BreezeDoc Questions

Log in to ask a question
Showing 1 - 20 of 236 questions

Q: Invoicing - partial payments? Recurring payments?

Hi!
LOVE that invoices are now implemented. In order for this to 100% replace what I'm currently using, I need to know if the following is available for invoices:

- Partial payments
- Payment schedules (equal payments over a # of months)
- Custom payment schedules
- Creating invoices with optional items, such as adding on a coaching session.

Would love to know if these things are available, or on the horizon!

Also, any plans for quotes to follow a quote > contract > invoice workflow?

clairelfApr 3, 2025
See detail
Share
Helpful?

Q: What are the "New Features" -- other than Invoices -- you're hinting at? Is there a Features Roadmap available? TY!

suzbrickApr 3, 2025
See detail
Founder Team
David_AppSumoOriginals

David_AppSumoOriginals

Apr 3, 2025

A: Hey, suzbrick! We don't maintain a public roadmap because, simply, it's a ton of work and we don't have the team bandwidth. We're a small, nimble team and we'd rather focus on actually building features vs. taking a team member's time and attention away to maintain a roadmap. We've tried before, and we prefer to put all attention into building and making the product better for you.

There are a LOT of BreezeDoc features upcoming. They're subject to change, but a few we have planned this month include document expiration, invite team members/user management, and the ability to change Font Family on a Text field.

This is in addition to the dozens of quality-of-life fixes and improvements we make the product every week (i.e. bugs, UX/UI tweaks, enhancements to speed, etc.).

Share
Helpful?

Q: Standard forms option?

Can this be used for standardized release forms where it’s a general link that anyone can click, fill their name and sign? Example, medical release or hold harmless.

team+appsumoPLUSApr 3, 2025
See detail
Share
Helpful?

Q: I need to unarchive a document

Hello. I have looked online and couldn't find an answer to unarchiving. I accidentally archived or deleted a contract. I am not sure where those are at.

joshuaalbaneseApr 2, 2025
See detail
Share
Helpful?

Q: Multiple logos allowed?

We have different brands under our business. Can we use different logos for each document? Or is it just one fixed logo for all documents?

PaulVPApr 1, 2025
See detail
Share
Helpful?