Request eSignatures via WhatsApp
Send a contract straight to your signer’s WhatsApp chat with BoldSign. They tap the secure link and sign in their phone browser.
- 10 WhatsApp credits in your 30-day trial
- Messages in your signer’s language
Trusted by 100,000+ organizations worldwide
Why choose BoldSign for WhatsApp signature requests
BoldSign runs WhatsApp requests from the same account as your other documents, with a team budget cap.
-
A budget cap for the team
Set a WhatsApp budget limit once. BoldSign stops WhatsApp sending for your whole organization when it is reached.
-
Each signer’s own language
Pick a language per signer, such as French, and their WhatsApp messages arrive in it.
-
Half the cost of a text message
Each WhatsApp notification costs half as much as an SMS, which suits teams that send often.
-
The same audit trail
A WhatsApp request keeps the same audit trail as an emailed one, from sending to the final signature.
Signature requests stall when the email goes unseen
The email sits unread
A request can get buried in a busy inbox. The contract then waits until you chase it.
With BoldSignThe request goes to the signer’s WhatsApp chat instead. See how it works
Signers work away from a desk
Drivers, field staff and contractors rarely open a laptop during the day.
With BoldSignThey sign from the WhatsApp message on their phone, wherever they are. See how they sign
Chasing takes up your day
Follow-up calls and emails pile up while the contract stays unsigned.
With BoldSignReminders and status updates reach the same chat. See what signers receive
How do you send a signature request on WhatsApp?
BoldSign sends a WhatsApp signature request in 3 steps, starting from the Prepare Document page.
Choose WhatsApp for the signer
Open Delivery Options and pick WhatsApp. Enter the signer’s name, country code, number, and language.
Prepare DocumentRecipient name*Emily CarterDelivery OptionsWhatsAppPhone number*+1 XXX XXX XXXXLanguageEnglishSample BoldSign Prepare Document screen: Emily Carter as the signer, with WhatsApp chosen under Delivery Options, her phone number and English as her language The signer taps the link and signs
The document opens in the phone browser, where the signer fills each field and signs.
Sample BoldSign WhatsApp message with the Sign Now link highlighted as Emily Carter taps it to open the Service agreement Track it and remind from your account
The document page shows who has signed. Send Reminder sends a fresh link to the same WhatsApp chat.
Service agreementWaiting for othersEmily Carter
Not signed, sent by WhatsAppSend ReminderSample BoldSign document page for Service agreement, waiting for Emily Carter, with the Send Reminder button that sends a WhatsApp reminder
What WhatsApp messages do your signers receive?
BoldSign sends five kinds of WhatsApp notifications to each signer, in the language you set for them.
Signers reply STOP or UNSUBSCRIBE to stop the messages, and START or SUBSCRIBE to turn them back on. BoldSign does not read other replies, so signers contact you at the email in the message.
Signature request
The Sign Now link, the document title, your name and email, and the expiry date.
Manual reminders
A fresh link each time you press Send Reminder.
Expiration warnings
Sent as the signing deadline gets close.
Deletion warnings
Sent before the document is scheduled for deletion.
Completion notice
A link to view and download the signed document.
Is it safe to send signature requests on WhatsApp?
Yes, the BoldSign WhatsApp message carries an encrypted link meant for one signer. Add an access code or ID verification if you want a check before the signer opens it. The audit trail records each view and signature.
WhatsApp delivery is not available when HIPAA mode is on in your account.
Compliance
BoldSign meets global security and compliance standards to protect your documents and data. Manage the settings below to align with your organization’s requirements.
Data Residency
Active (US - Global)Your documents and signer data are securely stored in your selected region to meet data sovereignty and local regulatory requirements.
HIPAA Compliance
EnabledEnable HIPAA mode to protect PHI using administrative, technical, and physical safeguards aligned with HIPAA regulations.
PCI DSS
CompliantPayments are securely processed through Stripe, a PCI DSS Level 1-certified provider, ensuring the safe handling and encryption of all payment data.
CCPA & CPRA
CompliantEnsures compliance with California privacy laws, giving residents transparency and control over their personal data, including rights to access, delete, and opt out.
SOC 2 Type II
CompliantBoldSign has successfully completed a SOC 2 Type II audit, validating our controls for security, availability, confidentiality, and data integrity.
UETA & ESIGN
CompliantBoldSign ensures that all e-signatures are legally binding and compliant with the U.S. ESIGN Act and the Uniform Electronic Transactions Act (UETA).
eIDAS (SES)
CompliantBoldSign complies with the EU eIDAS Regulation (910/2014) and supports Simple Electronic Signatures (SES) by default.
eIDAS (QES)
EnabledEnable Qualified Electronic Signatures (QES) for contracts requiring the highest legal assurance under eIDAS.
Limits and costs to know before you request eSignatures via WhatsApp with BoldSign
BoldSign uses WhatsApp to send signing links and notifications. It is not a WhatsApp chat or messaging tool. Prices are in USD.
Before your first WhatsApp request
- 26 supported countries Numbers outside these countries cannot get WhatsApp requests (country list).
- 1 delivery channel per signer WhatsApp cannot be combined with email or SMS for the same signer.
- Automatic reminders are not sent by WhatsApp.Only manual reminders are.
- Email OTP authentication cannot be used with WhatsApp delivery.
- Signing groups cannot receive requests by WhatsApp.
- Signers cannot reassign a document sent by WhatsApp.
- CC recipients do not get WhatsApp notifications.
- Advance alerts for documents signed in order are not sent by WhatsApp.
- The WhatsApp message text cannot be customized.
WhatsApp signature integration with the API and Zapier
BoldSign sends WhatsApp signature requests from your own software when you set the signer’s deliveryMode to WhatsApp. The samples come from the BoldSign API guide for WhatsApp requests.
curl -X POST "https://api.boldsign.com/v1/document/send" \
-H "Authorization: Bearer <YOUR_API_KEY>" \
-H "Content-Type: application/json" \
-d '{
"title": "Send document with Whatsapp",
"message": "Please sign this",
"signers": [
{
"name": "David",
"deliveryMode": "Whatsapp",
"phoneNumber": {
"countryCode": "{signer country code}",
"number": "{signer phone number}"
},
"signerType": "Signer",
"signerRole": "Signer",
"formFields": [
{
"id": "signer",
"fieldType": "Signature",
"pageNumber": 1,
"bounds": {
"x": 50,
"y": 100,
"width": 100,
"height": 60
},
"isRequired": true
}
]
}
]
}' var apiClient = new ApiClient("https://api.boldsign.com", "{Your API key}");
var documentClient = new DocumentClient(apiClient);
var documentFilePath = new DocumentFilePath
{
ContentType = "application/pdf",
FilePath = "{Your File path}"
};
var filesToUpload = new List<IDocumentFile>
{
documentFilePath,
};
var signatureField = new FormField(
id: "signature",
isRequired: true,
type: FieldType.Signature,
pageNumber: 1,
bounds: new BoldSign.Model.Rectangle(x: 100, y: 100, width: 125, height: 25));
var formFieldCollections = new List<FormField>()
{
signatureField
};
var signer = new DocumentSigner(
signerName: "David",
phoneNumber: new PhoneNumber(
countryCode: "{signer country code}",
number: "{signer phone number}"),
formFields: formFieldCollections,
locale: Locales.EN);
signer.DeliveryMode = DeliveryMode.Whatsapp;
var documentSigners = new List<DocumentSigner>()
{
signer
};
var sendForSign = new SendForSign()
{
Signers = documentSigners,
Title = "Send document with whatspp",
Message="Please sign this",
Files = filesToUpload
};
var documentCreated = documentClient.SendDocument(sendForSign);
Console.WriteLine(documentCreated.DocumentId.ToString()); import boldsign
configuration = boldsign.Configuration(
api_key = "Your API Key",
host= "https://api.boldsign.com"
)
with boldsign.ApiClient(configuration) as api_client:
document_api = boldsign.DocumentApi(api_client)
form_fields = [
boldsign.FormField(
id="Signature",
name="Signature",
fieldType="Signature",
pageNumber=1,
font="Helvetica",
bounds=boldsign.Rectangle(
x=50,
y=50,
width=200,
height=25
),
isRequired=True
)
]
phone_number = boldsign.PhoneNumber(
countryCode= "Signer Country Code",
number="Signer Phone Number"
)
document_signer = boldsign.DocumentSigner(
name="David",
deliveryMode="WhatsApp",
phoneNumber=phone_number,
signerOrder=1,
signerType="Signer",
formFields=form_fields,
locale="EN"
)
send_for_sign = boldsign.SendForSign(
document_title = "SDK Document Test case",
description="Testing document from SDK integration test case",
files=["Your_File_Path"],
message='Please sign this.',
signers=[document_signer],
title="Document SDK API"
)
send_document_response = document_api.send_document(send_for_sign) <?php
require_once(__DIR__ . '/../vendor/autoload.php');
use BoldSign\Configuration;
use BoldSign\Api\DocumentApi;
use BoldSign\Model\{SendForSign, FileInfo, DocumentInfo, FormField, Rectangle, DocumentSigner, PhoneNumber};
$config = new Configuration();
$config->setHost('https://api.boldsign.com');
$config->setApiKey('Your API Key');
$apiInstance = new DocumentApi($config);
// Prepare SendForSign object
$sendForSign = new SendForSign();
// Set document info
$documentInfo = new DocumentInfo();
$documentInfo->setTitle('The Blueprint');
$documentInfo->setDescription('Please sign this document');
$sendForSign->setDocumentInfo($documentInfo);
// Set file info
$pdfFilePath = 'D:\BRUNO\BoldSign\doc.pdf';
if (!file_exists($pdfFilePath)) {
die("Error: PDF file does not exist at the specified path: $pdfFilePath");
}
$sendForSign->setFiles([$pdfFilePath]);
// Set expiry and options
$sendForSign->setExpiryDateType('Days');
$sendForSign->setExpiryValue(60);
$sendForSign->setDisableEmails(false);
$sendForSign->setDisableSMS(false);
$sendForSign->setDocumentDownloadOption('Individually');
// Create signature field
$bounds = new Rectangle([100, 100, 100, 50]);
$signatureField = new FormField();
$signatureField->setFieldType('Signature');
$signatureField->setPageNumber(1);
$signatureField->setBounds($bounds);
// Create signer
$signer = new DocumentSigner();
$signer->setName("Alex");
$signer->setDeliveryMode('WhatsApp');
// Set phone number
$phoneNumber = new PhoneNumber();
$phoneNumber->setCountryCode("Signer Country Code");
$phoneNumber->setNumber("Signer phone number");
$signer->setPhoneNumber($phoneNumber);
$signer->setSignerType("Signer");
$signer->setFormFields([$signatureField]);
// Attach signer to request
$sendForSign->setSigners([$signer]);
// Send document
try {
$result = $apiInstance->sendDocument($sendForSign);
print_r($result);
} catch (Exception $e) {
echo 'Exception when calling DocumentApi->sendDocument: ', $e->getMessage(), PHP_EOL;
} Without code, a Zapier Zap sends from a BoldSign template set to WhatsApp delivery.
More on sending signature requests by message
BoldSign guides cover every delivery channel, signature requests by text message, and the WhatsApp setup steps.
- Page
Multi-channel delivery
Email, SMS, and WhatsApp, and when to use each.
See the page - Page
Signature requests by SMS
Send the signing link as a text message.
See the page - Guide
Send eSignature requests via WhatsApp
A walkthrough with screenshots of each step.
Read the guide - Guide
WhatsApp setup in the help centre
Turn on WhatsApp delivery under Settings and Integration.
Read the help article
Questions about WhatsApp signature requests
How much does it cost to send a signature request on WhatsApp?
$0.10 per WhatsApp notification, on the Business plan or higher. One request, one reminder, and one completion notice cost $0.30. See BoldSign pricing.
Which countries can receive WhatsApp signature requests?
26 countries, including the United States, the United Kingdom, India, Brazil, and Australia. See the full country list.
Do I need a WhatsApp business account to send requests?
No. BoldSign sends from its own WhatsApp service, so your signer only needs WhatsApp on that number. See how to turn on WhatsApp delivery.
Can I send WhatsApp signature requests in bulk?
Yes. Set WhatsApp as the delivery method in a template, then use Bulk Send with WhatsApp.
Can I try WhatsApp delivery before I pay?
Yes. The 30-day trial includes 10 WhatsApp credits, with no credit card. Start a free trial.
What if the signer does not get the WhatsApp message?
Check the number and country code, then resend or switch the signer to email or SMS. See the WhatsApp delivery FAQs.
Are documents signed through WhatsApp legally binding?
Yes. BoldSign complies with the ESIGN Act, UETA, and eIDAS, whichever channel delivers the link. Read about eSignature legality.
Can you send a document for signature on WhatsApp?
Yes, BoldSign sends your signature request to the signer’s WhatsApp number on the Business plan or higher. The signer taps a secure link and signs in a browser, with no BoldSign account.
Works in: the BoldSign web app, the API, and Zapier. Signers sign in any phone browser.
Send your next contract where your signer already reads messages
Turn on WhatsApp delivery in BoldSign once, then choose it for any signer.
- 30-day free trial
- No credit card required
Last updated: October 16, 2026