In today’s fast-paced digital world, getting documents signed efficiently is easier than ever. In this webinar, Syncfusion Software Developer Anu Nandhini walked us through how the BoldSign SMS and WhatsApp delivery options can streamline your document signing process.

Anu began with a quick overview of BoldSign, a digital signature platform built to simplify secure document signing. She then explained how traditional, email-based delivery can sometimes delay critical signatures and why SMS and WhatsApp are excellent alternatives.

If you missed the webinar, or would like to watch it again, the recording of it has been posted to our YouTube channel and embedded below.

Why SMS and WhatsApp?

SMS messages boast an impressive 94% open rate, with most read within minutes of being delivered. WhatsApp performs just as well, offering end-to-end encryption and a user-friendly interface most people check frequently. These mobile-first channels help ensure that signature requests are seen—and acted upon—immediately.

Use case scenarios

  • Use WhatsApp for secure, instant delivery with a conversational feel.
  • Use SMS when WhatsApp isn’t available or for a more formal, universal approach.

Live demos

Anu shared step-by-step demos on how to send documents through both SMS and WhatsApp directly from the BoldSign dashboard. The process is quick, intuitive, and effective—just a few clicks and the recipient receives a link to sign right from their mobile device.

Whether it’s onboarding clients, closing deals, or gathering approvals, SMS and WhatsApp delivery with BoldSign helps you move faster and smarter.

Time stamps

[00:00] Introduction

[00:45] Meet the presenter, Anu Nandhini

[01:15] Quick overview of BoldSign

[01:42] Why SMS and WhatsApp are faster than email

[02:52] Benefits and open rates of SMS and WhatsApp

[04:16] When to use SMS vs. WhatsApp

[05:30] Live demo: Sending a document via SMS

[07:40] Live demo: Sending a document via WhatsApp

[09:53] Recap and Q&A

[10:37] Stay connected with BoldSign

[11:00] Final thoughts and closing

Q&A

BoldSign doesn’t come with the Syncfusion® license, so you need to buy a separate plan for BoldSign. Please refer to the pricing page for more information on BoldSign plans.
You can upload DOCX, PDF, PNG, and JPG files for creating a signing request.
Yes, BoldSign provides a RESTful API, which can be integrated with applications built with technologies such as .NET, Python, PHP, Java, and Node.js.
We apologize, but per our company policy and terms of service, we are unable to share our source code. This ensures the security and integrity of our platform.
An audit trail document records all the information about each signed document. It contains thorough details: document name, title, page count, signing order, recipient names and email addresses, signature types, IP addresses of the signer device, and time stamps of views, signatures, and completions.
We provide an SDK for .NET that can be used to embed BoldSign into a Blazor app.
We provide an SDK for .NET that can be used to embed BoldSign into a Blazor app.
We provide three types of signatures modes: type, draw, and upload. In type, the signer needs to type out their name and we will generate a signature. In draw, the signer needs to draw their signature themselves. In upload, the signer needs to upload an image of their signature. You can also disable some of these types from the business profile.
Currently BoldSign does not support this feature, but you can use an option called tab index for form fields to set navigation in a document and create a signing flow.
BoldSign does not have precreated templates but has a feature to create a document as a template and reuse that template. You can upload a document and save it as a template for future use, too.
BoldSign provides both a web app and API. If you want to use the BoldSign UI, you can use the web app. Or you can embed BoldSign within your application.
Yes, you can get notifications for all events, such as a document being viewed, signed, and completed, through email. You can also set up in-app notifications in the BoldSign application.
We have an automated system that monitors fraudulent activities and notifies us. We will take necessary actions accordingly.

Conclusion

Ready to give BoldSign a try? Sign up for a free trial today and experience fast, reliable document delivery.

Recommended resources

Request eSignatures via WhatsApp: https://boldsign.com/request-esignatures-via-whatsapp/ Request eSignature via SMS: https://boldsign.com/sign-documents-through-sms/

Author Carter Harris
Carter Harris
Video Marketing Specialist
Carter is the Video Marketing Specialist at Syncfusion. He is in charge of managing the Syncfusion YouTube channel as well as webinars produced through Syncfusion.