BreezeDoc Questions

If team members who were added to the agency plan as invitees require their own licenses, what's the point of having an agency account besides the increased sending limit per month?

Agency plan should allow team members to have the same customizations available as a part of the agency plan.
It's a little misleading and confusing that as an invited team member I don't have access to the agency's licensed features like customizing the email before sending to recipient.
What was the team feature intended to solve or do?

I have a client that uses PandaDoc, but they need signatures on 800-900 documents per month.

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!

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!