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ph_richardson's avatar
ph_richardson
Brass Contributor
Dec 11, 2025

Print/export private offer & terms to a PDF for customer's offline processes?

Hi all,

We have a situation where a customer is asking for a 'private offer' to be published to them - which is fine, we have done that.

However, their procurement processes don't appears quite up to speed with using 'digital marketplaces' and so their procurement person is asking if we can send them a PDF hardcopy of the 'private offer', so they can send it onwards internally for approvals, before clicking the 'accept and then 'purchase' buttons in Marketplace.

It seems that the authority within the customer that needs to approve it, is not actually a person that uses or will log onto the Azure Portal to view and accept the offer... and that a person who will logon to the Azure Portal to 'accept' it, first needs to send a PDF/hardcopy to someone to approve it.

Is there a way that we as the ISV can export the 'private offer' to PDF for them, or a way for them to view the private offer in their Azure Portal and to export that to a PDF, so they can use internally for their approval processes?

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5 Replies

  • ph_richardson's avatar
    ph_richardson
    Brass Contributor
    May 21, 2026

    v-kylecallahan​ and justinroyal​ amnd JillArmourMicrosoft​ - I believe there has been some movement on this item and a feature available in Marketplace for customers to export/download the offer in PDF so they can use for their various internal offline review processes - before then proceeding with completing the accept and purchase via Marketplace as normal.

    I believe the is referred to as the "Private Offer PDF for Approvals capability", or "Feature: Private Offer Improvements-PDF Download" and is apparently live now?

    • I have a customer asking about this now, as their enterprise procurement, finance, and legal teams require formal documentation for internal approvals and those teams do not have access to the Marketplace portal directly and nor do they want it.


    Would you be able to please provide a link to documentation, video, or screenshots that shows the end-customer's view of navigating to this new feature and exporting/downloading the PDF please? 


     

     

  • v-kylecallahan's avatar
    v-kylecallahan
    Brass Contributor
    Dec 17, 2025

    Microsoft does not provide an option to generate a PDF containing all private offer details. I'd recommend finding out what details the customer requires for approval and include those in a PDF file attached to your private offer. Typically, this includes additional terms and conditions the seller wants to document, but some partners have also included quotes or custom price sheets negotiated with the customer. The person reviewing the private offer can share this through any internal processes prior to returning to click accept. 

    • ph_richardson's avatar
      ph_richardson
      Brass Contributor
      Dec 21, 2025

      Thanks v-kylecallahan​ - that is basically what we've been doing, i.e. the separate paperwork, additional terms, and custom price sheet/quote, etc., and PDF'ing that up, sending separately getting it signed and they get their internal PO's and approvals sorted; and then we publish the private offer and attach that PDF.

      In most cases that works, it is a bit clunky and would be nice if there was a way for the customer to print off/export the private offer to PDF or so - but no worries, thanks for replying... lets call this a 'feature request' :-)