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Overview

EasySend is a no code platform that digitizes form-based workflows to improve customer onboarding and claims handling. Although some users report occasional slow loading, its automation tools, strong integration options, and secure infrastructure make it a compelling choice for teams to modernize complex processes.

EasySend Specifications

  • Omnichannel Support
  • CRM Integration
  • Analytics And Reporting
  • Customer Feedback Surveys

EasySend Features

Forms Creation And Design

The software offers a visual drag-and-drop interface for building forms from scratch or transforming existing PDFs, enabling businesses to create tailored digital forms quickly without coding.

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Workflow Automation

The platform allows configuration of conditional logic, validations, and dynamic workflows, helping automate multi-step processes like onboarding, applications, claims, and approvals, reducing manual effort and minimizing errors.

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Digital Signatures (EasySign)

EasySend supports e-signatures, allowing users and clients to sign documents electronically from any device, streamlining approvals and eliminating the need for paper-based signatures.

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Analytics And Reporting

The platform includes dashboards and reporting tools to monitor workflow performance, track completion rates, and gather insights, helping organizations optimize processes and improve user experience over time.

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No-Code AI Builder And Customization

By leveraging its AI-powered builder and no-code environment, the software enables rapid creation of digital journeys personalized with custom branding, themes, and reusable templates, enabling faster deployment and consistent brand experience.

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Pros And Cons of EasySend

Pros

  • Saves substantial time on form processing

  • Intuitive interface with no-code design tools

  • Highly responsive customer support responses

Cons

  • Occasional slow performance or loading delays

  • Some users report integration issues under certain workflows

EasySend Reviews

Total 1 reviews

5

All reviews are from verified customers

Rating Distribution

5

Stars

100%

4

Stars

0%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

KD
Kirven D.

Insurance, N/A employees

5.0

“Easy software onboarding”

Pros

Getting started doesn't require much assistance which I appreciate. My background with Axure also made the transition easier and I found the learning curve relatively short.

Cons

I'm still getting started with it so I don't have much to add at this point.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Frequently Asked Questions

What types of pricing plans does EasySend offer?

EasySend price is customized, however, EasySign pricing is divided into several paid plans: Personal ($12/month), Team ($35/month), Business ($60/month), and Enterprise (Custom Pricing). Request custom EasySend pricing for your business.

Does EasySend have a mobile app?

The software is mobile responsive and supports signing or form completion from mobile devices, although it does not describe a dedicated mobile app.

Who are the typical users of EasySend?

Typical users include companies and organizations in insurance, financial services, healthcare, real estate, retail, loan processing, and claims management, from small teams to large enterprises.

What level of support does EasySend offer?

EasySend offers support via email, help desk, and knowledge base.

What other apps does EasySend integrate with?

EasySend integrates with platforms such as Salesforce, Microsoft Dynamics 365, monday.com, Zendesk, Slack, Box, and Dropbox.

Does EasySend offer an API?

Yes, EasySend provides an API for integration with external systems and custom workflows.

What language does EasySend support?

EasySend is primarily available in English.