Trial Requests

1. Request Overview

Trial requests are submitted by potential customers through the public trial form and processed into subscriptions.

Fields

1. Name - Contact name (required, tracked)
2. Company Name - Customer's company (required, tracked)
3. Email - Contact email (required, tracked)
4. Mobile - Contact mobile number (required, tracked)
5. Company Size - Employee count range (required, tracked):
   • 1-5, 6-10, 11-30, 30-100, 100+
6. Trial Package - Associated trial package (required, tracked)
7. Partner - Auto-created customer partner record (tracked)
8. Subscription - Created subscription (tracked)
9. Database Template - Database template override (optional)
10. State - Request status (tracked):
    • New - Pending processing
    • Processing - Subscription being created
    • Done - Subscription created successfully
    • Cancelled - Request cancelled
11. Notes - Internal notes

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2. Request Lifecycle

New → Processing → Done
 ↓
Cancelled → New (reset)

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3. Actions

Action	Description
Create Subscription	Manually create a subscription from this request
Cancel	Cancel the request
Reset to New	Reset a cancelled request back to New
View Subscription	Open the related subscription
View Partner	Open the related customer partner

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4. Automatic Processing

When a request is created and the trial package has Auto Run Subscription enabled:

1. A res.partner record is created (or linked if email already exists)
2. A sadeem.subscription record is created with:
   • Customer = created partner
   • Packages = from trial package
   • User/storage/stage limits = from trial package
   • Trial duration and grace period
   • is_trial = True flag
   • Model limits (if configured)
3. The subscription is confirmed and queued for deployment

Duplicate Prevention

Each email + trial package combination is unique. Submitting the same email for the same package will be rejected.