EasySend
About EasySend
EasySend helps you evolve forms into easy digital experiences with no code. By going digital, you’ll streamline customer data intake and automate your enterprise workflow.
Start from scratch or digitize any PDF. Use smart tools like validations and conditions to ensure each form is filled out accurately. Assign custom roles and permission to manage the workflow every step of the way. With custom themes, every journey you build will feel true to your brand. Connect integrations like your CRM, ERP, and core systems to reduce work and human error. Track each process visually and make smarter business decisions. With Co-Browsing and EasySign, provide better service remotely and collect digital signatures from anywhere.
Key benefits of EasySend
* Image & file upload: Tell your clients exactly what they need to upload to complete the process smoothly.
* Auto-complete: Pre-fill info to personalize and speed up the process.
* Conditions & Validations: Help your customers fill in fields correctly.
* PDF Generator: Generate and send a PDF to customers after they’ve completed the digital process.
* EasySign: Collect digital signatures from anywhere.
* Co-Browsing: Provide better support remotely.
* Journey Tracker: Track your customers' progress and send follow-up notifications.
* Analytics Dashboard: See how all your journeys perform so you can keep optimizing.
* Integrations: Integrate your CRM to collect data and update customer info automatically.
* Branded emails: Send branded emails as part of your journey flow to keep your customers moving forward.
* Business Reports: Request daily, weekly, monthly, or annual analytics on your digital journeys.
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Reviews
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- Industry: Insurance
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Innovative technology platform to turn paper forms into digital workflows on any devices
Reviewed on 2021/03/03
EasySend has been very attentive to our needs (i.e. new feature requests, solution approaches etc.)...
EasySend has been very attentive to our needs (i.e. new feature requests, solution approaches etc.) and their customer support is excellent.
Pros
Innovative, easy to use technology platform to create device independent, web-based digital workflows from paper forms (i.e. PDFs) including electronic signatures. Does not require someone with high-end technical skills as most of the design/development work is “drag-and-drop and configure” style, low-code effort. The initial proof-of-concept initiative for 4 different forms was completed in four days and delivered functioning solutions that we were able to turn into a production implementation effortlessly. When the implemented digital workflow is submitted by the customer, the platform creates a PDF file filled in with the data from the workflow and an additional file with the workflow data. The latter enables seamless integration with our back-office systems to automate end-to-end business processes. The feedback on our initial implementation has been overwhelmingly positive both from our customers and internal customer service team members.
Cons
There is not much to say here. The company is relatively young, hence there is a long road ahead with plenty of opportunities to enhance the capabilities of the platform which they are certainly committed to.
- Industry: Insurance
- Company size: 201–500 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
New User
Reviewed on 2022/05/09
Pros
It is easy to use and figure out without lots of help. I am a user of Axure so I have a background in this area. This tool has a lower learning curve.
Cons
Just getting started so not too much to put here.
- Industry: Insurance
- Company size: 201–500 Employees
- Used Weekly for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
BTIS Review
Reviewed on 2022/05/10
Pros
I like the UI automation feature and how easy it is to create a UI
Cons
The model and workflow features are not intuitive for someone who doesn't have development experience.
EasySend FAQs
Below are some frequently asked questions for EasySend.Q. What type of pricing plans does EasySend offer?
EasySend offers the following pricing plans:
- Starting from: US$1,000.00
- Free Trial: Not Available
Please contact EasySend directly for pricing details.
Q. Who are the typical users of EasySend?
EasySend has the following typical customers:
51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does EasySend support?
EasySend supports the following languages:
English
Q. Does EasySend support mobile devices?
EasySend supports the following devices:
Q. What other apps does EasySend integrate with?
EasySend integrates with the following applications:
SAP Business One, Salesforce Sales Cloud, Twilio, Zendesk Suite
Q. What level of support does EasySend offer?
EasySend offers the following support options:
Email/Help Desk, FAQs/Forum, Phone Support, Chat
Related categories
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