EasySend
EasySend is a no-code digital customer journey platform that helps insurance, banking, healthcare, and retail enterprises replace manual paper-based processes with adaptive digital workflows, eSignature, and AI-guided document generation.
- Company typePrivate
- Founded2016
- HeadquartersTel Aviv, Israel
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What EasySend does
EasySend is a no-code digital customer journey platform, founded in 2016 and headquartered in Tel Aviv with US operations in New York and additional offices in Germany and a Japanese entity established in 2022. The company enables enterprises to convert manual, paper-based processes—predominantly in insurance, financial services, healthcare, retail, and NGO sectors—into adaptive, multi-step digital workflows. The platform is built around a unified product suite: Journeys (the core no-code builder), DynamicDoc (Microsoft Word-based document generation), EasySign (legally-binding eSignature), and Workflow Manager (end-to-end orchestration with task assignment and approvals), complemented by an Analytics dashboard. EasySend AI, launched in 2025, layers conversational generative AI over the builder to create digital journeys and fillable documents from text prompts, accelerating what previously required weeks of configuration.
The technology stack is anchored on native bidirectional integrations with Salesforce (AppExchange-listed) and monday.com, plus API and webhook access for embedding processes externally. The platform is compliant with GDPR, SOC 2 Type II, ISO 27001, PCI DSS, and HIPAA, which materially shortens procurement in regulated verticals. Key technical features include conditional logic, multi-party workflows, co-browsing for agent-assisted customer journeys, and AI-guided prefill that reportedly reduces customer abandonment 30–50%.
The business model is a quote-based SaaS subscription sold primarily through direct enterprise field sales, complemented by inside sales, a reseller and service partner program, and a no-obligation free trial. Geographic go-to-market spans the US, EMEA (Germany, Israel), and APAC (Japan) via direct sales and the Toppan Forms distributor. The company has raised approximately $66.5 million across a $5 million seed (2018), an $11 million Series A led by Intel Capital (2020), and a $50.5 million Series B led by Oak HC/FT (2021). Its customer base includes AXA, Tokio Marine, Aon, Sompo, Sedgwick, Bank Hapoalim, Leumi, Teva, IKEA, and Clal Insurance, with reported outcomes of 221% customer adoption uplift and 30–50% operational cost reductions.
EasySend firmographics
Firmographics- Name
- EasySend
- Legal name
- EasySend Ltd.
- Website
- https://easysend.io
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- EasySend is a no-code digital customer journey platform that helps insurance, banking, healthcare, and retail enterprises replace manual paper-based processes with adaptive digital workflows, eSignature, and AI-guided document generation.
- Ownership category
- akta.pro rank
EasySend industry classification
Industry- Product category
- No-Code Digital Customer Journey Software
- NAICS
- Software Publishers (5132), Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Workflow Automation & No-Code Collaboration (BPAMAMAK)
- akta.pro secondary industries
- Document, Workflow & Policy Servicing Automation (RPA/No-Code) (FSAGAGAK), Low-Code/No-Code Application Development & Modernization (BPAEAFAF)
Keywords
Where EasySend is headquartered
LocationHeadquarters
- HQ city
- Tel Aviv
- HQ country
- Israel
- HQ region
- Middle East
Offices3 records
Markets served
EasySend business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription: Subscription-based SaaS model providing access to the EasySend platform on a software-as-a-service basis. Access subject to subscription payment in accordance with Purchase Order and Subscription Agreement. Platform includes builder, dashboard, integrations, and related services.
- Platform License: Right to use and remotely access the Platform solely for Organization's internal business purposes. License is personal, non-exclusive, revocable, non-perpetual, non-transferrable, non-assignable, non-sublicensable and limited.
- Trial Subscription: Free no-obligation trial subscription available for new users. Trial period displayed on Purchase Order. Users can upgrade to paid subscription during or after trial.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription with full platform access |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels8 records
EasySend product offering
Product offeringCore offering
EasySell sells a no-code digital customer journey platform that enables enterprises to convert manual, paper-based processes into dynamic, multi-step digital workflows. The platform combines an AI-powered journey builder, document generation from Microsoft Word templates, legally-binding e-signature capture, and visual workflow orchestration, delivered primarily to insurance carriers, banks, credit unions, and healthcare providers. Native integrations with Salesforce and monday.com, an SDK, and REST/webhook APIs allow the platform to fit into existing enterprise systems.
Product overview
EasySend is a no-code digital customer journey platform that enables enterprises to transform paper-based processes into dynamic digital experiences. The platform operates as a unified suite of interconnected products: Journeys serves as the core form/workflow builder; DynamicDoc handles document generation from templates; EasySign provides eSignature capabilities; Workflow Manager orchestrates multi-party processes; and EasySend AI accelerates creation through generative AI. All products connect seamlessly to business software via native integrations (Salesforce, monday.com) and API/webhooks, with Analytics providing real-time performance insights.
Differentiator
Problem solved
Functional benefit
Products and services
- Journeys No-code digital customer journey builder for creating, managing, and tracking dynamic multi-step, multi-party digital experiences that replace static forms with adaptive workflows. Designed for enterprise teams in insurance, banking, healthcare, and other regulated industries to streamline customer data intake from onboarding through renewals.
- DynamicDoc Document generation tool that creates personalized documents at scale from a single adaptable Microsoft Word template. Connects process data to templates and applies business logic to automatically generate data-driven documents as part of a digital journey.
- EasySign Electronic signature solution that creates legally-binding documents with AI assistance and captures signatures securely across any device with privacy compliance (GDPR, SOC 2, ISO 27001). Qualified electronic signatures are enabled via partnership with Swisscom Trust Services for insurers and the financial sector.
- Workflow Manager End-to-end journey mapping and workflow orchestration tool that visualizes the business logic, communication flows, and integrations behind digital journeys. Manages multi-party workflows with task assignment, approval routing, and configurable business rules.
- EasySend AI AI-powered builder that creates seamless digital journeys and fillable documents instantly through conversational text prompts. Combines layout design, business logic, integrations, and user experience preview in a unified drag-and-drop canvas with AI-generated webflow capabilities.
Quantifiable outcome
- 221% uplift in customer adoption (Clal Insurance)
- +9 more outcomes
Companies that use EasySend
Customer profileNamed customers20 records
Segments5 records
Ideal customer profiles4 records
EasySend technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability6 records
Feature10 records
EasySend partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core, flagship and minor.
- Imburse (DuckCreek company)corePartnership to streamline end-to-end digital payment processes. Imburse, a DuckCreek company, provides payment integration solutions for insurance.
- Japanese EntitycoreEstablished Japanese entity to strengthen presence in Japan and accelerate digitization. Enables direct operations and partnerships in the Japanese market.
- Toppan FormscoreFirst distributor agreement in Japan with Toppan Forms. Provides service enabling digitization of forms in short period and at low price.
- PSCUflagshipStrategic partnership to swiftly digitize and enhance customer experience for credit union members. PSCU is a credit union service organization (CUSO) providing payments processing and technology solutions.
- Input 1minorStrategic partnership to add compelling value to platform offerings with added efficiency. Input 1 provides business process outsourcing solutions.
- Jim MoranminorAppointed as Advisory Board Member. Industry veteran bringing expertise in insurance and technology.
- Gene CrawleyminorAppointed as Advisory Board Member. Industry veteran bringing expertise in insurance and technology.
- Sompo JapanflagshipPartnership to improve customer experience for Sompo Japan's insurance operations in Japan. Sompo is one of Japan's largest insurance companies.
- Swisscom Trust ServicescorePartnership to enable qualified electronic signatures for insurers and the financial sector. Swisscom Trust Services provides digital trust services including qualified e-signatures.
- KPMGflagshipPartnership with KPMG to transform the way financial service enterprises deal with paperwork. KPMG provides consulting and implementation services for digital transformation.
- SalesforceflagshipNative Salesforce integration launched in 2020. EasySend app available on Salesforce AppExchange. Enables launching and managing EasySend processes directly from Salesforce with bidirectional data sync.
- monday.comcoreNative monday.com integration. Connect EasySend to monday.com boards to launch and manage digital processes directly from monday.com workflows.
Scale indicators11 records
Recent moves8 records
Expansion highlights6 records
EasySend competitors and assessment
Company assessmentDirect peers
- DocuSign: Market leader in e-signature and agreement lifecycle management that competes directly with EasySend's EasySign and Journey-based document workflows, particularly for insurance and financial services customers seeking integrated signing experiences.
- Appian: Low-code process automation platform used by insurance and financial services enterprises; directly competes with EasySend's Workflow Manager and Journeys for digital transformation and customer onboarding use cases.
- Nintex: Process automation and document generation vendor with comparable no-code journey and e-signature capabilities; overlaps with EasySend in regulated enterprise workflows and document automation.
- OneSpan: Digital agreement and identity verification vendor focused on banking and insurance, competing with EasySign and EasySend's customer journey capabilities in financial services digital onboarding and approvals.
Broad incumbents
- Adobe (Acrobat Sign): Adobe Acrobat Sign and Adobe Experience Cloud overlap with EasySend on e-signature and customer journey/document automation, with Adobe offering a much broader content and document platform to enterprise customers.
- Pegasystems: Enterprise low-code platform with deep presence in insurance (Pega Customer Service, Pega Underwriting) that competes with EasySend for digital form, journey, and workflow automation budgets in regulated industries.
- ServiceNow: Enterprise workflow and automation platform with growing capabilities in customer journey, document automation, and low-code app development; competes for transformation budgets in insurance, banking, and healthcare.
Emerging players
- Typeform: Conversational form and survey platform increasingly used in customer data intake and lead capture; offers a more limited but overlapping capability set compared to EasySend's enterprise-grade regulated-industry workflows.
- Formstack: No-code forms, document generation, and e-signature platform serving healthcare, financial services, and other regulated verticals; a direct functional overlap with EasySend's no-code journey and document automation stack.
- Jotform: Form-builder platform with HIPAA/GDPR-compliant offerings and integrated signing; competes for SMB and mid-market digital journey and form automation budgets, particularly in healthcare and nonprofits.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
EasySend social profiles
Digital presenceEasySend compliance and trust
Trust signalCompliance5 records
EasySend financial estimates
Financial estimateRevenue estimate
Valuation estimate
EasySend leadership team
Management profileNumber of profiles
Profiles6 records
EasySend subsidiaries and ownership
Company hierarchySubsidiaries1 record
EasySend funding detail
Funding detailFunding overview
Funding rounds8 records
Investors10 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
EasySend M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about EasySend
What does EasySend do?
EasySell sells a no-code digital customer journey platform that enables enterprises to convert manual, paper-based processes into dynamic, multi-step digital workflows. The platform combines an AI-powered journey builder, document generation from Microsoft Word templates, legally-binding e-signature capture, and visual workflow orchestration, delivered primarily to insurance carriers, banks, credit unions, and healthcare providers. Native integrations with Salesforce and monday.com, an SDK, and REST/webhook APIs allow the platform to fit into existing enterprise systems.
Is EasySend a public or private company?
EasySend is a private company. It is classified as venture growth investor backed and is currently operating.
When was EasySend founded?
EasySend was founded in 2016. It employs 51 to 100 people.
Where is EasySend based?
EasySend is headquartered in Tel Aviv, Israel, in the Middle East region.
How does EasySend make money?
Three revenue lines are on record. SaaS Subscription is the primary driver. The others are platform License and trial Subscription.
Who are EasySend's main competitors?
Direct peers on record are DocuSign, Appian, Nintex and OneSpan. Broad incumbents are Adobe (Acrobat Sign), Pegasystems and ServiceNow. Emerging players are Typeform, Formstack and Jotform.
Does EasySend have an API?
Yes. EasySend provides an Embedded Processes SDK for embedding forms on external websites, Webhooks for real-time event notifications, and API access for integrations. The platform supports native Salesforce integration with bidirectional data sync and monday.com integration for launching journeys from boards. API capabilities include creating and managing digital journeys, retrieving transaction logs, and automating workflows. Developer documentation is at kb-journey.easysend.io.
What industry is EasySend in?
EasySend's product category is No-Code Digital Customer Journey Software. Its primary akta.pro industry code is BPAMAMAK, Workflow Automation & No-Code Collaboration, with a secondary code of FSAGAGAK, Document, Workflow & Policy Servicing Automation (RPA/No-Code). Its NAICS code is 5132 and its SIC code is 7372.