Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
EasySend simplifies the creation of digital customer journeys by allowing businesses to automate customer data intake, document management, and approval processes. Whether it’s for claims, loans, or quotes, EasySend’s no-code platform helps companies digitize their workflows, eliminating manual tasks and speeding up processes. With secure integrations, seamless e-signatures, and compliance with global data regulations, EasySend offers a robust solution for digital transformation. Trusted by Fortune 500 companies, it empowers businesses to offer dynamic, branded customer experiences while maintaining security and compliance across all stages of the journey.
Description
In today's digital-first landscape, static fillable PDFs and web forms feel outdated. It's essential to evolve traditional forms-based procedures into engaging, conversational experiences for users. By offering smooth, mobile-friendly, and guided interactions, businesses can not only attract new customers but also enhance loyalty, all while improving internal processes, mitigating risks, and reducing the need for support services. The outcome is a larger pool of customers eager to engage and less friction throughout the journey—from account creation and onboarding to ongoing service. Failing to rethink the approach to forms at every stage of the customer lifecycle means missing significant opportunities for improvement. This eBook delves into how conventional static forms stifle customer interaction and showcases how innovative companies are redefining the methods used to gather and verify customer information during engagements. Furthermore, it encourages you to re-envision your customers' experiences amid the ongoing wave of digital transformation, ensuring your organization stays competitive and relevant.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Salesforce
Yes
Docusign
No
HubSpot CRM
Yes
Microsoft Dynamics 365 Business Central
Yes
Microsoft SharePoint
No
SAP Business One
No
Sitecore
No
monday CRM
Yes
Integrations
Salesforce
Yes
Docusign
Yes
HubSpot CRM
No
Microsoft Dynamics 365 Business Central
No
Microsoft SharePoint
Yes
SAP Business One
Yes
Sitecore
Yes
monday CRM
No
Pricing Details
Ask Sales
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
EasySend
Founded
2016
Country
Israel
Website
easysend.io
Vendor Details
Company Name
Smart Communications
Country
United Kingdom
Website
www.smartcommunications.com/products/smartiq/
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
Yes
Interaction Tracking
No
Multiple Output Formats
No
Templates
Yes
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
Low-Code Development
AI-Assisted Development
Yes
Business Process Automation
Yes
Collaborative Development
Yes
Data Aggregation and Publishing
No
Deployment Management
No
Drag & Drop
Yes
Integrations Management
Yes
Iteration Management
Yes
Performance Monitoring
No
Requirements Management
Yes
Templates
Yes
Visual Modeling
Yes
Web / Mobile App Development
Yes
Workflow Management
Yes
No-Code Development
AI-Assisted Development
Yes
Business Process Automation
Yes
Collaborative Development
Yes
Data Aggregation and Publishing
No
Deployment Management
No
Drag & Drop
Yes
Integrations Management
Yes
Iteration Management
Yes
Performance Monitoring
No
Requirements Management
Yes
Templates
Yes
Visual Modeling
Yes
Web / Mobile App Development
Yes
Workflow Management
Yes
Online Form Builders
Artificial Intelligence
Yes
Assign Roles / Permissions
Yes
Collaboration Tools
Yes
Conversational Forms
Yes
Data Tables
Yes
Drag & Drop / No Code
Yes
Export to PDF
Yes
HIPAA Compliant
Yes
Import Existing Forms
Yes
Mobile Forms
Yes
Offline Forms
Yes
Pre-made Templates
Yes
Quizzes / Questionnaires
No
Reporting / Data Visualization
Yes
Signup Forms
No
Surveys
No
Product Features
Business Process Management
Access Controls / Permissions
No
Alerts / Notifications
No
Business Process Automation
No
Business Rules Management
No
Collaboration
No
Process Change Tracking
No
Process Mapping
Yes
Process Modeling & Design
Yes
Visual Workflow Management
No
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
No
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
No
Collaboration Tools
No
Conversational Forms
No
Data Tables
No
Drag & Drop / No Code
No
Export to PDF
No
HIPAA Compliant
No
Import Existing Forms
No
Mobile Forms
No
Offline Forms
No
Pre-made Templates
No
Quizzes / Questionnaires
No
Reporting / Data Visualization
No
Signup Forms
No
Surveys
No