Ok, I purchased the Unlimited tier and finally decided to set it up and test how everything works.

I uploaded a PDF and created a template with the fields I need. The AI recognized the empty fields pretty well and captured almost all of them. Then I tried testing everything by sending a test document to myself, acting as both sender and client using that template.

I clicked on Use Template, but it opened in edit template mode, and I wasn’t able to fill the fields assigned to me. Instead, clicking on fields opened editing popups again. So, I couldn’t fill what I needed, including the date I wanted to show to the client. Then I tried clicking Send to Signers and got two options – Generate links and Send via email. I tried both. Generate Links gave me a sender link and a client link, but the document was unfinished on my end. Send via Email made me fill in both parties’ emails and sent the unfinished documents to both.

Then I received mine (a sender's copy) to fill, but all the date fields were hard-filled with today’s date instead of the event date I wanted. In fact, all the date fields, including the client’s signature date, were pre-filled with today’s date. Not sure why 🤦🏻‍♂️.

After filling my remaining fields, it showed “Waiting for next recipient to sign.” But the client email never arrived. I had to go to my Breeze dashboard, click Resend to the client, and finally received it at the client’s email. Since I was testing as the client, I knew it never arrived the first time. But if this were a real client, I would have no idea they didn’t receive it, and they wouldn’t know I sent the document to sign. Also, the client’s signature date was already pre-filled with today’s date, even though it was assigned to the client, not me.

Finally, I received the finished PDF and it looked ugly, with all the text misaligned horizontally in the filled fields, even though I carefully placed the field holders in the template. The signatures were tiny - I need a magnifying glass to see them.

I’m done with this tool. It just doesn’t work properly and makes no sense at all. I’m not sure how it can even be offered for purchase.

I’m requesting a refund.