How to sign contracts on WhatsApp electronically

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In recent years, WhatsApp has been standing out with new native features, leaving aside the simple idea of ​​exchanging messages and multimedia files such as photos, audios and videos. More and more companies started to interact with their customers through WhatsApp, and then, when hiring, a need arises: as electronically sign WhatsApp contracts?

More and more companies are taking advantage of all the features of WhatsApp to achieve their corporate purposes, because in addition to the practicality that this app has, it is ideal in the moment of pandemic we are experiencing, as it allows the exchange of information remotely and with a lot of efficiency.

 Thus, users and companies have the option of signing contracts of all kinds through this highly technological messenger and together with the features of ZapSign, responsible for automating and managing documents in online format.

Note: ZapSign is not part of WhatsApp, as they are independent companies (it is even possible to use ZapSign with other messaging apps, such as Messenger and Telegram, or even email).

With the signature via WhatsApp, any contracting procedure can be completed with just a few clicks, with the parties being miles apart.

By choosing this type of signature, the signatory (contractor who needs to sign the contract for it to be legally valid) receives from the service provider (contractor) a link, and a simple click validates the signature electronically, the action being completed to satisfaction agreed by the parties.

 The facility made available to the client and the professional make WhatsApp a great resource for subscription, as it avoids travel and the need to print a pile of papers, which are gradually kept in drawers and forgotten, harming the country's idea of ​​environmental sustainability. .

The process, almost automatic for creating contracts, only needs to fill in some fields for the document to be considered complete, which we will see later in our tutorial.

In this way, online subscriptions via WhatsApp provide the market with a means of significantly increasing productivity and sales conversion, which can be combined with digital marketing strategies so that customers close negotiations through this messaging channel much faster.

Compared to SMS or email, precisely because this application is the most used messenger by users/consumers around the world, not affecting the continuity of agreements in the face of the pandemic.

Below, see ZapSign's complete tutorial for signing documents electronically via WhatsApp through a simple process available for Android and IOS, in files Word or PDF and that allows you to share documents signed by link, bringing you convenience for closing negotiations.

    How to sign a contract by WhatsApp?

    “How do I sign a contract online using WhatsApp?” In case you have been asking yourself this question, we teach you the following step by step.

    Step 1: Go to the ZapSign website and log in. If you don't have a record, just fill in the requested data and confirm your e-mail to validate your account and later view this home page. Here, you can click on the “New”, “Documents”, “Templates” and “Settings” tabs. Read the welcome message and click the “+ NEW” button.

    sign contracts by whatsapp

    Step 2: In the “+NEW” area, there will be the following question: “Which document will be signed?”. In this step, you must, mandatorily, attach a document in the PDF version. In addition to the tab for attaching the file to be signed, in the PDF version, you must answer the second question: “Who will sign?”, inserting the signer's name in a specific field.

    sign contracts by whatsapp

    Step 3: By clicking on “SELECT DOCUMENT”, the appropriate folder and file storage tab will open on your smartphone or computer, and it is up to you to select the correct PDF document for the electronic signature.

    sign contracts by whatsapp

    Step 4: After selecting the correct PDF file for signature and filling in the signatory's name, observe if there is a need to insert another signatory, and if so, click on the "+" sign, or else, search for a former customer using their data after clicking on the "Magnifying glass" image.

    Remember that you can opt for "Advanced Authentication", which asks the signatory for "Full name", "Authentication Method", "Email", "Delivery Number", cell”, “Selfie Photo” and “Personal Document Photo”. After that, click on the “CONTINUE” button.

    sign contracts by whatsapp

    Step 5: Continuing with the procedure, the following message will open on your login screen: “Share the subscription links below: you can share via WhatsApp, email or any other channel that the signatory prefers”.

    Don't forget to ask your client, in advance, if he accepts WhatsApp as an appropriate tool for sharing the link to harvest online subscription. Copy the share link in the blue icon and finish the procedure on ZapSign.

    Send the link to your client and wait for the signature harvest notice completed on the platform.

    sign contracts by whatsapp

    Step 6: After completing the initial operations, you will still be able, on its own page, to choose the “Authentication Method” for the signature.

    sign contracts by whatsapp

    Step 7 (final): You can target the appropriate space for signature, further organizing your contract.

    sign contracts by whatsapp

    ⚠️ Also check out these related articles ????

    ➡️ How does the legal validity of the electronic signature work?
    ➡️ Find out how to make an electronic signature on your cell phone
    ➡️ Online document signing: your business differentiator

    Facilitation of communication and opportunity for profitability

    We already know that the feature for online signing of corporate contracts via WhatsApp facilitates business between companies in the face of the Pandemic, maintaining the relationship with customers with respect and professionalism.

    However, the completion of the transaction in the application gathers a compilation of information about customers or partners in duly filled forms through the quick configuration of a document model shared by link, whose forwarding can be done in countless ways to the same customer, functioning as a kind of reminder.

    This situation further demonstrates the validity of the personal data presented by the parties, and also the opportunity for profitability for companies, which do not need to paralyze their activities until the State of Public Calamity established in the country is controlled.

    It is worth remembering that the online subscription, be it digital or electronic, guarantees data security at the time of signing documents, this is because ZapSign has several forms of customer/consumer authentication, now contracting, such as name, IP address and e-mail.

    In addition, we also have the adoption of encrypted documents, that is, a kind of electronic lock that guarantees the integrity of documents.

    Regarding the target audience of this considerable tool, we can highlight, above all, subscription services, entrepreneurs, insurance companies, banks, law firms, accounting and others. All these people aim to increase the productivity of the team, especially the one directed to prospecting customers and selling ethically through WhatsApp.

    Businesses in Brazil and in the world are being revolutionized by technology, mainly due to the high social proportion that uses smartphones and internet access every day.

    In this easy access, specific applications, which were previously only found on computers, are now in the palms of corporate hands, and along with them, marketing, which guarantee standardized campaigns that reach high levels of advertising aimed at individuals.

    In this sense, it should be noted that even if there is a need for social distancing in hiring, this does not exclude the possibility of providing potential customers with a single treatment, as this is precisely what materializes the phenomenon of portfolio loyalty.

    It is always advisable that the contractor maintains a healthy relationship with his contractors, that is, dispensing mutual respect and consideration. These practices collaborate with the new digital era of marketing, as it makes life easier for consumers and makes them feel more comfortable in their consumer relationships.

    Also on WhatsApp, it is possible, in addition to the online subscription, to make payments, either by credit card or direct debit to a checking account, or even a simple PIX.

    Therefore, there is notable attention to the fact that online signatures on WhatsApp have the same effectiveness as traditional signatures, only being differentiated by the advancement of technology, which guarantees practicality and security for encrypted documents.

    The use of WhatsApp as an expanding business tool

    WhatsApp went viral worldwide, keeping billions of active users daily, and in Brazil there is no different metric, thousands of Brazilians access the application for smartphones, and even in the web version.

    The fact is that through this tool it is possible for people to communicate through text messages, calls video, audio calls, photos or even mere GIFs. In all its features and ways of using it, WhatsApp has become a powerful business platform.

    Many companies consider the possibility of hiring auxiliary employees just to organize the conversations of the application, especially those that have adopted a different feature of this channel, WhatsApp Business, a feature aimed especially at small businesses.

    As an active WhatsApp Business user, you can access metrics for managing your conversations and sending automatic messages, for example, which makes the channel much more attractive due to its usefulness and effectiveness in negotiations.

    Added to all these peculiarities, ZapSign offers online document signature via WhatsApp, further enhancing your business.

    ZapSign as an intermediary tool for online signatures with practicality, mobility, security and legal validity

    ZapSign is a tool responsible for enabling its users to expand their business, automating the way they close contracts.

    For this, the customer just fills out a short form, or if you prefer, with more details, and generates the contract to view the link, after that, all that remains is to share via WhatsApp to the customer.

    The signature, which is also automated, as it is done in a electronics, facilitates the contracting of certain services for consumers or suppliers.

    There is no need to travel to sign the contract, not even countless prints that will later be discarded or forgotten.

    In addition, a single supplier contract may be useful for several consumers, requiring only the modification of the contracting party's data.

    Closing contracts through WhatsApp is also synonymous with security, because ZapSign maintains a strict security procedure in all its processes, especially in data control and full-time monitoring of contractual relationships included in our electronic signature platform.

    Basically, all transmissions and encryptions guarantee users privacy so that they can use the platform's signatures in their contracts through WhatsApp.

    In addition, the unification of ideas so that in the same application loved by Brazilians it is possible to solve problems related to business, with the online signing of contracts, as discussed, also respects the criteria of legal validity, since such electronic signature has legal support, as we have already exposed in this article (click here).

    In short, there are no excuses for you to increase your company's sales conversion and productivity, providing the customer with an extremely accessible, simple and very low cost means of subscription and

    electronics.

    Final considerations

    To conclude our approaches, there are no comments that distort the idea that technology was provided to society in order to facilitate the lives of subjects.

    For this, new tools need to be created, promoted and introduced to the market, adopting practical and safe measures, precisely so that the parties involved in a contract, as discussed in this article, can feel confident in contracting a certain service.

    With this in mind, ZapSign has developed a new work format and new routine administrative procedures for the Brazilian population, allowing the optimization of the time of businessmen, entrepreneurs and individuals who need to balance their activities at all times, in various segments, and we know that there are many .

    With this negotiation model, you still don't miss the opportunity to save money with printers, couriers and couriers.

    ZapSign is perfect for those who use messaging applications, being simple to use, as it is even possible to sign with your finger. What's more, it is fully compatible with WhatsApp and other communication channels, for example SMS, Telegram, email and the like. Opting for ZapSign is to increase your chances of sales in the first 72 hours of contact with the customer, at least what happens with 75% of sales.

    No ZapSign website you can test our services for free and integrate the solution to automate your subscription processes by clicking here.

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