Don't send customers to a new tool to sign something.

A signing link that drops straight into the SMS or WhatsApp thread your support team is already using.

Try free — send a sample authorization form

Where this fits

  • Support and success teams handle account changes or authorizations over chat, SMS, or a ticket thread
  • Asking a customer to "create an account to sign this" mid-conversation kills momentum
  • Confirming who actually approved a change matters when it's disputed later

Who uses this

  • Teams running on Freshdesk
  • Teams running on Textline
  • Teams running on TextRequest
  • Teams running on Zipwhip
  • Teams running on Sharpencx
  • Or anything similar — the signing step works the same regardless of which one you use

Why Docracy

Asking a customer to leave the conversation and create an account just to sign something is exactly the moment a ticket stalls. Docracy drops a signing link straight into the same SMS or WhatsApp thread instead — phone-bound and PIN-protected — so they sign without ever switching tools. A saved authorization or service-agreement template keeps every agent sending the same clean document instead of rebuilding one.

SMS delivery

Signing links sent via carrier email-to-SMS gateway — no separate SMS platform needed.

WhatsApp delivery with PIN

Stronger than a plain link: phone-bound and PIN-verified.

Saved authorization templates

One template per use case (account change, service terms) reused by the whole team.

Audit trail

Every delivery, read, and signature timestamped — useful evidence if a change is disputed.

Templates for this

Authorization Form

Grants a named individual specific, time-limited authority to act on someone else's behalf.

Service Agreement

Covers services provided, schedule, fees, and term for an ongoing service relationship.

Frequently asked questions

Do the people I send documents to need a Docracy account?

No — only the sender needs an account, so document history, saved templates, and team access have somewhere to live. Whoever's signing opens a link and signs, no signup required.

Which documents can I send?

Ready-made templates for this include Authorization Form, Service Agreement. You can also upload your own PDF.

How much does it cost?

Free for documents with up to 2 signers. Beyond that it's a flat $10/month — never priced per seat — which also unlocks reusable templates, team accounts, and the integrations mentioned above.

How fast can someone actually sign?

Under a minute in most cases: they open the link, review the document, and sign — no account to create, no app to install. WhatsApp delivery adds a phone-bound PIN step for extra assurance when that matters.

Are Docracy signatures legally binding?

Docracy's signing flow is designed to support the U.S. ESIGN Act and UETA, and EU eIDAS simple electronic signatures, for everyday business documents — see our Trust & security page for exactly what that does and doesn't cover.

See also

Ready to send your first document?

Try free — send a sample authorization form