Ordering Rules

Below is a list of rules that our platform applies for Dropbox orders:

1. For each order of a Dropbox plan, you receive three (3) licensed users, per plan, for all the plan editions except "Education". The "Education" edition offers three hundred (300) licensed users.

2. During a Dropbox Plan order, if you require more licenses than the default number (3 or 300 depending on the plan's edition), you can choose to increases the number of licenses from the actual active subscription.

3. Dropbox plans allow a single subscription per one unique email associated to a team, as a team administrator. If the user tries to order another Dropbox plan, an error message will appear informing the user that the extra plan cannot be ordered.

4. Upgrading a Dropbox plan is possible, whereas downgrading is not possible.

5. Dropbox add-on changes are not possible.

6. Only one active Dropbox add-on for additional storage is allowed concerning the "Advanced Server" edition.    

7. Cancellation or suspension of Dropbox plans and add-on(s) is only available during the first fourteen days (14) of an executed order or a subscription renewal.

8. Trials are available but not for all products. Products with an annual commitment and monthly billing are not offered for trying. Also, trial subscriptions are limited to thirty (30) days, and only a base subscription is included containing the minimum amount of licenses. The user cannot add additional licenses nor storage add-ons. After the thirty (30) days period, the trial subscriptions are not upgraded automatically. If the user wants to use the paid subscription, the existing trial subscription can be either upgraded to paid, or it must be canceled.

9. Since Dropbox allows users to handle their subscriptions, automatic execution of add-on and subscription cancellations are all available through our platform.

For HelloSign orders:

1. The minimum quantity of licenses is 2, and increasing or decreasing subscription quantity is supported.

2. Subscriptions can be cancelled 15 days from the start or renewal date. The current billing cycle will not be refunded.

3. HelloSign subscriptions are mutually exclusive. Monthly and annual subscriptions cannot be purchased for the same account.

4. Dropbox and HelloSign subscriptions are not mutually exclusive.

5. Trial subscriptions are not supported.

6. Subscription suspension is not supported.

7. Upgrading monthly subscriptions is currently not supported.

Ordering from Storefront

When resellers log in to the Storefront, they can purchase any of the available Dropbox products by adding one to the basket. Dropbox products are usually available for purchase under a specific category.

Open

By selecting the "Add to Basket" button, resellers will be redirected to the following page, where they can proceed with the ordering process of the Dropbox product as well as add additional licenses, if needed, by increasing the quantity, as indicated by the following image.

Open

After this step, by selecting "Proceed to checkout", the reseller can choose if the order is created for one of his end-customers (and even create a new end customer) or for personal usage. 
Also, at the Basket Items step of the checkout process, before proceeding to the second step, please remember that you have to increase the number of licenses to 3 or more for non-education Dropbox products and to 300 or more for education Dropbox products. Otherwise, the following message will be displayed, informing you that the specific Dropbox product requires a quantity change that you have to do in order to proceed:

You can also increase the number of licenses, by clicking on the edit button, located under the "Actions" column.

Proceed by clicking on the Checkout button. 

For the new accounts, when for example the order is for a reseller's new end-customer, there is an extra step where the fields "Reseller ID" and "Email" are visible during the first checkout, under the Service Details tab. Therefore, during the ordering process, a reseller must add his "Reseller ID" and the end-customer's "Email" to proceed.

The order will be completed after all the Ordering steps are passed. 

Upon the final Checkout, the following process will be executed:

1. A new subscription will be created in our BSS as well as in the Dropbox Business Account of the end-customer.

2. The Dropbox plan will be provisioned.

3. Also, the licenses purchased will be assigned to the respective Dropbox Partner Portal account.
   If this is the first order your reseller placed of a Dropbox product, the end-customer will receive a welcome email from Dropbox containing his email as username, and a link, along with the corresponding instructions, which redirects the end-customer to the Dropbox Business Account "Password Creation" page to set up a password and then sign in to the Account with his credentials. 

Managing Dropbox Subscriptions

Your resellers and manage their Dropbox subscriptions from the options available on the subscription details page. 

Ordering Extra Licenses for Dropbox Plans 

Your reseller can order extra licenses over a plan, by increasing the Dropbox subscription's licenses in Storefront, either from the Billing section or from the subscription details page. Essentially, the reseller can edit the quantity value of the subscription according to the required number of licenses.

Adding licenses is effective immediately.

Upgrading a Dropbox Plan

The Upgrade action is available from the list of the subscription in the Billing section or from the subscription details page. Dropbox products have specific upgrade paths and can be upgraded only to relative products with the same recurring charge. For upgrading a Dropbox plan (when applicable), you must do the following:

1. Select the "Upgrade the subscription" action from the actions menu. A pop-up with the upgrade options will be displayed. Before selecting the preferred plan, you can check which are the available upgrades.
   
   

   
   
   
   

2. Click checkout for completing your upgrade.

Downgrading a Dropbox Plan

Although Dropbox supports the downgrading of subscriptions, unfortunately, both our platforms do not support subscription downgrades and as a result, it is advisable to first cancel the Dropbox subscription and then order another Dropbox plan.

Managing Advanced Server Storage Add-ons

The total number of available Dropbox add-ons is four (4). All four add-ons are automatically assigned under the proper Dropbox products during the Get Services Definition process.
Moreover, only one add-on is allowed per Advanced Server subscription, but no quantity increase is available.

Canceling a Dropbox Plan or Reducing its Licenses

The Cancel action is available from the list of the subscription in the Billing section or from the subscription details page.

• For canceling a Dropbox subscription, you must do the following:

1. Select the "Cancel the subscription" action from the actions menu. A pop-up with the cancellation options will be displayed. Select the "All" button and the method for the cancellation, either "Immediate" or at the "End of Billing Period", depending on the case.
   
   

   
   
   
   

2. Click checkout for completing your cancellation.
   
   
   

• For reducing the licenses of a Dropbox subscription you must do the following:

1. Select the "Cancel the subscription" action from the actions menu. A pop-up with the cancellation options will be displayed. Select the number of licenses you wish to decrease, as well as the method for the reduction of the license, either "Immediate" or at the "End of Billing Period". In any case, the decrease of the licenses takes effect on the renewal date.
   
   

   
   
   
   

2. Click checkout for completing your licenses reduction.

HelloSign Subscription Cancellation

The process is the same as the one for Dropbox products, as described in the previous section, but with the following rules:

• HelloSign subscriptions can be cancelled 15 days from the start or renewal date.

• When cancelling a HelloSign subscription from the Storefront, a request will be sent to the BSS for approval.

• Cancellation via the BSS occurs immediately.

• Upon cancellation, the current billing cycle will not be refunded.

Suspending a Dropbox Subscription

The suspension of a subscription is allowed either at the start of the billing period or during the first 14 days.
Although suspended subscriptions can be manually edited, we strongly advise against it.

Trial Subscriptions

Dropbox offers trial subscriptions for most of its products. When a reseller chooses to order a trial subscription, this subscription is created by default with the minimum available quantity. To upgrade the Dropbox trial to a paid subscription, the trial subscription should be either expired or inactive and inside the first seven (7) days of the suspension window in order to be upgraded to a paid plan. If the trial subscription has passed this period or it is “Canceled“, the system cannot proceed with the upgrade action.

When a BSS user clicks on the Upgrade Trial to Paid button from the Shortcuts menu, for an expired Dropbox subscription, the action is initiated, and the trial subscription will be converted to a paid active subscription with a new billing cycle, where the Start Date will be the date of the upgrade.

Trial to Paid - Allowed Quantity

A Dropbox trial subscription can only be created with quantity=1. Due to synchronization limitations with Dropbox, during the Upgrade Trial to Paid action, the BSS user should always choose a quantity ≥ 3 (for Non-EDU products) or quantity ≥ 300 (for EDU products) because the quantity of the paid subscription can not be less than 3 or 300, respectively, depending on the SKU nature (Non-EDU or EDU).

Additional Trial-Upgrade Methods (workaround)

There are two more upgrade methods that you might wish to utilize for users with a trial Dropbox subscription. The first one is to create a new Dropbox subscription after the trial expiration, and the second is to convert a trial to a paid plan with a different Dropbox product than that of the trial plan. However, since the following two upgrade methods are not currently possible, you can follow the workaround analyzed below to achieve similar results.

Instead of creating a new Dropbox subscription after the expiration of a trial one, a BSS user can “Upgrade Trial to Paid” the existing/expired trial subscription by selecting other available upgrade paths. Similarly, a BSS user can also upgrade to a different Dropbox product.

Accessing Dropbox Partner Portal from the Storefront

When a reseller purchases a Dropbox license, the administration of the license takes place through the Dropbox Partner Portal. The reseller can reach the Dropbox Partner Portal through this link "https://portal.dropboxpartners.com/" or through the Workspace tab of Storefront. Under the "My WorkSpace" tab of the Storefront, the link of the "setup" button will redirect the reseller to the Dropbox Partner Portal, where he can log in using the credentials he received via email from Dropbox and manage everything related to his account. 

Ordering from Cloud BSS

A reseller can also purchase a Dropbox plan on behalf of his end customers by placing an order directly on BSS. The ordering process is exactly the same as for the rest of cloud applications.

Upon creation of the order, the reseller must execute the order for the system to:

1. A new subscription will be created in our BSS as well as in the Dropbox Business Account of the end-customer.

2. The Dropbox plan will be provisioned.

3. Also, the licenses purchased will be assigned to the respective Dropbox Partner Portal account.
   If this is the first order your reseller placed of a Dropbox product, the end-customer will receive a welcome email from Dropbox containing his email as username, and a link, along with the corresponding instructions, which redirects the end-customer to the Dropbox Business Account "Password Creation" page to set up a password and then sign in to the Account with his credentials. 

Table of Contents