carrie75

Verified purchaser

Deals bought: 31Member since: Nov 2025
5 stars
5 stars
Dec 13, 2025

This is a near perfect solution for me

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.

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