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.

The driving force behind efficiency

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.
EasySend workflow manager icon

Enterprise-grade security

EasySend maintains the most stringent global security standards and international privacy and data regulations keeping your data secure.

Privacy & data compliance

EasySend is compliant with the highest international privacy and data regulations, including GDPR, SOC 2, ISO 27001, and PCI DSS and HIPAA compliance. 
EasySend Electronic signature icon

SSO (Single-Sign-On)

Allow your agents and customers to sign in once while providing excellent security compliance across your entire platform.

Training & consulting

We’ll be here every step of the way to onboard, train your team, map out projects, and provide any support you need to keep moving forward.

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.
Automations

Scale your workflow

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.
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.
GDPR iconHippa compliant iconISO iconPCI DSS certified iconSOC2 icon
Learn more about security
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Your digital partner

We’ll help you evolve forms into easy digital experiences.
Let's talk

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