Upgrade, Add Licenses, or Downgrade Your Smartsheet Plan

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 an Individual plan (formerly known as Basic) or for a legacy Advanced plan, you must be the licensed owner of the account.
  • For a Business, Enterprise, or Premier plan (or for a legacy Team 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. This article walks you through the options; it also includes information about how to request a downgrade.

If your intent is to cancel an account, please see Options for Canceling Your Account.

Upgrade your plan

Upgrade an Enterprise or Premier plan

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

Request Upgrade for Enterprise/Premier Plan

Upgrade a Trial or Business plan

  1. Click your account image in the upper-right corner of the Smartsheet window and click Admin Center.
  2. From the Admin Center menu, select Plan and Billing Info to open the Account Administration window. (For more information about Admin Center, see Admin Center Overview.)
  3. 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.
     
  4. Select the option for the plan you want to upgrade to and 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 (existing subscribers proceed to step 5).
  5. Click Purchase.


When you upgrade, the prorated remainder of your current plan is applied to the rate of the new plan. If you are changing from a monthly to an annual term, the annual fee will be processed at the conclusion of your current monthly term.

 

Upgrade an Individual plan

  1. Click your account image in the upper-right corner of the Smartsheet window and select Account Admin to open the Account Administration window.
  2. Select Plan and Billing Info. 
  3. 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.
     
  4. Select the option for the plan you want to upgrade to and 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 (existing subscribers proceed to step 5).
     
  5. Click Purchase.


When you upgrade, the prorated remainder of your current plan is applied to the rate of the new plan. If you are changing from a monthly to an annual term, the annual fee will be processed at the conclusion of your current monthly term.

Downgrade, remove licenses, or discontinue an add-on or other product

To downgrade to a different plan type, to remove licenses, or to discontinue an add-on or other product, use the Create a Downgrade Request form:

Request a Downgrade

If you want to remove licenses, note that Smartsheet Billing will not be able to process your request until the number of assigned licenses on your account is less than or equal to the number of licenses that you will be paying for.

A System Admin for your account can adjust license assignments from User Management in the Admin Center. For more detailed instructions, see Admin Center: Add, Edit, and Delete Individual Users with User Management.