WhatsApp joins DocuSign multi-channel delivery
WhatsApp delivery is the latest addition to DocuSign eSignature’s Multi-Channel Delivery offering. WhatsApp delivery enables customers to send real-time agreement notifications to signers’ mobile devices via WhatsApp. Now, senders can reach signers faster and provide a superior customer experience while accelerating business with a multi-channel approach.
With two billion monthly active users, WhatsApp stands as the foremost communication platform globally. Across numerous countries, WhatsApp serves as a pivotal tool for both personal and business communication. Recognizing the significance of meeting customers on their preferred platform is crucial for seamless business transactions. Given the extensive user base on WhatsApp, it becomes an obvious choice to allow senders to leverage the delivery capabilities via DocuSign.
Meta has granted DocuSign an "Official Business Account," distinguished by a distinctive green checkmark badge displayed in both DocuSign’s profile and chat thread headers. This verification assures signers that the DocuSign account is a legitimate entity, eliminating any concerns of it being associated with spam.
Example use cases
WhatsApp Delivery can be used in many different industries and can even unlock new use cases with the ability to reach new signers, including:
- Financial services and insurance:
- Loan applications, account openings, and insurance agreements
- Retail:
- Lease and purchase agreements
- Public sector and education:
- Student agreements
Getting started
WhatsApp Delivery is available via the DocuSign web application user interface and the DocuSign Envelopes:create API.
User Interface
Starting with the UI, WhatsApp can be found when creating a new envelope or template:
- Within the Prepare page, three Delivery checkboxes will be available to select in the recipient card: Email, SMS, or WhatsApp (Note: WhatsApp delivery is a standalone delivery method and does not work in tandem with email or SMS).
- After entering the recipient's name and selecting WhatsApp, enter the recipient's phone number (Note: DocuSign allows for five WhatsApp recipients per envelope).
API
- For existing customers who are already using DocuSign’s SMS Delivery solution, integrating WhatsApp into the API will be a simple update. When creating the envelope definition for the
Envelopes:createAPI call, set thedeliveryMethodvalue of thesignersproperty in therecipientsparameter, as shown in the code below.Note: Previously,
deliveryMethodwas optional. Moving forward,deliveryMethodwill be required to use WhatsApp delivery; ifdeliveryMethodis currently not set in your integration, SMS delivery will be used by default.
SMS delivery:
{
"emailSubject": "Please sign : Non-Disclosure-Agreement",
"documents": [],
"recipients": {
"signers": [
{
"deliveryMethod": "SMS",
"name": "John Smith",
"phoneNumber": {
"countryCode": "1",
"number": "425xxxxxxx"
},
"recipientId": "21877990",
"recipientType": "signer"
}
]
},
"status": "sent",
WhatsApp delivery:
{
"emailSubject": "Please sign : Non-Disclosure-Agreement",
"documents": [],
"recipients": {
"signers": [
{
"deliveryMethod": "WhatsApp",
"name": "John Smith",
"phoneNumber": {
"countryCode": "1",
"number": "425xxxxxxx"
},
"recipientId": "21877990",
"recipientType": "signer"
}
]
},
"status": "sent",
Are you an existing SMS delivery customer?
- Multi-channel, including SMS and WhatsApp, are now a bundled package.
- Existing SMS delivery customers are entitled to WhatsApp delivery at no additional charge. If your account already has SMS delivery, please contact support to enable this feature.
