TrustRadius
Sertifi is an electronic signature software offering from Sertifi.https://dudodiprj2sv7.cloudfront.net/product-logos/RB/N2/3KN3M4TEGEVB.pngGood tool for solving a basic problem.We used it for deals where payments were not made at time of sale. It was most helpful with Government agencies, schools, etc.. or larger businesses where getting payment was a slow process on the customer's end, but they had enough approval to move forward with signing off on a deal.,Simple solution to a relatively simple problem, the best kind of tool. Quick implementation. Low Cost,Didn't have a big enough use case to really come up against Sertifi's limits.. it did everything we needed it to do.,8,Able to more quickly close deals, spend less time on sales reps hounding people to pay.,PandaDoc and DocuSign,InsightSquared, Tableau Desktop, Salesforce Analytics Cloud, Salesforce LightningCertified for SertifiSertifi is being used for the client base, the people who are actually submitting applications for grants in the non-profit world. We use it a little different in that when an application gets filled out, we use Sertifi within the Salesforce environment to create a document automatically, but send the actual document out (the LOI) ten days after submission (in case we need to change what was submitted). The Sertifi doc goes out for signature at this time and then upon return we have it attached to the organization account in Salesforce. Sertifi helps keep the needed documentation prior to any money being exchanged between organizations; it's a great tool.,Document generation - it's extremely simple to integrate the data needed from our platform onto a document efficiently. Sytem integration - having the ability to integrate to our Salesforce.com platform was a selling point, in that the open API enables us to keep documents tied to specific clients. Email template ability - not only great for document generation, it is also great in its capability for sending and customizing the email templates along side it.,Customizable integration - Although Sertifi has a very simple integration process for Salesforce.com, it required us to work closely with a Serifi developer to fully customize the process the way we needed (ex. creating the document without fully sending it immediately),8,Great feedback from end clients - prior to Sertifi, we were manually creating PDFs and documents as well as mailing them for signature. This new process has increased our return time incredibly! Prior to Salesforce, potential recipients were sending emails in as requests that were being tracked in an Excel spreadsheet. Now we have the process automated where they can submit everything online, a document get auto-generated and auto-sent out 10 days later. We've saved SO much time because of this newfound efficiency!,Echosign and DocuSign,Salesforce Community Cloud, Salesforce Service Cloud, Pardot, Slack, Trello
  3. Sertifi Reviews
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Sertifi
2 Ratings
Score 7.7 out of 101
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Sertifi Reviews

Sertifi
2 Ratings
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Score 7.7 out of 101
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Reviews (1-2 of 2)

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Adam Harless profile photo
July 23, 2018

Sertifi Review: "Good tool for solving a basic problem."

Adam Harless
Score 8 out of 10
Vetted Review
Verified User
Review Source
We used it for deals where payments were not made at time of sale. It was most helpful with Government agencies, schools, etc.. or larger businesses where getting payment was a slow process on the customer's end, but they had enough approval to move forward with signing off on a deal.
  • Simple solution to a relatively simple problem, the best kind of tool.
  • Quick implementation.
  • Low Cost
  • Didn't have a big enough use case to really come up against Sertifi's limits.. it did everything we needed it to do.
When you can get approval for a deal but not payment right away, and it worked seamlessly with Salesforce.
Read Adam Harless's full review
Jessie Mead profile photo
March 20, 2018

User Review: "Certified for Sertifi"

Jessie Mead
Score 8 out of 10
Vetted Review
Verified User
Review Source
Sertifi is being used for the client base, the people who are actually submitting applications for grants in the non-profit world. We use it a little different in that when an application gets filled out, we use Sertifi within the Salesforce environment to create a document automatically, but send the actual document out (the LOI) ten days after submission (in case we need to change what was submitted). The Sertifi doc goes out for signature at this time and then upon return we have it attached to the organization account in Salesforce. Sertifi helps keep the needed documentation prior to any money being exchanged between organizations; it's a great tool.
  • Document generation - it's extremely simple to integrate the data needed from our platform onto a document efficiently.
  • Sytem integration - having the ability to integrate to our Salesforce.com platform was a selling point, in that the open API enables us to keep documents tied to specific clients.
  • Email template ability - not only great for document generation, it is also great in its capability for sending and customizing the email templates along side it.
  • Customizable integration - Although Sertifi has a very simple integration process for Salesforce.com, it required us to work closely with a Serifi developer to fully customize the process the way we needed (ex. creating the document without fully sending it immediately)
Sertifi is great for simple, out-of-the-box needs - such as document creation, sending to clients, email templates, and document tracking. For any out-of-the-box needs, Sertifi is a little less friendly in the user ability to customize - our developers had to work with the Sertifi developers to really communicate the need and create a solution (a solution WAS reached - great!). Our example for this is creating the document upon object creation in Salesforce, but not sending it immediately (waiting 10 days).
Read Jessie Mead's full review

Sertifi Scorecard Summary

Likelihood to Recommend (2)
7.7

About Sertifi

Sertifi is an electronic signature software offering from Sertifi.
Categories:  Electronic Signature