Smartsheet Free Trial

Smartsheet Free Trial 2025 – 30 Days Unlimited

Smartsheet offers a 30-day free trial to access its business plan features. The trial allows new users to explore Smartsheet’s project management and collaboration tools without cost.

This is the best time for teams and individuals to try the platform’s capabilities before deciding to purchase the plan. If you are new to Smartsheet, get hands-on with its features like sheet creation, sharing, and team collaboration tools.

Let’s explore what the Smartsheet free trial offers, how you can get started with it, understand its pricing structure, which you can upgrade after 30 days, and what to expect after the trial ends.

Does Smartsheet Offer A Free Trial?

The Smartsheet free trial lasts for 30 days. Users do not need to enter credit card information to start the trial. Anyone interested in project management and collaboration tools can claim this trial.

This trial particularly suits small teams and businesses wanting to streamline their workflow. You get up to 50 sheet creations, unlimited viewers, and essential project management tools.

You can test features like Gantt charts, grid views, and calendar options. The trial on Business plan helps teams to decide if Smartsheet fits the requirements and goals.

Steps For Claiming The Smartsheet Free Trial

Start your 30-day Business plan trial by following these steps. The process requires only your email address and basic information to explore Smartsheet’s features.

Step 1: Visit the Smartsheet Free Trial page. Enter your email address and click ‘Continue.’

Step 2: Add name, phone number, job title, and team members, and go ahead with ‘Try Smartsheet For Free.’

Step 3: Create a strong password and proceed with the ‘Next’ button on the screen.

Step 4: Confirm the email link sent by Smartsheet to activate a free trial account for 30 days.

Step 5: Follow the on-screen prompts to customize your dashboard, and you will be all set to create your tasks or projects on Smartsheet.

Smartsheet Free Trial Features

The Business plan trial provides access to essential project management and collaboration features. Try these powerful tools to streamline your workflow and enhance team productivity.

• Project Sheets: Create and manage up to 50 customizable sheets to track projects, tasks, and deadlines. Add columns, set dependencies, assign tasks to team members, and monitor real-time progress.
• Team Collaboration: Share your sheets with unlimited viewers and team members. Add comments, attach files, set reminders, and keep everyone updated on project developments through automated notifications.
• Multiple Views: Switch between grid, Gantt chart, calendar, and card views to visualize your projects. Customize layouts, filter data, and arrange information according to your team’s preferences.
• Automation Tools: Set up to 250 automated actions monthly to reduce manual work. Create rules for notifications, updates, approvals, and recurring tasks to save time.
• Resource Management: Track team workload, monitor resource allocation, and balance project assignments. View capacity, identify bottlenecks, and adjust schedules easily.
• Reporting Dashboard: Build custom reports to analyze project data and share insights. Create visual summaries, track key metrics, and generate status updates for stakeholders.

Limitations Of Smartsheet Free Trial

The trial offers many features but has certain restrictions to ensure proper platform usage. Understanding these limitations helps set realistic expectations for your trial experience.

• Limited Sheet Creation: Users can create only 50 sheets during the trial period. Once you reach this limit, you’ll need to upgrade to a paid plan to create additional sheets.
• Limited Trial Length: After 30 days, your trial automatically ends. Any work created becomes read-only for another 30 days before being deleted unless you upgrade to a paid subscription.
• Web Widget Limitations: Dashboard customization options are restricted as web content widgets remain unavailable throughout the trial period.

Maximize The Benefit From Smartsheet Free Trial

Make your 30-day trial count by strategically exploring Smartsheet’s features. Here’s how to maximize the value from your trial period and determine if it’s the right solution for your team’s needs.

• Create a real project using multiple view options like Gantt charts, grids, and calendars to understand which layout works best for different project types in your organization.
• Set up automated workflows for repetitive tasks like status updates, approvals, and notifications to see how much time automation could save your team daily.
• Import existing project data from spreadsheets or other tools to test Smartsheet’s data-handling capabilities and evaluate the platform’s flexibility with your current workflows.
• Build custom dashboards combining data from different sheets to experience how Smartsheet can provide project visibility and track key performance indicators effectively.
• Invite team members to collaborate on sample projects and testing features like commenting, file sharing, and task assignments to assess team adoption potential.
• Experiment with different templates available in Smartsheet’s library to discover pre-built solutions to speed up future project setups and standardize processes.
• Test integration capabilities with tools your team already uses, such as Microsoft 365, Google Workspace, or Slack, to evaluate how Smartsheet fits into your tech ecosystem.

Smartsheet Pricing Plans: Which is Best?

Smartsheet offers four distinct pricing tiers to match different organizational needs and team sizes. Each plan includes specific features and capabilities. Users can choose between monthly or annual billing. Go through the table to get an overview of the pricing structure;

Here, get into more details about Smartsheet pricing plans and what each plan offers, which will help you to choose the best one after the free trial ends.

1. Pro Plan

The Pro plan targets small teams with 1-10 members and includes unlimited free viewers. Users get access to Gantt, grid, board, and calendar views. The plan comprises rich formulas, unlimited sheets and reports, and 250 monthly automation. Microsoft 365, Google Workspace, and Slack integrations come standard, along with basic collaboration tools.

2. Business Plan

The Business plan suits growing teams with 3+ members and offers unlimited guests and viewers. It builds on Pro features by adding timeline views, team workload tracking, and admin capabilities. Users get 1TB of attachment storage and unlimited automation. The plan includes additional integrations like Adobe Creative Cloud, Power BI, and Tableau.

3. Enterprise Plan

Enterprise plans support organizations needing complex solutions with 10+ members. Features include AI formulas, SAML-based SSO, and Collections. Work Insights provides advanced analytics. Users get unlimited attachment storage, directory integrations, and Enterprise Plan Manager. E-signature with DocuSign integration comes standard.

4. Advanced Work Management

This plan offers comprehensive solutions for large organizations. It includes Control Center, Dynamic View, and Data Shuttle capabilities. Users get Salesforce and Jira connectors, DataMesh integration, and Calendar/Pivot apps. Premium support and advanced security features ensure enterprise-grade functionality.

Refund Policy: Customers who purchase annual subscriptions can receive prorated refunds if they cancel before the year ends. There is no refund on monthly subscriptions.

Smartsheet Discounts: Are There Any?

Smartsheet offers several ways to save on its plans through annual subscriptions and student licenses. Let’s explore the available discount options.

1. Annual Discount

You can save up to 20% on any plan by choosing annual billing instead of monthly payments. This discount applies to Pro and Business plans, making it an excellent choice for teams committing to long-term usage.

Enterprise and Advanced Work Management customers can contact sales for additional volume-based savings. The annual discount helps organizations better manage their budgets while accessing all plan features.

2. Student Discount

Smartsheet provides free licenses to students enrolled in accredited higher education institutions. This program includes access to the platform’s core features, Center of Excellence training, and the Smartsheet Certification exam.

Students can use tools for project management, coursework organization, and collaboration with classmates. The student plan helps develop professional skills while managing academic responsibilities.

Eligibility Criteria:

• Must be actively enrolled at an accredited educational institution.
• A faculty member or professor with a .edu email is needed to submit the license request.
• The faculty member becomes the account admin responsible for assigning licenses.
• Students must maintain active enrollment to keep their free license.
• Verification through institutional email may be required.

Smartsheet Free Vs Free Trial

Let’s understand the key differences between Smartsheet’s free user account and its 30-day free trial. This comparison will help you choose the right option based on your needs. Here’s a detailed breakdown of what each option offers.

The free collaborator account is your best choice if you primarily need to collaborate on existing sheets shared by licensed users. However, if you plan to create and manage your own projects, the 30-day trial offers complete features to check the platform’s capabilities and get hands-on with its tools. After the trial ends, you’ll automatically transition to a free collaborator account if you don’t upgrade.

Conclusion: Smartsheet Offers A Free Trial Of 30 Days 

The 30-day Smartsheet trial offers a look at its Business features. You get access to its essential tools without any financial risk and long-term commitment.

While some limitations exist during the free trial, you can still test core features like sheet creation, team collaboration, and project tracking. After the trial, you can choose from various pricing plans that fit your needs, or your work becomes read-only for 30 days before deletion.

Don’t miss out on this chance to try Smartsheet for free for 30 days.

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