How to send signature requests via SMS?

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3 mins read

BoldSign allows you to send signature requests and document notifications via SMS, offering a fast and convenient option for recipients who prefer this messaging platform. A secure link is sent to the recipient’s mobile number, enabling them to review and sign the document directly from their device.

Requirements to send signatures via SMS

To make use of the SMS delivery feature, the following requirements must be met:

You need to have an active subscription to a paid BoldSign account.
Additionally, you are required to obtain the SMS add-on, incurring a fee of $0.20 for each SMS sent.

Send signature requests via SMS

Follow the steps below to set the SMS delivery mode for signers:

Click the Create New button at the top of the screen and choose the Create New Document option.

Click the delivery options dropdown and the Email delivery mode will be enabled by default.
Select the SMS option. If you are a free plan user, the Upgrade option will be displayed. Click on that option to upgrade to a paid plan.

Once you have upgraded to a paid plan, click the Activate link to activate the SMS feature.

A dialog box will appear. Read the instructions and click the Enable button.

After activating the pay-as-you-go SMS feature, you can opt for the SMS delivery method. When selecting the SMS option, the sender is required to input the recipient’s phone number. This involves selecting the correct country code and entering the recipient’s number in the designated field.
You can allow your signers to receive the SMS in their preferred language. For example, if the signer’s language is set to German in the language dropdown, the SMS will be delivered in German to the signer.

Complete preparing your envelope as usual and proceed to send it for signature.
Upon sending, the signer(s) will receive an SMS as shown below. When the recipient clicks the link in the SMS message, they will be taken to the BoldSign app where they can review and sign the document electronically.

SMS notifications

SMS notifications are sent for specific events, including:

Signature requests
Document expiration warnings
Document deletion warnings
Manual reminders
Signature completion notifications

Limitations for SMS delivery

Email OTP authentication cannot be used to sign documents sent via SMS delivery mode.
SMS notifications are sent only to the signers and not to CC recipients.
Signers do not have the capability to reassign the document when the delivery method is SMS.
Signers who have SMS delivery mode will not receive automatic reminders.
Group signers are not supported in SMS delivery modes.
The SMS notification text is controlled by the BoldSign SMS service and cannot be customized.

If you have set a budget limit for SMS notifications in your subscription preferences and it is exceeded, notifications will still be sent for previously created documents. Any remaining credits will be accounted for in the subsequent billing cycle.

We have also published a video tutorial on this topic. Check out the video below:

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