From Paper to Digital: Why EasySend is the No-Code Solution Businesses Need
Nobody enjoys filling out long, boring forms or dealing with endless paperwork. Yet, businesses still rely on these outdated processes, which frustrate customers and slow operations. In this digital-first era, speed, personalization, and convenience aren’t just nice-to-haves; they’re expected in every interaction, even in something as simple as submitting a form.
This is where EasySend makes a real difference. This no-code platform transforms clunky, manual workflows into fully digitized, intelligent experiences, helping businesses save time, reduce errors, and deliver seamless, customer-friendly journeys.
We’d like to thank Ayush Poddar, Sr. Salesforce Consultant at Concret.io, for his insightful presentation on EasySend integration with Salesforce, which inspired us to explore the platform and create this article.
In this blog, we’ll dive into EasySend, exploring its features, use cases, and how it can revolutionize the way your business interacts with customers.
What Exactly is EasySend?
EasySend is a no-code digital journey platform that transforms manual, paper-based processes into interactive, personalized digital experiences. Rather than relying on lengthy paperwork, businesses can quickly build guided forms, automate workflows, and deliver seamless customer journeys, all without writing a single line of code.
Once forms are digitized, sending them to customers is simple. They can be delivered via email, SMS, or triggered directly from systems like Salesforce. Customers complete the journeys online from any device, and every response, attachment, and e-signature is automatically synced back to your CRM in real time.
EasySend is widely used across industries like insurance, banking, healthcare, and financial services, where onboarding, claims, applications, or service requests often require collecting detailed information. With EasySend, these complex processes become simple, fast, and user-friendly.
Source: EasySend
At its core, EasySend helps companies deliver:
Faster processes by digitizing manual tasks
Higher customer satisfaction with intuitive experiences
Better efficiency by integrating seamlessly with systems like Salesforce
Before diving into its features, let’s first look at where traditional methods fell short and why a solution like EasySend became necessary.
The Old Ways of Collecting Data
Not long ago, data collection typically relied on paper forms and manual entry. Customers had to fill in details, while employees were left with the tedious task of re-entering that information into CRM systems.
This approach was slow and frustrating on both sides. Customers disliked the hassle of paperwork, while teams struggled with storing documents and handling error-prone data entry. Even a single typo could make information difficult to retrieve later, causing inefficiencies, delays, and costly mistakes.
Key Features of EasySend
EasySend comes packed with powerful features, but we’ve highlighted the ones that deliver the most impact for businesses. Here’s what makes it stand out:
1. No-Code Journey Builder: Creating customer journeys is effortless with EasySend. Its intuitive drag-and-drop interface lets you instantly design interactive, personalized workflows without writing code. From onboarding and claim submissions to renewals, you can build complete end-to-end journeys quickly and efficiently.
2. PDF Digitization and Interactive Forms: EasySend lets you turn static PDFs into fully interactive digital experiences. First, you upload your existing PDF forms directly from your computer. Then, using the PDF screen, you can mark and define fields to capture the right information. The canvas provides a visual workspace for mapping fields, and each field can be configured and linked to your data model.
Source: EasySend
3. Data Validation & Custom Rules: Collecting accurate information on paper is challenging and error-prone. EasySend makes it simple by allowing you to enforce both standard and custom validations, ensuring data is correct before submission. From required fields and email format checks to industry-specific rules, you can tailor validations to fit your business needs.
4. Process Mapping & Workflow Visualization: Understanding and managing complex customer journeys is easy with EasySend’s process mapping. You can break down any workflow into clear, visual steps, define roles, set communication channels, and map integrations. This ensures every journey is easy to monitor from start to finish.
5. Legally Binding E-Signatures: The platform equips your digital forms with legally binding e-signatures, allowing customers to sign securely from any device. Whether it’s insurance policies, loan agreements, or healthcare consent forms, signatures can be collected quickly, eliminating delays and minimizing paperwork.
Source: EasySend
6. Seamless Salesforce Integration: EasySend integrates directly with Salesforce, allowing you to drag and drop fields from your Salesforce objects when creating digital journeys. All data collected through EasySend, from basic details to attachments, syncs into Salesforce in real time, keeping your CRM accurate, up to date, and fully aligned with every customer interaction.
7. Personalization & Conditional Logic: Deliver tailored digital experiences by showing customers only what’s relevant to them. With conditional logic, forms adapt dynamically based on user input.
For example, in a customer form, if a user selects “Yes” to the question “Are you married?”, the Date of Marriage field will then appear. This ensures customers see only the fields relevant to them, keeping the process simple and user-friendly.
Source: EasySend
8. Analytics & Insights: With built-in analytics, you gain complete visibility into how customers interact with your digital journeys. Track completion rates, drop-off points, and time spent on each step. These insights help you spot bottlenecks, optimize workflows, and enhance the overall experience. For example, if many users abandon a claim form midway, you can simplify the process or add guidance to boost completion rates.
Use Cases: How EasySend Transforms Processes Across Industries
Data collection is fundamental to every industry, and EasySend can simplify it in countless ways. Here are some examples of its most valuable use cases:
1. Insurance: Filing a claim or renewing a policy is never enjoyable, but EasySend makes it simpler and more engaging. Insurers can create branded digital journeys and send them directly to customers. Since it syncs with your system, existing customers have most of their information pre-populated, while new customers can complete forms in just minutes.
All submissions, including documents and e-signatures, flow directly into the insurer’s CRM, making reviews and approvals faster and less stressful.
Source: EasySend
2. Banking & Finance: No matter the service (opening an account, applying for a loan, or updating details), the process in these sectors typically starts with paperwork, often filled with unnecessary fields that slow things down and confuse customers. EasySend simplifies this by turning forms into guided digital journeys that capture only the information that matters.
3. Healthcare: Each paper form requires manual recording and storage. Patients often need to complete intake forms, consent documents, and health declarations, adding to the workload of already busy healthcare staff. With EasySend, healthcare organizations can simplify this process by storing records as soon as patients submit the information.
Source: EasySend
4. Onboarding: With EasySend, customer or employee onboarding can be completed from anywhere in less time and without hassle. Personalized digital journeys guide users to fill only the required information, allowing the process to wrap up in minutes instead of taking hours
5. Customer Feedback & Surveys: While not tied to a specific industry, collecting feedback is valuable for any business. Using the platform, organizations can send surveys digitally to customers via their preferred channel. Once responses are received, analytics provide clear insights into overall trends and customer sentiment.
Getting Started with EasySend in Salesforce
EasySend is available on Salesforce AppExchange as a managed package. To start using it, go to AppExchange and install it in your Salesforce org (admin access required).
Source: Appexchange
Once installed, navigate to the EasySend Home Page and open the Setup tab to enable the integration. You’ll see three main steps:
Create the Integration: Enter your EasySend API Key, Platform’s Player URL, and Customer ID.
Assign Permissions: Grant the required access by assigning the EasySend Admin and User permission sets to the appropriate profiles.
Update Page Layouts: Add the EasySend Action, EasySend fields and EasySend Sessions List.
Source: EasySend
To complete the steps quickly, we recommend reviewing the official installation guide, which provides detailed step-by-step instructions. For advanced setup, you can also refer to the two-way integration document, which explains how to integrate Salesforce and EasySend fully.
EasySend Pricing Plans
EasySend provides flexible pricing plans tailored for businesses of all sizes, from startups to large enterprises. Four distinct plans are available, each offering specific features and pricing to match different organizational needs.
| Plan | Price (Billed Yearly) | Users | eSignature Requests / Month | Document Templates | Signers per Request | Key Features |
|---|---|---|---|---|---|---|
| Personal | $8/mo | 1 | 20 | 5 | Unlimited | Audit trail, reminder notifications, Field validations, mobile responsive |
| Team | $22/mo | 5 | Unlimited | 15 | Unlimited | Organization management, reminder notifications, Role transfer, mobile responsive |
| Business | $40/mo | 15 | Unlimited | Unlimited | Unlimited | Co-Browsing, Mobile Responsiveness, Role-Based Templates, Team dashboard |
| Enterprise | Customized Pricing | Custom | Unlimited | Unlimited | Unlimited | All features, including Custom branding, bulk sending, and Analytics dashboard |
Why Choose EasySend Over Other Tools
While many companies rely on tools like DocuSign and Conga, which are often seen as EasySend competitors, EasySend not only matches their capabilities but also adds practical enhancements that make a real difference in day-to-day operations.
User Friendliness & Speed: EasySend is intuitive, even for first-time users. Its drag-and-drop workflow allows faster deployment and requires minimal training.
Salesforce Workflow Integration: The platform doesn’t just send signatures; it syncs all data in real time with Salesforce, reducing manual work and keeping your CRM automatically up to date.
Industry-Focused Customization: For sectors such as insurance and banking, where policy forms, renewals, claims, and other standard processes are prevalent, EasySend offers templates, role-based workflows (who signs when), dynamic fields, and a branded customer experience tailored to meet industry-specific needs.
Cost & Value: While DocuSign is well-known and robust, EasySend positions itself as a more affordable option for SMBs with competitive pricing. For those seeking maximum value without overspending, it’s an ideal choice.
Compliance & Security: EasySend supports standard certifications (GDPR, SOC 2, ISO 27001, PCI DSS, and HIPAA), which many industries require. So you get both ease-of-use and peace of mind.
Source: EasySend
Conclusion
The gap between rising customer expectations and outdated, paper-based processes has never been wider. While many tools focus solely on e-signatures, EasySend goes beyond, offering complete workflow digitization that streamlines operations and creates seamless experiences for both businesses and customers.
The use cases for EasySend are countless. Almost any manual process, from forms and data collection to onboarding and approvals, can be fully digitized in just days.
If you are planning to transform your operations, our team can implement EasySend for your business and integrate it with your existing systems. Leveraging our expertise in Salesforce integration, we design digital workflows tailored to your needs, helping you save time, reduce errors, and enhance customer experiences from day one.
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