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create-new-saas-offer.md

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title description author ms.author ms.reviewer ms.service ms.subservice ms.topic ms.date
Create a SaaS offer in the commercial marketplace
Create a new software as a service (SaaS) offer for listing or selling in Microsoft AppSource, Azure Marketplace, or through the Cloud Solution Provider (CSP) program in Azure Marketplace.
mingshen-ms
mingshen
dannyevers
marketplace
partnercenter-marketplace-publisher
how-to
03/28/2022

Create a SaaS offer

As a commercial marketplace publisher, you can create a software as a service (SaaS) offer so potential customers can buy your SaaS-based technical solution. This article explains the process to create a SaaS offer for the Microsoft commercial marketplace.

Before you begin

If you haven’t already done so, read Plan a SaaS offer. It will explain the technical requirements for your SaaS app, and the information and assets you’ll need when you create your offer. Unless you plan to publish a simple listing (Contact me listing option) in the commercial marketplace, your SaaS application must meet technical requirements around authentication.

Important

We recommend that you create a separate development/test (DEV) offer and a separate production (PROD) offer. This article describes how to create a PROD offer. For details about creating a DEV offer, see Plan a test and development SaaS offer.

Create a SaaS offer

  1. Sign in to Partner Center.

  2. On the Home page, select the Marketplace offers tile.

    Illustrates the Marketplace offers tile on the Partner Center Home page.

  3. On the Marketplace offers page, select + New offer > Software as a Service.

    Illustrates the SaaS offer option in the New offer list.

  4. In the New Software as a Service dialog box, enter an Offer ID. This ID is visible in the URL of the commercial marketplace listing and Azure Resource Manager templates, if applicable. For example, if you enter test-offer-1 in this box, the offer web address will be https://azuremarketplace.microsoft.com/marketplace/../test-offer-1.

    • Each offer in your account must have a unique offer ID.
    • Use only lowercase letters and numbers. It can include hyphens and underscores, but no spaces, and is limited to 50 characters.
    • The offer ID can't be changed after you select Create.

  5. Enter an Offer alias. This is the name used for the offer in Partner Center.

    • This name isn't visible in the commercial marketplace and it’s different from the offer name and other values shown to customers.
    • The offer alias can't be changed after you select Create.

  6. Associate the new offer with a publisher. A publisher represents an account for your organization. You may have a need to create the offer under a particular publisher. If you don’t, you can simply accept the publisher account you’re signed in to.

    [!NOTE] The selected publisher must be enrolled in the Commercial Marketplace program and cannot be modified after the offer is created.

  7. To generate the offer and continue, select Create.

Configure your SaaS offer setup details

On the Offer setup tab, under Setup details, you’ll choose whether to sell your offer through Microsoft or manage your transactions independently. Offers sold through Microsoft are referred to as transactable offers, which means that Microsoft facilitates the exchange of money for a software license on the publisher’s behalf. For more information on these options, see Listing options and Determine your publishing option.

  1. To sell through Microsoft and have us facilitate transactions for you, select Yes. Continue to Enable a test drive.

  2. To list your offer through the commercial marketplace and process transactions independently, select No, and then do one of the following:

    • To provide a free subscription for your offer, select Get it now (Free). Then in the Offer URL box that appears, enter the URL (beginning with http or https) where customers can get a trial through one-click authentication by using Azure Active Directory (Azure AD). For example, https://contoso.com/saas-app.
    • To provide a 30-day free trial, select Free trial, and then in the Trial URL box that appears, enter the URL (beginning with http or https) where customers can access your free trial through one-click authentication by using Azure Active Directory (Azure AD). For example, https://contoso.com/trial/saas-app.
    • To have potential customers contact you to purchase your offer, select Contact me.

    [!NOTE] You can convert a published listing-only offer to a sell through the commercial marketplace offer if your circumstances change, but you cannot convert a published transactable offer to a listing-only offer. Instead, you must create a new listing-only offer and stop distribution of the published transactable offer.

Enable a test drive (optional)

A test drive is a great way to showcase your offer to potential customers by giving them access to a preconfigured environment for a fixed number of hours. Offering a test drive results in an increased conversion rate and generates highly qualified leads. To Learn more about test drives, see What is a test drive?.

Tip

A test drive is different from a free trial. You can offer either a test drive, free trial, or both. They both provide customers with your solution for a fixed period-of-time. But, a test drive also includes a hands-on, self-guided tour of your product’s key features and benefits being demonstrated in a real-world implementation scenario.

To enable a test drive

  1. Under Test drive, select the Enable a test drive check box.
  2. Select the test drive type from the list that appears.

Configure lead management

Connect your customer relationship management (CRM) system with your commercial marketplace offer so you can receive customer contact information when a customer expresses interest or deploys your product. You can modify this connection at any time during or after you create the offer.

Note

You must configure lead management if you’re selling your offer through Microsoft or you selected the Contact Me listing option. For detailed guidance, see Customer leads from your commercial marketplace offer.

Configure the connection details in Partner Center

[!INCLUDE Customer leads]

Configure Microsoft 365 App integration

You can light up unified discovery and delivery of your SaaS offer and any related Microsoft 365 App consumption by linking them.

Integrate with Microsoft API

  1. If your SaaS offer does not integrate with Microsoft Graph API, select No. Continue to Link published Microsoft 365 App consumption clients.
  2. If your SaaS offer integrates with Microsoft Graph API, select Yes, and then provide the Azure Active Directory App ID you have created and registered to integrate with Microsoft Graph API.

Link published Microsoft 365 App consumption clients

  1. If you do not have published Office add-in, Teams app, or SharePoint Framework solutions that works with your SaaS offer, select No.
  2. If you have published Office add-in, Teams app, or SharePoint Framework solutions that works with your SaaS offer, select Yes, then select +Add another AppSource link to add new links.
  3. Provide a valid AppSource link.
  4. Continue adding all the links by select +Add another AppSource link and provide valid AppSource links.
  5. The order the linked products are shown on the listing page of the SaaS offer is indicated by the Rank value, you can change it by select, hold, and move the = icon up and down the list.
  6. You can delete a linked product by select Delete in the product row.

Important

If you stop-sell a linked product, it won’t be automatically unlinked on the SaaS offer, you must delete it from the list of linked products and resubmit the SaaS offer.

Next steps