Upgrading Your BreezeDoc Plan

Upgrade your BreezeDoc plan to unlock more documents, advanced features, and team collaboration. This guide covers available plans, upgrade process, payment methods, feature comparisons, and managing your subscription.

Prerequisites

• Account: Active BreezeDoc account
• Email: Verified email address
• Payment Method: Credit card or PayPal account for paid plans
• Access: Login access to your BreezeDoc account

Available BreezeDoc Plans

Free Plan (Tier 1 Legacy Free License)

Cost: $0/month

Features:

• Documents: 10 sent documents per month
• Templates: Unlimited custom templates
• Multi-Recipients: ✅ Send to multiple recipients
• Invoicing: ✅ Create and send invoices
• Passcodes: ✅ Document passcode protection
• Branding: Full BreezeDoc branding
• Reminders: ❌ No automated reminders
• Email Customization: ❌ No custom email templates
• API Access: ❌ No API access
• Custom Logo: ❌ No custom logo upload
• Teams: ❌ No team collaboration

Pro Plan (Tier 1 Paid License)

Cost: $19/month

Features:

• Documents: 20 sent documents per month
• Templates: Unlimited custom templates
• Multi-Recipients: ✅ Send to multiple recipients
• Invoicing: ✅ Create and send invoices
• Passcodes: ✅ Document passcode protection
• Branding: Reduced BreezeDoc branding
• Reminders: ✅ Automated reminder emails
• Email Customization: ✅ Customize email subject and body
• Redirect URL: ✅ Redirect signers after completion
• API Access: ✅ Full REST API access
• Custom Logo: ❌ No custom logo (Agency only)
• Teams: ❌ No team collaboration (Agency only)

Agency Plan (Tier 2 Paid License)

Cost: $49/month

Features:

• Documents: Unlimited sent documents per month
• Templates: Unlimited custom templates
• Multi-Recipients: ✅ Send to multiple recipients
• Invoicing: ✅ Create and send invoices
• Passcodes: ✅ Document passcode protection
• Branding: No BreezeDoc branding (white-label)
• Reminders: ✅ Automated reminder emails
• Email Customization: ✅ Customize email subject and body
• Redirect URL: ✅ Redirect signers after completion
• Custom Logo: ✅ Upload your own logo
• API Access: ✅ Full REST API access
• Teams: ✅ Team collaboration (up to 10 members)
• Team Size: Up to 10 team members

Quick Plan Comparison

How to Upgrade Your Plan

Step-by-Step Upgrade Process

1. Log in to your BreezeDoc account.
2. Navigate to Settings ➜ Billing ➜ Plans.
3. Review the available plans (Pro and Agency).
4. Click Upgrade or Choose Plan on your desired plan (Pro or Agency).
5. Review the plan features and pricing.
6. Enter your payment information:
   • Credit/debit card details (Visa, MasterCard, Amex, Discover)
   • Or select PayPal for payment
7. Review the billing summary (plan cost, billing cycle, next billing date).
8. Click Confirm Upgrade or Subscribe.
9. Your upgrade takes effect immediately.
10. You now have access to all features of your new plan.

Immediate Feature Access

After upgrading, you immediately gain access to:

• Increased Document Limit: Pro (20/month) or Agency (unlimited)
• Advanced Features: Reminders, custom emails, API access, etc.
• Reduced/No Branding: Pro (reduced) or Agency (white-label)
• All Historical Documents: Previous documents remain accessible

Note: You may need to log out and log back in to see all new features activated.

Choosing the Right Plan

Stay on Free Plan If:

• You send fewer than 10 documents per month
• You don't need advanced features like reminders or custom emails
• You're testing BreezeDoc or using it occasionally
• Budget is a primary concern
• BreezeDoc branding doesn't bother you

Upgrade to Pro Plan ($19/month) If:

• You send 10-20 documents per month
• You need automated reminder emails to recipients
• You want to customize email messages
• You need API access for integrations
• You want reduced BreezeDoc branding
• You're a freelancer or small business owner
• You don't need team collaboration

Upgrade to Agency Plan ($49/month) If:

• You send more than 20 documents per month (or need unlimited)
• You need complete white-label branding (no BreezeDoc branding)
• You want to upload your own custom logo
• You need team collaboration with up to 10 members
• You're an agency, law firm, or larger business
• Professional appearance is critical for your brand
• You need all Pro features plus team and branding capabilities

Payment and Billing

Accepted Payment Methods

• Credit Cards: Visa, MasterCard, American Express, Discover
• Debit Cards: Accepted if they have Visa/MasterCard logos
• PayPal: Available for subscription payments

Billing Cycle

• Monthly Billing: Charged every month on your subscription anniversary
• First Charge: Immediate upon upgrade
• Recurring: Auto-renews monthly unless canceled
• Pro-Rating: No pro-rating – you pay for a full month starting from upgrade date

Managing Payment Methods

1. Go to Settings ➜ Billing.
2. Click Update Payment Method or Billing Details.
3. Enter new credit card information or select PayPal.
4. Click Save to update your payment method.
5. Future charges will use the new payment method.

Downgrading Your Plan

How to Downgrade

1. Go to Settings ➜ Billing ➜ Plans.
2. Click Cancel Subscription or Downgrade.
3. Confirm you want to downgrade.
4. Your current plan remains active until the end of your billing period.
5. After the billing period ends, your account downgrades to Free plan.

What Happens When You Downgrade

• Document Limit: Reduced to 10 documents/month (Free plan limit)
• Lost Features: Reminders, custom emails, API access, custom logo disabled
• Branding: Full BreezeDoc branding returns
• Historical Documents: Previous documents remain accessible
• Templates: All templates remain (unlimited on all plans)
• Teams: If downgrading from Agency, team access is disabled

Important: Downgrading takes effect at the end of your current billing period, not immediately. You retain access to paid features until then.

Legacy Plans

Some BreezeDoc users may have legacy plans from previous pricing structures:

• Tier 2 Legacy Paid License ($9/month): 5 documents, reduced branding, reminders, API
• Tier 3 Legacy Paid License ($19/month): 15 documents, custom logo, all Pro features
• Tier 4 Legacy Paid License ($39/month): 40 documents, white-label, all features except teams

Note: Legacy plans are grandfathered for existing users but not available for new signups. If you have a legacy plan, you can keep it or upgrade to current plans (Pro or Agency).

Troubleshooting

Issue: Payment failed or card declined

Fix: Verify your card details are correct (number, expiration, CVV). Check that your card has sufficient funds or credit available. Contact your bank to ensure they're not blocking the transaction. Try a different credit card or use PayPal instead. Check if your card supports international transactions (BreezeDoc may process internationally).

Issue: Upgraded but don't see new features

Fix: Log out of BreezeDoc and log back in to refresh your account permissions. Clear your browser cache and cookies. Verify the upgrade was successful in Settings ➜ Billing (should show your new plan). Wait a few minutes for changes to propagate across the system. If issue persists after 30 minutes, contact BreezeDoc support.

Issue: Want to upgrade but don't see upgrade option

Fix: Go to Settings ➜ Billing ➜ Plans to see upgrade options. If you're already on the highest plan (Agency), no upgrade option appears. Check that you're logged into the correct account. Verify your email is verified (upgrade may require verified email). Contact support if upgrade button is missing.

Issue: Charged twice or unexpected billing

Fix: Check Settings ➜ Billing for billing history and upcoming charges. Verify you don't have multiple BreezeDoc accounts with separate subscriptions. Upgrading mid-cycle charges for new plan immediately but doesn't refund previous plan. Contact BreezeDoc support with transaction details for billing disputes.

Issue: How to get a refund after upgrading

Fix: BreezeDoc generally does not offer refunds for monthly subscriptions. You can cancel your subscription to prevent future charges. Your paid plan remains active until the end of the current billing period. Review BreezeDoc's refund policy or contact support for exceptional circumstances.

FAQ

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

A: BreezeDoc does not offer free trials of paid plans. You can review the feature list and pricing page to understand what you'll get. Upgrade to try the features, and you can downgrade at any time (takes effect next billing cycle).

Q: Do I lose my documents if I downgrade?

A: No, all your historical documents remain accessible after downgrading. However, you'll be limited to 10 sent documents per month going forward, and advanced features (reminders, custom emails, API) will be disabled.

Q: Can I upgrade from Pro to Agency later?

A: Yes, you can upgrade from Pro to Agency at any time. Follow the same upgrade process in Settings ➜ Billing ➜ Plans. The Agency plan features activate immediately, and you'll be charged the Agency plan price from that point forward.

Q: Is there an annual billing option?

A: Currently, BreezeDoc offers monthly billing only. Check the pricing page or contact support for updates on annual billing options.

Q: What happens to my API integrations if I downgrade?

A: If you downgrade from Pro/Agency to Free, API access is disabled. All API requests will return authentication errors. Your integration code remains intact, but you'll need to upgrade again to reactivate API access.

Q: Can I upgrade just for one month?

A: Yes, you can upgrade for one month and then cancel your subscription. Your paid plan remains active for the month you paid for, then downgrades to Free at the end of the billing cycle.

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