Understanding BreezeDoc Plans: Features and Pricing Comparison

Choose the right BreezeDoc plan for your needs with this complete feature comparison. This guide covers Free, Pro, and Agency plans, feature availability by plan, pricing details, upgrade benefits, legacy plans, and how to choose the right plan.

Prerequisites

Account: BreezeDoc account (or considering signing up)
Use Case: Understanding of your document signing needs

BreezeDoc Plan Overview

Current Plans (2024)

BreezeDoc offers three main pricing tiers:

Free Plan: $0/month – Basic e-signature capabilities
Pro Plan: $19/month – Advanced features for individuals and small teams
Agency Plan: $49/month – Unlimited documents and team collaboration

Legacy Plans

Legacy plans are previous pricing tiers available to existing customers who purchased lifetime deals through AppSumo:

Tier 1 Legacy: Lifetime free with 10 docs/month
Tier 2 Legacy: Lifetime paid ($9) with 5 docs/month
Tier 3 Legacy: Lifetime paid ($19) with 15 docs/month
Tier 4 Legacy: Lifetime paid ($39) with 40 docs/month

Note: Legacy plans are no longer available for purchase but existing users retain their plans and features.

Complete Feature Comparison

Documents Per Month

Free Plan: 10 documents/month
Pro Plan: 20 documents/month
Agency Plan: Unlimited documents

What Counts: Each document sent counts toward your limit. Unsent drafts and templates do not count.

Templates

Free Plan: Unlimited templates
Pro Plan: Unlimited templates
Agency Plan: Unlimited templates

All Plans: Create unlimited custom templates and access 50+ pre-built templates in the template library.

Multi-Party/Multi-Recipient Signing

Free Plan: ✅ Yes – unlimited recipients per document
Pro Plan: ✅ Yes – unlimited recipients per document
Agency Plan: ✅ Yes – unlimited recipients per document

All Plans: Add as many recipients as needed. Sequential and parallel signing modes available.

Invoicing

Free Plan: ✅ Yes – create and send invoices with Stripe/PayPal integration
Pro Plan: ✅ Yes
Agency Plan: ✅ Yes

All Plans: Full invoicing capabilities with payment processing.

Document Passcode Protection

Free Plan: ✅ Yes – password-protect documents
Pro Plan: ✅ Yes
Agency Plan: ✅ Yes

All Plans: Add passcode security to any document for recipient verification.

Automatic Email Reminders

Free Plan: ❌ No – manual follow-up only
Pro Plan: ✅ Yes – configurable intervals (24h, 48h, 72h, weekly), max 3 reminders
Agency Plan: ✅ Yes – same as Pro

Requirement: Pro or Agency plan for automated reminder emails.

Custom Email Templates

Free Plan: ❌ No – default BreezeDoc email templates only
Pro Plan: ✅ Yes – customize subject, body, sender name
Agency Plan: ✅ Yes – same as Pro

Requirement: Pro or Agency plan to customize notification emails.

Custom Redirect URLs

Free Plan: ❌ No – default BreezeDoc confirmation page
Pro Plan: ✅ Yes – redirect recipients to your URL after signing
Agency Plan: ✅ Yes – same as Pro

Requirement: Pro or Agency plan for custom redirect URLs.

API Access

Free Plan: ❌ No API access
Pro Plan: ✅ Yes – full REST API, 60 req/min rate limit
Agency Plan: ✅ Yes – same as Pro

Requirement: Pro or Agency plan for API integration.

Branding Options

Free Plan: Normal (full) BreezeDoc branding on all documents and emails
Pro Plan: Reduced BreezeDoc branding, no custom logo
Agency Plan: No BreezeDoc branding, custom logo upload available

Custom Logo

Free Plan: ❌ No custom logo
Pro Plan: ❌ No custom logo
Agency Plan: ✅ Yes – upload custom logo for emails and signing pages

Requirement: Agency plan only for custom logo.

Team Collaboration

Free Plan: ❌ No teams – individual account only
Pro Plan: ❌ No teams – individual account only
Agency Plan: ✅ Yes – up to 10 team members, shared documents and templates

Requirement: Agency plan only for team collaboration features.

Team Size

Free Plan: 0 (no teams)
Pro Plan: 0 (no teams)
Agency Plan: Up to 10 team members

Features Available on All Plans

Core Features (Free, Pro, Agency)

✅ E-Signature Fields: Signature, text, checkbox, date, initials, dropdown
✅ PDF Upload: Upload any PDF for signing
✅ Template Library: Access 50+ pre-built templates (NDA, contracts, etc.)
✅ Custom Templates: Create unlimited reusable templates
✅ Multi-Party Signing: Unlimited recipients per document
✅ Sequential Signing: Send in order mode for approval workflows
✅ Document Expiration: Set deadlines for document signing
✅ Passcode Protection: Add password security to documents
✅ Activity Tracking: View complete audit logs and export as PDF
✅ Document Download: Download completed PDFs with signatures
✅ Document Cloning: Duplicate existing documents
✅ Google Drive Integration: Import PDFs from Google Drive
✅ Invoicing: Create invoices with Stripe/PayPal payment processing
✅ Email Notifications: Automatic emails for all document events
✅ Mobile Signing: Recipients can sign on mobile devices
✅ Expiration Warnings: Automatic 3-day expiration reminders

Pricing Details

Monthly Subscription Pricing

Free Plan: $0/month – No credit card required
Pro Plan: $19/month – Billed monthly or annually
Agency Plan: $49/month – Billed monthly or annually

Billing and Document Limits

Document Limit Reset: Monthly limits reset on your billing cycle date
Unused Documents: Do not roll over to next month
Overage: Cannot send more documents than plan allows (must upgrade or wait for reset)
Drafts: Unsent documents do not count toward limit

Payment Methods

Credit card (Visa, Mastercard, American Express, Discover)
Debit card
PayPal (may be available)

Refunds and Cancellation

Cancellation: Cancel anytime, no penalties
Access After Cancel: Retain access until end of billing period
Downgrade: Can downgrade to Free plan anytime
Refund Policy: Check BreezeDoc terms for specific refund policy

Choosing the Right Plan

Free Plan Best For:

Occasional Use: 10 documents/month or less
Testing BreezeDoc: Trying before committing to paid plan
Personal Use: Non-business, personal document signing
Low Volume: Small businesses with minimal contract needs
Budget Constraints: Need free solution without sacrificing core features

Limitations to Consider: No automatic reminders, full BreezeDoc branding, no API access, no custom email templates.

Pro Plan Best For:

Regular Use: 11-20 documents per month
Small Businesses: Freelancers, consultants, small companies
Professional Appearance: Need reduced branding and custom emails
Automation: Want automatic reminders to improve completion rates
API Integration: Need to integrate with other tools/systems
Custom Workflows: Use redirect URLs for post-signature flows

Value Proposition: $19/month for 2x documents, automation, and professional features.

Agency Plan Best For:

High Volume: 20+ documents per month (unlimited)
Growing Teams: Need team collaboration with up to 10 members
White Label: Want no BreezeDoc branding and custom logo
Agencies: Marketing agencies, law firms, real estate agencies
Resellers: Offer e-signature as service under your brand
Enterprise Needs: Require all advanced features

Value Proposition: $49/month for unlimited documents, team collaboration, and full white label.

Upgrading Your Plan

Step-by-Step: Upgrade Your Plan

Log in to your BreezeDoc account.
Go to Settings ➜ Account ➜ Plan or Billing.
View your current plan and available upgrade options.
Click Upgrade next to Pro or Agency plan.
Enter payment information (credit card).
Review pricing and billing details.
Click Confirm or Subscribe.
Upgrade takes effect immediately.
New features and document limits available right away.

When to Upgrade

Hitting Document Limit: Consistently using all 10 (Free) or 20 (Pro) documents
Need Automation: Want automatic reminders to improve efficiency
Professional Image: Need reduced branding or custom logo
API Requirements: Need to integrate BreezeDoc with other systems
Team Growth: Multiple people need to send documents
Client Requirements: Clients prefer white-labeled experience

Immediate Benefits After Upgrade

Increased document limit (or unlimited on Agency)
Access to previously locked features
Reduced or no branding on new documents
Ability to set up automatic reminders
API access (Pro/Agency)
Custom email templates (Pro/Agency)
Custom logo upload (Agency only)
Team collaboration (Agency only)

Downgrading Your Plan

Downgrading to Lower Plan

Go to Settings ➜ Account ➜ Plan.
Click Change Plan or Downgrade.
Select Free plan or lower paid tier.
Confirm downgrade.
Downgrade takes effect at end of current billing period.
Continue using current plan until period ends.

What Happens When You Downgrade

Document Limit Reduced: New limit applies at next billing cycle
Feature Lock: Premium features become unavailable (API, reminders, custom emails)
Existing Documents: Already-sent documents remain accessible
Templates: All templates preserved (unlimited on all plans)
Team Access: Team features disabled if downgrading from Agency
Branding Returns: BreezeDoc branding reappears on new documents

Legacy Plans Information

Legacy Plan Features

Legacy AppSumo lifetime deal tiers vary in features:

Tier 1 Legacy (Free): 10 docs/month, no reminders, no API, normal branding
Tier 2 Legacy ($9): 5 docs/month, reminders, API, custom email, reduced branding
Tier 3 Legacy ($19): 15 docs/month, reminders, API, custom email, custom logo, reduced branding
Tier 4 Legacy ($39): 40 docs/month, reminders, API, custom email, custom logo, no branding

Grandfathered Status

Lifetime Access: Legacy plan users keep their plans and features forever
No Price Increases: Lifetime pricing locked in
Feature Updates: Legacy users get new features as they're released
No New Sales: Legacy plans no longer available for purchase

FAQ

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

A: BreezeDoc does not offer free trials of paid plans. However, the Free plan provides core features to evaluate the platform. Contact support to inquire about trial availability.

Q: What happens if I exceed my monthly document limit?

A: You cannot send more documents than your plan allows. You must either upgrade to a higher plan or wait for your billing cycle to reset (typically monthly on your signup anniversary date).

Q: Do unused documents roll over to the next month?

A: No, unused documents do not roll over. Each billing cycle starts fresh with your plan's full monthly limit.

Q: Can I switch between Pro and Agency plans anytime?

A: Yes, you can upgrade from Pro to Agency anytime (takes effect immediately). Downgrading from Agency to Pro takes effect at the end of your current billing period.

Q: Is there a discount for annual billing?

A: Check BreezeDoc's pricing page or contact sales for information about annual billing discounts. Many SaaS platforms offer 10-20% off for annual commitments.

Q: Can I purchase additional document capacity on Free or Pro plans?

A: BreezeDoc does not currently offer à la carte document add-ons. To increase capacity, upgrade to the next plan tier (Free → Pro → Agency).

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