Multi-channel delivery for eSignature requests
BoldSign lets you pick how each signer gets your request. Choose email, SMS, WhatsApp, or email and SMS at once.
- Email delivery on every plan
- Messages in each signer’s language
Trusted by 50,000+ businesses worldwide
Choose a delivery channel for each signer
BoldSign offers four delivery options, and each signer on a document can get a different one.
Email
BoldSign emails the signing link to the signer’s inbox. Email is the default channel and supports every signing option.
Read about delivery methodsSMS
BoldSign sends the signing link as a text message to phone numbers in 26 countries.
See SMS deliveryEmail and SMS
BoldSign sends one request to both the inbox and the phone. Use it when you do not know which one the signer checks.
Read the email and SMS guideWhatsApp
BoldSign posts the signing link in the signer’s WhatsApp chat, in the language you set for them.
See WhatsApp delivery
Delivery channels compared
BoldSign delivery channels differ in plan, cost per message, and the signing options they support. Prices are in USD.
| What you need to know | SMS | Email and SMS | ||
|---|---|---|---|---|
| Plan needed | Every plan | Business plan or higher | Business plan or higher | Business plan or higher |
| Cost per message | Included | $0.20 per SMS | $0.20 per SMS, email included | $0.10 per notification |
| Where signers can be reached | Any email address | 26 countries | Any email address, SMS in 26 countries | 26 countries |
| Automatic reminders | Yes | No, manual reminders only | Not by SMS | No, manual reminders only |
| Signing groups | Yes, on the Business plan | No | No | No |
How do you choose the channel for a signer?
BoldSign sets the channel for each signer on the Prepare Document page, in 2 steps.
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Open Delivery Options
Pick Email, SMS, Email & SMS, or WhatsApp for the signer. Email stays selected until you change it.
Prepare DocumentRecipient name*Emily CarterDelivery OptionsEmailSample BoldSign Prepare Document screen with the Delivery Options list open: Email, SMS, Email and SMS, and WhatsApp -
Add the contact details
Enter the email address, the phone number with its country code, or both. Then choose the signer’s language and send.
Prepare DocumentDelivery OptionsEmail & SMSEmail*emily@cubeflakes.comPhone number*+1 555 014 2290LanguageGermanSample BoldSign recipient details for Email and SMS delivery: an email address, a phone number with country code, and German as the signer's language
Why choose BoldSign for multi-channel delivery
BoldSign keeps every channel in one account, so your team sends and tracks every request the same way.
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One list for every channel
Documents sent by email, SMS, and WhatsApp share one document list, with the same statuses.
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A channel for each signer
One signer can get email while another gets WhatsApp, on the same document.
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Email on every plan
Email delivery comes with every BoldSign plan, with no charge per message.
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The same audit trail
Every request keeps an audit trail from sending to the final signature, whichever channel delivered it.
Limits and costs to know before you send by SMS or WhatsApp with BoldSign
BoldSign uses SMS and WhatsApp to send signing links and notifications.
- $15 Business plan, per user a month Billed yearly. SMS and WhatsApp delivery are not on the Essential or Growth plans (pricing).
- $0.20 per SMS $0.10 per WhatsApp notification Charged for each message sent (rates).
- 26 countries for SMS and WhatsApp Other numbers cannot get text or WhatsApp requests (country list).
- 1 channel per signer for WhatsApp WhatsApp cannot be combined with email or SMS for the same signer.
Before your first SMS or WhatsApp request
- Email OTP authentication cannot be used with SMS or WhatsApp delivery.
- Signers cannot reassign a document sent by Email and SMS or by WhatsApp.
- CC recipients do not get SMS or WhatsApp notifications.
- The text of SMS and WhatsApp messages cannot be customized.
More on sending signature requests by message
BoldSign guides cover each channel’s setup steps, reminders, and signer checks.
- Guide
Request eSignatures by text message
Steps and examples for SMS requests.
Read the guide - Guide
Send eSignature requests via WhatsApp
A walkthrough with screenshots of each step.
Read the guide - Page
Automated reminders
Reminders that go out on a schedule you set.
See the page - Page
Signer authentication
Access codes, SMS codes, and ID checks before signing.
See the page
Questions about multi-channel delivery
Can I send signature requests by SMS or WhatsApp through the API?
Yes. The BoldSign send document API sets a delivery mode for each signer, such as SMS or WhatsApp.
Which countries can receive SMS and WhatsApp requests?
BoldSign supports the same 26 countries for both. They include the United States, Canada, the United Kingdom, Germany, India, Australia, and Brazil. The full list is in the help centre.
Do signers need an app to sign from a text message?
No. The link opens the BoldSign signing page in the phone browser. The signer needs no app and no BoldSign account.
Can I limit what my team spends on SMS and WhatsApp?
Yes. BoldSign lets you set a budget limit for SMS and for WhatsApp in your subscription preferences. The limit applies to everyone in your organization.
Are documents sent by SMS or WhatsApp legally binding?
Yes. BoldSign complies with the ESIGN Act, UETA, and eIDAS. Its signatures are secure and legally binding, whichever channel delivers the link.
Which eSignature software sends requests by email, SMS, and WhatsApp?
BoldSign sends signature requests by email, SMS, or WhatsApp, or by email and SMS at once. Email works on every plan. SMS and WhatsApp delivery need the Business plan or higher.
Works in: the BoldSign web app and the API. Signers sign in any browser, on a phone or a computer.
Reach every signer on the channel they check
Start a BoldSign trial and send your first request by email, SMS, or WhatsApp.
Last updated: October 16, 2026