BreezeDoc updates: Invoice improvements, CC on your documents, and more
Jul 29, 2025 10:31 am
We've been hard at work making BreezeDoc better for you.
Here are updates from the past few weeks:
Invoice Improvements 🤑
We made big changes to Invoices recently:
- Big visual improvements
- Improved success and error messaging
- Fix 500 error when trying to view invoices
- New activity log to track recipient open, view, and more
- Option to delete rows
- Improved wording and integrations
Plus, lots of other small tweaks and updates to make Invoices work better. We're also working on more updates that will be live in 1-2 weeks.
Try out these new invoice features, and make sending — and collecting money — easier than ever.
Redirect After Document Signed ✍️
All customers on the Individual Plan or Agency Plan can now define a custom redirect after the document is signed.
You can use this feature to redirect to your website, to your TidyCal link to book an onboarding call, or wherever you want.
You can set a redirect URL on the sending screen of a document.
New Option to CC Your Documents ⏩
When sending a document, you can add one or more CC parties.
For example, you can use the new CC ability to add your finance team for tracking contracts, your manager for visibility, or your marketing team to start working once the contract is signed.
The CC parties will receive an email notification when the document was sent and a final notice when the document has been executed.
Other Updates
- New homepage
- Bug fixes for checklist clipping in some instances
- Improvements to the Template Library
- Increased maximum team members to 10 for Agency Plan customers
- Improvements to the "send via link" labeling and clarity
- Fixes to "Editor" role enabling custom emails on Agency Plan
- New option to specify custom expiration date
❤️ & 🌮,
David and the BreezeDoc team
You're receiving this email because you have a BreezeDoc account. If you have any questions or need any help, please reply to this email.