Downgrade from Business to Pro difficulty

Hi - we have a Business plan with 4 members and since the re-structuring, we want to downgrade to the Pro plan with 10 users as it fits us better. This doesn't seem possible because on the billing page, i use the compare plans link, then click Start now on the pro plan, but it then just brings me to the billing page with my business plan and not option to change, onliy adjust the number of members in that plan. Is there a secret way to go to Pro?

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Andrée Starå

https://community.smartsheet.com/discussion/142164/downgrade-from-business-to-pro-difficulty

Hi,

I hope you're well and safe!

If you have an assigned Smartsheet Representative, you should be able to contact them so they can assist you in switching to the Pro plan.

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD

✅ Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer. I appreciate it, thank you! 🙏

AirX_Joe1

thanks Andree… one would think that but they just sent me to sales. haha

Andrée Starå

Happy to help!

What does the sales team say?

AirX_Joe1

the Pro account is for "new customers only" and we can't go from Business to Pro. They just don't want to honor their cheaper plan and want to get 3x more from us for the same business product. not cool.

Andrée Starå

I noticed that now as well, and in fearness that's not unusual.

I understand that it's not ideal when services increase their pricing, but, in my humble opinion, Smartsheet is reasonably priced. They had to make this change because the model they had would not be sustainable in the long run in today's environment.

Companies may hold a few licenses, but thousands of users may access Smartsheet for free.

Have you explored possible workarounds?

AirX_Joe1

like create a new pro account as a new customer and then export sheets from the business account and import into new pro account….then cancel business. if not, onedrive does most of what we use ss for so could migrate over there where it would basically be free. we only have like 6 users.

Andrée Starå

How many paid licenses do you currently have, and how many team members would need to be able to edit and perform other tasks in the new model?

AirX_Joe1

4 paid in business plan. 10 need to edit.

Andrée Starå

What do the users need to do?

I need more details to know if there's a possible workaround?

AirX_Joe1

add data to a field fields in a few sheets.

Andrée Starå

It could work with one or a combination of the following workarounds.

1️⃣ Premium App, Dynamic View

2️⃣ Update requests/approval requests

3️⃣ Forms

What do you think? Would any of those options work/help?

✅ Remember! Did I help answer your questions or solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. It will make it easier for others to find a solution or help answer. I appreciate it, thank you! 🙏

AirX_Joe1

sorry, don't really know what you are referring to with those 3 options. we really just use ss like excel. which means i know we are way underutilizing it. but seems the best option is it create a new user pro account and then export our sheets from the business account and import into the pro.

Angie Hatfield

We are seriously considering leaving. We will have to go from 55 licenses to 200. The increase is in pricing for us is not sustainable. Some of the new licensees only use it occasionally but will still need to be able to. We've been using SS for 10 years. Hate to leave, but… $$$…

AirX_Joe1

Thats crazy… sorry to hear that…. i can do everything we need to do in sharepoint/onedrive and use power automate for the workflows… i just inherited SS and gotta deal with it until I convince the boss to let me switch it all over.

Monica

I am afraid to see what moving from the legacy plan to the new subscription model has in store for us. Our main reason for going with Smartsheet for our newest solution was because of the cost savings. If we end up paying what we were paying for Adobe Workfront, the pains of transitioning to Smartsheet will not be worth it - financially nor mentally.

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