Applies to
- Pro
- Business
- Enterprise
Capabilities
Who can use this capability
To perform the actions described in this article, you must be logged in 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.
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.
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
Get a Premium Support Package for an Enterprise plan
Enterprise plans include the Standard Support Package. To upgrade to the Premium Support Package, contact your Sales Representative.
Upgrade a Trial, Pro, or Business plan
Request a Smartsheet Add-on or license increase in a Trial, Pro, or Business plan.
- On the Navigation Bar on the left of the screen, select Account Icon > Plan & Billing Info.
- 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.
- Select the option for the plan that you want to upgrade to, and then select your payment term.
- To pay with a credit card, click Add Card to display the secured Credit Card screen. Enter your credit card information.
- Select 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.
Get a Standard Support Package or Premium Support Package for a Business plan
If you have a Business plan, you can upgrade it to include the Standard Support Package or Premium Support Package.
To upgrade to the Premium Support Package:
- Contact your Sales Representative.
You must be billed on an annual basis.
To upgrade to the Standard Support Package, navigate to Add Licenses/Upgrade in your user menu. Here you can choose to upgrade to a Business or Enterprise account. If you choose Business, select Next: Edit plan details.
Here you can change the total number of licenses, select monthly or yearly billing, and add a Standard Support Package.