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11 changes: 5 additions & 6 deletions src/source/content/agency-tips.md
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---
We've compiled some great tips for agencies working on Pantheon. They are loosely ordered from basic to advanced and cover a variety of topics. If you would like to see something added to this doc, please use the **Contribute** link at the top of this article.

## Become a Partner Agency / Join the Partner Program
## Join the Agency Partner Program

One of the easiest tips we can offer for immediate results. Pantheon Partner Agencies are eligible for additional support options and other exclusive features. Visit the [Partner Program Page](https://pantheon.io/plans/partner-program?docs) to learn more.

Partner Agencies are added to the [Agency Partner Directory](https://directory.pantheon.io/agencies?docs) to make it easier for customers to be matched with the right agency.
Joining the Agency Partner Program gives your agency access to [Multidev](/guides/multidev), [Custom Upstreams](/guides/custom-upstream), [Autopilot](/guides/autopilot), commission incentives, co-marketing resources, and a listing in the [Agency Partner Directory](https://directory.pantheon.io/agencies?docs). Visit the [Agency Partner Program page](https://pantheon.io/partners?docs) to learn more and apply.

## Learn Pantheon through Product Trainings, Resources, and Guides
[Get hands on training](https://pantheon.io/learn-pantheon?docs) from knowledgeable experts at Pantheon. Sign up for a training session, visit our office hours, and access our resources.

## Become a Supporting Workspace
When working with a client who has ownership of their Pantheon site, either through an individual account or another organization, make sure your agency is added as a [Supporting Workspace](/guides/account-mgmt/workspace-sites-teams/teams/#add-a-supporting-organization) to the site. This will add the site to your agency dashboard and also grant all users of your Workspace permissions to the site. This makes it easy for the client to add your agency for a project and allows you to manage permissions for your team in one place, your agency dashboard, without needing to add or remove users from sites one at a time.

## Extend Preferred Pricing to Your Clients
[Qualified agencies](https://pantheon.io/plans/partner-program?docs) have the ability to extend Preferred Pricing to their customers. To unlock Preferred Pricing for a site you are developing, [use our invite to pay method to transfer ownership and billing](/guides/legacy-dashboard/add-client-site/#send-an-invitation-to-pay-to-your-client) of the site to your client.
## Offer End-Customer Discounts

Premier and Strategic tier Agency Partners can offer referred customers a discount on Year 1 hosting — 10% for Premier partners and 15% for Strategic partners. Visit the [Agency Partner Program page](https://pantheon.io/partners?docs) for details on tiers and how to apply.

## Training Resources for New Team Members
Pantheon strives to maintain accurate and up-to-date documentation. Some docs worth noting, and good for new members of your team, are:
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2 changes: 1 addition & 1 deletion src/source/content/faq.md
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Expand Up @@ -74,7 +74,7 @@ Yes. Pantheon sites run on a highly available clustered infrastructure.

Yes. While your Pantheon site will only run from code in your Pantheon Git repository, this can be mirrored from an external repository by setting up a [continuous integration workflow](/guides/build-tools), or by syncing your code to [multiple remotes](/guides/git/collaborative-development).

[Partner Agencies](https://pantheon.io/plans/partner-program?docs), [Enterprise](https://pantheon.io/plans/elite?docs), and [EDU](https://pantheon.io/edu?docs) accounts can also set up a [custom upstream](/guides/custom-upstream).
[Agency Partners](https://pantheon.io/partners?docs), [Enterprise](https://pantheon.io/plans/elite?docs), and [EDU](https://pantheon.io/edu?docs) accounts can also set up a [custom upstream](/guides/custom-upstream).

### Does Pantheon support Drupal Multisite?

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Expand Up @@ -10,10 +10,10 @@ audience: [business]
product: [--]
integration: [--]
tags: [billing]
contributors: [wordsmither]
contributors: [wordsmither, jazzsequence]
permalink: docs/guides/account-mgmt/billing/periods
editpath: docs/guides/account-mgmt/billing/03-periods.md
reviewed: "2022-09-19"
reviewed: "2026-06-22"
---

Pantheon offers both Monthly and Annual Billing. Moving to Annual Billing can result in significant savings. Performance plans receive savings equivalent to at least one month of free service. On a basic plan, the savings are equivalent to two months of free service. Refer to [Pricing](/guides/account-mgmt/plans/pricing) for information on costs and savings.
Expand All @@ -23,8 +23,7 @@ Before changing your billing period from monthly to annual, or vice-versa, consi
- Sites on monthly plans switching to annual billing (without changing plan size) are invoiced immediately.
- Sites on annual billing plans that upgrade will be invoiced immediately, and the site will be upgraded immediately.
- Annual billing plans will auto-renew at the end of their annual subscription term unless terminated in advance.
- Annual billing plans switched to monthly billing will take effect immediately. A prorated credit will be issued to the account and automatically applied to upcoming invoices. Note: if the annual subscription is scheduled to renew within 30 days or fewer, a prorated charge may also apply.
- A site grandfathered into Preferred Pricing that is not owned by a qualified partner organization will move to list pricing when the billing plan changes. To regain Preferred Pricing, the Agency should follow the steps to [Add a Client Site](/guides/account-mgmt/workspace-sites-teams/sites#create-a-site).
- Annual billing plans switched to monthly billing will be effective after the end of your current annual subscription term.

To change your billing cadence:

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Expand Up @@ -71,14 +71,10 @@ To safely disable Redis, refer to the following how-to guide:

Site plan upgrades will change your site's resources and access to features immediately. The associated card will be charged a prorated amount for the remainder of the current billing period.

If your site benefits from [Preferred Pricing](https://pantheon.io/plans/agency-preferred-pricing?docs), contact the site's Supporting Workspace for assistance in order to retain your special pricing rate.

### Downgrades

Site plan downgrades will change your site's resources and access to features immediately. Beginning on the next billing cycle, the associated card will be charged for the new site plan. No prorated refunds or credits will be issued for site downgrades.

If your site benefits from [Preferred Pricing](https://pantheon.io/plans/agency-preferred-pricing?docs), contact your Supporting Workspace for assistance, in order to retain your special pricing rate.

[Custom domains](/guides/domains) are not available to Sandbox sites. Downgrading to a Sandbox site will **automatically delete** existing custom domains across all environments of the site. If you decide to return to a paid plan in the future, you will need to add the domains again.

Downgrading to a Sandbox site will disable automatic backups. You will still be able to create backups manually. Refer to the [Backups Tool](/guides/backups) for more information.
Expand Down Expand Up @@ -132,7 +128,7 @@ Pantheon Search and Object Cache are available to Sandbox plans for testing. Pan

## Sandbox Sites

Sandbox sites are useful for trying out the Pantheon platform, creating sandboxes for development, or for starting a new client project. Pantheon allocates two Sandbox sites for all user accounts. If you've reached your limit of Sandbox sites, delete an unused site, take a site live, or join an organization. If you're building sites for third parties, join the [Pantheon Partner Program](https://pantheon.io/plans/partner-program?docs) for more Sandbox sites, Multidev environments, and other features. If you're at an educational institution, sign up for [Pantheon for EDU](https://pantheon.io/edu?docs).
Sandbox sites are useful for trying out the Pantheon platform, creating sandboxes for development, or for starting a new client project. Pantheon allocates two Sandbox sites for all user accounts. If you've reached your limit of Sandbox sites, delete an unused site, take a site live, or join an organization. If you're building sites for third parties, join the [Agency Partner Program](https://pantheon.io/partners?docs) for more Sandbox sites, Multidev environments, and other features. If you're at an educational institution, sign up for [Pantheon for EDU](https://pantheon.io/edu?docs).

To downgrade to Sandbox, see [Cancel Current Plan](/guides/account-mgmt/plans/site-plans#cancel-your-plan).

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Expand Up @@ -51,22 +51,26 @@ Now that you have a Professional Workspace with a Gold Account Plan, you can [ad

Platinum and Diamond Account Plans offer all the tools and features of the Gold Account Plan, and include features that benefit large teams and enterprise organizations such as direct access to experts, advanced support, and more. [Contact Sales](https://pantheon.io/contact-sales) for more information about upgrading to a Platinum or Diamond Account Plan.

## Partner Program
## Agency Partner Program

You will only be assigned a [Partner Program](https://pantheon.io/plans/partner-program) workspace if you are creating the workspace for a web agency.
The [Agency Partner Program](https://pantheon.io/partners) is open to web agencies and digital service providers that build and manage sites on Pantheon. All Agency Partners access the same full platform regardless of tier — [Multidev](/guides/multidev), [Custom Upstreams](/guides/custom-upstream), [Autopilot](/guides/autopilot), and more. Your tier affects commission rates and end-customer discounts, not your access to platform features.

As a Pantheon Partner, you receive access to:
Tiers are based on sourced ARR over the trailing twelve months and are reviewed bi-annually:

- Pantheon's Partner Portal
- A listing in our Agency Directory
- Sales playbooks, training, and [Gold Level Support](/guides/support/#support-features-and-response-times)
- Preferred Pricing on site hosting plans
| Tier | Existing Portfolio ARR | New Business ARR |
|---|---|---|
| Community | $0 | $0 |
| Premier | $25,000+ | $5,000+ |
| Strategic | $100,000+ | $25,000+ |

**Partner Trial**: If you are creating a workspace for a web agency, you will be assigned a [Partner Trial Account](https://pantheon.io/partners/find-pantheon-partner) workspace that lets you try Gold Account Plan features free for 90 days.
As an Agency Partner, you receive access to:

**Registered Agency**: This is recommended for any professional website developer or agency that develops websites for clients. Registering as an agency will start your path to partnership with Pantheon. You'll receive access to Pantheon Partner benefits for 90 days. After your trial period, your account plan will become a Registered Agency, and you will lose access to Gold Account Plan benefits until you qualify as a Pantheon Partner.
- Partner portal for lead registration, commission tracking, sales enablement, and training
- A listing in the [Agency Partner Directory](https://directory.pantheon.io/agencies)
- Commission incentives: Wallet, Lead Bounty, and PayGo Spiff
- End-customer discounts: Premier partners can offer 10% off Year 1; Strategic partners can offer 15% off Year 1

For more information about our partner program and how to unlock higher partner tiers, check out our [Partner Program Guide](https://pantheon.io/resources/pantheon-partner-program-guide).
For more information, visit the [Agency Partner Program page](https://pantheon.io/partners) or download the [Agency Partner Program Guide](https://pantheon.io/resources/guide/pantheon-partner-program-guide).



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Expand Up @@ -131,43 +131,6 @@ For all sites, we recommend instructing users to change their passwords regularl

</TabList>

## Share Preferred Pricing for a Site

### Existing Site

Agencies should follow the steps below to share Preferred Pricing of an existing site with a new client.

1. [Go to the Site Dashboard](/guides/account-mgmt/workspace-sites-teams/sites#site-dashboard) for the site.

1. Navigate to My Dashboard.

2. Select **Settings > Billing**

3. Click the **Actions** dropdown beside the site you want to transfer ownership, and then click **Transfer site ownership**

A link is immediately sent to the email address to pay through the secure site.

### New Site

Agencies should follow the steps below to maintain Preferred Pricing through a plan change. This will only work for paid plans, not a sandbox site. If you want to invite a sandbox to become a paid site with preferred pricing, please follow the [Transfer Ownership](/guides/account-mgmt/billing/transfer) instructions

1. Navigate to My Dashboard.

2. Select **Settings > Billing**

3. Click the **Actions** dropdown beside the site you want to transfer ownership, and then click **Transfer site ownership**

A link is immediately sent to the email address to pay through the secure site.


<Alert title="Note" type="info">

A site transferred as a Sandbox will not receive Preferred Pricing. A site plan and billing preference (Annual or Monthly) must be selected prior to sending your client a payment invitation.

</Alert>

After the person has accepted the invitation and has paid for the site, they will receive the next invoice at the end of the billing cycle.

## Delete Sites

At some point, you may need or want to delete one of your sites on Pantheon. The number of free sites you can create is increased after a free site is deleted, or after it has converted to a paid plan.
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Expand Up @@ -66,7 +66,7 @@ New features and functionality can be continuously developed in the Custom Upstr

### Custom Upstreams for Digital Agencies and Pantheon Resellers

Download the [Partner Program guide](https://pantheon.io/resources/pantheon-partner-program-guide?docs) to learn more about getting Custom Upstreams and other benefits of becoming a Pantheon Partner. Digital agencies that serve clients and resellers of Pantheon are qualified to join the Partner program.
Visit the [Agency Partner Program page](https://pantheon.io/partners?docs) or download the [Agency Partner Program Guide](https://pantheon.io/resources/guide/pantheon-partner-program-guide?docs) to learn more about becoming an Agency Partner. All agency partners have access to Custom Upstreams.

### Custom Upstreams for Corporate and Higher Education Customers

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Expand Up @@ -110,7 +110,7 @@ The site repository allows separation between common code across all sites, trac

## Custom Upstreams for Digital Agencies and Pantheon Resellers

Download the [Partner Program guide](https://pantheon.io/resources/pantheon-partner-program-guide?docs) to learn more about getting Custom Upstreams and some of the other benefits of becoming a Pantheon Partner. Digital agencies that serve clients and resellers of Pantheon are qualified to join the Partner program.
Visit the [Agency Partner Program page](https://pantheon.io/partners?docs) or download the [Agency Partner Program Guide](https://pantheon.io/resources/guide/pantheon-partner-program-guide?docs) to learn more about becoming an Agency Partner. All agency partners have access to Custom Upstreams.

## Custom Upstreams for Corporate and Higher Education Customers

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2 changes: 1 addition & 1 deletion src/source/content/guides/multidev/08-multidev-faq.md
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Expand Up @@ -37,7 +37,7 @@ Site admins of an Workspace with Multidev can invite independent contractors or

</Alert>

Visit the [Partner Program](https://pantheon.io/plans/partner-program?docs) page to learn more about the benefits of becoming a Pantheon Partner Agency, or [contact us](https://pantheon.io/contact-us?docs).
Visit the [Agency Partner Program](https://pantheon.io/partners?docs) page to learn more about the benefits of joining the Agency Partner Program, or [contact us](https://pantheon.io/contact-us?docs).

If you meet the conditions and still don't have access to an existing Multidev or the ability to create a new Multidev, please [contact Support](https://dashboard.pantheon.io/#support).

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2 changes: 1 addition & 1 deletion src/source/content/guides/sso/01-introduction.md
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Expand Up @@ -39,7 +39,7 @@ SAML applies to an entire email domain when enabled on Pantheon. You cannot use

</Alert>

SAML SSO is included for customers with Diamond Accounts and is available for most [Pantheon Workspaces](/guides/account-mgmt/workspace-sites-teams/workspaces). If you'd like to upgrade to an eligible Account, please contact [Sales](https://pantheon.io/plans/elite?docs). Agencies interested in SAML SSO should reach out to their Partner Manager for qualification requirements. You must be part of the [Pantheon Partner Program](https://pantheon.io/plans/partner-program?docs) to qualify.
SAML SSO is included for customers with Diamond Accounts and is available for most [Pantheon Workspaces](/guides/account-mgmt/workspace-sites-teams/workspaces). If you'd like to upgrade to an eligible Account, please contact [Sales](https://pantheon.io/plans/elite?docs). Agencies interested in SAML SSO should reach out to their Partner Manager for qualification requirements. You must be part of the [Agency Partner Program](https://pantheon.io/partners?docs) to qualify.

## More Resources

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6 changes: 0 additions & 6 deletions src/source/content/partials/invite-to-pay.md
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A link is immediately sent to the email address to pay through the secure site.


<Alert title="Note" type="info">

A site transferred as a Sandbox will not receive Preferred Pricing. A site plan and billing preference (Annual or Monthly) must be selected prior to sending your client a payment invitation.

</Alert>

After the person has accepted the invitation and has paid for the site, they will receive the next invoice at the end of the billing cycle.
13 changes: 0 additions & 13 deletions src/source/content/partials/plans.md
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Expand Up @@ -14,19 +14,6 @@ The List Price is the set price for new sites created after March 4, 2024 that a

</Tab>

<Tab title="Preferred Price" id="tab-2-id">

[Preferred Pricing](https://pantheon.io/plans/agency-preferred-pricing) is available to qualified agency partners. Learn more about the [Pantheon Partner Program](https://pantheon.io/partners).


| | Basic | Performance Small | Performance Medium | Performance Large | Performance XL |
|:------------------ |:------- |:----------------- |:------------------ |:----------------- |:--------------- |
| Monthly Price | $44.16 | $166.66 | $283.33 | $566.66 | $925 |
| Annual Price | $420 | $1,500 | $2700 | $5,400 | $9,000 |
| **Annual Savings** | **$110**| **$500** | **$700** | **$1400** | **$2100** |

</Tab>

<Tab title="2X Large" id="2x">

The 2X Large plan is not available for purchase via the Dashboard, but can be applied by our Support team. Prices for the 2X Large plan are as follows:
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This process will transfer ownership of the site immediately. The account paying for the site is automatically assigned the **Site Owner** role and will receive future invoices and billing notifications. Agencies maintain access by being associated as a Supporting Workspace.

A transfer of ownership is the most common way non-agency developers and Registered Agencies (i.e., non-Partner Agencies) deliver completed sites to their clients. If you are a Partner Agency looking to ensure that your client receives [Preferred Pricing](https://pantheon.io/plans/agency-preferred-pricing?docs), you should [send an invitation to your client to pay for the site](/guides/account-mgmt/workspace-sites-teams/sites#change-site-ownership).
A transfer of ownership is the most common way non-agency developers and agencies deliver completed sites to their clients. To transfer site ownership, [send an invitation to your client to pay for the site](/guides/account-mgmt/workspace-sites-teams/sites#change-site-ownership).

Single-site businesses can also use this method when site ownership needs to be transferred to someone else within the company. The invitation will guide the recipient through adding their payment method to the site for the designated plan.

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