# EasySend Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about EasySend Software - reviews, pricing plans, popular comparisons to other Document Generation products and more. Source: https://www.capterra.com/p/195496/EasySend/alternatives --- # EasySend Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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)[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/) Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $1000 Per User, Per Month Free trial available 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... ## EasySend alternatives Highest Rated [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 [4.6 (249)](https://www.capterra.com/p/137206/Caspio/reviews/) Starting price $540.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [5.0 (1)](https://www.capterra.com/p/150611/Forms-On-Fire-Mobile/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.6 (328)](https://www.capterra.com/p/131789/ProntoForms-Mobile-Forms/reviews/) Starting price $4800.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 Collaboration Tools 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Provides a channel for team members to share media files, communicate, and work together EasySend 67 features Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Receive suggestions from an automated tool on the next steps to take in the development process based on your prior activity Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes A record of all activities within the system, including user access, changes made, etc. Automatically populating fields or sections within a form Software's ability to perform similar action on multiple similar files simultaneously Track and analyse user behavior within a system or network Online portal for brokers/agents to add, edit, update or access required information Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Process of submitting and following up on claims with insurance companies Provides a channel for team members to share media files, communicate, and work together Work with others within one platform/system on the application development process Tracking, calculating, and paying commissions and earnings to employees Manage and track all internal and external communication conducted via calls, email, text, or chat Capability of a software or system to make decisions and perform actions based on specified conditions Configure existing workflows to meet your organization's needs Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A website or login for customers to access information Add customized logos and colors to align with company branding Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Protect sensitive data for digital privacy Manage the processes involved when making the application ready for use Electronic signing method that validates the authenticity and integrity of a digital document Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Digital forms that are shared and accessed online Digitally sign online documents Build applications without the use of code Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Store, manage and track all forms in a centralized location Identify which applications need to exchange data and enable these data connections Track interaction history by documenting conversations for contacts Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle Observe and track the demand, usage, progress or quality of a system, product, or user Collect information from multiple sources Manage and support multiple languages Create content in various formats, such as print, PDF, HTML and more A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Existing templates or individual parts of a bigger design commonly used in software, coding, learning courses etc. Predict future data based on historical data sets Streamlining repetitive tasks and activities through automated and predefined workflows Generate quotes or estimates for customers Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Enables creation, management, and tracking of product requirements & features during product production/development Set & manage permission levels based on user roles and restrict access to only authorized individuals Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Online portal through which end users can access the system, manage tasks, or obtain information Create and administer polls and surveys Sample files or documents that could be customized as needed or used as is Set up connections to third-party platforms to improve business processes Track revisions and updates made to files and navigate between different versions Interact with data visualization elements, such as charts and graphs, to drill down into data Use visual elements such as pre-built blocks and/or shapes to assemble a model or design Create/edit commerce applications for mobile devices and/or web 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. 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