Upgrade or Add Licenses to Your Smartsheet Plan

Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

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.

If you're not sure what user type you have for Smartsheet, please see Identify Your Smartsheet Plan and User Type.

 

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

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

If you don't see the options described here, it's likely that your account is a Bill To or Invoice account. To make changes to this type of account, please Contact Smartsheet Billing

  1. Click your account image in the lower-left corner of the Smartsheet window and then click Plan 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.