How to Upgrade Your BreezeDoc Plan
To upgrade, open Settings → Plan (or Upgrade in the top menu), pick a plan on the Pricing page and buy it on AppSumo: Individual $19 or Agency $49, one-time.
Prerequisites
- Account: a BreezeDoc account, logged in
- AppSumo: BreezeDoc plans are sold through AppSumo, where you complete the purchase
- Current plan: any plan below Agency - Agency is the top plan
Which Plans Can I Upgrade To?
| Plan | Price | Documents sent per month | What it adds |
|---|---|---|---|
| Free | $0 | 10 | Unlimited templates, multiple signers, invoicing |
| Individual | $19 one-time | 20 | Automatic reminders, Customize email, redirect after signing, API access, reduced BreezeDoc branding |
| Agency | $49 one-time | Unlimited | Your own logo, teams of up to 10 members, no BreezeDoc branding |
Both paid plans are one-time purchases with lifetime access and a 60-day refund guarantee. Help choosing: How to Choose the Right BreezeDoc Plan; every feature: BreezeDoc Plan Features.
What Does the Plan Page Show?
Open Settings → Plan. Under Current Plan you see your plan, your monthly allowance, and Documents sent this month. Below it, a Recommended card suggests the next plan:
- On the Free Plan - Upgrade to Individual: 20 documents per month, API access, and custom email and redirect URLs.
- On the Individual Plan or an Agency trial - Upgrade to Agency: unlimited documents, team collaboration with up to 10 members, custom branding with your logo, and no BreezeDoc branding on documents.
How Do I Upgrade?
- Open Settings → Plan and click Upgrade for $19 one-time (or Upgrade for $49 one-time). You can also click Upgrade in the top menu.
- The Pricing page opens. Click Upgrade Plan on the plan you want.
- Complete the purchase on AppSumo.
- Back in BreezeDoc, check Settings → Plan - it shows your new plan.
Can I try the Agency Plan first?
If you are on the Individual Plan (or an older paid plan) and have not had a trial yet, the Pricing page shows Start Free Trial! - a 30-day free trial of the Agency Plan with no credit card required. During the trial a bar at the top shows "Agency Plan Trial" with the days used and a click to upgrade! link to the Pricing page.
I have an older paid plan
The earlier $9, $19, and $39 legacy plans keep working as bought. Upgrading from a legacy plan is permanent - the Pricing page warns that you cannot go back to it.
What Changes After Upgrading?
- Your monthly sending allowance rises (20 on Individual, unlimited on Agency).
- The features of the new plan become available - for example reminders, Customize email, and the API on Individual; teams and your logo on Agency.
- Your documents, templates, and invoices stay as they are.
Can I Downgrade?
There is no downgrade option in BreezeDoc. Email support@breezedoc.com - refunds are available within 60 days of purchase.
Troubleshooting
I do not see an upgrade option
- You are already on the Agency Plan - the top plan has no upgrade card or Upgrade link.
- Check that you are logged in to the right account.
I bought a plan but Settings → Plan did not change
- The purchase is made on AppSumo with the account you bought it for. Email support with your AppSumo purchase email and your BreezeDoc account email.
The Plan page shows an unfamiliar plan name
- On the Free Plan, the Plan page may show an older internal plan name. If it shows 10 documents a month, you are on the Free Plan.
Still stuck? Email support@breezedoc.com with your BreezeDoc account email and your AppSumo purchase email.
Frequently Asked Questions
Is this really a one-time payment?
Yes. The Individual Plan ($19) and the Agency Plan ($49) are one-time purchases with lifetime access. There are no recurring charges.
Can I move from Individual to Agency later?
Yes. Settings → Plan shows Upgrade to Agency with Upgrade for $49 one-time; the purchase is completed on AppSumo.
Can I get a refund?
Yes. Paid plans have a 60-day refund guarantee - email support@breezedoc.com.
Do I keep my documents when I upgrade?
Yes. Upgrading changes your plan's limits and features; your documents, templates, and invoices stay in your account.
Need more help? Contact our support team at support@breezedoc.com - we are here to help!