A new era of document generation
Generate documents at lightning speed
Dealing with manual documents wastes time. Especially when the average SMB handles around 50K+ documents/year, including contracts, claims, settlements, and policies. Automate your process to save time, energy, and money.
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. DynamicDoc is part of EasySend’s suite of products, which integrates seamlessly with Salesforce so you can launch documents, track progress, and intake customer 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.
2025 and Beyond: Emerging Trends in Customer Experience for Insurers
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.
