadline. The URL remains the same, and you don't need to send a new URL to the customer.

  1. On the Private Offers page, click Manage your offers .

  2. When prompted, select the new date. The deadline must be within three months of when you extend the offer.

  3. Click Save.

The Private Offers page shows the new deadline in the Offer expiration field.

What's next

The following articles describe additional ways that you can manage your customers' private offers: