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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.
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Starting Price
Custom
EasySend Specifications
Omnichannel Support
CRM Integration
Analytics And Reporting
Customer Feedback Surveys
What Is EasySend?
EasySend is a no-code digital-journey platform designed to convert traditional forms and data collection processes into dynamic and automated workflows. The software enables users to build custom forms or convert existing PDFs with drag-and-drop ease, adding logic, validations, and branding. With features like e-signature support and conditional workflows, it helps businesses reduce manual workload, minimize errors, and accelerate customer onboarding or document processing.
EasySend Pricing
EasySend price is customized, however, EasySign pricing is available and divided into three tiers:
- Personal: $12/month
- Team: $35/month
- Business: $60/month
- Enterprise: Custom Pricing
EasySend Integrations
The software supports integration with multiple systems and platforms, such as:
- Salesforce CRM
- Slack software
- Microsoft Dynamics 365
- Jira software
- monday.com
- Zendesk suite
Who Is EasySend For?
EasySend is ideal for a wide range of industries and sectors, including:
- Insurance
- Financial services
- Healthcare
- Retail
Is EasySend Right For You?
For organizations prioritizing data security, regulatory compliance, and enterprise-grade scalability, EasySend stands out as a strong choice. The platform is certified under SOC 2 Type II, ISO/IEC 27001, GDPR, HIPAA, and PCI DSS, ensuring robust data confidentiality, integrity and compliance even in heavily regulated sectors. With its capacity to digitize claim-handling, loan processing, onboarding and other workflows at scale, while meeting enterprise-level security standards, EasySend is particularly well suited for businesses undergoing large-scale digital transformation and handling sensitive customer data.
Still doubtful if EasySend is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
EasySend Features
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.
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.
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.
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.
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.
