EasySend: Digital Journeys and eSignature Software
EasySend helps organizations in regulated industries digitize paper-based workflows. It is designed for teams that need to manage multi-step customer intake and document signing while maintaining security compliance.
At a glance
- Category
- Operations
- Best for
- Insurance agencies, Financial services firms, Healthcare providers, Nonprofit organizations, Sales and customer support teams
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website, though a 14-day free trial is mentioned as available with no credit card required.
- Key use cases
- Customer Onboarding, Loan Applications, Claims Processing, Patient Intake, Policy Renewals
- Integrations
- Salesforce, monday.com, Microsoft Dynamics 365, Google Sheets, Slack
- Official website
- easysend.io
EasySend is a digital experience platform designed to replace static forms and paper documents. It provides a suite of tools, including Journeys for customer interactions, DynamicDoc for document generation, and EasySign for electronic signatures, all managed via a visual Workflow Manager.
The platform is designed for businesses in industries such as insurance, finance, and healthcare where secure data collection and legally binding agreements are required. It uses a no-code builder, which allows users to create digital paths for customers without writing code.
AI is integrated to help users generate digital journeys from text prompts or by converting static PDFs into fillable digital documents. This may help reduce the manual effort involved in setting up new intake processes.
Buyers should confirm if their specific compliance needs (such as HIPAA or GDPR) are met and verify if their existing CRM and cloud storage tools are supported to ensure data flows between systems.
Key Features
A no-code visual builder for creating multi-step customer interactions with business logic and conditions.
Provides legally binding electronic signatures with options for serial or parallel signing flows.
Supports the generation of personalized documents using adaptable templates in Microsoft Word.
Conversational AI designed to build digital journeys from prompts or transform static PDFs into fillable documents.
A tool to visualize and manage the logic, communication, and integrations of customer journeys.
Allows agents to share screens and guide customers through a digital journey in real time.
Use Cases
Digitizing the initial intake process to collect customer data through structured digital journeys.
Supporting the submission and processing of loan requests with integrated data collection and signing.
Managing the flow of information and required documentation for insurance or service claims.
Collecting patient information and managing e-consent forms in a HIPAA-compliant environment.
Managing the renewal process by sending digital journeys and signature requests to customers.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website, though a 14-day free trial is mentioned as available with no credit card required.
FAQ
A digital journey is a dynamic, multi-step interaction that replaces traditional static forms, allowing businesses to collect data and guide customers through a process.
Yes, it is designed for these sectors and maintains compliance with SOC 2, HIPAA, GDPR, and PCI DSS standards.
Yes, EasySend features a no-code visual builder and an AI tool that can generate journeys from text prompts or PDFs.
The platform provides a 14-day free trial that does not require a credit card to start.
Source category: Operations
Source subcategory: Electronic Signature
