Getting Started with BreezeDoc

BreezeDoc is a contract and document management platform that lets you create, send, and track documents with e-signatures. This guide covers everything you need to know to start using BreezeDoc, from creating your first document to sending it for signatures.

What is BreezeDoc?

BreezeDoc helps you manage contracts and documents with these core capabilities:

• Document Creation – Upload PDFs or create documents from templates
• E-Signatures – Add signature fields and send documents for signing
• Template Library – Use pre-built templates or create custom ones
• Activity Tracking – Monitor who opened, signed, and completed documents
• Invoicing – Create and send invoices with payment processing
• Team Collaboration – Share documents and templates with team members (Agency plan)

Prerequisites

• Account: BreezeDoc account (sign up at breezedoc.com)
• Email verification: Required for account activation
• Plan: Free plan includes 10 documents/month; Pro and Agency plans offer more features
• Browser: Modern web browser (Chrome, Firefox, Safari, Edge)

Creating Your Account

1. Go to BreezeDoc.com and click Sign Up.
2. Enter your Name, Email, and Password.
3. Check your email for a verification link.
4. Click the verification link to activate your account.
5. Log in with your credentials.

Understanding the Dashboard

After logging in, you will see the main dashboard with:

• Documents – All your documents (sent, in progress, completed)
• Templates – Your custom templates and the template library
• Invoices – All invoices you have created
• Team – Team management (Agency plan only)
• Settings – Account settings, integrations, and billing

Quick Start: Your First Document

1. Go to Documents ➜ Create Document.
2. Choose Upload PDF or Use Template.
3. If uploading, select a PDF file from your computer.
4. Add fields by clicking Add Field and choosing a field type:
   • Signature – For electronic signatures
   • Text – For typed information
   • Date – For date selection
   • Checkbox – For yes/no options
   • Initials – For initial-only signatures
   • Dropdown – For multiple choice options
5. Position fields by dragging them onto the document.
6. Add a recipient by entering their Email and Name.
7. Click Send to email the document to your recipient.

Understanding Plans & Features

Free Plan

• Cost: $0
• Documents/month: 10
• Templates: Unlimited
• Features: Document creation, e-signatures, passcodes, invoicing, multi-recipient support
• Limitations: No reminders, no API access, no custom email branding, BreezeDoc branding on documents

Pro Plan ($19/month)

• Documents/month: 20
• Additional Features: Automated reminders, API access, custom email templates, redirect URLs, reduced branding

Agency Plan ($49/month)

• Documents/month: Unlimited
• Additional Features: Team collaboration (up to 10 members), custom logo, white-label (no BreezeDoc branding)

Key Features to Explore

Templates

Create reusable document templates to save time. Go to Templates ➜ Create Template and design your template with fields. Next time, create a document from this template instead of starting from scratch.

Activity Tracking

Track every action on your documents. Open any document and click Activity to see when recipients opened, signed, or completed the document. You can also export activity logs as PDF for audit purposes.

Invoicing

Create invoices directly in BreezeDoc. Go to Invoices ➜ Create Invoice, add line items, and send payment links to customers. Integrate with Stripe or PayPal to accept payments.

Reminders (Pro+)

Automate reminder emails to recipients who have not completed your document. Enable reminders in document settings (requires Pro or Agency plan).

Next Steps

Now that you understand the basics:

1. Create your first document using the Quick Start workflow above
2. Explore the Template Library for pre-built contracts
3. Set up integrations (Google Drive, Stripe, PayPal) in Settings
4. Review your plan features and upgrade if needed

Troubleshooting

Issue: Did not receive verification email

Fix: Check your spam/junk folder. If still missing, go to login page and click Resend Verification Email.

Issue: Cannot create more documents

Fix: Check your monthly quota in Settings ➜ Account. Free plan allows 10 documents/month. Upgrade to Pro (20 docs) or Agency (unlimited) for more capacity.

Issue: Recipient did not receive document email

Fix: Verify the recipient email address is correct. Ask recipient to check spam folder. You can resend the document from the document detail page.

FAQ

Q: How many documents can I create on the free plan?

A: The free plan includes 10 documents per month. Templates are unlimited on all plans.

Q: Can I customize the email sent to recipients?

A: Yes, but this feature requires the Pro or Agency plan. Go to Settings ➜ Email Templates to customize.

Q: What is the difference between a document and a template?

A: A document is sent to recipients for signing. A template is a reusable document structure that you use to create new documents quickly.

Q: Can I try Pro or Agency features before upgrading?

A: Some features may have trial periods. Check Settings ➜ Billing for available trials.

Need more help? Contact our support team – we are here to help!