Administrators upgrade, downgrade or change billing frequency on the Plans & Billing tab in Workspace Administration; no request to support is needed. Upgrades take effect right away, and downgrades take effect at the end of the current billing term.
Every member can see the plan name on the home page. Only Administrators can change it.
Example: a compliance team on Team needs two-factor authentication before its SOC 2 audit. Its Administrator upgrades to Professional, and the new features are on as soon as the checkout completes.
Plan Availability | All plan types. |
Permissions | Administrators. |
Platform | Web |
Related Reading |
Opening your plan options
Sign in as a member with the Administrator role.
Select your profile icon in the upper-right corner, then Workspace Administration.
Select the Plans & Billing tab.
On a trial, select Choose a Plan. On a paid plan, select Change Plan.
You can also compare plans on the pricing page at smartsuite.com/pricing.
Selecting a new plan
Choose the billing cycle: Pay Monthly or Pay Annually. Annual billing has the lower price per seat.
Select the plan. The price per seat shows on each plan.
Select Continue to Checkout to confirm and pay any amount due.
Note: Professional needs at least 5 billable members and Team at least 3. Enterprise needs at least 15 and, like Signature, is quoted by Sales.
What happens when you upgrade
The new plan is active as soon as you confirm.
You pay the prorated difference between the two plans for the rest of the billing period.
What happens when you downgrade
The change takes effect at the end of your current subscription term.
You keep the current plan's features until then.
The lower plan and its price apply from the next term.
For example, on a Professional monthly plan, a downgrade to Team keeps Professional until the cycle ends. Then Team starts with its own price and limits.
Tip: Before a downgrade, check the lower plan's limits. A solution over the lower plan's record limit stays as it is, but you cannot add records to it. See SmartSuite Plans, Features and Pricing.
Frequently asked questions
How do I upgrade to the Pro plan?
How do I upgrade to the Pro plan?
Pro is the Professional plan. On the Plans & Billing tab, select Change Plan, or Choose a Plan on a trial, pick a billing cycle, select Professional and select Continue to Checkout.
How do I switch to annual billing?
How do I switch to annual billing?
On the Plans & Billing tab, select the Edit icon next to your plan name and set the toggle to Pay Annually. See Change your Plan's Billing Frequency.
Do I need to contact support to change plans?
Do I need to contact support to change plans?
No. Administrators change the plan and billing frequency themselves on the Plans & Billing tab. Enterprise and Signature plans are quoted through Sales.
When does a downgrade take effect?
When does a downgrade take effect?
A downgrade takes effect at the end of the current billing term. You keep the current plan's features until then.
Need more help? Ask the SmartSuite Community, where builders, administrators and the SmartSuite team answer questions about building on SmartSuite. For your account, billing or data, select the chat button in the lower-right corner of SmartSuite to reach support.
Last verified 1 Nov 2026.