Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

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 a Pro plan, you must be the licensed owner of the account.
  • For a Business or Enterprise plan, you must be a System Admin.

If you're not sure what user type you have for Smartsheet, please seeIdentify Your Smartsheet Plan and User Type.

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PLANS

  • Pro
  • Business
  • Enterprise

Permissions

To perform the actions described in this article, you must be logged as one of the following user types:

  • For a Pro plan, you must be the licensed owner of the account.
  • For a Business or Enterprise plan, you must be a System Admin.

If you're not sure what user type you have for Smartsheet, please seeIdentify Your Smartsheet Plan and User Type.

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

Find out what type of plan you havehere.

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.ONLY IF YOUR ACCOUNT IS AN ENTERPRISE PLAN

Request Upgrade for Enterprise Plan

Upgrade a Trial, Pro, or Business plan

If you don't see the options described here, it's likely that your account is a Bill To or Invoice account fill outRequest a Smartsheet Add-on or license increaseform.ONLY BILL-TO/INVOICE CUSTOMERSRequest a Smartsheet Add-on or license increase in trial, Pro or Business plan.

  1. On theNavigation Baron the left of the screen SelectAccount Icon > Plan & Billing Info.
  2. Do one of the following to display theChange Your Planwindow:

    If you are a trial subscriber, clickUpgrade My Account.
    -or-
    If you are an existing subscriber, clickUpgradeorAdd Licenses/Change Plan.
  3. Select the option for the plan you want to upgrade to and select your payment term.
  4. To pay with a credit card, clickAdd Cardto display the secured Credit Card screen. Enter your credit card information.
  5. ClickPurchase.
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