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Upgrade a SmartSuite free trial to a paid plan

Written by Peter Novosel

Upgrade your SmartSuite trial Workspace to a paid plan from the Plans & Billing tab in Workspace Administration.

Plan Availability

All plan types

Permissions

Administrators: Can upgrade free trials or plans to paid plans.

Platform

Web

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Who Can Upgrade a Workspace?

  • Any SmartSuite Member with the Administrator role can upgrade a workspace.

  • Payment methods include:

    • Credit Card

    • PayPal

    • Other accepted methods displayed during checkout

    • Enterprise and Signature plans offer payment via invoice. Please contact sales@smartsuite.com for more information.

Administrators can always view the workspace plan status under Plans & Billing in the Workspace Administration section.


SmartSuite Subscription Plans

SmartSuite offers four subscription plans:

  • Team: Designed for individuals and growing teams with essential tools.

  • Professional: Enhanced features for professional workflows.

  • Enterprise: Advanced capabilities for large-scale organizations.

  • Signature Plan: Tailor your usage limits and features to match your specific requirements. Please contact sales@smartsuite.com for more information.

  • Learn more about these plans at SmartSuite Pricing.


How to Upgrade to a Paid Plan

Upgrading from a trial takes six steps:

  1. Log In as an Administrator:

    • Ensure you have the Administrator role for the workspace.

  2. Access Workspace Administration:

    • Click your user profile icon in the upper-right corner.

    • Select Workspace Administration from the dropdown menu.

  3. Navigate to Plans & Billing:

    • Open the Plans & Billing tab.

  4. Choose a Plan:

    • For trial workspaces, click the Choose a Plan button. This will display available paid plans.

  5. Select Your Desired Plan:

    • Review and select a plan.

    • Choose Pay Monthly or Pay Annually (with discounts for annual payments).

  6. Complete the Upgrade:

    • Click Continue to Checkout to confirm your selection and process payment.

Last verified 26 Oct 2026.

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