Hi, We purchased Breeze Doc, knowing that is on development 🙂!! For future use as we also need GDPR Compliance.
However, Login today and couldn't find:
New Template Library to choose from 50+ pre-made agreements (including NDA, SOW, mobile app development, and tons more) New onboarding checklist and "coach" marks for new users Improvements to the UX when closing/disabling onboarding checklist Bug fix for finalized/completed documents with expiration countdowns Bug fix for "coach" marks in some instance... Related.
I currently use PandaDoc and am considering changing to the Agency version of BreezeDoc. Right now, we start with a template and edit some of the verbiage in PandaDoc and then send it. Is that possible in BreezeDoc?
Does BreezeDoc allow you to restrict access to documents to different users within the team? I.e. some documents could be accessible to all, but some are locked down to certain users? Thanks!
BreezeDoc offers a few levels of team member permissions to help manage access within your team. The available roles are:
Viewer – Can view documents, but cannot make changes Editor – Can view and edit documents Sender – Can send documents for signing Owner – Full access to the account and all documents
However, at this time, BreezeDoc doesn’t support restricting individual documents to specific users beyond these role-based permissions. That means document access is managed based on each user’s assigned role, but there’s no document-by-document restriction option yet.
I’ll pass your feedback along to the product team, as document-level access control is a great suggestion!
Thank you for your question! Yes, BreezeDoc does offer automatic field detection to help speed up the document setup process! Once you upload your document, you can trigger the automatic field detection by going to the Fields menu and selecting the New beta feature: Auto Detect fields option. The system will then scan your document and place fields where it detects common form elements.
Wishing you a great day and sending kind regards! 🌸
Q: Is there an option for more volume?
I have a client that uses PandaDoc, but they need signatures on 800-900 documents per month.
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Q: Help to find updates Templates 50+ and More
Hi,
We purchased Breeze Doc, knowing that is on development 🙂!! For future use as we also need GDPR Compliance.
However, Login today and couldn't find:
New Template Library to choose from 50+ pre-made agreements (including NDA, SOW, mobile app development, and tons more)
New onboarding checklist and "coach" marks for new users
Improvements to the UX when closing/disabling onboarding checklist
Bug fix for finalized/completed documents with expiration countdowns
Bug fix for "coach" marks in some instance... Related.
Thank you!
Share BreezeDoc
Q: use of templates
I currently use PandaDoc and am considering changing to the Agency version of BreezeDoc. Right now, we start with a template and edit some of the verbiage in PandaDoc and then send it. Is that possible in BreezeDoc?
Share BreezeDoc
Q: Access restrictions
Does BreezeDoc allow you to restrict access to documents to different users within the team? I.e. some documents could be accessible to all, but some are locked down to certain users? Thanks!
Natasha_originals
Jun 29, 2025A: Hi jess523,
Great question!
BreezeDoc offers a few levels of team member permissions to help manage access within your team. The available roles are:
Viewer – Can view documents, but cannot make changes
Editor – Can view and edit documents
Sender – Can send documents for signing
Owner – Full access to the account and all documents
However, at this time, BreezeDoc doesn’t support restricting individual documents to specific users beyond these role-based permissions.
That means document access is managed based on each user’s assigned role, but there’s no document-by-document restriction option yet.
I’ll pass your feedback along to the product team, as document-level access control is a great suggestion!
Best regards!
Share BreezeDoc
Q: Does breezedoc have automatic field detection?
Natasha_originals
Jun 29, 2025A: Hi 113406647736519207593
Thank you for your question!
Yes, BreezeDoc does offer automatic field detection to help speed up the document setup process!
Once you upload your document, you can trigger the automatic field detection by going to the Fields menu and selecting the New beta feature: Auto Detect fields option.
The system will then scan your document and place fields where it detects common form elements.
Wishing you a great day and sending kind regards! 🌸
Share BreezeDoc