TrustRadius
Sertifi is an electronic signature software offering from Sertifi.https://dudodiprj2sv7.cloudfront.net/product-logos/RB/N2/3KN3M4TEGEVB.pngSertifiGood tool for solving a basic problem.2018-07-23T22:54:10.398ZWe 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 LightningAdam HarlessCertified for Sertifi2018-03-21T00:53:41.036ZSertifi 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, TrelloJessie Mead
Unspecified
Sertifi
2 Ratings
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