BreezeDoc reviews

After a few months, are you now fully GDPR-compliant?

I like the ease of this product - it is very simple to use and set up, which is a great perk!
I want to love it, but there are a few elements that I'm not impressed with and would want to change:
1) there is a breezedoc logo that appears on the bottom page of all pages in the contract, which seems unprofessional when sending this to a client.
2) when the client is emailed the completed contract, they also receive a PDF of all the activity and metadata on the signing process, which is unnecessary and also reveals a lot of information.

Are these things able to be altered on my end? I'm unable to find a place to be able to change these types of settings.

If not possible to change, unfortunately I will not be able to continue using this product.

I purchased BreezeDoc License Tier 4 with the promise of 40 documents per month, unlimited templates, multi-recipients, and custom logo support. However, after logging in, my account shows Lifetime Plan - Tier 1 Legacy Free License Upgrade, which only allows 2 documents per month!
This is completely misleading and deceptive! I paid for Tier 4, but I received a downgraded plan that does not match what was advertised. I expect immediate action to correct my plan to what I purchased or a full refund.
I do not recommend this service unless they fix these issues and honor their advertised plans.

At first tier 1 was free, now it isn’t and yet my tier 1 has the old limits……so there are two types of tier 1’s?
I also received an email: “Hot off the presses. We just released new BreezeDoc paid plans.
(And you're currently on the free plan missing a lot of key features...)”
I do understand the introduction of paid plans, but why cut off the early beta testers? I don’t like the way you’re upselling. On top of that the product isn’t read to be a paid plan yet.

I’ve been using Breezedoc for a couple of days now. As a freelancer I was looking for a way to have some documents better managed and more easily signed ("can you put a signature on this PDF and send it back?").

BreezeDoc is well-priced here on AppSumo and the proces is quite straightforward, making it a good option for basic signing needs. However, after some testing it’s clear that the platform is still in its early stages, with some limitations that make it less flexible than I’d like.

One of the first things I noticed is the heavy branding. Every email, activity PDF, and thank-you page includes Breezedoc’s branding. The thank you-page has a "Sign your own documents with BreezeDoc!"-space set up on a page that's empty beside a thank you message.
Even the signed document has a centered footer logo that can’t be removed, which forced me to adjust my document design. There’s no option to turn off or reduce branding, which makes it feel more like a promotional tool for Breezedoc rather than a white-label solution.

The lack of customization is also a drawback. While I can edit the initial email to clients, every other email—reminders, completed document notifications, and thank-you pages—can’t be customized or translated. I also can’t rename a template after saving it, which makes organizing documents harder than it should be. In multi-sign templates, text fields can’t be renamed or given placeholders, so they all just show “Text” without context for the client.
An option to categorize the documents or put them in folders would be a great addition.

I also find the reminder system too rigid. The only available option is to send reminders every three days. I would prefer more flexibility, as I like to give my clients more time before reminding them again.

The signing process itself needs some improvements. Some text fields appear smaller when signing than they do in the editor, which makes the final document look inconsistent. There’s no custom date formatting, so I’m stuck with month-day-year, which isn’t ideal. If a required field is left blank, the user can’t press the "finalize" button, but the system doesn’t indicate which field is missing user input. This creates unnecessary friction in the signing process. There’s also no option to upload a signature image, only to draw or type a signature.

In general I think Breezedoc is a convenient and affordable solution for basic document signing, but like I said before I feel it still has a long way to go. For now I'm not planning to use it for my clients just yet. I would love for a roadmap to become available to see what's on the planning and when. But for now, I haven't seen a roadmap or clear indication of what features are planned, which makes it hard to know whether any of these limitations will be addressed.

Great tool! Creating a document is not hard using BreezeDoc. I will recommend this to my friends.

Have used this a couple of times so far. Works as expected. Easy to use and easy to setup. Recommend.

I am the president and co-founder of a small car club with about 30 members and 8 sponsors. Unlike most car clubs, we are structured. We have Rules and Regulations for our members and Sponsorship Agreements that must be signed. Even though I only need to renew these once a year with occasional new members or sponsors joining throughout the year, having to go to each person one at a time to get these done was a hassle so I wanted to go digital signatures.

I was previously using DocuSign with the help of a member who had a business account. However, when they choose to jack their prices yet again, he decided to drop the service completely. Luckily another member found BreezeDoc.

After reading the reviews, I still had some questions. Especially on the plan size I needed. The largest plan was for 40 documents. I was counting 40+ so I was concerned this was not enough. I sent a message to the creator asking about the details who responded very quickly. Turns out I only needed the 15-document plan. One of the documents I sent out to all members was the exact same document. Just signed by each one. I was able to upload this document as a "Template" which counts as just one document. When I need to use it, I simply choose the address to send it to and I'm done. All the fields are pre-set for myself and the members.

In the end, I went ahead and got the 40-document plan just in case. Although I doubt I will ever need that many to send in a month, at the price for the plan, I just couldn't pass it up.

PROS:
1. Easy to upload documents.
2. Easy to drag and drop fields that need to be filled out by all parties.
3. Fairly simple to use.

CONS:
1. I wish it allowed you to set the date field type you wish to use. I just want month/day/year. It includes a time stamp with the date. Not something I want and it makes it too big for my documents. I am having to bypass this by using the "Text" field instead of the "Date" field.

2. It would be nice to have a "Name" field. When you add parties to the document, you have the option to input the name instead of it just saying "1st, 2nd or 3rd party". Being able to drag and drop a "Name" field could just pull that party name and pre-fill it out. Currently I am using the "Text" field which has to be filled in later by the party.

3. I wish it would allow me to save my signature to my account for use anytime I need it. This is something that DocuSign has. Made it much easier to quickly sign my part as I do not want to use the "generated" one. I want my personal signature which requires a capture device. Therefore, I am having to copy/paste my saved signature to the documents before I upload them. Really didn't want to go that route.

4. It would be nice if it allowed you to sign your part of a document immediately after creating it. Something else DocuSign does. With BreezeDoc, I have to wait for the email, click on the link and THEN I can sign it.

5. I do not see an "App" available for it yet to use on iPhone or Android. Another plus DocuSign has available for mobile use.

6. As others have mentioned, the ability to copy/paste a field would be helpful in keeping similar fields the same size. Especially if you have to do a bunch of them.

7. I do wish it had an option to "archive" completed documents to another folder. I have a feeling over time the "Document" folder will be getting cluttered.

8. When using the "Checkbox" field, it can be difficult to check if you make the box too small. I was not able to simply click on it with my mouse when trying to complete it. I had to select a previous field and press tab to highlight the checkbox field and then press the space bar to add the check. Not something I feel most would be able to figure out.

9. As others have also mentioned, the ability to remove the "BreezeDoc" logo from the document when needing to print. It's fine for when you are sending to review and sign, but if you are printing for legal needs, it does look a little unprofessional.

In all, I am happy with this program. Sure, it will take some time to adjust to something new. I feel a lot of the issues I have would be simple to correct and perhaps they will be added in the future. I would highly recommend BreezeDoc to anyone with a small business who needs occasional documents signed electronically.

BreezeDoc is a pretty elegant solution to needing an e-signature software in a startup. The tool is easy to use, and I liked the idea of having templates ready to roll out. This would work well for a number of businesses, such as real estate agents, etc etc.
The main challenge we had was that it was inserting a breezedoc logo on the bottom of each page, which wasn't really mentioned... generally if it is, I'll go the Whitelabel tier. Maybe it was... I'm not sure now, but for us, this is not what we are looking for. I tried the insertion of our logo (hoping it would replace the breezedoc logo) but it added our logo to the top right, with the end result being a little busier than I would like. Again, very do-able for a range of businesses, just not ours.

I have only used this 4 times, but I am very happy with the ease of use. It was easy to use with four signatures. Much easier and far more user friendly than adobe.
I highly recommend it.

I love it! It's so easy to use. I'm so glad I got it.

Very handy for drafting contract documents, The tool's ability to streamline the contract creation process is impressive, allowing me to generate comprehensive and accurate documents in a fraction of the time it used to take. Hoping to to see that allows other languages besides English. So far it's great.