BreezeDoc Reviews

I’ll be honest: I had almost given up on BreezeDoc. A few months ago, I was struggling with templates where the fields were jumping all over the place, and the date formatting was—to put it lightly—driving me absolutely BANANAS. I was ready to pack it in and head back to the dreaded "Big A Empire."

Then I saw the email about the recent updates and decided to give it one last shot. BRO!!!! These were a total game-changer.

Every single issue I had is gone. The field placement is precise, the formatting is seamless, and the workflow is finally as smooth as I needed it to be. All my qualms have been completely alleviated.

I was so impressed that I signed up for an agency subscription immediately. There is no better feeling than successfully wrestling another workflow away from the big A and supporting a platform that actually listens to user feedback. If you tried it before and hit some snags, try it again. It’s ready for prime time.

We have been using this for our clients.
Pro: Easy to use, and price is low. Not much complex.
Cons: This is still buggy. It takes 5-6 hours, just for updating template. I will give up is this is so. My team is frustrated seeing not getting saved in templates. This is not one time issue, we get every week almost everyday. Branding is not helpful. Customer, see all email from BreezeDoc, Logos, Not recommended if looking as white label to customer.

I am happy to get changed in this review if we get good support and features added what a small-medium business is looking for.

Easy accessible but need auto-generated document ID once it’s signed by any party. Also need to add “Stamp” option as sometimes business owners do need to stamp contracts while e-signing. Rest all good.

Great to have a low-cost solution to all the documents I need to sign and get signed everyday. I tried to upgrade to the muli-user plan and never got the access, and customer support never responded.

Pro's: I needed a document software that was easy to use, intuitive and affordable. I am a one person business with clients in the health and wellness space. So I needed the ability to send them agreements about my services in a way that was quick and easy to use. Before I was using a low cost PDF software to add signature fields....but half my clients wouldn't be able to sign the documents. It was frustrating and I ended up having documents in all different places....some in my EHR system, some being sent back via email (even when I told them not to send via email) and some by paper copy in the mail. Now I have everything stored in one place with the security features I need and it is so easy to use and I don't have a monthly bill. That is huge for me as I may only send out a couple documents a month.

Cons:
I have not found a way to add multiple documents together into a single template in the system. Right now, I am having to upload them to a separate software to combine them then upload them as one document. It would be really functional for me if I could upload the documents individually, add all the signature fields to the separate documents (some of my documents have a lot of inputs) and then create a template from a combination of those documents. That way my clients have only one document to sign, but if I need to change one of the low input documents, I don't have to take an hour putting fields into the high input documents just to make a new template with all of them.
Dates: There is only the one date field....and it doesn't matter who it is assigned to, when a person signs, all the dates fill for all parties on that day. It would be ideal if Breezdoc offered 2 date options....1. An automatic date fill on signing (but be tied to the party) and 2. A date option that is not tied to the current day.....so for example someone's birthday, or the day they want to start a program.....Now I am using just a text field for that, but a date field would be great.