Skip to main content
Blog
Home/

WhatsApp joins Docusign multi-channel delivery

Author Brandon Somers
Brandon SomersTechnical Product Manager, Sign Platform
Summary3 min read

Docusign has released WhatsApp delivery, a new feature that lets you send documents for esignature via WhatsApp. See how with the eSignature REST API.

    • Example use cases
      • Getting started
          • Additional resources

          Table of contents

          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 blue 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.

          DocuSIgn is a Meta Official Business Account.

          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).

            WhatsApp delivery is one of the checkbox delivery options in the DocuSign UI.

          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:create API call, set the deliveryMethod value of the signers property in the recipients parameter, as shown in the code below.

            Note: Previously, deliveryMethod was optional. Moving forward, deliveryMethod will be required to use WhatsApp delivery; if deliveryMethod is 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",
          
          

          Additional resources

          Author Brandon Somers
          Brandon SomersTechnical Product Manager, Sign Platform

          Brandon Somers started his journey at Docusign, in 2020, as a Software Engineer, creating forward-looking projects such as Ethereum Blockchain and Joint Agreements. After two years as a Software Engineer, he decided to embark into his current role in Product Management. Brandon now leads Docusign's Multi-Channel Delivery system, including SMS and WhatsApp Delivery. You can find him on LinkedIn.

          More posts from this author

          Related posts

          • Trending Topics: Latest from our forums (November 2024)
            Developer Trending Topics
            Author Paige Rossi
            Paige Rossi
          • Leveraging Docusign AI and Salesforce for Improved Contract Management

            Leveraging Docusign AI and Salesforce for Improved Contract Management

            Author Subbarao Pydikondala
            Subbarao Pydikondala
          Trending Topics: Latest from our forums (November 2024)
          Author Paige Rossi
          Paige Rossi
          Leveraging Docusign AI and Salesforce for Improved Contract Management

          Leveraging Docusign AI and Salesforce for Improved Contract Management

          Author Subbarao Pydikondala
          Subbarao Pydikondala

          Discover what's new with Docusign IAM or start with eSignature for free

          Explore Docusign IAMTry eSignature for Free
          Person smiling while presenting