A new era of document generation
Personalize documents at scale
Spend less time searching, more time creating
- Streamline document creation
- Make changes on the fly in Microsoft Word
- Integrate your CRM/ERP
- Create processes with built-in logic
- Work more efficiently
Shift your document generation into high gear
- Contracts and policy updates
- Applications and onboarding
- Claim submissions
- Settlement agreements
- Dispute resolutions and summaries
- Quotes and beneficiary changes
Connect Salesforce in a click
Expedite your workflow with EasySend’s app for Salesforce. Launch documents, track progress, and intake data right from your CRM.
Turn static
into dynamic
Do even more with your documents. Visualize data intake with built-in logic, connect each doc to your workflow, and integrate your business software, bridging the gap between your work and your customers.
Enterprise features built-in
Brand every process and document with your logo and colors.
Receive large files effortlessly and overcome the limitations of email attachments.
Accept documents in various formats, including PDF, JPG, and Word.
Detect invalid email addresses and avoid errors with system validations.
Connect EasySend to your CRM, ERP or business software to sync data intake.
Generate PDFs that adjust output according to customer responses and built-in logic.
Secure and ready to go
EasySend meets enterprise-grade security and privacy standards, including GDPR, SOC 2 Type II, ISO 27001, PCI DSS, and HIPAA compliance.
