Advanced electronic signature features
Send documents quickly and securely using editable forms, registered WhatsApp messages, reusable templates, and seamless integrations with tools such as Make and Zapier.
Sign via WhatsApp
Use WhatsApp as a legal channel to request and capture electronic signatures instantly — no apps, no friction for the user.
Choose your setup:
- Use our Click & Sign WhatsApp Business account
- Integrate your own WhatsApp Business number and sign under your brand
Key benefits of signing via WhatsApp:
- Fully compliant WhatsApp communication
- Higher conversion rates Familiar process for users
- Seamless experience — no downloads or extra logins No downloads or extra registration required
- Works with all Click & Sign signature types
- Verified business account (Meta) increases trust and credibility
- End-to-end encryption for maximum security
Capture key data with smart forms
Accelerate your digital signing process with dynamic forms, built-in validations and editable fields — all in a single flow.
- Customisable editable fields based on your needs
- Assign fields to specific signers
- Automatic validation of required fields
- Bulk data import from CSV files
- Save time with autofill for common fields
Templates
Save time and ensure consistency across all your signature processes with pre-designed, fully configurable templates — or create your own. From simple sign-offs to complex workflows, adapt every detail effortlessly to suit your business.
- Ready-to-use templates: Three default templates available (SMS code signing, digital certificate, biometric signature)
- Custom templates: Create and reuse your own signature templates
- Full control: Define sender, language, expiry time, branding and appearance
- Advanced signer options: Set up notifications, signing requirements and refusal options
Automate e-signatures with Make and Zapier integrations
Connect Click & Sign with your favourite business apps to automate your document workflows.
- No-code integration: Connect Click & Sign with hundreds of apps easily
- Automated flows: Trigger automatic document sends, alerts, tracking and more
- Effortless productivity: Automatically send documents after a sale, update your CRM, notify Slack/Teams, or save to the cloud
- Scalable for all businesses: Suitable for any company size and document volume
