How you upgrade, assign seats (licenses in the legacy model), or request add-ons depends on your plan type. Learn how to identify your plan and user or seat type.
USM Content
Upgrade an Enterprise plan
To increase the number of Members 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 a Member increase in a Trial, Pro, or Business plan:
- On the Navigation Bar on the left of the screen, select Account Icon > Plan & Billing Info.
Go to Upgrade Plan…
If you're a trial subscriber, you can upgrade directly to an Enterprise plan by selecting Upgrade 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, select 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, your account is likely a Bill-to or Invoice account. Fill out the Request a Smartsheet License or Advance Capability form.
Get a Standard Support Package or Premium Support Package for a Business plan
You can either:
Contact your Sales Representative to upgrade to the Premium Support Package.
You must be billed annually.
- Follow the path in the app to upgrade to the Standard Support Package:
- Navigate to Add Licenses/Upgrade in your user menu.
- Choose to upgrade to a Business or Enterprise account.
- If you choose Business, select Next: Edit plan details.
- Change the total number of Members, select monthly or yearly billing, and add a Standard Support Package.
LCM Content
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 a 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're a trial subscriber, select Upgrade My Account
If you're a trial subscriber, you can upgrade to an Enterprise plan by going to the account icon on the left navigation bar and selecting Upgrade Plan…
- If you're an existing subscriber, select 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, select 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, your account is likely a Bill-to or Invoice account. Fill out the Request a Smartsheet License or Advance Capability form.
Get a Standard Support Package or Premium Support Package for a Business plan
You can either:
Contact your Sales Representative to upgrade to the Premium Support Package.
You must be billed annually.
- Follow the path in the app to upgrade to the Standard Support Package:
- Navigate to Add Licenses/Upgrade in your user menu.
- Choose to upgrade to a Business or Enterprise account.
- If you choose Business, select Next: Edit plan details.
- Change the total number of licenses, select monthly or yearly billing, and add a Standard Support Package.