Offer Management
Create and manage offers from CRM to close deals fast
Build any marketplace private, renewal, or reseller offer, straight from the CRM opportunity, and watch status sync back the moment a buyer moves.
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Trusted by the 500+ ISVs building real marketplace revenue
Extend private offers effortlessly
Streamline your offer lifecycle across SaaS, professional services, or AMI on any cloud with SaaSify.
Publish, extend, withdraw, or clone private offers across AWS, Azure, and GCP.- Auto-generate flexible payment schedules or setup future dated private offers with ease.
- Get notified of the offer progress as the deal moves, in real-time.
Manage every offer from your CRM
The deal already lives in the opportunity. SaaSify uses it, instead of asking your team to type it twice.
- Run deal-desk operations, directly from your Salesforce and HubSpot.
- SaaSify pulls product, pricing, and buyer info pull straight from the CRM opportunity.
- Enable sales team to create, send and track offers without leaving the CRM
Complete control over renewals and concurrent agreements
Manage concurrent agreements, renewals without a rebuild, bundled products - the mechanics that show up once a deal gets real.
- Concurrent agreements let the same buyer hold multiple active offers on one product at once, on AWS.
- Renew or amend an existing agreement without rebuilding it as a new offer with Agreement-based offers (ABOs).
Grow revenue through channel partners
Give a partner the pricing to resell you, and keep full visibility into every deal they create off it.
- Track total requested, approval rate, disbursed amount, and expiring cash.
- Partners create, extend, and withdraw their own customer offers against that authorization.
- Set margin, buyer restrictions, and duration limits on every authorization you issue.
Every offer, approved and accountable
Enterprise deals need sign-off and a paper trail. SaaSify builds both into the offer workflow.
- Configurable approval workflows route every offer to the right sign-off before it reaches the marketplace.
- Custom EULAs, order forms, and legal terms attach to the offer and travel with it through acceptance.
- Every offer action is captured in an audit trail, with role-based access control (RBAC) matching your existing CRM permissions.
Why teams value SaaSify
“SaaSify supported Willow in making our WillowTwin solution commercially transactable in Azure Marketplace. We found the team extremely responsive and supportive, ensuring actions were followed up and commitments were met on time.”
“SaaSify helped us create custom offers and plans, and provided the necessary features for our operations teams, making it a win-win situation for our customers, Microsoft and us.”
“AWS account managers were hearing about Pump, but we weren't showing the ACE opportunities. With SaaSify, we're now taking credit and showcasing what we've accomplished as a major player in the cloud optimization space.”
“We sincerely appreciate your efficient, gracious customer service, the level of detail and accountability SaaSify demonstrated on each project, and the way you conduct business as a whole.”
FAQs
What does offer management mean on a cloud marketplace?
It's the full lifecycle of a private or agreement-based deal - creating, sending, tracking, and renewing offers - run from your CRM opportunity instead of a separate cloud console.
What types of offers can I create with SaaSify?
Private offers, renewals, reseller offers, and agreement-based offers (ABOs), across SaaS, professional services, or AMI listings on any supported cloud.
Which clouds and CRMs are supported?
Offer management runs across AWS, Microsoft Azure, and Google Cloud. The full lifecycle - create, extend, withdraw, clone, and sync - runs natively in Salesforce and HubSpot, with core create-and-track actions available in Dynamics 365, Zoho, and Pipedrive.
Can I set up flexible payment terms or a future start date?
Yes. Payment schedules can be generated automatically, and offers can be configured to start on a future date rather than the moment they're accepted.
What's the difference between a private offer and an agreement-based offer (ABO)?
A private offer is a one-time negotiated deal for a specific buyer. An ABO lets that buyer hold multiple active offers or renew an existing agreement without rebuilding it from scratch.
Can the same buyer hold more than one active offer on the same product?
Yes, through concurrent agreements - the same buyer can hold multiple active offers on one product at once, on AWS.
How do reseller and channel partner offers work?
You issue an authorization with the resale pricing, margin, buyer restrictions, and duration limits, and partners create, extend, or withdraw their own customer offers against it, with full visibility into every deal.
Does SaaSify support approval workflows, custom legal docs, and audit trails?
Yes. Configurable approval workflows route every offer to the right sign-off, custom EULAs and order forms travel with the offer, and every action is captured in an audit trail with role-based access control (RBAC).
What's the advantage of using SaaSify instead of building this yourself?
SaaSify keeps offer management live inside the CRM your reps already use, with clouds, approvals, and audit trails handled natively instead of custom engineering work your team would otherwise have to build and maintain.
Ready to close deals as fast as you close everything else?
Private, renewal, or reseller offer built from your CRM and synced live, across AWS, Azure, and GCP.