Flex Program Terms

Flex Licensing Program Terms

Upon at least 30 days’ notice prior to the end of the first or second annual period under the applicable Quote, Customer shall have the right to elect to terminate its subscription to certain Proofpoint Product(s) listed as eligible below & on the applicable anniversary date and to allocate the value of the Subscription Fees for the terminated product to a subscription to a new Proofpoint Product or Products and related capacity from a platform listed as eligible below pursuant to these Proofpoint Flex Licensing Program Terms.

  1. The Proofpoint Flex Licensing Program is only available for Enterprise Customer (as defined by Proofpoint segmentation) subscriptions with a subscription term length for all Proofpoint Products of three years or greater with annual payment obligations of a minimum of $100k (received by Proofpoint).

  2. The subscription to the new Proofpoint Product shall begin on the first day of the next annual period through the remainder of the Subscription Term.

  3. Professional Services fees for implementation of the new Proofpoint Product are not included.

  4. There shall be no credits or refunds for unutilized amounts of the value of the terminated product subscription at the end of an annual period or at the end of the Subscription Term.

  5. Customer shall accept any additional contractual terms necessary for the subscription to the new Proofpoint Product.

  6. Proofpoint Product solution sets may not be terminated by component product.

  7. Proofpoint shall determine if products that are subsequently acquired by Proofpoint are included in this program.

  8. Proofpoint Products added via amendment must be co-termed with the original Subscription Term to be eligible for Flex Licensing.

  9. If a Customer’s Agreement contains a clause granting the right to terminate the Agreement at the Customer’s convenience, the Customer shall be obligated to contractually waive such right for the Subscription Term or shall not be eligible to participate in this program.

  10. Flex Licensing Program eligibility is only applicable at the level of the contracting Customer, not at the level of any Affiliate or parent entity.

  11. On-Premise versions of Proofpoint Products and platforms listed below are not eligible for the Flex Licensing Program.

* formerly known as the Proofpoint Shift Program 

Product

Shift In

Shift Out

Core Email Protection

Yes

Yes

EFD

Yes

Yes

ZenGuide

Yes

Yes

Email DLP & Encryption

Yes

Yes

AEDLP

Yes

Yes

IMD

Yes

Yes

Continuity

Yes

Yes

Messaging Protection

Yes

Yes

ITM

Yes

Yes

CASB

Yes

Yes

Endpoint DLP

Yes

Yes

Isolation

Yes

Yes

ATO Protection

Yes

Yes

ITD

No

Yes

Acuvity

Yes

Yes

Applied Services

Yes

Yes

SER

Yes*

Yes*

DSPM

Yes**

Yes**

Capture

Yes**

Yes**

Nuclei

Yes

Yes

Archive

Yes**

Yes**

TAM

No

No

Implementation Services

No

No

Support

No

No

Hardware

No

No

Hornet

No

No

Data Discover

No

No

Essentials

No

No

Cloud Mark

No

No

ET

No

No

ETA

No

No

Active Exploits Protection

Yes

Yes

SIPM

Yes

Yes

*Proofpoint reserves the right to update this table at any time, effective as of the date of publishing any such update.

Product

Core Email Protection

Shift In

Yes

Shift Out

Yes

Product

EFD

Shift In

Yes

Shift Out

Yes

Product

ZenGuide

Shift In

Yes

Shift Out

Yes

Product

Email DLP & Encryption

Shift In

Yes

Shift Out

Yes

Product

AEDLP

Shift In

Yes

Shift Out

Yes

Product

IMD

Shift In

Yes

Shift Out

Yes

Product

Continuity

Shift In

Yes

Shift Out

Yes

Product

Messaging Protection

Shift In

Yes

Shift Out

Yes

Product

ITM

Shift In

Yes

Shift Out

Yes

Product

CASB

Shift In

Yes

Shift Out

Yes

Product

Endpoint DLP

Shift In

Yes

Shift Out

Yes

Product

Isolation

Shift In

Yes

Shift Out

Yes

Product

ATO Protection

Shift In

Yes

Shift Out

Yes

Product

ITD

Shift In

No

Shift Out

Yes

Product

Acuvity

Shift In

Yes

Shift Out

Yes

Product

Applied Services

Shift In

Yes

Shift Out

Yes

Product

SER

Shift In

Yes*

Shift Out

Yes*

Product

DSPM

Shift In

Yes**

Shift Out

Yes**

Product

Capture

Shift In

Yes**

Shift Out

Yes**

Product

Nuclei

Shift In

Yes

Shift Out

Yes

Product

Archive

Shift In

Yes**

Shift Out

Yes**

Product

TAM

Shift In

No

Shift Out

No

Product

Implementation Services

Shift In

No

Shift Out

No

Product

Support

Shift In

No

Shift Out

No

Product

Hardware

Shift In

No

Shift Out

No

Product

Hornet

Shift In

No

Shift Out

No

Product

Data Discover

Shift In

No

Shift Out

No

Product

Essentials

Shift In

No

Shift Out

No

Product

Cloud Mark

Shift In

No

Shift Out

No

Product

ET

Shift In

No

Shift Out

No

Product

ETA

Shift In

No

Shift Out

No

Product

Active Exploits Protection

Shift In

Yes

Shift Out

Yes

Product

SIPM

Shift In

Yes

Shift Out

Yes

Product

*Proofpoint reserves the right to update this table at any time, effective as of the date of publishing any such update.

Shift In

Shift Out

Flex Credits Program Terms

Provided an eligible Customer makes a qualifying purchase of a minimum three year subscription term, Customer will be eligible for a Flex Credit based on the size of the qualifying purchase.

  1. The Proofpoint Flex Program is only available for eligible Customer purchases of a minimum three year subscription term license as set forth below.

    1. For new eligible Customers, the qualifying purchase must be at least a minimum of $100,000 of annualized recurring fees received by Proofpoint;

    2. For existing eligible Customers, (i) the qualifying purchase must be at least a minimum of $50,000 in net new annualized recurring fees received by Proofpoint (renewal value excluded) and (ii) the Customer’s resulting total annualized recurring spend must be at least $100,000

  2. If a Customer’s agreement contains a clause granting the right to terminate the agreement at the Customer’s convenience, such Customer must contractually waive such right for the qualifying purchase in order to be eligible for a Flex Credit.

  3. Flex Program eligibility is only applicable at the level of the contracting Customer, not at the level of any Affiliate or parent entity.

  4. Credit Calculation. Customers earn promotional credits equal to approximately 5-10% of the net new annualized recurring subscription fees on the qualifying purchase.

    1. No credit will be earned until a Customer’s purchase has met the minimum qualifying amount, which will entitle Customer to the minimum credit of $5,000.

    2. The maximum cumulative credit earned per Customer during the current 2026 Flex Program term is $250,000

  5. Credit Usage.  Earned credits may be redeemed toward future purchases of eligible technology products not already licensed by the Customer

  6. Exclusions.  Credits cannot be earned or redeemed against:

    1. Non recurring professional services

    2. Hardware

    3. On-premise solutions

    4. Support and managed services

    5. Hornet Security products and services

    6. Cloudmark products and services

  7. Credit Expiration.  Credits expire 12 months after the date they are earned.  When multiple credits exist, redemptions must be applied using a first-in, first-out (FIFO) method based on expiration date.

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Last updated October 06, 2026.