Reach Signers Quickly with Multichannel Delivery
Getting documents signed quickly and securely is essential. BoldSign offers multiple delivery methods—email, SMS, email + SMS, and WhatsApp—to help you connect with recipients through their preferred communication channels. These options allow you to customize how notifications are sent, improving accessibility and responsiveness across different devices and regions. While email is available to all users, the additional delivery methods offer greater flexibility for teams with more advanced requirements.
Let’s explore how these methods elevate your signing experience with engaging, recipient-focused delivery.
Why delivery options matter
Every recipient has unique preferences. Some thrive in their email inbox, but others live on messaging apps. The various delivery methods let you tailor notifications to match these habits, boosting engagement and minimizing delays.
Each method delivers secure, encrypted links that are compliant with e-signature standards like the E-Sign Act and eIDAS, ensuring trust and efficiency. Whether you’re finalizing a global contract or a local agreement, here’s how the options shine.
Email delivery
Email delivery is the cornerstone of e-signature workflows, delivering a secure link directly to a recipient’s inbox for signing. It’s perfect for:
- Professional documents like contracts, NDAs, or proposals that require a formal touch.
- Recipients who prefer desktop access or rely on email for organized communication.
- Businesses seeking a reliable, cost-free solution (available on all plans, including Free or Essentials).
Send a signature request using email delivery
Key considerations
- Available on all plans at no extra cost.
- Supports multilingual notifications.
- Customizable email templates for brand consistency.
- Includes cc’d recipients, reassignment, group signers, and automatic reminders.
Ready to send? Check out our guide on how to send signature requests via email.
SMS delivery
SMS delivery sends a secure signature link directly to the recipient’s mobile phone, helping your request stand out from crowded inboxes. It’s especially useful for:
- Time-sensitive documents like real estate offers or medical consents.
- Mobile-first users like field workers or clients on the go.
- Fast-paced industries like logistics or event management, where speed is critical.
Send a signature request using SMS delivery
Key considerations
- Available on Business plans and higher.
- Notifications are sent only to signers (cc recipients not included).
- Does not support email OTP, reassignment, group signers, or automatic reminders.
- Notification text is fixed when using the web app; API users can customize the SMS content.
- If your budget limit is reached, new notifications may pause. Existing documents remain unaffected.
- If your country is not listed among those that support the SMS and email feature, contact our support team for guidance.
Learn how to send signature requests via SMS.
Email + SMS delivery
Email + SMS delivery combines the reliability of email with the immediacy of SMS, helping ensure your signing request gets noticed. This method is ideal for:
- Important documents like legal agreements or financial contracts that require prompt attention.
- Recipients in areas with unreliable email access but stable mobile networks.
- Time-sensitive workflows like compliance forms or contract renewals.
Send signature request using the email & SMS method
Key considerations
- Available on Business plans and higher.
- Notifications are sent only to signers (CC recipients not included).
- Group signers are not supported.
- SMS text is fixed when using the web app; API users can customize the content.
- If your budget limit is reached, new notifications may pause, but existing documents remain unaffected.
- If your country is not listed among those that support the SMS and Email feature, please contact our support team for assistance.
Learn how to send signature requests via email and SMS.
WhatsApp delivery
WhatsApp delivery sends secure signing links directly to recipients through their WhatsApp chats, combining convenience with familiarity. This method is especially effective for:
- Clients in WhatsApp-dominant regions like India, Brazil, or South Africa.
- Mobile-first or younger audiences that prefer messaging apps over email.
- Informal or fast-moving workflows like freelance contracts or event waivers.
WhatsApp notifications in BoldSign support multiple languages and include updates for signature requests, document completion, manual reminders, and alerts for document expiration or deletion.
Recipients can opt out of notifications by replying with STOP, and opt back in with START, giving them full control over their communication preferences.
Send signature request using WhatsApp delivery
Key considerations
- Available on Business plans and higher.
- Notifications are sent only to signers (no CC recipients).
- Does not support email OTP, reassignment, group signers, or automatic reminders.
- Notification text is fixed and cannot be customized; replies are not monitored.
- Budget limits may pause new notifications, but existing documents remain unaffected.
- If your country is not listed among those that support the WhatsApp feature, please contact our support team for assistance.
Get started by sending signature requests via WhatsApp.
Sign smarter with BoldSign
BoldSign delivery options transform how you connect with recipients, blending speed, security, and global accessibility. Sign up today to revolutionize your e-signature process and keep your documents moving effortlessly. Sign up for a free 30-day trial on the BoldSign website or request a demo to keep your documents moving effortlessly.
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