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....

State Sales Tax FAQ

Details about tax information by state.

Transfer a Paid Subscription

The method to transfer a paid subscription (license) to another user depends on your plan type....

Change the Account Name or Designated Main Contact for Your Plan

The main contact and account name are used when you need to verify account ownership or manage account access with Smartsheet....

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....