Building Your Catalog

Custom Plans

A custom plan is a plan scoped to a single company. It is built for sales-led, invoice-based deals, where a customer negotiates their own pricing and packaging and you bill them by invoice rather than through self-service checkout.

Unlike a standard plan, a custom plan is only ever assigned to one company. It never appears in your Components checkout flow, and no other company is moved onto it. The company stays on its custom plan until you move it to another plan.

Custom plans list

When to use a custom plan

Reach for a custom plan when a single company needs terms that differ from your standard catalog and you are closing the deal through sales rather than self-service. Common cases include negotiated enterprise pricing, a bespoke bundle of entitlements, or a one-off contract billed by invoice.

For other situations:

  • To change a plan for everyone, publish a new plan version instead.
  • To grant a single entitlement exception on top of a company’s existing plan, use a company override.

Creating a custom plan

You create a custom plan from the company it is for. On the company’s profile page, open the 3-dot menu near the company name and choose Create custom plan.

Create custom plan from the company menu

This creates a draft custom plan assigned only to that company. From there you set up its entitlements and pricing. You can start from scratch or use Duplicate from plan to copy the entitlements of an existing standard plan and then adjust them for this deal.

Custom plan entitlements

For a step-by-step walkthrough, see Creating a Custom Plan.

Invoice-based activation

Custom plans are designed for an invoiced sales motion. While the plan is a draft, you review its entitlements and then finalize it to start billing. Finalizing generates a custom plan invoice for the company.

When you finalize, you choose an activation strategy that controls when the company gets access:

  • On payment — the company becomes active on the custom plan once the invoice is paid, within the configured due window (for example, 30 days). Until then, the plan stays pending.
  • Immediately — the company gets access to the plan right away, before paying. If they do not pay within the payment terms, access is removed.

Custom plan invoice paid and active

Versions and migrations

Like standard plans, custom plans are versioned. Editing a finalized custom plan creates a new draft version that you can review and publish, and you can track changes on the plan’s Migrations tab. Because a custom plan only ever applies to one company, publishing a new version updates that single company. See Plan Versions for how versioning works.

Learn more