How to create a new Offer? New UI

Introduction

This article walks through the full creation of an Offer in Product Management Hub. An Offer is the primary unit through which Vendors present their Products to Sellers and Customers on the Platform. A well-configured Offer ensures that Customers can discover, evaluate, and purchase the right Product under the correct terms.

In this article:

• Offer Statuses
• Accessing the New Offer wizard
• Wizard overview and navigation
• Localisation
• Step 1: Offer Details
• Step 2: Pricing
• Step 3: Billing Rules
• Step 4: Provisioning
• Step 5: Review & Publish
• Viewing a published Offer on the Platform

Offer Statuses

An Offer can be in one of the following statuses:

• Draft — the Offer is being created or edited and is not yet visible on the Platform. Draft Offers can be edited freely.

• Published — the Offer is visible and available for inclusion in catalogues and for new purchases.

• Unpublished — the Offer is no longer available for new catalogue inclusion or new purchases, but remains available for existing Subscriptions.

• Archived — the Offer has no active Subscriptions and has been moved to an archived state.

Accessing the New Offer wizard

There are two ways to start creating a new Offer.

Option A: From the Offers grid

1. Sign in to Product Management Hub. For details on signing in, see Product Management overview.
2. From the My Vendors grid, open the Vendor for whom you want to create the Offer.
3. On the Products & Offers page, select View Offers (eye icon) next to the Product for which you want to create the Offer.
4. On the Offers page, select New Offer.

Option B: Directly from the Products grid

On the Products grid, select the New Offer (plus icon) in the Actions column of the relevant Product row. This opens the wizard directly without going through the Offers grid first.

Wizard overview and navigation

The New Offer Configuration page opens with a progress banner showing the five steps of the wizard:

1. Offer Details
2. Pricing
3. Billing Rules
4. Provisioning
5. Review & Publish

The currently active step is highlighted in the banner. Completed steps are marked with a check icon. You can move between steps using the banner directly (select any step), or by using the navigation buttons at the bottom of the page.

Navigation buttons

• Save as Draft — saves the current state of the Offer as a Draft. 
  Available at every step and regardless of validation status; you can continue editing later.

• Next: [step name] — saves the current state as a Draft and moves to the next step. The button text reflects the next step: Next: Pricing, Next: Billing Rules, Next: Provisioning, Next: Review & Publish.

  

Warning! It is mandatory to click Save as Draft after filling in Offer Details. Without saving the Draft, you cannot go to the next step: Pricing, which will be greyed out otherwise.

Localisation

Most Offer fields that are visible to Customers support localisation, meaning the same field can be filled in for multiple languages. Localised fields are marked with a globe icon and a language indicator (for example, EN) in the corner.

To add a translation for a field:

1. Select the + Add button below the field.
2. Choose the target language from the dropdown.
3. Enter the localised value for that language.

The language marked at the top corner of the field is the current localisation's language. 

Step 1: Offer Details

The Offer Details step is divided into five sub-tabs:

• Offer Details (default active) — core identifying information.
• Marketing — content shown to Customers in catalogues.
• Availability — which Industries and countries can see the Offer.
• Business Rules — cancellation, renewals, upgrades/downgrades, add-ons.
• Terms and Conditions — legal terms.

Offer Details tab

The default tab contains three sections: Offer Details,  Basic Information and Display Information.

Offer details

Indicates the current status of the Offer. Every new Offer has Draft status by default.

Basic Information

• Product * — the Product the Offer belongs to. Pre-selected based on the entry point and cannot be changed. The field shows the helper text "Product is pre-selected and cannot be changed".
• VendorOffer ID * — unique identifier for this Offer. The field is empty by default and accepts free-text input. Helper text: "Unique identifier for this offer. Cannot change after publishing."
• UNSPSC Classification — United Nations Standard Products and Services Code. Optional classification code used for cataloguing the Offer.

• Contract Type * — select the Contract Type for this Offer from the dropdown. Contract Type can be copied.

  

Display Information

The Display Information section is marked with a User Visible tag, indicating its contents are shown to Customers. All fields support localisation.

• Name — short name for the Offer (supports multiple languages).
• Full Name * — complete name for the Offer (supports multiple languages).
• Description — detailed description of the Offer (supports multiple languages).

Marketing tab

The Marketing tab contains content shown to Customers when browsing or evaluating the Offer. All sections in this tab are marked User Visible.

Service Descriptions

• Short Description — brief summary that appears in search results and service listings (supports multiple languages). A rich-text editor is provided.
• Extended Description — detailed description including features, benefits, and what Customers can expect (supports multiple languages). A rich-text editor is provided.

Service Specifications

Technical details and attributes that help Customers understand Offer capabilities. Specifications are organised into groups (categories), and each group contains one or more entries.

Each specification entry contains:

• Specification Category — category name (for example, "Technical Requirements", "Service Details"). Supports localisation.
• Specification Name — name of the specification (for example, "Response Time"). Supports localisation.
• Value — value of the specification (for example, "24 hours"). Supports localisation.
• Learn More URL — optional link with more information.

Select + Add Entry to add another entry within the same specification group, or + Add Specification to add a new specification group.

Call to Action

• Button Text — text that appears on the main action button shown to Customers (for example, "Get Quote", "Contact Us", "Learn More", "Get Started").

Media

Upload visual assets for the Offer:

• Offer Image — appears in the Offer list to give users a visual preview before they click for details. Recommended size: 400 × 400. Supported formats: PNG, JPG. Maximum size: 5 MB.
• Offer Video — short video introducing the Offer. Supported formats: MP4, WebM, MOV. Maximum size: 100 MB.
• Offer Images — additional images or screenshots for the Offer listing. Supported formats: PNG, JPG. Maximum size: 5 MB.
• Offer Icons — icons displayed in service listings and navigation. Supported formats: PNG, JPG. Maximum size: 2 MB.

Domain Whitelist

Restrict the Offer to specific domains. Enter domains separated by commas (for example, example.com, domain.org). Maximum 3 domains, each starting with https:// (max 40 characters per domain). Double-click a domain to edit it.

Availability tab

The Availability tab defines who can see and purchase the Offer.

Industries

Select which Industries can access this Offer. Customers outside the selected industry types will not see the Offer. Available options:

• Private business
• Government
• Education
• Nonprofit

Countries

Select countries where the Offer will be available. Countries are grouped by region for easier selection (for example, Africa, Asia and Pacific, Europe, and so on). You can:

• Select individual countries.
• Select an entire region at once.
• Select All Countries (242 countries) to make the Offer available everywhere.
• Search by country or region name.

Selected countries are shown as removable tags below the selector.

Business Rules tab

The Business Rules tab defines operational rules: cancellation, renewals, related Offers, and add-on relationships.

Cancellation Policy

Controlled by the Can cancel orders toggle (off by default). When enabled:

• A Deadline (days since order) field appears for entering the number of days during which Customers can cancel.
• A warning is shown: "This function requires sequences. Please create them in the provisioning configuration step."
• A download icon next to the toggle allows downloading a sample sequence to help configure cancellation policies. Selecting it redirects to a PDF with sample sequences.

Renewals Logic

Controlled by the Renewals automatically toggle (off by default). When enabled, the Offer auto-renews depending on the Billing Cycle (for example, monthly, yearly), and additional fields become available.

Fields available when Renewals automatically is enabled:

Deadlines for scheduling subscription changes:

• Not sooner than (days before renewal) — earliest interval before the renewal date when Customers can schedule changes that take effect on renewal. Leave blank to allow scheduling at any time.
• Not later than (days before renewal) — latest interval before the renewal date for scheduling changes. Leave blank to allow at any time.

A recommended one-day buffer to account for time-zone differences is suggested in the UI hint.

Deadline for enabling/disabling renewal:

• Customer can edit renewal status (toggle) — allows the Customer to enable or disable renewal on the Subscription page.
• Renewal status change deadline (days) — editable only when the toggle above is enabled. Number of days before renewal date when the Customer can edit renewal status. Leave blank to allow at any time.

Renewal and expiry actions:

• Perform An Action On Renewal Date (toggle) — automates actions when a Subscription is up for renewal. When enabled, the system starts a sequence on the renewal date. The sequence is handled by Integrations, which triggers the Vendor to perform actions such as updating the Subscription's end date, sending renewal notifications, or updating the Platform with new Subscription details.
• Perform An Action On Expiry Date (toggle) — automates actions when a Subscription is about to expire. When enabled, the platform initiates a sequence on the expiration date, also handled by Integrations. Typical actions: changing the Subscription status to Cancelled, sending expiration notifications, or updating the Platform status (for example, marking it suspended).

Both action toggles display a warning when enabled: "This function requires sequences. Please create them in the provisioning configuration step." A download icon next to each toggle allows downloading sample sequences.

Related Services

The Related Services section defines Offers the Customer can upgrade or downgrade to from this Offer.

Integration Method:

• Manual — manually configure which Offers can be upgraded or downgraded to.

• Automatic — automated upgrades and downgrades via sequences. Enabling this method displays a warning: "This function requires sequences. Please create them in the provisioning configuration step." A download icon provides sample sequences for automatic upgrade/downgrade behaviour.

  

When Manual is selected, two configuration sections appear:

• Upgrades — select Offers Customers should be able to upgrade to. Visible to Customers in their Subscription details. Use + Add Upgrade Option to add more.
• Downgrades — select Offers Customers should be able to downgrade to. Use + Add Downgrade Option to add more.

Addon & Prerequisites

Controlled by the This is an addon toggle. Addon Offers require a prerequisite Offer. When enabled:

• Parent Offer * — select the parent Offer this addon will be associated with.
• + Add Another Parent Offer — add additional parent Offers if needed.

Terms and Conditions tab

Defines the legal terms applied to the Offer. Customers must agree to these terms before completing a purchase.

• Title — title for the terms and conditions (supports multiple languages).
• Terms & Conditions Document — the document itself.
• EULA Link — link to the End User Licence Agreement.
• Version — version number for the Terms & Conditions.

Add a new T&C button allows to set additional terms and conditions for the Offer.

Step 2: Pricing

The Pricing step opens the Pricing Plans view for the Offer. Each Offer must have at least one Pricing Plan before it can be published.

After creating at least one Pricing Plan, return to the wizard and select Next: Billing Rules.

Step 3: Billing Rules

The Billing Rules step configures how the Offer is billed: Billing Date, Proration Rules, Rounding, Usage Billing Rules, and Offer Components.

Three top-level options control the source of the billing configuration:

• Set custom billing rules — define specific billing rules for this Offer.
• Use vendor default billing rules for this offer — reuse the Vendor's existing defaults.
• Save as default (vendor program level) — save the current configuration as a new Vendor default for the current Contract Type. Available when a Vendor default already exists; enabling this overwrites it.

After configuring Billing Rules, select Next: Provisioning.

Step 4: Provisioning

The Provisioning step defines how orders for the Offer are fulfilled.

Provisioning method

Choose one of two methods (radio buttons):

• Send order details to an email (selected by default) — orders are sent to a specified email address for manual processing. An Email Address input field appears, with placeholder text "Enter email address to receive order details".
  
• Custom sequences configuration — upload a JSON sequence file to define automated provisioning logic. Selecting this option reveals a drag-and-drop area for the sequence file and hides the email field.
  

Sequence Configuration Requirements

Below the provisioning method, a Sequence Configuration Requirements section shows which sequences are required based on the choices made in the Offer Details step. Possible sequence types include:

• Cancellation Policy — automated actions when users cancel their Subscription.
• Upgrades and Downgrades — workflows for plan changes and tier modifications.
• Custom Action on Renewal Date — automated processes for Subscription renewals.
• Custom Action on Expiry Date — actions to take when Subscriptions expire.

Each required sequence type provides a download icon to fetch a sample template, which can be modified and uploaded back through the drag-and-drop area.

After configuring Provisioning, select Next: Review & Publish.

Step 5: Review & Publish

The Review & Publish step is the final stage of Offer creation. The page is designed to give a clear, at-a-glance view of whether the Offer is ready to publish.

Compliance overview

The page is organised into two category columns:

• Offer Form — covers the five sub-tabs of step 1 (Offer Details, Marketing, Availability, Business Rules, Terms & Conditions).
• Business Configuration — covers Pricing, Billing Rules, and Provisioning.

Each subcategory shows either:

• Compliant (green checkmark) — no validation issues.
• X Issues (red X icon and issue count) — specific validation errors listed with bullet points and a Fix Issue → button that navigates directly to the affected field.

A summary bar at the top shows the total Compliant and Issues counts, plus an overall status badge: Action Required when issues exist or Ready to Publish when everything passes.

Billing Rules acknowledgment

The Billing Rules subcategory is expanded by default and shows a permanent warning message reminding the user that Billing Date and Proration settings cannot be changed after publishing. To proceed, the user must tick an acknowledgment checkbox.

Publishing Schedule

At the bottom of the page, the Publishing Schedule section offers two options:

• Publish Immediately — the Offer goes live as soon as Publish Offer is selected.

• Schedule for Later — pick a future date for publishing. A date picker is provided; only future dates are allowed. The user's local time zone is shown next to the date input.

  

Publishing the Offer

When all subcategories are compliant and the acknowledgment is ticked, the publish button becomes active:

• With Publish Immediately selected, the button reads Publish Offer and triggers immediate publishing.
• With Schedule for Later selected, the button reads Schedule Offer Publishing and triggers scheduled publishing for the chosen date.

When validation issues are still present, the button is greyed out and reads Resolve Issues to Publish.

After publishing, the Offer appears in the Offers grid with status Published and is ready to be added to the catalogue for Customers.

Viewing a published Offer on the Platform

Once an Offer is published and added to a catalogue, Customers see it on the Platform with the following elements:

1. Offer name
2. Vendor name
3. Offer description
4. Offer price
5. Marketing materials

Summary

Creating an Offer in Product Management Hub follows a five-step wizard: Offer Details, Pricing, Billing Rules, Provisioning, and Review & Publish. Step 1 (Offer Details) covers identifying information, marketing content, availability, business rules, and legal terms — all configurable through five sub-tabs. Steps 2 and 3 reuse the same workflows as the standalone Pricing Plans and Billing Rules articles and are linked accordingly. Step 4 (Provisioning) chooses between email-based or sequence-based fulfilment. Step 5 (Review & Publish) validates the entire Offer against compliance rules and lets you publish immediately or schedule for a future date. Drafts can be saved at any point with Save as Draft, and most fields support localisation. After publishing, the Offer must also be added to a catalogue to become visible to Customers.

Related content

• Product Management overview
• How to create and manage Pricing Plans
• How to configure Billing rules in the Product Management Hub
• How to add products in Catalog
• Automatic Offer provisioning
• How to edit an Offer
• How to copy an Offer
• How to create Upgrade and Downgrade Offers?
• How to create and manage Add-on Offers?
• How to configure Offer Provisioning?
• How to review and publish an Offer?
• How to schedule Offer Publishing and Unpublishing?