EasySend Review

EasySend helps you turn forms into simple, no-code digital experiences. By going digital, you’ll simplify customer data collection and automate your business workflow. Start from scratch or digitize any PDF. Use smart tools like validations and conditions to ensure every form is filled out correctly. Assign custom roles and permissions to manage your workflow at every stage. With custom themes, every journey you create will stay true to your brand. Connect integrations such as CRM, ERP, and core systems to reduce manual work and human error. With Co-Browsing and EasySign, you can provide better remote service and collect digital signatures from anywhere.

EASYSEND – TUTORIAL

EASYSEND – FEATURES

• Close deals faster: sign documents in minutes, helping you finalize agreements without delays.
• Simplify approvals: spend less time on administrative tasks so you can focus on what matters most.
• Automate your workflow: customize your workflow and connect your business software to streamline signature collection.
• Turn PDFs into fillable documents: upload a static PDF and EasySign AI will tag fields, assign roles, and transform it into a fully responsive, fillable, and signable document in seconds.
• Connect your business software: integrate your CRM and enterprise systems to reduce manual work.
• Automate your workflow: map and manage every step of the customer journey with business logic and automation.
• Simplify document sending: upload documents, invite signers, and send e-signature requests in just a few clicks.
• Track, send reminders, and manage effortlessly: monitor your workflow from sending to completion and follow up with reminders.
• Simplify your signing process: collect all the e-signatures you need across multiple documents.
• Decide the signing flow: use serial or parallel signing based on your process.
• Sign together in real time: share screens to guide signers from start to finish.
• Simplify form filling: pre-mark fields so signers can quickly enter their information.
• Scalability with the EasySign API: trigger signature requests through the EasySign API. It’s a secure, scalable, two-way integration that works with your existing CRM. Easily automate link delivery and form signing while simplifying data collection and file generation.
• Enterprise-grade security: meets the strictest global privacy and security standards to protect your data. The product suite complies with GDPR, SOC 2, ISO 27001, PCI DSS, and HIPAA.