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Smartsheet licensing

This article is an overview of how Smartsheet licenses its collaborative work management platform: the Pro, Business, Enterprise and Advanced Work Management plans, the user model with paid Members, Provisional Members and free Contributors and Guests, quarterly true-ups, premium add-ons and the User Agreement. Deeper articles cover each topic. It is not legal advice.

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Smartsheet licensing is the set of terms under which Smartsheet Inc. sells its cloud collaborative work management platform. The platform is sold in four plans: Pro, Business, Enterprise and Advanced Work Management. Premium capabilities such as Dynamic View, Data Shuttle, Control Center and Brandfolder are available as add-ons or bundled into Advanced Work Management.[3] Plans are priced per paid Member. Contributors, and on Business and Enterprise also Guests, are free.[3][4] Since 2024-06-24, Smartsheet has used a “user subscription model”. Users who need more than viewing gain full access as Provisional Members at no initial cost, and System Admins decide at periodic true-ups whether to convert them into paid Members.[7][5]

The governing contract is the Smartsheet User Agreement, last updated on 2026-04-03. It incorporates the Policies: the Limits Policy, Acceptable Use Policy, Support Policy and Travel and Expense Policy.[1] Help Center articles count as Documentation under the Agreement, and access is subject to the restrictions in the Order, the Documentation and the Policies published at the start of the Term.[1]

Editions

Plan List price (USD) Members Free users Catalog row 
Pro 9 per Member/month billed yearly; 12 billed monthly 1 to 10 Unlimited Contributors Smartsheet Pro 
Business 19 per Member/month billed yearly; 24 billed monthly 3 or more Unlimited Guests and Contributors Smartsheet Business 
Enterprise Custom pricing 10 or more Unlimited Guests and Contributors Smartsheet Enterprise 
Advanced Work Management Custom pricing Custom Unlimited Guests and Contributors Advanced Work Management 

Source: Pricing page, retrieved 2026-10-06.[3] The Pro plan “is only available to new customers”.[3] Each plan includes the one below it. Business adds Timeline view, workload tracking, admin capabilities and unlimited automations. Enterprise adds Scenario Planning, Portfolios, SAML-based SSO, Enterprise Plan Manager and directory integrations. Advanced Work Management adds Control Center, Dynamic View, Data Shuttle, Connectors, DataMesh, Calendar App, Pivot App and Premium Support.[3] Details: Smartsheet plans and premium add-ons.

Metrics

Seat type Paid? Catalog row 
Member Paid; counts against the plan’s paid seat total Member 
Provisional Member Free until the end of the current billing cycle Provisional Member 
Contributor Free Contributor 
Guest Free; external users on Business and Enterprise only Guest 

Source: Seat types article.[4] Under the earlier legacy collaborator model, the paid unit was the licensed user, “a paid user (internal or external) with full access to create, edit, and manage Smartsheet items”. Unlicensed collaborators were free.[4] At contract level the Limits Policy uses a generic Unit, “a unit of access to or use of a Service”. An Assigned Unit is a Unit assigned to a User through a login credential or other unique identifier.[2]

Counting / floors

One person per login (User Agreement s.1.2, 2026-04-03). The customer may not use “technology, processes, or other means to provide access to and use of Smartsheet Properties to more than one individual under a set of User login credentials”.[1] Catalog proof: One individual per set of login credentials.

Seat reassignment (Limits Policy s.2(b), 2024-06-24). An Assigned Unit may be moved to another User only when there is no overlapping use. That is allowed temporarily for a leave of absence, or persistently to replace a User who changes role or leaves.[2] Catalog proof: Assigned Units may be reassigned only for leave or replacement.

Provisional membership and true-up. A user becomes a Provisional Member when their sharing permission lets them take an action their seat type does not allow, and they take it.[5] Review periods are quarterly for annual plans and monthly for monthly plans. By default, unreviewed Provisional Members are downgraded to a free seat type at the end of the billing cycle. A plan setting can instead convert them to paid Members automatically.[5][4] Catalog proof: Provisional membership is triggered by permission plus action; Unreviewed Provisional Members are downgraded by default at cycle end; Review periods are quarterly on annual plans and monthly on monthly plans. Details: Smartsheet user model and true-up.

Plan floors and caps. Pro is sold for 1 to 10 Members, Business for 3 or more and Enterprise for 10 or more.[3] Catalog proof: Pro is capped at 10 Members and Business needs at least 3.

Renewal ratchet (User Agreement s.10.1). Unless an Order says otherwise or either party gives 30 days’ notice of non-renewal, “the total number of units purchased, provisioned, or otherwise used during the Term” renews automatically for one-year terms.[1] As commentary: Members added at a mid-term true-up become part of the next year’s baseline. Catalog proof: Renewal carries forward all units purchased, provisioned or used.

Virtualization & partitioning

Not applicable. Smartsheet’s Online Services are hosted, and its seat types count individual users identified by email domain and login, not devices or processors.[4] Downloadable Smartsheet software governed by its own end-user licence agreement is outside the User Agreement.[1]

Cloud / BYOL

There is no bring-your-own-licence path. Customers buy separate regional or government services, such as Smartsheet Gov, from Smartsheet. Smartsheet Gov customers who buy through an authorized sales representative remain on the legacy collaborator model.[3] Catalog proof: Smartsheet Gov sales-channel customers stay on the legacy collaborator model.

Programs

Audits and compliance

The Limits Policy gives Smartsheet a standing assessment right. “At any time”, Smartsheet may assess use against the limits of the customer’s plan and purchases, and the customer must provide reasonable assistance and the information Smartsheet requires.[2] After a written notice, the customer has 30 days to adjust its use. If it does not, Smartsheet may invoice the additional capacity at standard Unit rate pricing. Unauthorized use discovered after a Term has ended may be invoiced in arrears, pro rata.[2] Catalog proof: Smartsheet may assess use at any time and the customer must assist; Thirty days to cure, then invoicing at standard Unit rates; Unauthorized use found after the Term is billed in arrears. Details: Smartsheet User Agreement and Limits Policy. For the general discipline see software license audit and true-up.

Out of scope

  • Signed Orders, enterprise discounts and reseller terms, which are not public.
  • Smartsheet Gov and Smartsheet Regions terms beyond the model note above, and the Smartsheet Supplement for government and education customers.
  • Brandfolder and Resource Management pricing, which the pricing page lists only as add-ons.
  • The Mobile and Downloadable Software end-user licence agreements and the Developer Agreement.

References

  1. Smartsheet User AgreementLast Updated: April 3, 2026.Effective 2026-04-03. Retrieved 2026-10-06.
  2. Smartsheet Limits PolicyLast Updated: June 24, 2024.Effective 2024-06-24. Retrieved 2026-10-06.
  3. Smartsheet PricingPlans, plan comparison, premium add-ons and FAQ. Undated.Retrieved 2026-10-06.
  4. Seat typesSmartsheet Help Center. Undated.Retrieved 2026-10-06.
  5. Smartsheet user model and provisional membershipSmartsheet Help Center. Undated.Retrieved 2026-10-06.
  6. Migration from the legacy modelSmartsheet Help Center. Undated.Retrieved 2026-10-06.
  7. Smartsheet user subscriptionSmartsheet product update, 2024-06-24.Effective 2024-06-24. Retrieved 2026-10-06.
  8. Updates to our Pricing, Seats, and Licensing Experience: Smartsheet Customer Loyalty BenefitSmartsheet product update, 2025-06-25.Effective 2025-06-25. Retrieved 2026-10-06.

See also

Catalog Rows Cited

4SKUs6Metrics11Rules5Programs

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