Accede al contenido principal
Blog
Inicio/
Perspectivas para líderes

Envía documentos para firma electrónica vía WhatsApp

•
Resumen•3 minutos de lectura

WhatsApp Delivery ahora está disponible para Docusign eSignature, lo que permite a los usuarios cerrar acuerdos más rápido utilizando la plataforma.

      • Haz negocios en menos tiempo al reunirte con los firmantes sin importar dónde estén 

      Índice

      es-MX

      A partir de este martes (14), la nueva función WhatsApp Delivery ya está disponible para Docusign eSignature. Esta permite a los usuarios completar acuerdos en menos tiempo mediante el uso de la plataforma de mensajería más popular del mundo. Con esta integración de Docusign eSignature, WhatsApp envía a los usuarios notificaciones en tiempo real que se vinculan directamente a los acuerdos y permiten una firma rápida y segura.  

      Los consumidores de todo el mundo confían cada vez más en sus dispositivos móviles para la comunicación personal y empresarial. A medida que cambian los hábitos de los consumidores, la velocidad y la comodidad se vuelven cada vez más importantes. Para satisfacer las necesidades de los clientes sin importar dónde estén, tú y tu empresa deben invertir en soluciones modernas y flexibles que agilicen las transacciones y brinden a los firmantes la posibilidad de elegir cómo recibir información y firmar contratos. 

      WhatsApp Delivery te ofrece a ti y a tus clientes una serie de beneficios:  

      • Transacciones en menos tiempo: Envía notificaciones en tiempo real a los dispositivos móviles de los firmantes con un enlace directo para completar un documento. En un análisis comparativo, los acuerdos entregados a través de WhatsApp se firman casi 7 veces más rápido que los enviados por correo electrónico. 

      • Mayor alcance: Con 2 mil millones de usuarios en más de 180 países, la adición de WhatsApp amplía tu alcance, permitiéndote usar Docusign para conectarte con casi cualquier firmante que use la plataforma de mensajería móvil. 

      • Mejor experiencia de usuario: Al ofrecer otro método compatible con dispositivos móviles para procesar acuerdos, estamos brindando a los usuarios más opciones y flexibilidad. La incorporación de alertas de forma nativa en la aplicación de mensajería hace que el proceso de firma sea más cómodo que nunca. 

      • Priorización de privacidad: Docusign protege la información confidencial al cifrar y hacer que cada documento sea a prueba de manipulaciones. Las principales funciones de privacidad de WhatsApp brindan confiabilidad adicional, lo que garantiza que las notificaciones siempre se entregarán de forma segura. 

      Haz negocios en menos tiempo al reunirte con los firmantes sin importar dónde estén 

      Con la capacidad de elegir la entrega de acuerdos a través de WhatsApp, SMS o correo electrónico, Docusign te permite personalizar tus ofertas para satisfacer las preferencias de sus clientes en una variedad de acuerdos para diversas industrias, incluyendo:  

      • Banca: apertura de cuentas, solicitudes de préstamos 

      • Seguros: renovaciones de pólizas, comunicación con centro telefónico 

      • Cuidado de la salud: formularios de admisión de pacientes 

      • Legal: comunicación con personas sobre ley de agravios masivos o demandas colectivas 

      • Comercio: acuerdos sin contacto en el punto de venta 

      En un programa de acceso anticipado, los clientes de Docusign hablaron maravillas de sus experiencias de firma en Whatsapp.  

      "WhatsApp es una herramienta que todo el mundo usa y tiene un gran alcance entre nuestra audiencia, superando incluso al correo electrónico. La solución [de Docusign] aportó mucha agilidad, aumentó nuestro alcance, aceleró las operaciones de crédito y, como consecuencia, generó ingresos". 

      Para obtener más información sobre cómo puedes usar WhatsApp, consulta nuestra página de soporte.  

      Habla con un especialistaContáctanos ahora
      Más publicaciones de este autor

      Publicaciones relacionadas

      • Perspectivas para líderes

        Agentic AI: el futuro de la automatización empresarial

        Author Liana Pessoa
        Liana Pessoa
        You may notice when on Docusign’s website that a green padlock sits in front of the URL at the top of your browser. This is a visual cue that our website is secure thanks to SSL certificates, and it’s one that savvy consumers look for when doing business online. SSL certificates play an important role at Docusign, and they should be a part of your data privacy efforts too. Find out more about what they are, what they do, and how you can obtain them, with our SSL FAQs, below. What is an SSL Certificate? SSL stands for Secure Sockets Layer, and SSL certificates are also known as digital certificates. An SSL certificate creates a secure link between a website and a visitor's browser. It ensures that all data passed between the two remains private and secure. There are three types of SSL certificate: Extended Validation (EV SSL), Organisation Validated (OV SSL) and Domain Validated (DV SSL). There are also what is known as wildcard certificates, used to extend SSL encryption to subdomains. Why do companies need an SSL Certificate? SSL certificates establish trust between you and your customer. To obtain an SSL Certificate, the purchasing company's identity must be authenticated. With this safeguard in place, customers know that your business is not only legitimate but that it's safe to do business with you online. If you want to accept credit card information on your website, for example, then you will need to comply with Payment Card Industry (PCI) standards. One of the PCI requirements is using an SSL certificate. SSL certificates also help to prevent you and your customers from suffering a phishing attack. Phishing emails aim to impersonate your website for criminal gain. As the sender cannot receive their own SSL certificate, it makes it far more difficult for them to impersonate your website and easier for them to be caught out. As a result of SSL encryption, hackers and identity thieves are prevented from stealing private and sensitive information such as addresses, social media logins and credit card numbers. Only the intended recipient will be able to understand the information being sent. What should I look for in an SSL certificate provider? The cost of a solution can often be a deciding factor when choosing any tech solution, but when the security of your data it at risk, you shouldn’t necessarily go with the cheapest option. With that in mind, these are the top factors to consider over price alone: Compatibility: The provider should have a high trust pedigree in as many commonly used operating systems, web browsers, apps and devices as possible. Scalability: The provider should also be able to handle volumes that grow with your company, as you may end up needing thousands of certificates per second to be issued. Flexibility: The leading providers offer flexible purchasing terms. Pay-as-you-go, for example, allows you to order certificates when you see fit, regardless of amount. Bulk balance models also allow you to load money into your account. Platform: Your solution needs to be easy to use, support a variety of workflows and has a dynamic portal. Support: It's important to evaluate the services and support offerings available to help you succeed. Is an account manager on-hand, online support offered, communities to ask questions, and educational resources enabling you to self-serve? Where can I find Docusign's certificates? Docusign's digital certificates provide higher levels of identity authentication and document transaction security. Digital certificates cryptography uses Public Key Infrastructure (PKI) technology to issue certificates based on X.509 standards to represent the digital identity of a signer. The latest SSL certificate is always available for download from the Docusign Trust Site. Do I need to update my Docusign SSL certificate? If you do not have a custom SSL integration then no action is needed. Docusign’s SSL (secure sockets layer) certificate used for our DEMO, NA1, NA2, NA3 and EU environments occasionally expires (every 2 years). When the SSL certificate is set to expire a new SSL certificate will be used. That means If you have custom API, Connect, or any other system integration that depends on Docusign’s SSL certificate then contact your IT department's network administrator to update the certificate to ensure seamless functionality.
      Perspectivas para líderes

      Agentic AI: el futuro de la automatización empresarial

      Author Liana Pessoa
      Liana Pessoa
      You may notice when on Docusign’s website that a green padlock sits in front of the URL at the top of your browser. This is a visual cue that our website is secure thanks to SSL certificates, and it’s one that savvy consumers look for when doing business online. SSL certificates play an important role at Docusign, and they should be a part of your data privacy efforts too. Find out more about what they are, what they do, and how you can obtain them, with our SSL FAQs, below. What is an SSL Certificate? SSL stands for Secure Sockets Layer, and SSL certificates are also known as digital certificates. An SSL certificate creates a secure link between a website and a visitor's browser. It ensures that all data passed between the two remains private and secure. There are three types of SSL certificate: Extended Validation (EV SSL), Organisation Validated (OV SSL) and Domain Validated (DV SSL). There are also what is known as wildcard certificates, used to extend SSL encryption to subdomains. Why do companies need an SSL Certificate? SSL certificates establish trust between you and your customer. To obtain an SSL Certificate, the purchasing company's identity must be authenticated. With this safeguard in place, customers know that your business is not only legitimate but that it's safe to do business with you online. If you want to accept credit card information on your website, for example, then you will need to comply with Payment Card Industry (PCI) standards. One of the PCI requirements is using an SSL certificate. SSL certificates also help to prevent you and your customers from suffering a phishing attack. Phishing emails aim to impersonate your website for criminal gain. As the sender cannot receive their own SSL certificate, it makes it far more difficult for them to impersonate your website and easier for them to be caught out. As a result of SSL encryption, hackers and identity thieves are prevented from stealing private and sensitive information such as addresses, social media logins and credit card numbers. Only the intended recipient will be able to understand the information being sent. What should I look for in an SSL certificate provider? The cost of a solution can often be a deciding factor when choosing any tech solution, but when the security of your data it at risk, you shouldn’t necessarily go with the cheapest option. With that in mind, these are the top factors to consider over price alone: Compatibility: The provider should have a high trust pedigree in as many commonly used operating systems, web browsers, apps and devices as possible. Scalability: The provider should also be able to handle volumes that grow with your company, as you may end up needing thousands of certificates per second to be issued. Flexibility: The leading providers offer flexible purchasing terms. Pay-as-you-go, for example, allows you to order certificates when you see fit, regardless of amount. Bulk balance models also allow you to load money into your account. Platform: Your solution needs to be easy to use, support a variety of workflows and has a dynamic portal. Support: It's important to evaluate the services and support offerings available to help you succeed. Is an account manager on-hand, online support offered, communities to ask questions, and educational resources enabling you to self-serve? Where can I find Docusign's certificates? Docusign's digital certificates provide higher levels of identity authentication and document transaction security. Digital certificates cryptography uses Public Key Infrastructure (PKI) technology to issue certificates based on X.509 standards to represent the digital identity of a signer. The latest SSL certificate is always available for download from the Docusign Trust Site. Do I need to update my Docusign SSL certificate? If you do not have a custom SSL integration then no action is needed. Docusign’s SSL (secure sockets layer) certificate used for our DEMO, NA1, NA2, NA3 and EU environments occasionally expires (every 2 years). When the SSL certificate is set to expire a new SSL certificate will be used. That means If you have custom API, Connect, or any other system integration that depends on Docusign’s SSL certificate then contact your IT department's network administrator to update the certificate to ensure seamless functionality.

      Descubre las novedades de Docusign IAM o empieza gratis con eSignature

      Explora Docusign IAMPrueba eSignature gratis
      Person smiling while presenting