Start your digital transformation with EasySign

Make it simple to review, eSign, and send any legally-binding form, claim, or contract. EasySend’s electronic signature tool is part of a powerful suite of digital transformation solutions designed for banking and insurance enterprises.

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EasySend e-signature platform capabilities

EasySign API

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Enterprise-grade security

Responsive

System Integrations

20+ million electronic signatures signed with EasySend

Choose the right path for you

Start signing with EasySign

Simply upload your PDF, mark the fields and send to your customers or employees to sign online and send back hassle-free.

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Launch a digital journey

Transform any manual process into a digital customer journey with built-in eSignature tools for more engaging experiences.

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Scale with our EasySign API

Trigger signature requests with our eSignature API tool so you automate link sending, form signing, data collection, prefilled templates, and file generation.

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Think digitally with eSignatures

Add eSign capabilities to your existing PDFs or Word contracts. When you’re ready, transform any manual process into a fully digital experience with EasySend. Simply upload a PDF, define who should sign, and markup text and signature fields. Just like that, you’ll have a link you can send to your customer to review, sign and send back from any device.

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EasySend e-signature process image and capabilities

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Easysend e-signature tool in mobile and desktop

Work faster and smarter
with digital solutions

Scale with our electronic signature API

Trigger signature requests with EasySend’s eSignature API. It’s a secure and scalable two-way integration that works with your existing CRM, so you can automate link sending and form signing while streamlining your data collection and file generation.

With our electronic signature solution for enterprises, you can turn any manual process into a digital experience. Auto-detect text and signature fields, and set multi-person workflows. Send links from any channel—SMS, email, support portal, website, mobile app, or live chat. Your customers will experience a simple digital journey they can complete from any device, stress-free.

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Easysend API e-signature data and workflow

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Everything you need to sign online

Make it easy to scale in any circumstance. With EasySend’s electronic signature paired with a full suite of digital transformation solutions, you’ll streamline your workflow, cut out manual labor, and become an agile enterprise.

Integrations & CRM

Connect your third-party app, legacy system or CRM like Salesforce to personalize forms, collect data seamlessly.

Multisignature workflow

Add each signee and define their role, including agents. Then decide who needs to sign to close the cycle.

Audit Trail

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.

Pre-filled templates

Launch PDF templates with pre-filled answers, calculated fields, and a set workflow with our EasySign API.

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Integrations & CRM

Extend EasySend’s capabilities to fit your needs. Connect two-way integrations and CRMs like Salesforce or Microsoft Dynamics to personalize every customer journey and collect data seamlessly.

Responsive experience

Every digital customer journey is automatically mobile optimized. Simply send a link by email or SMS right from the EasySend platform, so your customer can eSign from any device.

Audit Trail

The proof is in the Audit Trail. Generate a legally-binding document that tracks every action taken on a digital journey and attaches it to the final sealed PDF for quick and easy verification.

EasySend Builder

Create full digital journeys from scratch or digitize any existing PDF without code. Use smart tools to add validations and conditions, assign custom workflows and make every journey feel true to your brand.

AI Builder

Automatically transform any PDF into an online digital customer journey. Just choose a PDF, and the AI Builder will analyze it, mark fields, and prep it for data collection so you can go digital at a fraction of the cost and time.

Workflow Manager

Once your digital journey is ready to go, assign custom roles and steps, so the right people complete each process in the right order. Then add SMS or email triggers and auto-reminders to start the journey and encourage higher conversion rates.

Multilingual

When you build a digital journey on EasySend you automatically support multiple languages without needing to redesign or maintain multiple versions. Simply add a translation in any language including Spanish, French and German.

Business analytics & reports

Track how many links have been sent, opened, and completed with weekly, monthly, or daily reports. Catch where customers are getting stuck in the journey, so you can optimize the flow, and improve conversion rates every step of the way.

Dynamic Doc

Create a hyper-personalized journey right inside a Word Doc so you can send pre-filled bulk contracts. By connecting to the model, you can add validations and conditions to help your customers fill in their info correctly the first time.

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Your security is our highest priority

We’re committed to maintaining enterprise-grade security and privacy standards.

Our platform and electronic signature tool are compliant with GDPR, SOC 2, ISO 27001, PCI DSS, and HIPAA. With our Audit Trail capability, you’ll be able to log and track any action taken on any digital journey and review it as a sealed, legally-binding PDF.