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...
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...
For any technical issues like this with BreezeDoc, please contact our dedicated support team at support@breezedoc.com. They’ll be able to investigate the situation in detail and help you resolve it as quickly as possible.
Hello BreezeDoc team, I’m reaching out for assistance with the platform. Could we schedule a Zoom meeting? I believe it won’t take up too much of your time. Thank you in advance! As a content creator, I’m nearly finished with my video, but I want to ensure I fully understand this tool so that my viewers can achieve success.
Thanks so much for reaching out and for your support as an early adopter — we truly appreciate it! At this time, we’re a small team and unfortunately don’t offer live calls or Zoom meetings for support. However, we’re more than happy to assist you via email. Please contact our support team at support@breezedoc.com, and they’ll be glad to help answer your questions and...
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...
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...
Share BreezeDoc
Q: why are my documents not loading?
Natasha_originals
Jun 29, 2025A: Hello admin0243v,
Thanks for reaching out!
For any technical issues like this with BreezeDoc, please contact our dedicated support team at support@breezedoc.com.
They’ll be able to investigate the situation in detail and help you resolve it as quickly as possible.
Best regards!
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Q: Hey team I need your help I am a early adoptor
Hello BreezeDoc team, I’m reaching out for assistance with the platform. Could we schedule a Zoom meeting? I believe it won’t take up too much of your time. Thank you in advance! As a content creator, I’m nearly finished with my video, but I want to ensure I fully understand this tool so that my viewers can achieve success.
Natasha_originals
Jun 29, 2025A: Hi gr8laborpros+appsumo
Thanks so much for reaching out and for your support as an early adopter — we truly appreciate it!
At this time, we’re a small team and unfortunately don’t offer live calls or Zoom meetings for support.
However, we’re more than happy to assist you via email.
Please contact our support team at support@breezedoc.com, and they’ll be glad to help answer your questions and...
Share BreezeDoc