September

AWS Offer Sets

Feature

ISVs can now create and manage AWS Marketplace Offer Sets directly in Salesforce. An Offer Set bundles 2 to 7 private offers (SaaS, AMI and Professional Services) into a single package that the buyer reviews and accepts in one step using one shareable Offer Set URL.

Phase 1 (August 2026)

• Create Offer Set: One-page form with Seller Account, Name, Customer Note, Sales Agent details and notification recipients. 

• Linking of draft offer sets from individual private offers

• Linking of Existing Individual Private offers sets from Offer sets

• Pre-Publish Validation: Checklist confirms 2 to 7 offers, same expiration date, currency, buyer account and region availability, and no duplicate products. Publish is enabled only when all checks pass.

• Preview and Publish: Review the full bundle before publishing to AWS. A single Offer Set URL is generated and emailed to the Sales Agent, ISV and Customer recipients. Individual private offers do not get their own URLs.

• Offer Sets Tab and Details View: View all Offer Sets with status (Draft, Active, Expired), copy the Offer Set URL, and add, view or remove private offers while in Draft.

• Bundled Private Offer Status: Private offers move through Created in SaaSify, Published to Marketplace, Details shared with Customer, Purchased from Marketplace and Expired together with their parent Offer Set.

Phase 2 (September 2026)

• Create Offer Set Updates: New button renamed to Create Offer Set. ISV and Customer notification recipients are now mandatory and inherited by bundled private offers. 

• Go to Object Manager → Offer Set → Buttons, Links, and Actions 
  Confirm Create Offer Set is listed.

• Go to Object Manager → Offer Set → Search Layouts → click the dropdown next to "List View" → Edit

• Under "Custom Buttons", check that Create Offer Set is in the Selected Buttons list.

• Under "Standard Buttons", uncheck/remove New if it's still checked. 
  Save.

• Refresh the Offer Set list view (hard refresh / clear cache if it was open in a tab) 
  Confirm the header now shows "Create Offer Set" instead of "New".

• Add Private Offers: Create private offers from within a Draft Offer Set. Offer Set ID and Name are shown on each private offer. Duplicate products are not allowed.

• Activity Breadcrumb: Tracks the full lifecycle from Draft to Purchased from Marketplace, including Awaiting Update during publish and expiration changes.

• Modify Expiration Date: Update the expiration date of a published Offer Set that has not been purchased.

• Push to CRM: Active Offer Sets can be pushed to CRM.

• Unlink: Unlink private offers from offer set when they are in Draft status. 

• Offer Set ID in Agreements and Subscriptions: Trace purchases back to their parent Offer Set.

• Co-Sell Linking: Link an Offer Set to an AWS co-sell opportunity.

Mappings

Introduced Net Payment Terms field in AWS CPPO and AWS Reseller Private offer modules

AWS ISV Authorizations / Channel partner private offers

Enhancement

• Set a maximum term for channel partners: When creating a resale authorization, set the longest payment term your partners can offer.

• Partners see only allowed terms: When creating a CPPO, the Payment Terms dropdown shows only options within your maximum.

Private offers (all cloud providers)

Enhancement

Widget: Private Offer Alert Triggers

SaaSify SFDC widget now alerts ISVs when a private offer fails to publish (High), is expiring within 7 days (High), expires without a purchase (Medium), Publish failure alerts clear automatically once the offer is republished successfully.

Product Type and Origin in Offer Summary (SFDC)

The Offer Summary in Salesforce now shows the Product Type (SaaS, AMI, or Professional Services) and Origin of each private offer, indicating whether it was created in the CRM (SFDC), on the Marketplace (AWS / AMP / GCP), or in the SaaSify WebApp. This applies to all direct and reseller private offers.

Creating dashboard for partner funding / Salesforce

Steps to enable Reporting:

To enable Reports in SFDC before upgrading the package, follow these steps:

• Go to Setup.

• Select Object Manager.

• Search for Partner Funding/Funding in the Quick Find box.

• Click on Edit.

• Enable the Allow Report by checking the checkbox.

• Then, proceed to upgrade the package.

Salesforce: funding wizard and offer sets: Creating or editing a funding request in Salesforce now uses a step-by-step wizard instead of one long form.

• Steps: a side list shows progress, and steps and fields adjust to the Program, Sub-Category and Type of Funding selected.

• Checks: errors are flagged on each step as users go, and only valid dates can be picked.

• Unsaved changes: users get a warning before losing them.

• Editing: a complete request can be saved without stepping through every page again.

• Cash claims and files: cash claims are entered one at a time and shown as cards. Uploaded files appear as cards that can be previewed or removed.

• Preview: shows the whole request before submitting.

• Header: shows the right logo for AWS, Microsoft or Google Cloud.

The SaaSify widget’s Funding button and the New Funding and Edit buttons on the record page, open the same wizard. Business rules, saved data and the API are unchanged. Fixed an issue where an offer set showed a different expiration date from its linked private offer, which stopped other private offers from being linked. The offer set now takes the expiration date of its linked private offer. Draft private offers created on their own can now be unlinked from an offer set.

SFDC Uplift UI – Funding module

Funding UI Uplift - Create/Edit Funding Flow

Branding

SaaSify now features its refreshed logo and brand colors across the SFDC

Mappings

Introduced Net Payment Terms field in AWS Private offer module

AWS Private offers / Agreement based offers

Feature

Flexible Net Payment Terms

Why It Matters

Enterprise buyers often need 60, 90, or even 120 days to pay, and deals can stall when offers only support AWS’s standard terms. Now you can set the right payment terms directly in SaaSify, so payment timing never gets in the way of closing.

What’s New

• Choose a payment term on private offers: Select AWS default or Net 15 to Net 120 when creating an offer. The term applies to all charges in the offer, including upfront, recurring, and usage.

• See terms in one place: The payment term shows on the offer and on the agreement once the buyer accepts.