EasySend
E-signature software
Online form builder software
Client onboarding software
Document generation software
Project, portfolio & program management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$200 per month
Free Trial
Free version unavailable
Small
Medium
Large
- Banking and insurance
- Healthcare and life sciences
- Energy and utilities
What is EasySend
EasySend is a digital customer onboarding and form workflow platform that helps organizations collect data and documents through guided online journeys. It is used by teams that need to replace PDFs and manual intake with dynamic forms, identity/document capture, and automated routing to back-office systems. The product emphasizes configurable, branded experiences and integrations to downstream systems to support onboarding, service requests, and regulated processes.
Guided onboarding journey builder
EasySend focuses on end-to-end customer journeys rather than standalone forms. It supports multi-step flows that can adapt based on user inputs, which fits onboarding and service-request scenarios. This approach reduces reliance on static PDFs and email back-and-forth. It aligns well with organizations that need consistent, repeatable intake processes across channels.
Workflow and system integration focus
The platform is designed to connect intake data to internal systems through integrations and automation. This is useful when onboarding requires routing, approvals, and handoffs to operations teams. Compared with tools centered mainly on signing, EasySend places more emphasis on data capture and process orchestration. It can support more complex operational workflows than basic form-to-email setups.
Document and data collection
EasySend supports collecting structured data alongside supporting documents as part of a single onboarding flow. This is valuable for regulated or verification-heavy processes where attachments and evidence are required. It helps standardize what information is collected and when. The result is typically fewer incomplete submissions and less manual follow-up.
Not a pure e-signature suite
While EasySend can be used in onboarding flows that include signing steps, it is not primarily positioned as a dedicated e-signature and contract lifecycle tool. Organizations needing advanced contract negotiation, clause libraries, or deep contract repository features may require additional software. Some e-signature-centric capabilities may be lighter than products built specifically for signing. Buyers should validate signature standards, audit trails, and compliance requirements for their jurisdiction.
PPM category fit is limited
EasySend is oriented to customer intake workflows, not full project, portfolio, and program management. Teams looking for resource planning, portfolio reporting, Gantt scheduling, or program governance will likely find gaps. It may track workflow status for onboarding cases, but that is different from managing projects across departments. Positioning it as PPM can overstate its scope.
Implementation can be configuration-heavy
To realize value, teams often need to design journeys, map data fields, and connect to internal systems. This can require process definition, stakeholder alignment, and technical support for integrations. For smaller teams with simple needs, a lightweight form-and-sign tool may be faster to deploy. Prospective customers should assess internal capacity for ongoing workflow maintenance.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Starting plan (public entry) | $200 per month | Official site states “Pricing plans start at $200/month.” Most detailed pricing is custom and requires contacting sales; 14-day free trial available (see notes). |
