Please note that if you had enabled the eSignature feature on your trips prior to September 17, 2024, your trips will show the former version of the feature. If you wish to use the updated eSignature service described in this article, kindly create a new trip or duplicate an existing one and add documents in the trip builder.
We've integrated eSignatures into the booking & payment process on WeTravel. This article will quickly explain how to request a digital signature from your participants as well as how they can sign the documents during the registration.
In the trip builder, go to the last tab called “eSignature”. Here you can upload the documents that require an e-signature. By default, the eSignature feature is disabled for everyone.
Enable the feature by adjusting the toggle to “Yes” and start preparing your document.
After clicking "Upload Document", you can select and upload one document. Please keep in mind that 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.
The system will take up to two minutes to scan the document. Once it turns green, your document is ready - you can then preview it to see the signing experience! Your customers will need to sign by inputting their full name and providing their electronic consent as indicated below:
Finally, you can check the box to make it mandatory at checkout. This means that your customers will need to sign before paying when making their initial booking.
Please use the eSignature platform at your discretion. WeTravel is not responsible for the content or legality of any documents uploaded or created.
It’s important to note that 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:
💡Pro 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.
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.
You can also filter bookings by eSignature Status:
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 the buyer hasn’t signed the document yet, this section will be hidden.
The client experience
Mandatory at checkout
Here is what your participants will see when being prompted to sign the mandatory document during booking. This section will appear at checkout:
Not mandatory at checkout
This pop-up appears immediately after registering & paying for your trip.
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:
IMPORTANT: 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 the completed eSignature only if the document was not made mandatory in the trip builder. Additionally, you can always check the status of signed documents in your "Manage Trip" dashboard, as mentioned above.
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.
Note: If some of your participants prefer to print the document and fill it out on paper instead of signing it digitally, they can easily download the file as a PDF or print it directly from the web browser. 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 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.
Can I request missing e-signatures from my clients?
This functionality is not yet available. You can send a message to participants to remind them to sign the documents. Alternatively, you can make signatures mandatory at checkout to ensure important signatures are not missed.
Will everyone in the same booking be able to sign the document?
No, only the participant listed as a Buyer (under “Buyer Information”) will be able to sign the documents. It’s advisable to add participants one by one if you want all of them to sign the documents.
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. Your clients 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 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.”