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Upgrade a SmartSuite free trial to a paid plan

Peter Novosel avatar
Written by Peter Novosel
Updated over 2 weeks ago

Upgrade your SmartSuite free or trial Workspace to a paid plan and unlock powerful tools for your organization. We’re thrilled to have you in the SmartSuite community and look forward to supporting your work!

Plan Availability

All plan types

Permissions

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

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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:

  • Free: Limited features, ideal for personal use.

  • Team: Designed for growing teams with essential tools.

  • Pro: 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 or free plan is simple. Follow these 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.

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