Account and Billing

Account and Billing

Vendor setup documents

Request billing details.

Upgrade or Add Licenses to Your Smartsheet Plan

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

Review or Change Account, Plan, or Billing Info

Upgrade or change your plan, change your payment information, and view receipts and history.

Smartsheet Billing FAQ

Find answers to frequently asked questions about billing and finance.

Accepted Payment Types and Currencies

You can pay for you Smartsheet subscription in any of the following ways: Credit card: Visa, MasterCard, or Discover (we also accept payment throu...

Options for canceling a Smartsheet account

How you cancel an account will depend on your plan type and how you pay for that account: For Enterprise plan users: Contact your sales represent...

Manage subscriptions and licences when transferring items

You’ll need two types of users to effectively manage your account: A SysAdmin to manage users A billing contact They can both be the same perso...

State Sales Tax FAQ

Details about tax information by state.

Change the account name or designated main contact for your plan

There are two important details when you need to verify account ownership or manage account access with Smartsheet: Main contact Account name ...

Leave Your Current Smartsheet Account 

In certain situations (for example, needing to join another Smartsheet account) you may need to leave your current account....

Smartsheet Free Trial: Answers to Frequently Asked Questions

Before purchasing a subscription to Smartsheet, you can start a free 30-day trial to see if the application is a good fit for you....

Discontinued Smartsheet Plans

Occasionally, Smartsheet plan offerings will change. This article lists plans that are no longer available for purchase....

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

You can: Downgrade to a different plan type For example: Change from an Enterprise Plan to a Business Plan (*Important: Current customers can ...

Smartsheet and Your Privacy

Smartsheet is dedicated to protecting the privacy of all of its customers; we publish our privacy practices online at https://www.smartsheet.com/priva...

Smartsheet and HIPAA

This help article is intended to help security officers, compliance officers, IT administrators, and other employees of Smartsheet customers (“you”, “...

Account Upgrade Message: When it Appears and How to Respond

During a 30-day trial subscription, you’ll see a message to upgrade your account, and the number of days remaining in your trial period....