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How to get support on a Pro plan
After having been an advanced business account user for a long period I took a rest from Smartsheet and cancelled my account. Recently, I signed up again as a single Pro user, paying annually in advance, which ought to provide web-based ticketing support. Unfortunately, Smartsheet fails to recognise ownership of my account…
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Downgrading Plan from Business Plan to Pro Plan
Hi Smartsheet Community, I’m looking to downgrade our Business plan to a Pro plan, but I can’t seem to find an option to do this. I tried purchasing the Pro plan again, however I’m always redirected to the Plan & Billing page where I can only view our current subscription, and there’s no option to switch or downgrade. Has…
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Help Escalating an Issue?
Hi Community, Has anyone successfully escalated an issue with Smartsheet billing or support? I’m struggling to get meaningful resolution. I paid our invoice in December, and shortly after received a second invoice. During my initial call, I was told this was a duplicate related to an account change we discussed but…
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Basic Doubts
Please, with a Business signature how many people , in the team can: 1- create, edit and manage things 2- only view Tks, Danuza
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What's our basis on this?
Based on Smartsheet's documentation and the logic of the User Subscription Model (USM), here is the distinction and how these two features work together: The "Two-Strikes" Cycle (The Old Default): This was the original, more aggressive USM behavior. The system tracked user activity and, after a couple of provisional…
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Billing Projection
All, Inquiring about breakout of 'Project Contract' to populate evenly across months based on 'Last Day of Start Month' & 'Last Billing Period.' Ex: Project Name 24006 would show $113,915 in June, July, and August to equal $341,745. Perhaps an added column in sheet is needed, that already has the even split sum. Attached…
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What is the sheet limit in business plan?
We are currently on an "silver" enterprise plan with 25 users and 22 provisional users until August 26, 2025. I'm exploring different ways to use smart sheet so I don't have to nearly double my costs with subscription model. Any help would be greatly appreciated, thanks Jef
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3 Levels of Hierarchy?
I am building a workspace with 3 separate levels: Master Overview Dashboard, 3+ team dashboards, & 5+ representative dashboards per team. I want the individual representative to be able to input data via a form and have control to edit a few columns. Each rep will "own" the data they input. Only want that data to flow to…
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Sales pipeline and reporting - capturing feedback
Hi everyone, First time poster! I am looking to create a basic sales pipeline and reporting solution. The basic template is lacking 2 key things and i am trying to workout a simple way to add them without making the solution clunky! The people who will use the form are not IT savvy and if it looks too complex might well…
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SUMIFS formula syntax
Hi, I believe I'm needing help with the syntax for the SUMIFS formula. See the below photo with example data: I am wanting to total the revenue generated for each department (category) and sub department (topic) only if the status is labeled "Won" - which the above screenshot would not be included in the total. The "Topic"…
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How do add columns in smartsheets dynamically based on a condition ?
I have the date of implementation of the project and I need to dynamically add the columns based on the date. Like for example if I had a 1-2-2024 as my date. It must give ,me 12 months for that date like march 2024 to jan 2025 each column contains 1 month a total of 12 columns and adding to it I have so many projects some…
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Tag for Sellers or Service Providers
can there be a requirement for community participants advertising for the services they sell to have a user tag or disclaimer? In addition it would be very beneficial to restrict advertising in the feature request forums, that is just not the place.
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How Generate Quotes Via Smartsheet
I am looking at making our internal quote system entirely through smartsheet. Is there a way in which i can expand a row in order to make relatively complex quoting system which almost acts as a mini excel sheet per row. the output would be a price but if needed the breakdown is seen. I would like the the Quote numbering…
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Formula to lookup a value based on start and end date
Hi All, I need your support on this case. I have a project to improve the current sales report layout and I need to extract the Vendor Support data for each item depend on the sales records, and the start and end date for this vendor support. Here is an example: Below is the table where I want to have the formula to…
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Im using Sales Pipeline Overview Dashboard, but want to have a pipeline sheet per rep
How would i link a new duplicated sheet to a dashboard, lets say i want to use the Sales Pipeline Tracking Template, but i want each of my reps to have their own Sheet-Sales Pipeline that reports up to the Dashboard. Is this allowed?
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Jira Connector subscription
I'm trying to reach out to sales or support team to subscribe to Jira Connector and resource management, but unfortunately with no response and cannot find from where I can subscribe with direct link, knowing that I'm subscribed to business plan
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Data Shuttle not pulling in new rows from source sheet
Hi, I have a Data Shuttle workflow that I set up that has been working for 4 months, but for the past few weeks, has not been picking up rows that should be added to the Target sheet. Any ideas why it suddenly stopped working? The source file is saved in Box (I've verified/reconnected by Box account). There are 96 rows in…
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SUMIF for terms in multiple selection drop down
Hello. I am trying to assign pricing according to requested testing, where each test has a specific fee associated with it. This fee is redacted in the below screenshot, but is formated as 123.45. I am hoping to get the sum of the different values. What can I correct in my formula to achieve this? Thanks!
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Generated Documents as Email Attachments
As the topic states, it would be great if we could simply attach our generated documents to an e-mail with a quick message OR remove everything except for the custom message and the link. ------------ Full explanation: We use a form to gather a sales request from customers (perfect, no notes). Then we use an automation to…
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Work Flow and Automation help
I am attempting to set up a workflow sheet between operations, sales, and owner. The idea would be to have master sheet where information is fed to it through multiple sources. Once the master sheet has all of the data needed it would then feed to sales and the owners to give them a snapshot of their work. Is it possible…