Make customer data intake easy. With EasySend’s electronic signature paired with a full suite of digital transformation solutions, you’ll automate your workflow, cut out manual labor, and scale.
Integrations & CRM
Connect your third-party app, legacy system or CRM to personalize forms and streamline customer data intake.
Add each signee and define their role, including agents. Then decide who needs to sign to close the cycle.
The proof is in the Audit Trail. Generate a legally-binding document that tracks every action taken on a digital form and attaches it to the final sealed PDF for quick and easy verification.
Roles and Permissions
Set restrictions on each section of your PDF and determine who has access so the right people fill out and sign the right sections, saving time and reducing errors.
Parallel or serial signing
Decide if each person should sign at the same time or one after the other.
Launch PDF templates with pre-filled answers, calculated fields, and a set workflow with our EasySign API.