# EasySend

> EasySend is an AI-powered platform that digitizes manual forms into seamless customer workflows — streamlining data capture, collaboration, and compliance. Unlike basic form builders, EasySend supports complex, multi-step, multi-party workflows to ensure every step is completed accurately and every piece of data flows securely into your CRM or core systems. Trusted by enterprises in insurance, financial services, healthcare, and retail.

EasySend's suite of products — Journeys, DynamicDoc, EasySign, and Workflow Manager — are low-code and connect to your business software. The platform is compliant with GDPR, SOC 2, ISO 27001, PCI DSS, and HIPAA.

## Products

- [Journeys](https://www.easysend.io/journeys): Digital journey builder — create, manage, and track dynamic multi-step customer journeys connected to your CRM and business software.
- [DynamicDoc](https://www.easysend.io/dynamicdoc): Personalized document generation — generate and manage personalized documents at scale using a single adaptable template inside Microsoft Word.
- [EasySign](https://www.easysend.io/easysign): eSignature solution — send, sign, and manage legally-binding documents with a secure, privacy-compliant eSignature tool.
- [Workflow Manager](https://www.easysend.io/workflow-manager): End-to-end journey mapping — visualize the business logic, communications, and integrations behind your digital journeys.
- [Portals](https://www.easysend.io/portals): Operations and customer portals for self-service interactions.
- [EasySend AI](https://www.easysend.io/ai-builder): Conversational AI builder — create smart digital journeys instantly from a prompt; your digital journey co-pilot.
- [Integrations](https://www.easysend.io/integrations): Connect EasySend to your CRM, ERP, and core business software.
- [Analytics](https://www.easysend.io/analytics): Track every digital interaction and optimize customer experiences with real-time insights.
- [Security](https://www.easysend.io/security): GDPR, SOC 2, ISO 27001, PCI DSS, and HIPAA compliance overview.
- [Salesforce integration](https://www.easysend.io/salesforce): EasySend for Salesforce CRM.
- [Monday integration](https://www.easysend.io/monday): EasySend for Monday.com.

## Solutions by Industry

- [Insurance](https://www.easysend.io/insurance): Digital journeys for insurance — quotes, FNOL, policy updates, claims, and renewals.
- [Financial services](https://www.easysend.io/banking-finance): Workflows for banking and finance — account opening, KYC, loan applications, mortgages, compliance.
- [Healthcare](https://www.easysend.io/healthcare): Patient intake, e-consent, medical history, and HIPAA authorization workflows.
- [Retail](https://www.easysend.io/retail): Supplier onboarding, customer onboarding, purchase orders, and employee contracts.
- [NGO & Nonprofit](https://www.easysend.io/nonprofits-ngos): Digital workflows for nonprofit and NGO operations.

## Solutions by Use Case

- [Onboarding](https://www.easysend.io/onboarding): Customer and distributor onboarding journeys.
- [Loan applications](https://www.easysend.io/loan-applications): End-to-end digital loan and mortgage application workflows.
- [Claims](https://www.easysend.io/insurance-claims): Insurance claims and FNOL digital journeys.
- [Renewals](https://www.easysend.io/renewals): Automated renewal and upsell workflows.
- [Patient intake & e-consent](https://www.easysend.io/patient-intake): Digital patient intake and consent forms for healthcare.

## Resources

- [Blog](https://www.easysend.io/blog): Articles on digital transformation, customer experience, and workflow automation.
- [eBooks](https://www.easysend.io/ebooks): In-depth guides on digitizing enterprise workflows.
- [Customer stories](https://www.easysend.io/resources/customer-story): Case studies from insurance, banking, healthcare, and retail customers.
- [Digital Transformation Wiki](https://www.easysend.io/wiki/welcome): Reference library for digital transformation concepts and terminology.
- [EasySend Academy](https://www.easysend.io/academy): Training and learning resources for EasySend users.
- [Help Center](https://kb.easysend.io/): Product documentation and support articles.

## Company

- [About us](https://www.easysend.io/about-us): EasySend's mission, team, and story.
- [Careers](https://www.easysend.io/careers): Open roles at EasySend.
- [Partner programs](https://www.easysend.io/partnerships): Become an EasySend partner.
- [Pressroom](https://www.easysend.io/pressroom): Latest news and press releases.

## Legal

- [Terms & Conditions](https://www.easysend.io/legal/terms-conditions)
- [Privacy Policy](https://www.easysend.io/legal/privacy-policy)
- [Cookie Policy](https://www.easysend.io/legal/cookie-policy)