EasySend just took a sledgehammer to the way businesses handle digital forms. The company, based in Tel Aviv and known for its work in customer-facing automation, launched a redesigned website along with major upgrades to its Digital Experience Platform. The message is clear: it’s time to stop treating forms like digital paperwork and start treating them like business assets.
Digital Journeys Without the Headache
The core update comes in the form of a product called Journeys—a way for business teams to build AI-powered, branded customer workflows with zero coding. Users can launch interactive digital processes that connect directly to internal systems, without having to wait for developer resources or IT sign-off.
The appeal is obvious. Instead of creating fillable PDFs or sending static documents back and forth, teams can build dynamic, guided experiences that collect the right data and trigger internal actions automatically.
EasySign: Contracts That Work Without the Back-and-Forth
EasySign brings a legally binding eSignature option to the table, but it doesn’t stop there. The platform lets users generate the document with AI, map out fields, and send it—all within the same system. It’s fully compliant with privacy laws and security standards, making it a real contender in industries where paperwork still rules.
And since it’s tied into the larger EasySend system, everything connects. Signed documents aren’t just stored—they trigger updates, automate steps, and move the process forward.
Workflow Manager Gives Visibility That Teams Actually Use
Another standout update is Workflow Manager. It offers a visual interface where teams can map out every step of the customer interaction—down to logic, automated triggers, and integrations. Everything from intake to processing to approval can be built and monitored without needing to ask IT for help.
This means operations teams, CX teams, and even compliance officers can see exactly where each process stands. No need for manual status checks or custom dashboards.
Salesforce Integration Removes Silos
With the new native Salesforce integration, users can trigger EasySend workflows directly from Salesforce and sync data in both directions. For companies already living in Salesforce, this avoids duplication and keeps records consistent across tools.
It’s not just a connector—it’s built to function as part of the existing Salesforce environment. That alone will cut time and complexity for sales and service teams.
AI Is Baked Into Every Layer
This isn’t AI for the sake of hype. The platform uses it to speed up content generation, fillable document creation, and even process building. It simplifies the heavy lifting so teams can launch new workflows without the usual back and forth.
The AI tools help teams get started faster, and then refine as needed. It’s not a blank page—it’s a head start.
A Clear Break From the Past
For years, digital transformation in customer service meant PDF forms, manual emails, and clunky e-sign tools. EasySend is pushing a different approach—one where processes are automated, workflows are visual, and customer experiences don’t stall because someone needs to fill out a form.
CEO Tal Daskal put it this way: “This is a major milestone in our mission to eliminate friction in customer-facing processes.” That’s not PR-speak—it’s a direct response to how most businesses still handle intake, approvals, and signatures.
Trusted by the Risk-Averse Crowd
The platform is already used by top banks, insurers, and financial service companies. These aren’t industries known for quick changes. But EasySend has earned their trust by delivering faster processing without skipping compliance or losing control over data. That combination—speed with structure—is what’s helped the platform gain real traction.
Where It Goes From Here
This latest release sends a clear message: static forms are a dead end. EasySend has set out to replace them with tools that actually help businesses work faster and serve customers better.
The updated platform doesn’t ask teams to abandon their systems. It connects with what they’re already using and fills the gaps. That’s exactly what’s been missing from most digital transformation tools until now—practicality.
Visit easysend.io to see the new platform in action.