Custom Plan Requests

If predefined plans do not fit, create a CustomPlan commercial order with priced Limit values and capabilities. It follows the same invoice and payment lifecycle as every other OrderSubscription.

How to Submit a Custom Plan Request

You can initiate a custom-plan order through two current channels:

If you want one of the published plans as-is, you do not need the builder at all: choose the plan on /pricing, pick a duration, and confirm it at /CommercialOrders/StandardPlan. Use the builder when you need Limit values the published plans do not offer.

1. Custom Plan Builder (Website)

Open /CommercialOrders/CustomPlan. An anonymous visitor can view the builder and request a quote, but submitting an order requires an authenticated website user with Website.SubmitPlanRequest.

• Select the number of users you need
• Choose your required storage capacity
• Set survey and response limits
• Turn optional capabilities on or off. Capabilities are Limit values, not a separate add-on product; Survanta has no add-on catalog.
• Enter your organization details in Step 5, including an optional company logo

Step 5 collects your organization, country, industry, team size, primary contact, contact email, activation email, phone, an optional logo, and any notes for the Survanta team. Those are stored as structured fields on the order, not appended to a free-text note. Every one of them is validated on the server, so a value the browser accepted can still be rejected with a reason.

The activation email is the account that will become your organization's main administrator. It may differ from the account you are signed in with. If that address already has a Survanta account and is free to join an organization, it is promoted at approval. If it has no account, Survanta sends it a single-use invitation and that person sets their own password and completes verification; no password is ever created or emailed for you. If the address belongs to a Survanta staff account or already belongs to another organization, the approval is stopped with a reason rather than quietly substituting someone else.

The optional logo must be a JPEG, PNG, or WebP image of at most 2 MB. SVG is not accepted. The browser shows a local preview only; nothing is uploaded until you submit the form, and Survanta re-checks the file's name, declared type, and actual contents before storing it privately with your request. If it is stored and your order is later approved, the same image is also copied to your organization's branding.

Submitting the builder creates a draft CustomPlan order and immediately submits it for Platform Admin review. Your owned orders are listed at /CommercialOrders. If you already have an open request for the same plan and duration, Survanta asks you to open that one instead of creating a second.

2. Commercial Orders (Tenant Dashboard)

An authorized tenant user can create the same order from the tenant dashboard:

1. Log in to your Survanta dashboard.
2. Open /Tenant/Orders/Create.
3. Choose Custom Plan as the order type.
4. Describe your requirements in the request form.
5. Submit the request.

Review and Communication

After submission, the order follows the commercial state machine:

• The order is Submitted and its invoice remains Draft.
• A Platform Admin can approve or reject it. Approval changes the invoice to Unpaid, records issue/due dates, and sends a workflow notification.
• OrderSubscription has customer/admin notes but no attached conversation-thread entity.
• The customer can upload a cash-payment proof from the order details page; a Platform Admin can verify or reject it.

What Happens After Approval

When full payment is verified:

• The existing invoice changes to Paid; it was created with the draft order rather than generated after payment.
• The order changes to Applied and the subscription entitlement snapshot is rebuilt from the selected plan and purchased Limit lines.
• The plan resolver cache is invalidated for a tenant order, so subsequent plan resolution uses the applied values.
• The requester receives the “paid and applied” workflow notification.

Tips for a Smooth Request

• Be specific about the limits you need rather than requesting vague increases.
• Mention any timeline requirements (e.g., if your organization has an upcoming project deadline).
• Use the notes field for anything the structured fields cannot express. There is no message thread on an order, so put the context in the request itself.
• Double-check the activation email before submitting. It decides who administers your organization.

Related Topics

• Plans Overview
• Limit Increase Requests
• Invoices