The client said yes. Now just send the contract, collect the signature and payment without losing momentum.
In this article
Why sign through the conversation
Many sales die between the client’s yes and the contract signature. Printing, scanning, and resending gives the client time to cool off. Sending the digital signature link via WhatsApp right after the conversation closes the sale the same day.
When to use
Services, subscriptions, construction, consulting, events, and rentals.
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Takes 20 seconds. Prefer to talk directly on WhatsApp?
Client data
Request data securely, only what is necessary.
Sending the link
Signature platform link with a short message explaining the next steps.
Reminders
If not signed within one day, a gentle reminder.
Payment afterwards
After signing, payment or Pix link.
Copy of the contract
Send the signed copy to the client.
LGPD
Store documents securely with restricted access.
Ready message
"Hi, Marina! As agreed, here is the link to sign the contract. It takes two minutes. Then I’ll send you the Pix for the deposit and we’ll reserve your date."
In the CRM
Stage "contract sent" with date and responsible person.
Common mistakes
Delaying sending the contract, asking for too much data, and forgetting who hasn’t signed.
The numbers that matter
Contracts sent, signed the same day, and average time between yes and signature. The shorter this time, the fewer sales are lost along the way.
Frequently asked questions
Does a contract signed via a link sent on WhatsApp have validity?
Electronic signatures made on platforms designed for this usually have legal validity in Brazil. For specific cases, consult a lawyer.
The bottleneck is almost never the team. It’s the time until the first response.
VeyloCRM responds to the lead immediately in your own language, organizes each conversation in the CRM, and keeps ready messages at the team’s fingertips — on WhatsApp, Instagram, and Messenger.