Clear Consent
Explicit, affirmative language stating the recipient agrees to receive text messages for the stated purpose.
A concise Texting Agreement clarifies expectations for message content and frequency, documents consent to meet federal and state requirements, and reduces the risk of regulatory penalties and litigation exposure. Properly captured consent supports dispute resolution and demonstrates compliance under ESIGN and TCPA frameworks.
Organizations that send recurring or automated SMS use Texting Agreements to document consent, control message scope, and keep compliance records.
Use cases span small businesses to enterprise workflows; the agreement should be adapted to industry rules and the method of signature or consent capture.
| Field | Configuration |
|---|---|
| SMS Provider | Choose vendor with delivery receipts and compliance features |
| Consent Capture | Require explicit checkbox plus recorded timestamp |
| Authentication | Use SMS OTP or email confirmation for attribution |
| Proof Storage | Store signed copy, audit trail, and delivery receipts securely |
Choose platforms that support secure form hosting, delivery, and evidence capture for consent.
Integrations streamline onboarding and make consent traceable across systems while preserving signed records for compliance.
Explicit, affirmative language stating the recipient agrees to receive text messages for the stated purpose.
Define types of messages (promotional, transactional, reminders) and any frequency expectations.
Provide a simple, reliable opt-out mechanism and state how opt-outs will be processed.
Record the full mobile number, carrier if required, and the name of the consenting party.
Capture a dated signature, click-to-agree action, or recorded SMS OTP confirmation with audit data.
State how long consent records will be stored and how to request a copy or revoke consent.
Keep signed consent for the life of the messaging program and relevant statute period
Process stop requests promptly; FCC expects timely compliance with opt-out
For healthcare communications, retain for 6 years (45 CFR §164.530(j))
Retain financial records per IRC §6501(a) — typically 3 years
Store delivery receipts, timestamps, and audit trails for dispute defense
Legal and marketing sign-off on consent language and frequency limits
Publish the agreement template to the signing platform and link to CRM data
Collect signed agreements with timestamp and authentication details
Enable messaging only after verification and proof storage
A clinic asks patients to opt in for appointment reminders via text using explicit language and a reply STOP option.
A retailer collects marketing consent at checkout with a visible checkbox and a short purpose description.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |