Extend Salesforce with EasySend
Go beyond forms with native digital journeys
Live in days
Native Salesforce experience
Any use case—no matter how complex
Enterprise-grade security standards
EasySend is the missing layer to limitless self-service
Launch native digital experiences
Integrate our native EasySend app with Salesforce to create any digital journey, drag and drop Salesforce objects, and automate data intake back to your Salesforce CRM.
Personalize documents at scale
Manage and personalize documents with a single, adaptable template inside Microsoft Word.
Speed up agreements
Sign and send legally-binding documents with fully customizable workflows.
Create any journey in seconds. Connect Salesforce and customize advanced business logic.
Add complex logic and calculations so your journeys adjust to the conditions presented.
Give your customers an experience that flows between devices with easy-to-access links.
Create a branded experience on any device with custom themes.
Automatically intake customer data to your Salesforce CRM and prefill journeys.
Assign permissions for each role in your organization and control data access.
Plan and manage the full customer experience from start to finish.
Guide customers through a digital journey by screen sharing.
Speak your customers’ language and support them across any channel.
Create one unified experience
For your IT team
Build digital processes using Salesforce native fields and objects with built-in logic.
For your agents
Manage all your processes in one place, automate reminders, and close deals faster.
For your management
Track customer progress, see how processes perform, and optimize every step in the sales cycle.
For your customers
Create personalized experiences with pre-populated fields and eliminate errors with field validations.
Create one unified experience
For your IT team
Build digital processes using Salesforce native fields and objects with built-in logic.
For your agents
Manage all your processes in one place, automate reminders, and close deals faster.
For your management
Track customer progress, see how processes perform, and optimize every step in the sales cycle.
For your customers
Create personalized experiences with pre-populated fields and eliminate errors with field validations.
Security is our priority
We’re committed to keeping your data secure with enterprise-grade security standards. Our platform and electronic signature tool are compliant with the highest international standards, including GDPR, SOC 2 Type II, ISO 27001, PCI DSS, and HIPAA compliance.
