Send a private offer to a customer

This article describes how to send a private offer that you created in Producer Portal to a customer.

Before you begin

Before you send your offer to a customer, you must have completed the following steps in Producer Portal:

1. Create a new offer.

2. Add customer and product details to the offer.

3. Set up pricing for your offer.

4. Specify the legal terms for your offer.

5. Review and publish your offer.

Send your offer to your customer

After you've generated the URL for your offer, you must send the offer to the customer to view and purchase. A customer can purchase an offer only once.

Note: If you're offering a SaaS product, you must also approve the accepted offer after the customer completes their purchase.

When you email your offer to your customer, consider guiding them through the process:

• Verify that the customer has the correct IAM permissions for the Cloud Billing account that you included in the offer. To view and purchase the offer, the customer must have:

  • The Billing Administrator (roles/billing.admin) role OR

  • The Billing User (roles/billing.user) AND Consumer Procurement Order Administrator (roles/consumerprocurement.orderAdmin) roles.

  If your customer or your contact with your customer needs access, you should recommend that they reach out to an Organization Administrator or Billing Administrator.

• In your email, include the documentation Accept a private offer, which explains the process for Cloud Marketplace customers.

Example letter to a customer

The following example follows best practices for sending a private offer to a Cloud Marketplace customer:

Dear Customer Name,

Thank you for working with Organization Name. Below, please find the private offer for Product Name in Google Cloud:

URL of Private Offer

Please note that you can purchase this offer only once.

To view and purchase the offer, you must have specific IAM permissions for the associated Cloud Billing account. For details on requirements and how to accept the offer, see the Google Cloud Marketplace documentation for accepting a private offer. For additional support, you can also reach out to a Google Cloud Customer Engineer.

Please let us know if you have any questions about the offer. We look forward to working with you.

Sincerely,

Signature

What's next

• After your customer accepts the private offer, you must approve the accepted offer.

• To view the status of your private offer, or to take actions such as downloading the offer as a PDF or cancelling it before acceptance, visit Manage your customers' private offers.

• If you want to be able to configure future private offers to start on specific dates, consider turning on auto-approval for your SaaS products.