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 account. All paid plans are one-time purchases with lifetime access and a 60-day refund guarantee.
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 (Free forever)
Features:
- Documents: 10 sent documents per month
- Templates: Unlimited custom templates
- Multi-Recipients: Send to multiple recipients
- Invoicing: Create and send invoices
- 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 one-time payment (lifetime access)
Features:
- Documents: 20 sent documents per month
- Templates: Unlimited custom templates
- Multi-Recipients: Send to multiple recipients
- Invoicing: Create and send invoices
- 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 one-time payment (lifetime access)
Features:
- Documents: Unlimited sent documents per month
- Templates: Unlimited custom templates
- Multi-Recipients: Send to multiple recipients
- Invoicing: Create and send invoices
- 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
| Feature | Free | Pro ($19 one-time) | Agency ($49 one-time) |
|---|---|---|---|
| Documents/Month | 10 | 20 | Unlimited |
| Templates | Unlimited | Unlimited | Unlimited |
| Automated Reminders | No | Yes | Yes |
| Custom Email | No | Yes | Yes |
| API Access | No | Yes | Yes |
| Custom Logo | No | No | Yes |
| White-Label | No | No | Yes |
| Team Collaboration | No | No | Yes (10 members) |
The Plan Page
The Plan page in BreezeDoc provides a clear overview of your current account and upgrade options:
Current Plan Section
- Plan Name: Shows your current tier (Free, Individual, Agency, or trial status)
- Usage Statistics: Visual progress bar showing documents sent this month vs. your limit
- Monthly Limit: Displays your document allowance (10 for Free, 20 for Individual, Unlimited for Agency)
Upgrade Promotion Card
If you are eligible for an upgrade, you will see a prominent purple promotion card recommending your next plan tier:
Free Plan Users see the "Upgrade to Individual" promotion highlighting:
- 20 documents per month
- Zapier integration for automation
- API access for custom integrations
- Custom email and redirect URLs
Individual Plan or Trial Users see the "Upgrade to Agency" promotion highlighting:
- Unlimited documents per month
- Team collaboration with up to 10 members
- Custom branding with your logo
- No BreezeDoc branding on documents
Note: All upgrades are one-time payments with lifetime access and a 60-day refund guarantee.
How to Upgrade Your Plan
Step-by-Step Upgrade Process
- Log in to your BreezeDoc account.
- Navigate to Settings then Plan (or click the "click to upgrade!" link in the trial banner).
- Review the available plans (Pro and Agency).
- Click Upgrade or Choose Plan on your desired plan (Pro or Agency).
- Review the plan features and pricing.
- Enter your payment information:
- Credit/debit card details (Visa, MasterCard, Amex, Discover)
- Or select PayPal for payment
- Review the payment summary.
- Click Confirm Upgrade or Complete Purchase.
- Your upgrade takes effect immediately.
- 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 do not need advanced features like reminders or custom emails
- You are testing BreezeDoc or using it occasionally
- Budget is a primary concern
- BreezeDoc branding does not bother you
Upgrade to Pro Plan ($19 one-time) 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 are a freelancer or small business owner
- You do not need team collaboration
Upgrade to Agency Plan ($49 one-time) 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 are 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 Information
Accepted Payment Methods
- Credit Cards: Visa, MasterCard, American Express, Discover
- Debit Cards: Accepted if they have Visa/MasterCard logos
- PayPal: Available for payment
One-Time Payment Model
- Single Payment: Pay once, use forever
- Lifetime Access: No recurring charges or renewals
- 60-Day Refund Guarantee: Full refund if not satisfied within 60 days
- Immediate Access: Features available instantly after payment
Managing Payment Methods
- Go to Settings then Payments.
- View your payment history.
- Contact support for payment-related questions.
Downgrading Your Plan
How to Downgrade
- Go to Settings then Plan.
- Contact support to request a downgrade.
- Your existing documents and templates remain accessible.
- Premium features will be disabled after downgrade.
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
Legacy Plans
Some BreezeDoc users may have legacy plans from previous AppSumo lifetime deals:
- Tier 2 Legacy ($9 one-time): 5 documents, reduced branding, reminders, API
- Tier 3 Legacy ($19 one-time): 15 documents, custom logo, all Pro features
- Tier 4 Legacy ($39 one-time): 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 are 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 do not 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 then Plan (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 do not see upgrade option
Fix: Go to Settings then Plan to see upgrade options. If you are already on the highest plan (Agency), no upgrade option appears. Check that you are logged into the correct account. Verify your email is verified (upgrade may require verified email). Contact support if upgrade button is missing.
Issue: How to get a refund after upgrading
Fix: BreezeDoc offers a 60-day refund guarantee on all paid plans. Contact support within 60 days of your purchase to request a full refund if BreezeDoc does not meet your needs.
FAQ
Q: Can I try Pro or Agency features before upgrading?
A: All paid plans include a 60-day refund guarantee. You can upgrade, try the features, and request a full refund within 60 days if they do not meet your needs.
Q: Do I lose my documents if I downgrade?
A: No, all your historical documents remain accessible after downgrading. However, you will 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. Contact support for upgrade pricing. The Agency plan features activate immediately.
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 monthly or annual charges.
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 will need to upgrade again to reactivate API access.
Need more help? Contact our support team - we are here to help!