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 ...

other

publish

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?

justinroyal

Microsoft

May 22, 2026

Hi ph_richardson - thanks for checking in on this, this capability is indeed available!

To do this:

Customer clicks the Download PDF button on the top right corner of offer page.
Customer chooses whether to include attachments (default: yes).
PDF is downloaded and can be accessed via the browser.
Customer shares the read-only PDF internally for approvals.

Forum Discussion

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