Multi-Channel Delivery
Deliver documents instantly — and automate everything after
OtterSign gives you multiple ways to deliver agreements to customers, from SMS and email to QR codes, kiosks, and website embeds. And unlike traditional e-sign tools, OtterSign also lets you set up built-in SMS automations directly inside your dashboard. No third-party system required. For more advanced loyalty, rewards, and multi-channel marketing, you can also connect to OtterText — but it’s completely optional.
Multi-Channel Delivery
Close business faster
Differentiate your experience
Reach more signers, anywhere
SMS Delivery That Actually Converts
Email often gets buried. Text messages don’t.
Sending agreements via SMS helps your documents stand out, reach customers instantly, and get completed dramatically faster. Every SMS includes a secure, trackable link that opens to a mobile-ready signing page—no apps to install, no PDF pinch-zooming.
More Than Delivery: Automations That Trigger After Signing
This is where OtterSign goes beyond traditional signing platforms.
Use document activity to trigger powerful automations:
Your document data becomes an engine for personalized, automated communication—without extra tools or integrations.
All Delivery Options in One Platform
SMS
Send secure signing links via text directly from OtterSign using a phone number registered to your account.
Branded email invitations with full tracking for opens, clicks, and completion status.
QR Codes
Ideal for lobby signage, check-in counters, ranges, tours, rentals, and any walk-up activity.
Kiosk & Ipad App
Purpose-built for high-volume signing with offline mode, check-in logic, and device locking.
Website plugin
Add signing flows directly to your website, or use one universal link that automatically routes people to the correct document.