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 publish your offer, you must send the offer to the customer to view and purchase. A customer can purchase an offer only once.

Regardless of how you send the offer, 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.

You can send the offer in either of the following ways.

Send the offer from Producer Portal

After you publish the offer, the Share offer dialog appears. To open the dialog later, go to the Private offers page in Producer Portal, and then, for your offer, click Send offer.

To send the offer by email from Producer Portal:

  1. In the Share offer dialog, click Send email.

  2. In the Add customer email field, enter the email addresses of the recipients. You can send the email to a maximum of ten recipients.

  3. Optional: To send a copy of the email to the sales contact that you specified for the offer, select Send a copy to partner contact. To send a copy to yourself, select Send a copy to me.

  4. Click Send.

Cloud Marketplace sends each recipient an email that contains a link to the offer. Recipients must have the permissions described earlier to view and purchase the offer.

Send the offer URL yourself

To send the offer URL in your own email:

  1. In the Share offer dialog, click Copy URL, and then copy the offer URL.

  2. In your email, include the offer URL and 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

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