Send documents for signature via WhatsApp with Clicksign

The electronic signature is a game-changer that differentiates a company in the competitive market and can help you achieve your professional goals and objectives in a practical way. In addition to WhatsApp, this technology can help your company reach more customers and close contracts and agreements in an even more practical and fast way.

After all, according to Timelines research, WhatsApp remains one of the most used communication platforms in the world. In June 2024, the number of unique users of the app was 2.96 billion, representing significant growth when compared to recent years.

How about following this trend and making WhatsApp part of your company's reality, accelerating the closing of deals and improving your customer experience?

In this article, understand how to use Clicksign's WhatsApp subscription and start accelerating your business.

Going beyond communicating with WhatsApp

WhatsApp opens doors to various application possibilities in business processes. In fact, many companies already use the application in their daily lives, especially with regard to communication with customers and suppliers.

But that's only part of the great potential of this tool. At Clicksign, WhatsApp can be used to shorten the distance between you and your customers, generating a considerably faster and more effective document signing process.

With Clicksign's WhatsApp signature, you can send the document for signature directly to the responsible person. In addition, you can also choose the authentications that the document must have, promoting greater security and legal validity to the process.

When you submit the document, your signers receive a message similar to the image below:

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After that, they just have to access the link to sign the documents sent from wherever they are, with a few clicks, in a 100% digital way.

Sending documents for signature via WhatsApp in 3 steps

Check below how you can send documents for signature via WhatsApp on the Clicksign platform in a few simple steps:

Step 1: Selecting Signatories

The first step you must take is the selection of your signers, that is, the people responsible for signing the document. They are the ones who will receive the message via WhatsApp with all the necessary information to complete this process.

To do this, after adding the document to the platform, you must click on “New signer” or “Agenda signer”, choose the person responsible, enter that person's personal data (including the telephone number, which must be correct to continue the process) and define the sending method as WhatsApp.

Step 2: Authentications

With the definition of this information, the next step is to choose the authentications that must accompany your document. Authentications help confirm the identity of the person signing the document, reinforcing the security of the signature.

At Clicksign, for WhatsApp subscriptions, you can choose authentications such as Token via WhatsApp, Pix, Digital Certificate, among other options available on the platform.

Step 3: Shipping

With the signers and authentications defined, it's time to send your document. Just click “Next”, proceed with the final settings and complete the submission.

Your signers will receive a message authoring the official Clicksign profile (like the image shown above) with the link to access the document. They just have to click on the link, review the document and follow up with the signature.

Upon completion of the subscription, the Clicksign platform provides a link to download the signed document to everyone who participated in this process.

BONUS: Automate this process

With Clicksign's Advanced Plan, you can combine automation technology with your document submissions for signature, taking even more advantage of the platform's features - including signing via WhatsApp. Click here to learn more.

Sign up via WhatsApp with Clicksign

As you saw in this article, Clicksign has everything you need to implement electronic signature technology via WhatsApp in your business. In doing so, you will witness a new way of dealing with the business routine, facilitating the way in which you send and sign contracts and providing a fully optimized subscription experience.

With several functionalities available, electronic signatures are a resource that aims to be effective and long-lasting. At Clicksign, you have a complete platform with features that facilitate the signing of your documents and streamline your agreements and contracts.

‍Try for free and start using it today!