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The EasySuite

Signatures, documents and texting
for customer-facing teams.

Three products for the teams who send the paperwork, collect the documents and answer the texts. Switch between them to see each one at work.

Policies, deals, hires: signed on any phone, audit report included.

Bundle every document and signer for a transaction into one package, sent by email, text or both. You get back one PDF with the audit report.

Delivery
Email, text or both
Signers need
No account, no app
Completed PDF
Green check in Adobe Acrobat
Preparing a signing package in EasyInk with signature and date fields placed on the document
A customer signing on their phone in EasyInk

3,278,069

packages signed and counting

Send one link. Watch every document arrive.

The agent who sent the link sees the moment the customer opens it, then each photo as it uploads. No app, account or password for the customer.

Customer access
Upload only
Wrong recipient
Void the link instantly
Customer files
Private by default
A sample driver's license on a car seat, next to a hand holding a phone.
The EasyDocs confirmation screen on the customer's phone, listing the three files they sent

Car refinance: license and vehicle photos

Jordan Rivera Live

  1. Link openedJordan Rivera
  2. File receiveddrivers_license.jpg49.04 KB
  3. File receivedvehicle_registration.jpg50.06 KB
  4. File receivedodometer_photo.jpg37.28 KB
  5. Documents submittedJordan Rivera

Take customer texting off personal phones.

Every text goes out from a business number, checked for consent, and stays on the record. Supervisors see every conversation on their team.

Agents text from
A business number
Consent
Checked before each send
The record
Stays with the business
The EasyEngage agent inbox in a browser: all chats with 2 unread, a search box and recent conversations
Nora Delgado(555) 018-2047 Pending opt-in Opted in

Hi Nora, this is Alex at Fernhill. Is text a good way to reach you?

Disclosure, added automaticallyReply START to get texts from Fernhill. Reply STOP to opt out.

Delivered

START

Opted in via START

Reply to Nora Delgado Locked until START Send

Illustration with fictional sample data, built from real product screenshots.

A sample customer

One customer, three moments.

Alex, an agent, takes on a new customer, Jordan. Here is where each product shows up along the way.

  1. EasyEngage

    First contact

    Alex texts Jordan from a business number. The first text carries the disclosure, and the chat stays locked until Jordan replies START.

  2. EasyDocs

    The documents

    Alex sends one upload link. Jordan adds a license and vehicle photos from the phone, and Alex watches each file arrive.

  3. EasyInk

    The signature

    Alex sends the application as one package. Jordan signs on the phone, and the signed PDF comes back with its audit report.

Illustration with fictional sample data.

Security

Three products, built to the same standards.

Each product carries the controls its own job needs. All three are built to PII data management and HIPAA standards, encrypt data at rest with AES-256 and are hosted on Microsoft Azure.

EasyInk

  • Tamper-evident PDF, sealed with a DigiCert-issued certificate
  • Audit report with names, UTC times and IP addresses
  • Voiding a package closes every open link
EasyInk security

EasyDocs

  • Upload-only customer access: nobody can open or download a file from the link
  • Void a link the moment it goes to the wrong person
  • No customer passwords to store, reset or leak
EasyDocs security

EasyEngage

  • Consent checked before every send
  • Every opt-in and opt-out logged against the contact
  • Every action recorded in an append-only audit log
EasyEngage security

Each of the three products

  • Built to PII data management and HIPAA standards
  • AES-256 encryption at rest
  • HTTPS with TLS in transit
  • Hosted on Microsoft Azure
  • Cloudflare DDoS protection

Your security and compliance team can go through each product's controls with us during the evaluation.

Which products fit?

Three plain questions.

Each yes adds that product to your demo. Say yes to one, two or all three.

  1. Are policies, deals or hires waiting on a signature?

    Add EasyInk to your demoEasyInk added to your demo

    Every document and signer goes out as one package, by email, text or both. Customers sign on any phone with no account or app, and you get one PDF with the audit report.

    See EasyInk
  2. Are you chasing customers for IDs, statements or photos?

    Add EasyDocs to your demoEasyDocs added to your demo

    Send one secure link. Customers upload from their phone with no app, account or password, and the agent who sent it watches each file arrive.

    See EasyDocs
  3. Are agents texting customers from their personal phones?

    Add EasyEngage to your demoEasyEngage added to your demo

    Each agent texts from a business number in the browser. Consent is checked before every send, and every conversation stays with the business.

    See EasyEngage

Answer the questions to see which products to add.

Book a demo

See the products you need, on a workflow like yours.

Pick one product or several and tell us about your team. We will walk you through each one with your own documents or a scenario from your team.

  • A demo built around your team
  • Pricing for your volume and team size
  • A reply within one business day

Want the details first? Each product has its own page: EasyInk, EasyDocs and EasyEngage.

Which products? (required) Pick one or more

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