Create Multiuser Corporate Offers

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Preliminary Remarks

This article provides guidance for creating multiuser corporate offers within a business-to-business (B2B) environment. Multiuser corporate offers represent a flexible pricing model designed to accommodate organizations with varying user requirements and subscription needs.

Key Concepts and Scope

Multiuser corporate offers are structured to support multiple users within a single corporate account. These offers can be configured with either individual products or bundled product combinations, depending on business requirements and pricing strategy. When implementing bundled offerings, it is important to note that the maximum user count may not vary.

Prerequisites

Before creating a multiuser corporate offer, ensure that product contracts have been created. This contract serves as the foundation for the offer and defines essential elements including contract terms, pricing strategy, and any applicable price tier structures.

Note

If the multiuser corporate offer is to include several products with different pricing conditions, several product contracts must be created. All product contracts must have the exact same contract terms!


Create a multiuser corporate offer

Base data

  • Enter Internal title.

  • Enter the invitation URL.

    • The URL via which invited users can enter their invitation code and thus activate their access. This URL is inserted into the mail template.

      👩‍💻 Technical Documentation

      Find the technical implementation on how to connect the user to the subscription here: Developer Documentation

  • Optionally assign to a folder structure.

  • Define the number of steps of the offer.

  • Define public offer information.

    • Offer*: Public title to be shown to customers in the checkout.

    • Legal advice*

    • Additional title description

    • Description

    • Summary

  • Optionally, add a misuse rule.

  • Define external management, if desired.

Products

  • Click on +Add product in the left-hand box to create a new product.

Complete the product information in the box on the right:

Product Information

  • Internal Title
    This title is only for internal allocation and is not displayed to the customers.

  • Delivery List

  • Access Right
    Gives users access to the services provided.

Accounting and Taxes

  • Ledger and Cost Center (optional)
    Important for correct bookkeeping.

  • Tax Type*
    Automatically calculates the correct tax rate.

Product details per step

  • Product title*
    This title is displayed to customers in the checkout.

  • Legal advice

  • Summary

  • Automatically, only the multiuser product contracts are shown and can be selected.

→ As soon as all mandatory fields have been filled in, another product can be added.

Corporate multi-user offers can contain

  • one product,

  • several separate products

  • several products within a bundle.

Note

Several separate products

In multi-user offers with several separate products, the maximum user count may vary from each product because user management operates at the product level. One user can be added to a single specific product, while another user can be added to more products, depending on their needs.

Several products within a bundle

Bundle offers contain several products that are bundled together as a cohesive unit. The maximum user amount for all products must be identical because the system automatically adds users to all products within the bundle simultaneously.

Summary

An overview of the offer created is displayed here so that it can be edited again, if necessary.

For multiuser corporate product contracts, the price scales (basic fee + scale 1/scale 2/scale 3) and the pricing strategy (package/users) are listed again.