Pro Only: This feature is available on the Pro plan. You can find more information here: How to update and manage your WeTravel subscription?
How to use the eSignature on your trip
IMPORTANT: If you had enabled the eSignature feature on your trips prior to September 17, 2024, your trips will show the previous version of the feature. If you wish to use the updated eSignature service described in this article, you can create a new trip or copy an existing one.
WeTravels integrated eSignature feature allows you to collect signatures from all your participants on your trips to get agreements on terms and conditions, acceptance of disclaimers etc.
Turning on eSignature
In the trip builder, go to the last tab called “eSignature”. Here you can upload the documents that require an e-signature.
Enable the feature by adjusting the toggle to “Yes”. Click on Upload Document to select the document that you would like to have signed.
The maximum file size is 25 MB and we only support PDF format. If your document is larger than 25 MB, you will receive an error message and will be asked to resize your file and try again.
NOTE: WeTravel is not responsible for the content or legality of any documents uploaded or created. For questions or advice about which type of documents are valid please contact a lawyer.
The system can take up to two minutes to scan the document.
Once the text box turns green, your document is ready - you can then preview it to see the signing experience. Your customers will need to scroll down and can then sign sign by typing their full name and confirming their electronic consent as indicated below:
TIP: Consider uploading a pre-signed document, such as an already-signed agreement with your signature as the trip organizer. This can establish the legitimacy of the mutual agreement and policy for the signing customers.
Customizing your set up
As soon as the document has been processed and turns green, you will be able to customize the settings for your e-signature document.
Who Should Sign The Document
Everyone
Both the buyer (person who is booking the package) as well as any additional participants will be requested to sign the document.
The participants will receive an email after the purchase has been completed to request their signature.
Only participants who have a different email from the buyer will receive the message to sign. If the booking has the same email address for both the buyer and the participants, no duplicate messages will be sent.
To have all the participants sign their individual documents, you can edit their email addresses and send them the link to sign the document. Do update the email addresses of the participants, click on the name of the buyer to open the booking details, and edit the participant information:
IMPORTANT: changing the participant email address does not mean a new link will be sent. You will have to manually request the signature via the message center.
Buyer Only
When selecting buyer only, only the person who is purchasing the trip is able to sign the document. The participants who are joining on the trip will not be able to sign the document.
Mandatory eSignature at checkout
You can check the box to make the signature mandatory at checkout. This means that your customers will need to sign before paying when making their initial booking.
When the signature is mandatory only the buyer will need to sign before check out. The participant will only receive the email to sign after the purchase is complete.
Editing the document
Once your template is successfully created, you cannot edit it under your trip builder. You will need to delete your existing template first and then create a new one:
New documents will only show up for people who have not signed yet. Any buyers and participants who have already signed will see only the version they have signed.
If a buyer has signed, and you change the document, any participants who have not yet signed will see the new version.
WeTravel does not automatically notify buyers or participants to sign the document after a new version has been uploaded. You can remind people to sign using messages.
NOTE: Any buyers or participants who have already signed will not be able to sign the new version via WeTravel. If it is important that they sign the new version you can email them an empty format to sign manually, or you can cancel the booking and register them again.
Manage eSignatures
In order to see who has or hasn’t signed the documents, simply go to "My Trips" - "Manage Trip" and navigate to the Bookings tab. Here you will find the eSignature column which will display a green icon if all the documents were e-signed and a grey icon if the signature is missing.
If the buyer has signed but the participants have not yet, the icon will be gray. Hovering over the icon will show you who has not yet signed.
Auto-reminders and requesting missing eSignatures
WeTravel will message participants directly after the purchase to sign their documents. If the documents have not been signed 2 days after that, a new reminder will be sent automatically requesting the signature.
In case the documents have not been signed even after that, as an organizer you can send a reminder message via the message center to your buyers and participants with missing eSignatures.
From there you select “everyone with missing signatures”. You can edit the subject and the text in the email, and the system will automatically add a link to sign the document.
The buyer can also login to www.wetravel.com with their email address and they will see a gray banner to sign the document.
Download Signed Documents
To download signed documents, go to "My Trips" and click on "Manage Trip". In the "Manage Trip" view, select "Booking details" OR click on the participant’s name. Then click on “Download Signed Document”. Please note that if not everyone on the booking has signed the document, this section will be hidden.
If you have both the buyer and participants signing, the documents will download as a ZIP file with every signature a separate document.
Participant view
Mandatory at checkout buyer view
When you have set the eSignature to be mandatory at check out, on the check out pop up you will see the button to sign the document. It will be mandatory to sign before being able to move ahead with the booking.
The participant has to scroll down through the document, type their name, and confirm to be legally bound by this document, and click on Sign.
Add image on how it looks on check out pop up after having signed the doc.
Not mandatory at checkout buyer view
This pop-up appears immediately after registering & paying for your trip. If the buyer does not sign at that moment, we will send them a reminder email 2 hours after the booking is completed.
If your client doesn’t sign the document right away, we will display a small banner on their Manage Booking dashboard: “You have one more step to go. Please sign the document as required by your organizer.”
Once your clients successfully sign the documents, they will also be able to download the file under the “eSignature” section in their Manage Booking dashboard here:
After your customers sign the document, we will send them a confirmation email with a copy of the e-signed document. You will receive an email notification about all completed eSignatures. Additionally, you can always check the status of signed documents in your "Manage Trip" dashboard, as mentioned above.
The buyer can only view and download their own signed document from their Manage Trip page. They will not have access to the participants' documents.
Additional participants view for documents
Once the purchase is complete, for both mandatory at check out and not mandatory at check out, the participants who are signed up under the buyer will receive the following email:
Documents & Security
Each and every transaction is processed by a closely monitored server infrastructure and encrypted using industry-standard 256-bit HTTPS Encryption.
All electronic documents are securely held and safeguarded in our systems. WeTravel takes data protection very seriously: only a very small number of engineers and operations staff necessary to run and support this feature have access to the data.
TIP: The document can be downloaded as a PDF. This option will be available when they open the document to sign it.
eSignature FAQ
Does this feature work on both mobile and web browsers?
Both the web and mobile versions of eSignature are fully accessible to you and your customers. Participants can sign, view, and download documents on the mobile browser. Organizers can view and download the signed documents, as well as upload or delete documents using both mobile and web browsers.
Can I customize or add new fields to the eSignature template?
No, unfortunately, you cannot edit or add new fields to the eSignature document template. Please contact us at info@wetravel.com if you have any feedback, encounter any issues, or want to learn more about our eSignature!
Can I upload multiple documents?
This is not yet available. You can combine the documents into one PDF before uploading, as long as it does not exceed the limit of 25MB.
Can I download signed documents in bulk?
Not currently. But, if this is a feature you need, please send us an email at info@wetravel.com so we can pass the feedback along to our team.
What happens if I register clients on their behalf?
In case you register participants manually via the “Add Participant” function, you will not be prompted to sign the documents during the registration. Clients (both buyers and participants) will receive an email to sign their documents via a link without needing to log in. In addition, the buyers will be able to log in to their WeTravel account and sign the required documents themselves.
Is this feature available to the team members?
Team members with “Edit the Trip” permission will have access to add documents that must be signed by the clients. All the team members of Pro users with “View Participant Info” permission will have access to download signed documents.
Will participants get email notifications after they sign the document?
Yes, your customer will receive a confirmation email with the signed document from WeTravel after they successfully sign the document.👍
If your client doesn’t sign the document right away, we will display a small banner on their Manage Booking dashboard: “You have one more step to go. Please sign the document as required by your organizer.”
We will also send a reminder email 2 days after booking to the participants who have not yet signed the document.