--- title: "EasySend Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about EasySend Software - reviews, pricing plans, popular comparisons to other Form Builder products and more." source_url: "https://www.capterra.com/p/195496/EasySend/" page_type: "product" language: "en" --- # EasySend Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) EasySend ## What is EasySend? EasySend is a no-code platform that transforms manual forms and data collection into AI-powered digital workflows for enterprises. Designed to streamline complex processes in industries like insurance, finance,healthcare, real estate manufacturing and more. EasySend integrates seamlessly with your business software—including CRM, ERP, databases, cloud storage, and productivity tools—ensuring data flows uninterrupted across your existing tech stack. Automate document generation, e-signatures, and approvals with real-time monitoring, robust security, and flexible integrations to boost efficiency and enhance customer experiences Describe the digital process you need and EasySend AI will generate it for you. Designed for any customer-facing use-case: customer onboarding processes, claims, authorization, applications, and more. ## What is EasySend used for? [Forms Automation](https://www.capterra.com/forms-automation-software/)[Low Code Development Platform](https://www.capterra.com/low-code-development-platform-software/)[Commercial Insurance](https://www.capterra.com/commercial-insurance-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $1000 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for EasySend?[Manage this product listing](https://www.g2.com/products/easysend/claim_requests/new?auto=true) ## EasySend Overview Updated September 2026 AI summary EasySend enables organizations of all sizes to digitize and automate form-based processes, supporting use cases in forms automation, document generation, onboarding, and customer journey mapping. Featuring customizable forms, drag-and-drop design, electronic signatures, and workflow automation, it also offers tools for collaboration, data security, and A/B testing, with deployment via cloud, SaaS, or web-based platforms. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### EasySend 5.0 (3) VS. [5.0 (5)](https://www.capterra.com/p/150611/Forms-On-Fire-Mobile/reviews/) Starting Price $1000 per user, per month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (3) Ease Of Use 5.0 (23) Value For Money 5.0 (2) Value For Money 5.0 (20) Customer Service 5.0 (3) Customer Service 4.8 (23) ## EasySend alternatives [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [Droplet](https://www.capterra.com/p/245903/Droplet/) [5.0 (23)](https://www.capterra.com/p/245903/Droplet/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/245903/Droplet/) [Caspio](https://www.capterra.com/p/137206/Caspio/) [4.6 (249)](https://www.capterra.com/p/137206/Caspio/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/137206/Caspio/) [Kissflow](https://www.capterra.com/p/149470/KiSSFLOW/) [4.2 (88)](https://www.capterra.com/p/149470/KiSSFLOW/reviews/) Starting price $1500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/149470/KiSSFLOW/) ## FAQs about EasySend Overview ### What company size and specific industries is EasySend built for? EasySend is designed for small, mid-market, and enterprise organizations that need to replace manual forms with digital workflows. It suits businesses in any industry that handle data collection, e-signatures, and approval processes, especially teams that need to connect forms with existing business software and automate routine paperwork. Features and Usability ### What are the key features of EasySend? EasySend offers no-code forms creation and design, electronic forms, digital signature, and multi-party signing for document collection and approval. It also includes configurable workflow, business process automation, access controls, audit trail, reporting and analytics, templates, and third-party integrations for managing digital customer and claims processes. Integrations ### Which third-party tools and platforms does EasySend integrate with? EasySend integrates with 9 third-party tools and platforms, including Microsoft Dynamics 365 Business Central, Dynamics 365 Customer Voice, SAP Business One, Salesforce Customer360, Salesforce Platform, Salesforce Sales Cloud, Twilio, Zendesk Suite, and monday CRM. These integrations cover CRM, customer support, messaging, and business operations systems. Getting Started and Support ### What training and onboarding options does EasySend offer? EasySend provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online training support guided setup, webinars offer scheduled instruction, and documentation serves as written reference material for learning features and checking steps as needed. Getting Started and Support ### What customer support options does EasySend offer? EasySend provides email/help desk, FAQ/forum, phone support, and chat. These channels give users multiple ways to get assistance and self-serve answers, with support organized across direct contact and guided resources. ## Features AI summary Based on 7,153 Form Builder reviews Capterra data shows that buyers of Forms Automation software rank the following features as their top priorities: - **Customizable Fields** (**53%** of reviewers rated this feature as critical) - **Customizable Forms** (**53%**) - **Mobile Access** (**61%**) EasySend includes **Customizable Forms**, one of the top features reviewers look for in this category. However, it does not include **Customizable Fields** or **Mobile Access**. Instead, the product offers other features that reviewers also value, including **Forms Creation & Design** (**46%**), **Electronic Signature** (**45%**), and **Data Import/Export** (**43%**). These capabilities help businesses build digital forms, collect approvals faster, and move information between systems more easily, providing teams with a more efficient way to manage form-based workflows. Forms Creation & Design 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Electronic Signature 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Digitally sign online documents Access Controls/Permissions 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Archiving & Retention 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Autofill 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Automatically populating fields or sections within a form Business Process Automation 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes EasySend 74 features ### All Features - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - AI-assisted Development: Receive suggestions from an automated tool on the next steps to take in the development process based on your prior activity - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Autofill: Automatically populating fields or sections within a form - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Behavioral Analytics: Track and analyse user behavior within a system or network - Broker/Agent Portal: Online portal for brokers/agents to add, edit, update or access required information - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Claims Management: Process of submitting and following up on claims with insurance companies - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Collaborative Development: Work with others within one platform/system on the application development process - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Conditional Logic: Capability of a software or system to make decisions and perform actions based on specified conditions - Configurable Workflow: Configure existing workflows to meet your organization's needs - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Portal: A website or login for customers to access information - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Deployment Management: Manage the processes involved when making the application ready for use - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Forms: Digital forms that are shared and accessed online - Electronic Signature: Digitally sign online documents - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - For No-Code Development: Build applications without the use of code - Forms Creation & Design: Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system - Forms Management: Store, manage and track all forms in a centralized location - Graphical User Interface: A visual way of interacting with an application or operating system using items such as windows, icons, and menus - Integrations Management: Identify which applications need to exchange data and enable these data connections - Interaction Tracking: Track interaction history by documenting conversations for contacts - Iteration Management: Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Data Collection: Collect information from multiple sources - Multi-Language: Manage and support multiple languages - Multi-Party Signing: Share documents with different users to collect multiple signatures - Multiple Output Formats: Create content in various formats, such as print, PDF, HTML and more - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pre-Built Modules: Existing templates or individual parts of a bigger design commonly used in software, coding, learning courses etc. - Predictive Analytics: Predict future data based on historical data sets - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Updates: Receive system updates as soon as any changes are made - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Requirements Management: Enables creation, management, and tracking of product requirements & features during product production/development - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Survey/Poll Management: Create and administer polls and surveys - Task Progress Tracking: Track the status and progress of tasks - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Visual Modeling: Use visual elements such as pre-built blocks and/or shapes to assemble a model or design - Web/Mobile App Development: Create/edit commerce applications for mobile devices and/or web - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (3) 4.7 Based on 3 reviews ## Pricing Value for money 5.0 (2) Free Trial Basic $1,000 Value for money 5.0 (2) 5.0 Based on 2 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[ Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)[ SAP Business One](https://www.capterra.com/p/214667/SAP-Business-One/)[ Salesforce Customer360](https://www.capterra.com/p/10017314/Salesforce-Customer360/)[ Dynamics 365 Customer Voice](https://www.capterra.com/p/250859/Microsoft-Dynamics-365-Customer-Voice/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (3) 5.0 Based on 3 reviews ## User reviews Overall rating 5.0 Based on 3 reviews Filter by rating 5(3) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent FS Francesca S. BA Insurance ### "BTIS Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 May 10, 2022 Pros I like the UI automation feature and how easy it is to create a UI Cons The model and workflow features are not intuitive for someone who doesn't have development experience. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KD Kirven D. Business Analysis II Insurance ### "New User" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 9, 2022 Pros It is easy to use and figure out without lots of help. I am a user of Axure so I have a background in this area. This tool has a lower learning curve. Cons Just getting started so not too much to put here. Reasons for choosing EasySend I was not part of the team to make the decision to buy the tool. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JS Jozsef S. AVP Insurance ### "Innovative technology platform to turn paper forms into digital workflows on any devices" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 3, 2021 EasySend has been very attentive to our needs (i.e. new feature requests, solution approaches etc.) and their customer support is excellent. Pros Innovative, easy to use technology platform to create device independent, web-based digital workflows from paper forms (i.e. PDFs) including electronic signatures. Does not require someone with high-end technical skills as most of the design/development work is “drag-and-drop and configure” style, low-code effort. The initial proof-of-concept initiative for 4 different forms was completed in four days and delivered functioning solutions that we were able to turn into a production implementation effortlessly. When the implemented digital workflow is submitted by the customer, the platform creates a PDF file filled in with the data from the workflow and an additional file with the workflow data. The latter enables seamless integration with our back-office systems to automate end-to-end business processes. The feedback on our initial implementation has been overwhelmingly positive both from our customers and internal customer service team members. Cons There is not much to say here. The company is relatively young, hence there is a long road ahead with plenty of opportunities to enhance the capabilities of the platform which they are certainly committed to. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.