Visualize your workflows







Put your journeys to work

Gain full visibility

Create seamless experiences

Automate repetitive tasks

Speed up completion rates
Launch dynamic workflows
Create workflows without code

Connect your business tools

Personalize journeys at scale

Improve cross-team collaboration

Automate reminders

Optimize the customer journey

Connect Salesforce
in a click



How it works
1
Build your journey
2
Map your workflow
3
Share the link
Optimize your workflows from start to finish
Insurance
Insurance Quote
FNOL
Policy Update
Claims

Healthcare
Patient Intake
e-Consent
Medical History Report
HIPAA Authorization

Financial services
Customer onboarding
KYC
Compliance
Investment

Business Operation
Vendor Onboarding
Purchase Order
Customer Onboarding Employee Contract

Construction
Request for Proposal (RFP)
Building Permit Application
Contractor Agreement
Change Order

Real estate
Purchase Agreement
Lease Agreement
Rental Agreement
Listing Agreement

Entertainment
Licensing
Talent Contract
Distribution Agreement
Talent Release Form

Retail
Supplier Onboarding & Registration
Customer Onboarding
Employee Contract
Purchase Order

Solve any use case, no matter how complex
Enterprise-grade security
EasySend meets enterprise-grade security and privacy standards, including GDPR, SOC 2 Type II, ISO 27001, PCI DSS, and HIPAA compliance.





