Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Capabilities

Who can use this capability

To perform the actions described in this article, you must be logged as one of the following user types:

  • For a Pro plan, you must be the licensed owner of the account.
  • For a Business or Enterprise plan, you must be a System Admin.

 

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Upgrade or add licenses to your Smartsheet plan

How you upgrade, add licenses, or request add-ons will depend on your plan type. 

Find out what is your plan and user type here.

PLANS

  • Pro
  • Business
  • Enterprise

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Permissions

To perform the actions described in this article, you must be logged as one of the following user types:

  • For a Pro plan, you must be the licensed owner of the account.
  • For a Business or Enterprise plan, you must be a System Admin.

 

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Upgrade an Enterprise plan

To increase the number of licenses associated with your plan or to purchase additional products or add-ons, submit your request through the Add Licenses form on the Smartsheet website. Your account manager will contact you. 

Request Upgrade for Enterprise Plan

Upgrade a Trial, Pro, or Business plan

Request a Smartsheet Add-on or license increase in trial, Pro or Business plan.

  1. On the Navigation Bar on the left of the screen Select Account Icon > Plan & Billing Info.
  2. Do one of the following to display the Change Your Plan window:

    If you are a trial subscriber, click Upgrade My Account.
    -or-
    If you are an existing subscriber, click Upgrade or Add Licenses/Change Plan.
     
  3. Select the option for the plan you want to upgrade to and select your payment term.
  4. To pay with a credit card, click Add Card to display the secured Credit Card screen. Enter your credit card information.
  5. Click Purchase.

If you don't see the options described here, it's likely that your account is a Bill To or Invoice account. Fill out Request a Smartsheet Add-on or license increase form. 

Upgrade to standard or pro support

If your account is a Business plan, you can upgrade it to standard or pro support. 

  • Standard support can be purchased if you are billed on a monthly or annual basis.
  • Pro support can be purchased if you are billed on an annual basis. 

To upgrade, navigate to Add Licenses/Upgrade in your user menu. Here you can choose to upgrade to a Business or Enterprise account. If you chose Business, you will select Next: Edit plan details. 

Here you can change the total number of licenses, select monthly or yearly billing, and add a support package. 

Pro support can only be purchased if you are billed annually.

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