{"title":"Refined Deal Registration Rules 2026","canonical":"https://partners.refined.com/space/PR/5012586497/Refined%20Deal%20Registration%20Rules%202026","format":"adf","document":{"type":"doc","content":[{"type":"heading","attrs":{"level":2,"localId":"23c30039-7f49-4877-8862-7f576a0febb9"},"content":[{"text":"Purpose","type":"text"}]},{"type":"paragraph","attrs":{"localId":"6de80d4b-29c6-4b36-9fc5-3f6b3530267f"},"content":[{"text":"The Refined Deal Registration program is designed to reward and protect partners who invest in pre-sales, solution design, and value-added services for customers. Through registering deals, partners gain access to exclusive discounts, prioritized support, and deal protection — ensuring that your investment in customer success is recognized and supported by Refined.","type":"text"}]},{"type":"rule","attrs":{"localId":"8a221ff4-8206-415a-a656-36fd376e961e"}},{"type":"heading","attrs":{"level":2,"localId":"f4801053-0487-40c2-8d26-da55a7182cfa"},"content":[{"text":"1. Eligibility criteria","type":"text"}]},{"type":"paragraph","attrs":{"localId":"abd2de00-3808-49bc-b18f-59115341a72e"},"content":[{"text":"To register a deal and access program benefits, partners must:","type":"text"}]},{"type":"bulletList","attrs":{"localId":"d30f0504-b1bd-47bf-a34f-e134f7adc503"},"content":[{"type":"listItem","attrs":{"localId":"c6252e51-fe14-49e1-a0b3-c942ad9b134e"},"content":[{"type":"paragraph","attrs":{"localId":"a772de6c-662f-4f15-a065-9d45d8d92ac4"},"content":[{"text":"Be an active member of the Refined Partner Program.","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"50403c6d-4424-46d6-ad24-71113e5e3643"},"content":[{"type":"paragraph","attrs":{"localId":"a67b7091-0dbf-4876-bec4-6ddb49cf50db"},"content":[{"text":"Have completed onboarding, including a kickoff call with your Partner Manager.","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"b039c7f1-0e19-4e72-b34c-efe7ca08bc20"},"content":[{"type":"paragraph","attrs":{"localId":"d8be04eb-b9f2-41dc-8f5e-31fb93198345"},"content":[{"text":"Maintain at least two Refined Sites Foundations certifications and two Refined Sites Sales certifications (can be completed by the same or different individuals).","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"6f2857e5-931a-4464-af77-47a31ac72c80"},"content":[{"type":"paragraph","attrs":{"localId":"efa6c4ba-5c31-4818-97f3-fba0903fbfa8"},"content":[{"text":"Nominate a dedicated partner contact for Refined communications.","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"98f4f4be-fa59-4876-b895-9ca5ef2271d6"},"content":[{"type":"paragraph","attrs":{"localId":"0bf9c84a-96d8-4533-8f0e-cca9a6f0d977"},"content":[{"text":"Remain active in the program by registering and closing at least one qualified deal with services per year.","type":"text"}]}]}]},{"type":"rule","attrs":{"localId":"cb8de50b-e14a-46c4-9187-a50f792c2555"}},{"type":"heading","attrs":{"level":2,"localId":"0833ecef-7b09-40d9-a0e6-75b8a3d2618e"},"content":[{"text":"2. What deals are eligible?","type":"text"}]},{"type":"bulletList","attrs":{"localId":"782f029c-b7cc-4d7e-8736-e5665f60ded7"},"content":[{"type":"listItem","attrs":{"localId":"159baf9f-705c-4b93-81f1-177ce6d7d7bd"},"content":[{"type":"paragraph","attrs":{"localId":"4cbc6a42-c5fe-41a2-87f3-f6cc9bda9ccd"},"content":[{"text":"Annual subscriptions ","type":"text","marks":[{"type":"strong"}]},{"text":"(monthly billing is not eligible)","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"f9dca879-8bf5-4d9a-bae6-4e61caa9dedd"},"content":[{"type":"paragraph","attrs":{"localId":"921f2169-254d-452f-a705-0341b152b47a"},"content":[{"text":"New business, expansions ","type":"text","marks":[{"type":"strong"}]},{"text":"(new product sold to an existing customer)","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"6eaef978-223e-44ae-bb88-41734fe23105"},"content":[{"type":"paragraph","attrs":{"localId":"db2b505c-e432-41f7-b76f-63f5fa33aaf3"},"content":[{"text":"Upsell","type":"text","marks":[{"type":"strong"}]},{"text":" (same product sold to the same customer with increased number of seats) ","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"b4882016-106c-4e65-ad35-0e10d17bd31d"},"content":[{"type":"paragraph","attrs":{"localId":"de4556e1-ee85-4167-9d06-fc094428775e"},"content":[{"text":"Migrations with minimum 100 users","type":"text","marks":[{"type":"strong"}]},{"text":" ","type":"text"}]}]}]},{"type":"panel","attrs":{"panelType":"info","localId":"78f47d38-62fc-4254-96e1-11e5f089294f"},"content":[{"type":"paragraph","attrs":{"localId":"ab66d83622c3"},"content":[{"text":"Renewals","type":"text","marks":[{"type":"strong"}]},{"text":" are not eligible for Deal Registration discounts.","type":"text"}]},{"type":"bulletList","attrs":{"localId":"1b58934b5793"},"content":[{"type":"listItem","attrs":{"localId":"d5e16246-377c-454f-9132-75c6caecc808"},"content":[{"type":"paragraph","attrs":{"localId":"80b64b9517d3"},"content":[{"text":"Certified Partners may request a ","type":"text"},{"text":"5% renewal discount promo code","type":"text","marks":[{"type":"strong"}]},{"text":" to offset operational and transactional costs.","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"9df52d59-9e06-494b-a64e-e4bf548cbdc4"},"content":[{"type":"paragraph","attrs":{"localId":"03e42e568f15"},"content":[{"text":"In cases where a renewal is tied to a ","type":"text"},{"text":"marketing-approved case study","type":"text","marks":[{"type":"strong"}]},{"text":", the renewal discount may be increased to ","type":"text"},{"text":"up to 15%","type":"text","marks":[{"type":"strong"}]},{"text":", subject to prior internal approval.","type":"text"}]}]}]},{"type":"paragraph","attrs":{"localId":"0a18bc5b2f30"},"content":[{"text":"Tenders","type":"text","marks":[{"type":"strong"}]},{"text":" are not eligible for additional discounts.","type":"text"}]},{"type":"paragraph","attrs":{"localId":"c4f056b83f0c"},"content":[{"text":"Deals","type":"text","marks":[{"type":"strong"}]},{"text":" ","type":"text"},{"text":"with existing Atlassian Solution Partner discounts","type":"text","marks":[{"type":"strong"}]},{"text":" are not eligible for additional Refined discounts.","type":"text"}]}]},{"type":"rule","attrs":{"localId":"7d4d2613-c848-47a5-91e9-5d6e24779430"}},{"type":"heading","attrs":{"level":2,"localId":"073feeb9-83ed-4d67-9448-df3e8cb8ea8b"},"content":[{"text":"3. Discount structure","type":"text"}]},{"type":"table","attrs":{"layout":"default","width":760,"localId":"4622b825-b884-4b71-97b6-f45a2b9ff2d9"},"content":[{"type":"tableRow","attrs":{"localId":"2e90fc0c-2aa7-4ef2-9b99-930e109dd4f7"},"content":[{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"localId":"3b9d7386-8fa5-4c7f-8249-dd0183d0ceac"},"content":[{"type":"paragraph","attrs":{"localId":"c496d86d-ccf1-4400-b04b-fe20f7cc0311"},"content":[{"text":"Discount type","type":"text"}]}]},{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"localId":"c300e27a-9986-439c-b3cd-b855751e7570"},"content":[{"type":"paragraph","attrs":{"localId":"00e77a76-dc5d-4c10-b970-8ffe64e55a0d"},"content":[{"text":"Amount","type":"text"}]}]},{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"localId":"c02d3f50-3774-4cca-afd9-964ebcdf0dc9"},"content":[{"type":"paragraph","attrs":{"localId":"da9fde55-fa35-47fb-950b-1bb062e02a2f"},"content":[{"text":"Criteria/Notes","type":"text"}]}]}]},{"type":"tableRow","attrs":{"localId":"4edbe02c-e627-4de5-8557-bf867d4f777a"},"content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"localId":"cca2408a-c1e8-411d-95c0-6c0613d736b3"},"content":[{"type":"paragraph","attrs":{"localId":"b516a0a9-2a69-4e89-a8bf-3e7261d5d21b"},"content":[{"text":"Base (Deal registration)","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"localId":"e0e9924d-ca4e-460a-8809-ab320739c6e4"},"content":[{"type":"paragraph","attrs":{"localId":"bb786caa-5631-466f-9614-26113449d2f0"},"content":[{"text":"15%","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"localId":"c1b86839-54fb-4676-b58b-f352b19e231e"},"content":[{"type":"paragraph","attrs":{"localId":"bcb9a2c4-8168-45be-b3d2-10d5c92eb0dd"},"content":[{"text":"For all registered deals meeting eligibility","type":"text"}]}]}]},{"type":"tableRow","attrs":{"localId":"1810463c-0d5f-4c24-902e-51f0279cd5da"},"content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"localId":"4e40309b-5e86-49ba-88ba-53fa0a958d96"},"content":[{"type":"paragraph","attrs":{"localId":"beac69df-e0ea-483c-869b-41c9f3d05d80"},"content":[{"text":"Additional for value-added services","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"localId":"c55d9b68-0b9f-4beb-995f-53ad793aae43"},"content":[{"type":"paragraph","attrs":{"localId":"736c8da8-4618-49d9-a579-b30266453bef"},"content":[{"text":"10%","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"localId":"be44a472-a8a4-447a-bdce-bb13c9c63f3e"},"content":[{"type":"paragraph","attrs":{"localId":"a798d60e-45b5-4db7-acb9-559a4ca30f38"},"content":[{"text":"For deals including consulting, training, migration, or other services. Partner must provide evidence for services provided. ","type":"text"}]}]}]},{"type":"tableRow","attrs":{"localId":"fdd5348c-06d9-49dd-90dd-fba9b22815e8"},"content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"localId":"efd85f46-eaff-4e7e-8394-b5a3662c3b5a"},"content":[{"type":"paragraph","attrs":{"localId":"7bd10fa4-79f6-4a78-b44d-d7a088c46e41"},"content":[{"text":"Additional for competitive replacement","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"localId":"7e7dff04-361e-43d8-97e7-3dd9d8f4b3a8"},"content":[{"type":"paragraph","attrs":{"localId":"01662d1c-bf98-42d8-9441-a8449aff4fae"},"content":[{"text":"10%","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"localId":"8fcc3fe2-96ac-465b-85be-13985c4bfd40"},"content":[{"type":"paragraph","attrs":{"localId":"15ce1a72-d9bc-4f84-aed6-de078bec92d0"},"content":[{"text":"For deals replacing a competitor. Partner must provide evidence of competitive scenario.","type":"text"}]}]}]},{"type":"tableRow","attrs":{"localId":"12831a2a-7773-4064-b92f-eda0f43fbdd4"},"content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"localId":"3e817ec4-abcb-4fe0-ae96-41ac236a6091"},"content":[{"type":"paragraph","attrs":{"localId":"d08b4da3-5bee-4fbc-a508-6604a2c22ba2"},"content":[{"text":"Maximum possible discount","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"localId":"5f774d50-b974-442e-b6e2-92e3769e9205"},"content":[{"type":"paragraph","attrs":{"localId":"97c49199-6a5d-4613-b79b-4d5a2513c2bc"},"content":[{"text":"35%","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"localId":"512ff2b1-3cce-4a5b-9274-ae656e474f74"},"content":[{"type":"paragraph","attrs":{"localId":"ebfe732d-28ee-4f12-be94-1e748ad24bfe"},"content":[{"text":"When all criteria above are met","type":"text"}]}]}]}]},{"type":"rule","attrs":{"localId":"149113a4-185c-41c6-97e3-39cab42fd4a1"}},{"type":"heading","attrs":{"level":2,"localId":"30a5c0c2-3c41-44b1-a228-97425426c6c6"},"content":[{"text":"4. Deal registration process","type":"text"}]},{"type":"orderedList","attrs":{"localId":"326a7701-df8b-4d25-bff6-ad713f15c18c","order":1},"content":[{"type":"listItem","attrs":{"localId":"13b6a95a-921c-432d-bdab-dae5d4bcba2e"},"content":[{"type":"paragraph","attrs":{"localId":"e1824af1-55ab-4420-9d88-7766b3cb4f6f"},"content":[{"text":"Submit the Deal Registration Form","type":"text","marks":[{"type":"strong"}]},{"text":" via the ","type":"text"},{"text":"Refined Partner Portal","type":"text","marks":[{"type":"link","attrs":{"href":"https://partners.refined.com/"}}]},{"text":".","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"adfbbe4a-faec-40e5-a18f-11fae78ef048"},"content":[{"type":"paragraph","attrs":{"localId":"a273744b-ad65-408b-ac62-7b49fd673f3b"},"content":[{"text":"Review & approval","type":"text","marks":[{"type":"strong"}]},{"text":":","type":"text"}]},{"type":"bulletList","attrs":{"localId":"bfeed596-193c-4c16-8045-2860165187ba"},"content":[{"type":"listItem","attrs":{"localId":"08c293a0-ac2d-42f4-8205-16fdf05411eb"},"content":[{"type":"paragraph","attrs":{"localId":"2e95407b-96b5-4792-b91a-ac2ac439ce62"},"content":[{"text":"The Refined Partner Team reviews the submission.","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"452e5a51-d88e-4b76-8394-2e19eb2e9349"},"content":[{"type":"paragraph","attrs":{"localId":"9014761a-d084-4fe3-b1da-15105eb1795e"},"content":[{"text":"Approval or decline is communicated to the partner within 3 working days.","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"39365ed6-f662-4825-bfdd-fc5d012857d5"},"content":[{"type":"paragraph","attrs":{"localId":"93843bd8-8141-4d18-9c00-3c9c6a7d142f"},"content":[{"text":"Upon approval, a unique promo code is issued for the deal that is valid for 90 days.","type":"text"}]}]}]}]},{"type":"listItem","attrs":{"localId":"97052d32-560a-41c4-b173-7e55fe8428b8"},"content":[{"type":"paragraph","attrs":{"localId":"55f4b0b9-895e-45d8-8488-a673870723ee"},"content":[{"text":"Deal protection","type":"text","marks":[{"type":"strong"}]},{"text":":","type":"text"}]},{"type":"bulletList","attrs":{"localId":"d749c964-eea9-4e85-84b3-0dca255a6d60"},"content":[{"type":"listItem","attrs":{"localId":"9e84d52f-ff2b-4fea-8054-5ff1bbde919a"},"content":[{"type":"paragraph","attrs":{"localId":"98f2a13d-4546-4d22-85f3-f8a9fb190462"},"content":[{"text":"Once registered and approved, the deal is protected for 90 subsequent days: no other partner can claim discounts for the same opportunity.","type":"text"}]}]}]}]},{"type":"listItem","attrs":{"localId":"6f368d20-5871-40ed-8290-4f4a73370791"},"content":[{"type":"paragraph","attrs":{"localId":"8526b59b-2814-4680-8528-0aacc9c0d2f8"},"content":[{"text":"Support","type":"text","marks":[{"type":"strong"}]},{"text":":","type":"text"}]},{"type":"bulletList","attrs":{"localId":"67f32223-b090-461c-9abd-1daf24e7afbc"},"content":[{"type":"listItem","attrs":{"localId":"add2ba5f-a9f4-48f7-8e98-5a7a024655fd"},"content":[{"type":"paragraph","attrs":{"localId":"cfe2177f-7f53-4cda-b1ba-e121f336b544"},"content":[{"text":"Besides discounts, registered deals can request pre-sales support, demos, technical calls, migration help, and more.","type":"text"}]}]}]}]}]},{"type":"panel","attrs":{"panelType":"info","localId":"c8f4084e-2c46-4570-8f47-94af8575d04d"},"content":[{"type":"paragraph","attrs":{"localId":"74ab9dbb-82e0-439c-ac6f-9801625a67c1"},"content":[{"text":"Each promo code is uniquely assigned to a specific registered deal and is monitored for compliance. Partners must use the promo code exclusively for the deal it was issued for — misuse will result in a three-month suspension from the program.","type":"text"}]}]},{"type":"rule","attrs":{"localId":"3654dcf7-76b4-48e7-a4b5-cd6d09558ba4"}},{"type":"heading","attrs":{"level":2,"localId":"3c8f483c-0cfa-4629-a4da-03f13ddac4eb"},"content":[{"text":"Questions & support","type":"text"}]},{"type":"paragraph","attrs":{"localId":"6c453edb-9839-4461-9c1a-447f608c642c"},"content":[{"text":"For questions or special requests (e.g., renewals, multi-year licenses, or unique scenarios), contact the Refined Partner Team at ","type":"text"},{"text":"partners@refined.com","type":"text","marks":[{"type":"link","attrs":{"href":"mailto:partners@refined.com"}}]},{"text":".","type":"text"}]},{"type":"paragraph","attrs":{"localId":"51c22203-2ddc-4b72-b4cc-de4ba30f534e"}},{"type":"paragraph","attrs":{"localId":"c34314aa-a49f-44d6-bdf4-77e9cf86db6d"},"content":[{"text":"FAQ","type":"text"}]},{"type":"expand","attrs":{"title":"What types of evidence are accepted for competitive replacement?","localId":"d7331b23-919a-47d4-b52a-af492f3cf991"},"marks":[{"type":"breakout","attrs":{"mode":"wide","width":760}}],"content":[{"type":"paragraph","attrs":{"localId":"d98613d2-f6d3-4598-a482-d867b14706ed"},"content":[{"text":"Acceptable forms of evidence include:","type":"text"}]},{"type":"bulletList","attrs":{"localId":"ec7eb05e-0fd2-47d3-8eab-25e0afc530ee"},"content":[{"type":"listItem","attrs":{"localId":"2d014f26-42d6-491f-b038-bbbdcee8aa22"},"content":[{"type":"paragraph","attrs":{"localId":"4576e2d8-3f3f-4ba5-a41f-efc754b298cc"},"content":[{"text":"A copy or screenshot of the competitor’s invoice, license, or renewal notice showing the customer’s name and the product being replaced.","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"e774d44d-d8a4-4e66-b0e5-1388b0289add"},"content":[{"type":"paragraph","attrs":{"localId":"c5d8e661-3ecc-467d-bfbc-b653c3627326"},"content":[{"text":"An email from the customer confirming they are moving from a specific competitor’s solution to Refined.","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"7a175f41-d9e6-44f9-bf15-5fffefd91d85"},"content":[{"type":"paragraph","attrs":{"localId":"fda7beca-1a91-4bbd-8956-fab1ad39f2ef"},"content":[{"text":"A signed statement or declaration from the customer outlining the migration from the competitor to Refined.","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"2bac13b4-0f72-4c9a-89a4-883b3189e95f"},"content":[{"type":"paragraph","attrs":{"localId":"462cd8da-0048-4bc3-9857-96d2e2c95241"},"content":[{"text":"Documentation from a migration plan or project brief that references the competitor’s product.","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"d96c0266-a149-4d6e-9e21-14e4ffc49c1f"},"content":[{"type":"paragraph","attrs":{"localId":"5b02e98d-abcd-4715-95e3-2e7977f33ffa"},"content":[{"text":"Screenshots or documentation from the customer’s environment showing the competitor’s product in use.","type":"text"}]}]}]}]},{"type":"expand","attrs":{"title":"What evidence is required for value-added services deals?","localId":"5732d41e-051e-4182-a3da-88720416d90f"},"marks":[{"type":"breakout","attrs":{"mode":"wide","width":760}}],"content":[{"type":"paragraph","attrs":{"localId":"19362a0e-1bc3-452c-b071-9f80ce92e8f0"},"content":[{"text":"Acceptable forms of evidence include:","type":"text"}]},{"type":"bulletList","attrs":{"localId":"a3553f06-d0c3-443e-9733-ff45c41afcad"},"content":[{"type":"listItem","attrs":{"localId":"17c1b340-d14f-4e48-ad13-6637cffc369a"},"content":[{"type":"paragraph","attrs":{"localId":"bce9485c-dd0b-4e33-8d38-877831593cb1"},"content":[{"text":"A signed Statement of Work (SOW), contract, or service agreement outlining the services to be provided.","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"35540df8-a7d7-446a-b9c4-c7e001b4f8d5"},"content":[{"type":"paragraph","attrs":{"localId":"f85c7ee2-6bb9-4eb6-bfd1-fca0f584c238"},"content":[{"text":"A project plan, proposal, or scope document detailing the consulting, training, migration, or implementation activities.","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"d1ac518c-7a95-4593-bdd1-6c0f0548bc9c"},"content":[{"type":"paragraph","attrs":{"localId":"03680ca0-1019-4a7f-9028-04d12647c177"},"content":[{"text":"An invoice or purchase order for the services rendered.","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"61dca085-6098-4720-afa1-50ff45b5aa49"},"content":[{"type":"paragraph","attrs":{"localId":"7cc3ad59-d260-498b-b084-0c70882905da"},"content":[{"text":"Meeting notes, agendas, or summaries from workshops, training sessions, or migration planning calls with the customer.","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"6a6f731f-2562-411b-a17f-c89c938eac59"},"content":[{"type":"paragraph","attrs":{"localId":"bf92f4d0-79be-43d9-b88c-23b5e6e2a88b"},"content":[{"text":"Customer communications (such as emails) confirming the scope and delivery of services.","type":"text"}]}]},{"type":"listItem","attrs":{"localId":"cb7c730c-5a37-414d-8b0d-42ffb4d36f9d"},"content":[{"type":"paragraph","attrs":{"localId":"160b16b5-8bbd-4a36-bd5c-67d78d2060e5"},"content":[{"text":"Documentation or screenshots showing progress or completion of migration, configuration, or training activities.","type":"text"}]}]}]}]},{"type":"paragraph","attrs":{"localId":"57c448ff-2f71-471d-92ce-94e3be5e1741"}}],"version":1}}