Add product and customer details to the offer

This article describes how to add product and customer details to a private offer in Producer Portal.

Add customer and sales contact details

After you've begun creating your private offer, you add the following details:

Under Customer details, include the organization, Cloud Billing account, and name for the offer. This information appears on the offer page that the customer receives. Click Next.

Caution: If you modify the Cloud Billing account, product, or pricing plan later, other information that you already input might be erased. To avoid losing offer data, ensure that you've selected the correct product, pricing plan, and Cloud Billing account for the customer.

If the Cloud Billing account is a resold customer Cloud Billing subaccount, you must set up a private offer plan, which can include a reseller discount, to transact with this customer.
Under Sales contact details, include a contact in case your customer has questions or needs support for the offer.
To proceed to Pricing and payments, click Next.

After you've added the customer and product details for your private offer, you complete the following steps in Producer Portal: