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Ready to evolve forms into easy digital experiences?
Our team will help you find the right solution.
TRUSTED BY FORTUNE 500 COMPANIES WORLDWIDE
Automate your workflow
Free up your staff to focus on tasks only humans can handle. With workflow automation, cut out repetitive labor, boost productivity, and deliver great customer experiences.
Replace mind-numbing tasks with intelligent automation to profoundly transform the way you work.
Simplify your workflow
Turn PDFs into easy digital experiences that can be launched from any channel.
Save time and energy
Integrate all your manual processes into one business automation workflow that magnifies your efficiency.
Reduce human error
Replace mind-numbing tasks with intelligent automation to profoundly transform the way you work.
Gain visibility on roadblocks
Identify where to use your resources more effectively and deliver real value for less.
Create better customer experiences
Empower your customers to start and complete the process on their own time.
The way work should be
How it works
Connect EasySend with your core systems and automate customer data intake.
Set up your workflow
Create a digital process and assign custom roles and permissions for each step.
Trigger a link
Automatically send a digital process to your customers via SMS or email.
Fill and eSign
Customers fill out the digital process and sign from any device.
Automate customer intake
Streamline customer data right into your CRM software or core system.
Set your work in motion
Once a digital process is ready, add a custom workflow so the right people complete each step at the right time. Setting up auto SMS or email reminders will keep the journey moving forward while improving customer communication. With analytics, review how well your business runs and improve where necessary. With the Workflow Manager, you’ll create processes that do the work for you.
Automate communicationSet up auto email or SMS reminders triggered by specific actions and time.
Send in bulk
Automate hundreds of pre-filled processes at once and gather eSignatures for collective agreements.
Personalize links
Speed up the signing process and send custom links to multiple people in an organization with personal info already prefilled, like an employee's name, business, and address.
Think mobile-first
Make it easy for your customers and agents to start, sign and complete their digital process on mobile.
Automate communication
Automate communicationSet up auto email or SMS reminders triggered by specific actions and time.
Send in bulk
Automate hundreds of pre-filled processes at once and gather eSignatures for collective agreements.
Personalize links
Speed up the signing process and send custom links to multiple people in an organization with personal info already prefilled, like an employee's name, business, and address.
Think mobile-first
Make it easy for your customers and agents to start, sign and complete their digital process on mobile.
Platform
Deliver real value with EasySend
Build digital processes with no-code
Launch a digital customer journey in days without writing a single line of code.
Sign remotely with EasySign
Eliminate paper so agents and customers can sign digitally from anywhere.
Provide better support with Co-Browsing
Assist customers in real-time by sharing a screen.
Improve operations with analytics
Gain visibility on how your business is running and identify user gaps.
Secure at every step
The EasySend platform is compliant with the highest security standards to make sure all personal and corporate information is safe. SOC 2, GDPR, and HIPAA Compliance are just a few ways we’re keeping your data protected and secure.
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