Understanding BreezeDoc Plans and Features
BreezeDoc offers three subscription plans to fit different document management needs. This guide compares Free, Pro, and Agency plans, explains feature availability, and helps you choose the right plan for your workflow.
Prerequisites
- Account: Active BreezeDoc account
- Use Case: Understanding your document volume and feature requirements
Plan Overview
BreezeDoc offers three plans with increasing features and capacity:
- Free – $0/month, 10 documents/month, core features
- Pro – $19/month, 20 documents/month, automation and API
- Agency – $49/month, unlimited documents, teams and white-label
Free Plan ($0/month)
Perfect for individuals and occasional document signing.
Free Plan Features
- Monthly Documents: 10 documents per month
- Templates: Unlimited custom templates
- Template Library: Access to pre-built templates
- E-Signatures: All 6 field types (Signature, Text, Date, Checkbox, Initials, Dropdown)
- Recipients: Unlimited recipients per document
- Multi-Recipient Support: Multiple signers on one document
- Passcodes: Document passcode protection
- Invoicing: Create and send invoices
- Payment Integration: Stripe and PayPal support
- Activity Tracking: View document status and events
- PDF Export: Download completed documents
- Multi-Language: 7 languages supported
Free Plan Limitations
- No Reminders: Cannot send automated reminder emails
- No API Access: REST API not available
- No Custom Emails: Cannot customize recipient email templates
- No Redirect URLs: Cannot redirect after signing
- No Custom Logo: Cannot upload your logo
- No Teams: Single user only
- Full Branding: BreezeDoc branding on documents and emails
Free Plan Best For
- Freelancers with occasional contracts
- Small businesses with low document volume
- Personal use or side projects
- Testing BreezeDoc before upgrading
Pro Plan ($19/month)
Designed for professionals and growing businesses needing automation and API access.
Pro Plan Features
Everything in Free, plus:
- Monthly Documents: 20 documents per month
- Automated Reminders: Send automatic reminder emails to recipients
- Expiration Warnings: Automatic notifications before document expiration
- REST API Access: Full API with Personal Access Tokens and OAuth 2.0
- API Rate Limit: 60 requests per minute
- Custom Email Templates: Customize recipient emails with your branding
- Template Variables: Use {{document_name}}, {{sender_name}}, {{recipient_name}} in emails
- Redirect URLs: Redirect recipients after signing
- Reduced Branding: Less BreezeDoc branding on documents
Pro Plan Limitations
- No Custom Logo: Cannot upload your logo to documents
- No Teams: Single user account only
- Monthly Limit: 20 documents per month (not unlimited)
- Some Branding: BreezeDoc branding still visible (reduced)
Pro Plan Best For
- Solo professionals and consultants
- Businesses needing API integration
- Users requiring automated workflows
- Those who want custom email branding
- Businesses with 15-20 contracts per month
Agency Plan ($49/month)
Built for teams, agencies, and high-volume users requiring white-label capabilities.
Agency Plan Features
Everything in Pro, plus:
- Monthly Documents: Unlimited documents
- Team Collaboration: Up to 10 team members
- Team Roles: Owner, Editor, and Viewer permissions
- Shared Documents: Team workspace for documents
- Shared Templates: Team template library
- Custom Logo: Upload your logo to documents and emails
- White-Label: Complete removal of BreezeDoc branding
- No Branding: Fully branded as your business
Agency Plan Limitations
- Team Size: Maximum 10 team members
- Storage: Subject to fair use policy for document storage
Agency Plan Best For
- Agencies managing client contracts
- Real estate teams with high document volume
- Legal firms and consultancies
- Businesses requiring white-label solutions
- Teams needing shared document workflows
- Organizations with 50+ documents per month
Feature Comparison Matrix
Document Capacity
| Feature | Free | Pro | Agency |
|---|---|---|---|
| Documents/Month | 10 | 20 | Unlimited |
| Templates | Unlimited | Unlimited | Unlimited |
| Recipients | Unlimited | Unlimited | Unlimited |
Core Features
| Feature | Free | Pro | Agency |
|---|---|---|---|
| E-Signatures (6 types) | ✓ | ✓ | ✓ |
| Passcode Protection | ✓ | ✓ | ✓ |
| Activity Tracking | ✓ | ✓ | ✓ |
| Invoicing | ✓ | ✓ | ✓ |
| Payment Integration | ✓ | ✓ | ✓ |
Automation & Integration
| Feature | Free | Pro | Agency |
|---|---|---|---|
| Automated Reminders | ✗ | ✓ | ✓ |
| REST API Access | ✗ | ✓ | ✓ |
| Redirect URLs | ✗ | ✓ | ✓ |
| Custom Email Templates | ✗ | ✓ | ✓ |
Branding & Customization
| Feature | Free | Pro | Agency |
|---|---|---|---|
| BreezeDoc Branding | Full | Reduced | None |
| Custom Logo | ✗ | ✗ | ✓ |
| White-Label | ✗ | ✗ | ✓ |
Team Features
| Feature | Free | Pro | Agency |
|---|---|---|---|
| Team Members | 0 | 0 | 10 |
| Team Roles | ✗ | ✗ | ✓ |
| Shared Documents | ✗ | ✗ | ✓ |
| Shared Templates | ✗ | ✗ | ✓ |
How to Choose the Right Plan
Choose Free If You...
- Send fewer than 10 documents per month
- Do not need automation or API access
- Are comfortable with BreezeDoc branding
- Work alone (no team collaboration needed)
Choose Pro If You...
- Send 10-20 documents per month
- Need automated reminders for recipients
- Require API access for integrations
- Want custom email templates
- Need redirect URLs after signing
- Work as a solo professional
Choose Agency If You...
- Send more than 20 documents per month
- Have a team (2-10 people) who need access
- Require white-label branding
- Need shared document and template libraries
- Want to use your own logo
- Manage client contracts or high-volume workflows
Upgrading or Downgrading Your Plan
How to Upgrade
- Go to Settings ➜ Billing.
- Click Upgrade Plan.
- Select Pro or Agency.
- Enter payment details (credit card).
- Click Subscribe.
- Your account upgrades immediately.
- Pro and Agency features become available instantly.
How to Downgrade
- Go to Settings ➜ Billing.
- Click Change Plan.
- Select a lower-tier plan.
- Confirm downgrade.
- Downgrade takes effect at the end of your current billing cycle.
- Premium features remain available until billing cycle ends.
What Happens When You Change Plans
- Upgrading: New features available immediately; prorated billing applies
- Downgrading: Premium features remain until billing cycle ends; then revert to new plan limits
- Documents: Existing documents remain accessible regardless of plan changes
- Templates: All templates remain accessible (unlimited on all plans)
- Teams: Downgrading from Agency removes team member access
Trial Periods and Special Offers
BreezeDoc may offer trial periods for Pro and Agency plans. Check your account settings or contact support for current promotions.
Troubleshooting
Issue: Reached monthly document limit
Fix: Check your usage in Settings ➜ Account. Upgrade to Pro (20 docs) or Agency (unlimited) for more capacity. Your limit resets on the 1st of each month.
Issue: Cannot access Pro features on Free plan
Fix: Features like reminders, API access, and custom emails require Pro or Agency plans. Upgrade to access these features.
Issue: Team members cannot access documents (Agency)
Fix: Ensure team members have been invited and accepted invitations. Check team member roles (Viewer, Editor, Owner) to ensure proper permissions.
FAQ
Q: Can I upgrade mid-month?
A: Yes, upgrades apply immediately with prorated billing. You are charged the difference for the remaining days in the billing cycle.
Q: What happens to my documents if I downgrade?
A: All existing documents remain accessible. However, you cannot create new documents beyond your new plan's monthly limit.
Q: Are there any hidden fees?
A: No. The listed prices are the complete monthly costs. Payment processing fees (Stripe/PayPal) apply only to invoicing features.
Q: Can I cancel anytime?
A: Yes, you can cancel your Pro or Agency subscription anytime. Your plan remains active until the end of your billing cycle, then reverts to Free.
Need more help? Contact our support team – we are here to help!