How to create a SaaS offer in the commercial marketplace

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 for the commercial marketplace. 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.

Create a new SaaS offer

  1. Sign in to Partner Center.

  2. In the left-navigation menu, select Commercial Marketplace > Overview.

  3. On the Overview tab, select + New offer > Software as a Service.

    Illustrates the left-navigation menu and the New offer list.

  4. In the New offer 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. 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.

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.

To configure the connection details in Partner Center

  1. Under Customer leads, select the Connect link.

  2. In the Connection details dialog box, select a lead destination from the list.

  3. Complete the fields that appear. For detailed steps, see the following articles:

  4. To validate the configuration you provided, select the Validate link.

  5. To close the dialog box, select OK.

Next steps