How to Choose the Right BreezeDoc Plan
Not sure which BreezeDoc plan fits your needs? This guide helps you choose between Free, Pro, and Agency plans based on your document volume, feature requirements, and budget. All paid plans are one-time purchases with lifetime access and a 60-day refund guarantee.
Prerequisites
- Account: Active BreezeDoc account (or considering signing up)
- Assessment: Understanding of your monthly document volume
- Requirements: List of features you need
Quick Plan Comparison
| Plan | Price | Documents | Best For |
|---|---|---|---|
| Free | $0 | 10/month | Occasional use, testing |
| Pro | $19 one-time | 20/month | Solo professionals |
| Agency | $49 one-time | Unlimited | Teams, high volume |
Note: All paid plans include lifetime access with a 60-day refund guarantee. No monthly subscriptions.
Which Plan Is Right for Me?
Question 1: How many documents do you send per month?
- 0-10 documents: Free plan covers your needs
- 11-20 documents: Pro plan recommended
- 21+ documents: Agency plan (unlimited) recommended
Question 2: Do you need automated reminders?
- No: Free plan is sufficient
- Yes: Pro or Agency plan required
Question 3: Do you need API access for integrations?
- No: Free plan works fine
- Yes: Pro or Agency plan required
Question 4: Do you have a team that needs access?
- No, I work alone: Free or Pro plan
- Yes, 2-10 people: Agency plan required
Question 5: Do you need white-label branding (no BreezeDoc logo)?
- No, branding is fine: Free or Pro plan
- Yes, need my own branding: Agency plan required
Plan Recommendations by Use Case
Freelancer or Consultant
Recommended: Pro Plan ($19 one-time)
- 20 documents per month covers most freelance needs
- Automated reminders improve client response rates
- Custom email templates look more professional
- API access if you want to integrate with other tools
Small Business Owner
Recommended: Pro or Agency Plan
- Pro ($19) if you work solo and send 20 or fewer documents
- Agency ($49) if you have employees who need access or send 20+ documents
Agency, Law Firm, or Real Estate Team
Recommended: Agency Plan ($49 one-time)
- Unlimited documents for high-volume workflows
- Team collaboration with up to 10 members
- White-label branding for client-facing documents
- Custom logo on all emails and signing pages
Personal or Occasional Use
Recommended: Free Plan ($0)
- 10 documents per month is plenty for personal use
- No credit card required
- All core e-signature features included
Testing Before Committing
Recommended: Free Plan ($0)
- Try all core features at no cost
- Upgrade anytime if you need more capacity
- All plans include 60-day refund guarantee
Key Feature Differences
Free Plan Highlights
- 10 documents per month
- Unlimited templates
- All field types (signature, text, date, checkbox, initials, dropdown)
- Multi-recipient support
- Invoicing with Stripe/PayPal
- Activity tracking
Pro Plan Highlights (Everything in Free, plus)
- 20 documents per month
- Automated reminder emails
- Custom email templates
- REST API access
- Custom redirect URLs after signing
- Reduced BreezeDoc branding
Agency Plan Highlights (Everything in Pro, plus)
- Unlimited documents
- Team collaboration (up to 10 members)
- Custom logo upload
- Complete white-label (no BreezeDoc branding)
- Shared document and template libraries
For detailed feature specifications: See BreezeDoc Plan Features: Complete Reference Guide
Pricing Details
One-Time Payment Model
- Free Plan: $0 forever, no credit card required
- Pro Plan: $19 one-time payment, lifetime access
- Agency Plan: $49 one-time payment, lifetime access
60-Day Refund Guarantee
All paid plans include a 60-day money-back guarantee. If BreezeDoc does not meet your needs, contact support for a full refund.
No Monthly Subscriptions
BreezeDoc uses a one-time payment model. Pay once, use forever. Your monthly document limit resets on the 1st of each month.
How to Upgrade
- Go to Settings and then Plan.
- Click Upgrade Plan.
- Select Pro or Agency.
- Enter payment details.
- Complete checkout.
- New features are available immediately.
For detailed upgrade instructions: See Upgrading Your BreezeDoc Plan
Downgrading Your Plan
You can downgrade to a lower plan at any time:
- Your existing documents remain accessible
- Premium features are disabled after downgrade
- Templates are preserved (unlimited on all plans)
- Team access is removed if downgrading from Agency
Troubleshooting
Issue: Not sure which plan I need
Fix: Start with the Free plan. You can always upgrade later if you need more documents or features. The 60-day refund guarantee means you can try paid plans risk-free.
Issue: Reached monthly document limit
Fix: Check your usage in Settings then Plan. Upgrade to Pro (20 docs) or Agency (unlimited) for more capacity. Your limit resets on the 1st of each month.
Issue: Need a feature only available on higher plans
Fix: Review the feature comparison above or see the Complete Reference Guide for detailed feature availability.
FAQ
Q: Can I try Pro or Agency features before buying?
A: All paid plans include a 60-day refund guarantee. Try the features, and if they do not meet your needs, request a full refund within 60 days.
Q: What happens to my documents if I downgrade?
A: All existing documents remain accessible. You cannot create new documents beyond your new plan's monthly limit.
Q: Is this really a one-time payment?
A: Yes. BreezeDoc uses a lifetime access model. Pay once for Pro ($19) or Agency ($49) and use the features forever. No recurring charges.
Q: Can I upgrade from Pro to Agency later?
A: Yes. You can upgrade from Pro to Agency at any time by paying the difference. Contact support for upgrade pricing.
Related Articles
- BreezeDoc Plan Features: Complete Reference Guide - Detailed feature specifications
- Upgrading Your BreezeDoc Plan - Step-by-step upgrade instructions
- Getting Started with BreezeDoc - New user guide
Need more help? Contact our support team - we are here to help!