---
title: EasySend Reviews
meta_title: 'EasySend Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 25 reviews by the users' company size, role or industry to
  find out how EasySend works for a business like yours.
aggregate_rating:
  rating_value: 4.4
  review_count: 25
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Content Management
  url: https://www.g2.com/categories/content-management
---


# EasySend Reviews
**Vendor:** EasySend  
**Category:** [Online Form Builder Software](https://www.g2.com/categories/online-form-builder)  
**Average Rating:** 4.4/5.0  
**Total Reviews:** 25
## About EasySend
EasySend is a no‑code platform for building and automating digital journeys. Forget static forms—turn customer onboarding, applications, quotes, service requests and other processes into personalized, end‑to‑end workflows that work across every channel. You can launch powerful digital experiences without writing code, connect them to your CRM, ERP and other apps to manage customers at scale, and optimize them with built‑in e‑signatures, integrations and analytics. Trusted by enterprises worldwide, EasySend meets stringent security standards—including SOC 2, GDPR and HIPAA—and accelerates digital transformation from fast onboarding to enterprise‑grade solutions.



## EasySend Pros & Cons
**What users like:**

- Users value the **efficiency** of EasySend for quick implementation and easy flow creation, enhancing customer support. (6 reviews)
- Users find EasySend **intuitive and user-friendly** , enabling easy customization and real-time updates for their specific needs. (6 reviews)
- Users highlight the **time-saving functions** of EasySend, enabling quick adjustments and efficient customer support processes. (6 reviews)
- Users value the **responsive customer support** of EasySend, enhancing their overall experience and productivity. (5 reviews)
- Users love the **ease of use** of EasySend, appreciating its user-friendly design and efficiency for document management. (4 reviews)
- Convenience (3 reviews)
- Customizability (3 reviews)
- Customization (3 reviews)
- Customization Options (3 reviews)
- Ease of Creation (3 reviews)

**What users dislike:**

- Users experience **slow performance** with EasySend, leading to frustration during extended use and complex forms creation. (4 reviews)
- Users experience **integration issues** with EasySend, leading to delays, errors, and inconsistent functionality during deployment. (3 reviews)
- Users find EasySend **not intuitive** , citing complexity in creating forms and a steep learning curve for new users. (3 reviews)
- Users report that the **slow loading** of EasySend affects productivity and complicates form creation and error handling. (3 reviews)
- Users experience **bug issues** during integration and deployment, leading to delays and incomplete processes in EasySend. (2 reviews)
- Lack of Integrations (2 reviews)
- Linking Issues (2 reviews)
- Not User-Friendly (2 reviews)
- Poor Customer Support (2 reviews)
- Steep Learning Curve (2 reviews)

## EasySend Reviews
  ### 1. Demonstrated expertise and reliable support to streamline client interactions and internal processes

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 23, 2025

**What do you like best about EasySend?**

They are very responsive, especially when support tickets are submitted.  Their Knowledge Base is robust and in-depth, I can easily find helpful resources.  Once familiar with the Builder, many process are simple and I love being able to see the changes I've made in real time.  There are many options and room for creativity to best fit my company's needs.  The academy is a fantastic learning tool.  I also like being able to track internal and customer use within the Builder.

**What do you dislike about EasySend?**

The integration has not been particularly smooth.  We will need to revisit this again.  When deploying updates in the Builder, the process can be slow going and I have to refresh the screen repeatedly.  Some of our processes were deployed to Production by EasySend before being tested properly which led to a number of errors and delay in implementation.  Getting to implementation took longer than anticipated.  A client tried to use the link sent via journey sender and couldn't complete due to errors.  This was after rigorous testing and weeks of use with no problems.  I have no idea why this client experienced errors.

**What problems is EasySend solving and how is that benefiting you?**

EasySend took steps to speed up their loading time when updates or changes are made in Builder.  They launch new updates frequently and do a good job of keeping clients informed.

  ### 2. efficient form building in insurance sector

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 01, 2025

**What do you like best about EasySend?**

The platform is user-friendly and allows for quick creation and customization of insurance forms, the visual editor makes it easy to build and adjust flows without deep programming knowledge

**What do you dislike about EasySend?**

Sometimes the platform can be a bit slow, especially when working with large or complex forms. Some advanced logic configurations require workarounds, as the no-code options can be limited

**What problems is EasySend solving and how is that benefiting you?**

EasySend helps digitize manual, paper-based processes, reducing errors and speeding up form competion

  ### 3. Simpified Signing Digital Document and Inbuilt Templets

**Rating:** 4.0/5.0 stars

**Reviewed by:** Aayush B. | System Engineer, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 07, 2025

**What do you like best about EasySend?**

automating repetative tasks ,inbuilt template feature and clutter free tracker for esignature requests.

**What do you dislike about EasySend?**

No downsides are noticable yet but if I found one will upadate.

**What problems is EasySend solving and how is that benefiting you?**

EasySign journey Tracker give insight for all the requests and according can apply required action with few clicks.

  ### 4. They presented an impressive roadmap showing the tool will become much more user-friendly

**Rating:** 4.0/5.0 stars

**Reviewed by:** Avi B. | CAIO, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 24, 2025

**What do you like best about EasySend?**

What we like about the product is that it allows us to eliminate paperwork and transition to digitally signed documents.

**What do you dislike about EasySend?**

Currently, the product requires users to have specific skills acquired through training, and it's not sufficiently user-friendly.

**What problems is EasySend solving and how is that benefiting you?**

The tool eliminates the need for physical documents and reduces the waste associated with paperwork and document handling.

  ### 5. 20 year cyber security experience working with customers and suppliers.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 24, 2025

**What do you like best about EasySend?**

Robust solution, flexible, customisable and secure solution for intake process.

The company keep developing and enhancing their offering to meet market needs.

**What do you dislike about EasySend?**

Missing some integrations with erp and some crm vendors.

**What problems is EasySend solving and how is that benefiting you?**

Complex and industry unique Intake process.

  ### 6. Experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Maria F. | Chief Compliance Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 28, 2025

**What do you like best about EasySend?**

It is the willingness to make this happen

**What do you dislike about EasySend?**

The pricing approach sometimes makes our decisions more difficult.

**What problems is EasySend solving and how is that benefiting you?**

Advisor experience

  ### 7. Convenient

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 13, 2024

**What do you like best about EasySend?**

It's very convenient. You can easily send, sign, or amend anything. It also has dashboard where you can collate all details thete

**What do you dislike about EasySend?**

Not so much! Pretty convenient to use and will save time

**What problems is EasySend solving and how is that benefiting you?**

You can easily access, edit, sign, or update any file.

  ### 8. Great product

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 05, 2024

**What do you like best about EasySend?**

Honestly first and foremost great customer service from EasySign.
Plenty of templates and hardly it takes few clicks to work on the final result .

**What do you dislike about EasySend?**

Nothing in particular for now. Please continue to be awesome

**What problems is EasySend solving and how is that benefiting you?**

generally its hard to create everything from scratch, since they have made good number of templates it helps in higher productivity


## EasySend Discussions
  - [What is EasySend used for?](https://www.g2.com/discussions/what-is-easysend-used-for)

- [View EasySend pricing details and edition comparison](https://www.g2.com/products/easysend/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-12+22%3A30%3A02+-0500&secure%5Bsession_id%5D=756b92bd-413b-49db-9440-9a115f839f00&secure%5Btoken%5D=9c95d29ba899a8677abba5f25fd52a027ee9f52387f7f8d48c59626355a24b10&format=llm_user)
## EasySend Integrations
  - [Microsoft Dynamics Connector](https://www.g2.com/products/microsoft-dynamics-connector/reviews)
  - [monday CRM](https://www.g2.com/products/monday-crm/reviews)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)

## EasySend Features
**Signature Process**
- Document Signing
- Reminders and Expirations
- Sign-In Process
- Mobile Signatures
- Signature Workflow
- Bulk Digital Signatures 
- Reporting
- Signature Document Creation
- Multi-Party Signing
- Electronic Signature

**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Data Sources**
- Software
- Spreadsheets
- Documents

**Generation**
- Templates
- Automation
- Branding
- Email Templates
- Alerts/Notifications
- Document Templates
- Customizable Templates

**Onboarding Setup**
- Workflows
- Templates
- Checklists

**Customization**
- Custom Fields
- Conditional Logic
- Multi-page Forms
- Design
- Forms Creation & Design

**Agentic AI - Salesforce AppExchange Apps**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Project Tracking**
- Monitoring
- Resources
- Content
- Tasks
- Optimization
- Kanban Board
- Goal Setting/Tracking
- Communication Management

**Additional Functionality**
- Embedded Forms
- Offline Capability
- Notifications
- Payments
- Mobile Forms
- Customizable Forms
- Real-Time Notifications
- Alerts/Notifications

**Additional Functionality**
- Search/Filter
- AI Copilot
- Commenting/Notes
- Content Publishing Options
- Reporting & Statistics
- Content Library
- Document Classification
- Drag & Drop
- Customizable Branding
- SSL Security
- API
- Document Management
- Document Storage
- Collaboration Tools
- Data Capture and Transfer
- Autofill
- Multi-Channel Distribution
- Convert to PDF
- Customizable Templates
- Media Library
- Generative AI
- Full Text Search
- Surveys & Feedback
- Data Import/Export
- Forms Management
- Electronic Signature
- Third-Party Integrations
- Reporting/Analytics
- Workflow Management
- Template Management
- Mobile Access

**Delivery**
- Workflow
- Schedule
- Batch
- Compliance Management
- Workflow Management

**Customer Engagement**
- Portal
- Customer Engagement
- Branding
- Visibility
- Collaboration
- Customizable Branding

**Agentic AI - E-Signature**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Multi-Language

**Additional Functionality**
- Commenting/Notes
- API
- Third-Party Integrations
- Task Management
- Alerts/Notifications
- Drag & Drop
- Performance Metrics
- Reporting & Statistics
- Time Tracking
- Data Security
- Single Sign On
- Activity Tracking
- Customizable Fields
- Content Management
- Churn Management
- Ad hoc Analysis
- Client Management
- Chat/Messaging
- Forecasting
- Mobile Access
- Form Builder
- Surveys & Feedback
- Revenue Management
- Onboarding
- Workflow Management
- AI Copilot
- Calendar Management
- Compliance Management
- Client Database
- Electronic Forms
- Gantt/Timeline View
- Client Tracking
- To-Do List
- Document Management
- Generative AI
- Self Service Tools
- Customer Segmentation
- Role-Based Permissions
- Data Import/Export
- Collaboration Tools
- Electronic Signature
- Task Progress Tracking
- Audit Trail
- Reminders
- Online Payments
- Activity Dashboard
- Document Generation
- Real-Time Data
- CRM
- Email Management
- Multi-Language

**Generative AI**
- AI Text Generation
- AI Text Summarization
- AI Text-to-Image
- AI Image-to-Text
- Generative AI
- Document Generation

**Security and Scalability**
- Regulatory Compliance
- Signature History and Audit
- Enterprise Scalability

**Agentic AI - Document Generation**
- Autonomous Task Execution

**Additional Functionality**
- Customizable Forms
- Multiple Format Support
- Activity Dashboard
- Activity Tracking
- Drag & Drop
- Digital Signature
- Collaboration Tools
- API
- Search/Filter
- Third-Party Integrations
- Text Editing
- Audit Trail
- Approval Process Control
- Content Management
- Multiple Output Formats
- Offline Access
- Data Import/Export
- Access Controls/Permissions
- Forms Management
- Data Synchronization
- Content Library
- Customizable Fields
- Multi-Language
- Data Storage Management
- Contract Drafting
- Archiving & Retention
- Full Text Search
- Interaction Tracking
- Contract/License Management
- Document Review
- Batch Processing
- Conditional Logic
- Document Management
- Document Storage
- Template Management
- Electronic Signature
- Reporting & Statistics
- Version Control
- AI Copilot
- Workflow Automation

**Platform**
- Custom Branding
- User, Role, and Access Management
- Internationalization
- Performance and Reliability
- Integration APIs
- Email Management
- Template Management
- Mobile Access
- Forms Management
- Contact Management
- Compliance Management
- Workflow Management
- Document Management
- Contract/License Management
- Renewal Management
- Registration Management
- Event Management
- Marketing Management
- Expiration Management
- Offline Access
- Video Management

**Additional Functionality**
- File Sharing
- Approval Process Control
- Alerts/Notifications
- Authentication
- Data Security
- Reminders
- Reporting & Statistics
- Access Controls/Permissions
- Version Control
- Single Sign On
- Audit Trail
- AI Copilot
- Activity Dashboard
- Encryption
- Signature Capture
- Document Conversion
- Drag & Drop
- Archiving & Retention
- Team Collaboration
- Generative AI
- Status Tracking
- Customizable Fields
- Searchable Database
- QR Codes
- Two-Factor Authentication
- Search/Filter
- Multi-Location
- Real-Time Data
- Data Synchronization
- Age Verification
- Customer Database
- Secure Data Storage
- Waiver Kiosk
- Data Import/Export
- Photo Capture
- Conditional Logic
- Customizable Templates

## Top EasySend Alternatives
  - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,470 reviews)
  - [Nintex](https://www.g2.com/products/nintex-nintex/reviews) - 4.3/5.0 (1,272 reviews)
  - [Docusign](https://www.g2.com/products/docusign/reviews) - 4.5/5.0 (2,523 reviews)