Signing documents via WhatsApp: what it is and how it works
Technology is revolutionizing the way of doing business in Brazil and in the world, especially after the emergence of smartphones. The main corporate tasks, which could only be done within an office, are now in the palm of your hand anywhere and at any time.
We are entering a new era, where everything is done to make life easier for the consumer. Want an example? On the same app where you request individual transport, you can also order a pizza. And it's no longer necessary to have cash, check, or card in hand. The bill is automatically debited from the chosen account or credit card.
Even corporate contracts can now be closed by cell phone. To give you an idea, the technology is so advanced that it is now feasible to sign documents via WhatsApp. And that's what we're going to talk about in this article.
WhatsApp used to expand business
There is no smartphone app that is more used by Brazilians than WhatsApp. In 2023, WhatsApp was the most used social network in Brazil, with more than 169 million users using the messaging app, or 93.4% of the Brazilian population.
When it comes to companies, there are more than 5 million Small and Medium Enterprises that already have active accounts on WhatsApp Business, according to Meta.
Without a doubt, when we think about business possibilities, WhatsApp offers not only a communication tool, but a strategic channel for establishing meaningful connections with customers and boosting the sustainable growth of companies.
It's worth asking: how much has your company used the app to generate revenue and close deals?
A novelty that will transform the way in which this application is used for companies is the possibility that Clicksign brought to its customers: the subscription via WhatsApp.
How does signing documents via WhatsApp work?
Today, the client does not have to travel to sign a contract, much less wait in the mail for that pile of paper with small letters that can barely be read. And the seller doesn't have to make a new contract for every service sold. Because this is done automatically, and it is sufficient to fill in just a few fields for the document to be completed.
In the case of a subscription via WhatsApp, it's about combining the useful with the pleasant, since, as mentioned before, WhatsApp is the Brazilian's favorite application. It is practically in the hands and eyes of the population around the clock and every day. So why not use it to close deals?
At Clicksign, customers of the Professional, Business, Automation and Integration plans can send documents for signature through their preferred messaging application, with an additional cost of just R$0.40 per message sent.
How does this affect your business?
Sign documents via WhatsApp expands the possibilities of the sender's choices, Reach potential signers that do not have or do not prioritize the use of e-mail and allow the signer to have a simpler experience, through a tool that is commonly used in your daily life.
Now, the signer can carry out the subscription process from WhatsApp, in a simple, practical way and without the need for an email.
We are talking here about increasing the productivity and sales conversion of your company, since it is much easier and faster for the customer to use this application that is already in hand and can be used from anywhere you are, whether in a mall, on the street, at work, or at home, than waiting for the ideal moment to access e-mail in front of a computer.
Differences between Subscription via WhatsApp and Accepted via WhatsApp
Subscription via WhatsApp differs from Accept via WhatsApp — a new Clicksign feature to provide your customer with an innovative and disruptive experience, making it possible to accept agreements or terms with a few clicks directly from the instant messaging service - at the following points:
Subscription via WhatsApp:
- Signing of documents.
- Sending link and token via WhatsApp.
- Signer is redirected to the Clicksign platform to sign up.
- No character limit.
- The signer receives a link on their WhatsApp to download the signed document, and the sender can access it at any time within their Clicksign account.
Accept via WhatsApp:
- Accept content, such as short terms or agreements.
- Sending the accepted one via WhatsApp.
- The entire acceptance process is carried out within the WhatsApp application, without directing the recipient to the Clicksign platform.
- 1500 character limit.
- The process is done safely and the document generated is the record of automatic WhatsApp messages.
So, despite both have legal validity and all the security of Clicksign, your scope of action will determine when it will be best to use one or the other tool.
Step by step to sign contracts on WhatsApp
If you were curious to know how it is possible to sign a document in this application, we will show you now. In 4 steps, you can receive and sign documents directly in the palm of your hand.
Step 1. You will receive a message from the verified Clicksign account on your WhatsApp. It will indicate who the sender is and the number of documents awaiting your signature. Click on the link indicated to view and sign the document (s);
Step 2. Preview the document and click “Sign”;
Step 3. Confirm or fill in your personal data;
Step 4. Perform the necessary authentications and finalize the subscription.
If the sender has requested token authentication via WhatsApp, when clicking on the link in the message, a Token valid for 4 hours will already be filled in automatically. Learn more at Token Authentication.
If the sender has provided their e-mail address, the finished document (original and signed) will be sent to the e-mail address provided. If you do not receive it, we advise you to contact the sender to have access to the finished document. Ready, document signed via WhatsApp!
The signer will receive a link on their WhatsApp to download the finished document. For security reasons, the link is valid for 10 days. The sender, on the other hand, will have the signed document saved in their Clicksign account and can access it at any time.
Is it safe to sign documents from WhatsApp?
The answer is yes. Totally safe. This is because the signer receives a link on their WhatsApp that redirects them to the Clicksign platform.
Thus, the entire signature process is carried out in a highly secure environment, in compliance with the best global electronic signature standards and with the necessary technology to meet the legal requirements for legal recognition.
Conclusion
Finally, we can say that technology has arrived to make people's lives easier. Thus, each new tool needs to be designed to promote practicality and safety in the ways of hiring a service, buying a product, or even enrolling in a school.
Capturing almost all smartphone users in Brazil, WhatsApp continues to grow worldwide. In the second quarter of 2022, for example, the United States recorded around 45% more downloads of the mobile messaging app compared to the previous quarter.
That said, it's clear how this is an indispensable element of a successful omnichannel marketing strategy. In fact, this is how Clicksign think and that's the way we work. We use technology to allow you to have time for all your other activities, which, we are sure, are many.
So, if you want to digitize your processes, as the main companies in the market do, in an applicable and legally valid manner, don't waste time, discover our Plans and Pricing and implement document signing via WhatsApp in your business. Clicksign, clicked, signed.
