Downgrade account, add-on, or other product

You can downgrade to a different plan type, remove licenses or Member designations from your plan, or discontinue an add-on to your product. 

Who can use this?

Plans:

  • Smartsheet

Permissions:

  • System Admin

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

Your payment method determines your next steps. Navigate to the section that corresponds with it:

It's not possible to downgrade to our Pro plan. The Pro plan isn't backward compatible with current sheets and data.

Invoice payment

To downgrade to a different plan type, remove Member designations, or discontinue an add-on or other product:

Request a Downgrade

Recurring credit card

You can downgrade a Member to free up an assigned Member seat. Learn more about managing users.

You can also reduce the number of seats available to downgrade your account.

Downgrade account

  1. Select the Account icon.
  2. Select Plan & Billing.
  3. In the Change plan window, select Next: Configure plan.

  4. Under Members, review the current number of Members and then enter the number of Members you want.

    Reduce Member seats

    If there's a notification about the Loyalty Benefit discount, carefully consider your options. If you forfeit the Loyalty Benefit discount, you can't receive it in the future.

  5. Select Reduce Member seats.

Additional information

  • Per our user agreement, downgrade requests must be made at least 30 days before the renewal of your current term.
  • Prorated refunds are not offered for canceled accounts. For more details about cancellation terms, refer to the Smartsheet User Agreement.

Want to know more about the features available in each plan? Check out the Pricing page.

Your payment method determines your next steps. Navigate to the section that corresponds with it:

It's not possible to downgrade to our Pro plan. The Pro plan isn't backward compatible with current sheets and data.

Invoice payment

To downgrade to a different plan type, remove licenses, or discontinue an add-on or other product:

Request a Downgrade

Recurring credit card

Remove licenses 

  1. Sign in to your account.
  2. Once signed in, select the Account icon.
  3. Select User Management to see a list of users.
  4. Left-click the user's email address you wish to remove a license from.
  5. Uncheck the Licensed User box.
  6. Select the Save button.

Downgrade account

  1. Go back to the Smartsheet home screen at app.smartsheet.com.
  2. Select the Account icon.
  3. Select Add Licenses / Upgrade. 
  4. The Change Your Plan form will then appear. From the drop-down menu, select the number of licenses you want. 
  5. Select Purchase.

Paypal or Legacy plans

Remove licenses

  1. Sign in to your account.
  2. Once signed in, select the Account icon.
  3. Select User Management to see a list of users.
  4. Left-click the user's email address you wish to remove a license from.
  5. Un-check the Licensed User box.
  6. Select the Save button.

Downgrade account

  1. Go back to the Smartsheet home screen at app.smartsheet.com.
  2. Select the Account Icon.
  3. Select Add Licenses/Upgrade.
  4. The Change Your Plan form will appear. Select the drop-down button for the number of licenses you want.
  5. Select Purchase.

Additional information

  • Per our user agreement, downgrade requests must be made at least 30 days before the renewal of your current term.
  • Prorated refunds are not offered for canceled accounts. For more details about cancellation terms, refer to the Smartsheet User Agreement.

Want to know more about the features available in each plan? Check out the Pricing page.