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What is Sertifi?

Sertifi is an electronic signature software offering from Sertifi.

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TrustRadius Insights

Sertifi is a versatile tool that businesses have found helpful in various scenarios. Users have reported that it plays a significant role …
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What is Sertifi?

Sertifi is an electronic signature software offering from Sertifi.

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  • No setup fee


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Sertifi?

Sertifi offers an Agreement Platform built to manage the full contract process, allowing businesses to send and collect agreements and payments in one secure platform. Sertifi saves time by automating business processes and repetitive tasks, and is PCI-compliant. Sertifi is designed to streamline contract and payment processes, recognize revenue faster, and increase job efficiency.

Sertifi Features

  • Supported: eSignatures
  • Supported: ePayments
  • Supported: eAuthorizations
  • Supported: eConfirmations

Sertifi Screenshots

Screenshot of Track & Manage Deals in Real TimeScreenshot of Sertifi eSignatures and ePayments allows companies to collect signed agreements and secure customer payments faster.Screenshot of Allow your customers to sign anywhere, anytime, on any device.

Sertifi Integrations

Sertifi Competitors

Sertifi Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry, Mobile Web
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Sertifi is a versatile tool that businesses have found helpful in various scenarios. Users have reported that it plays a significant role in closing deals quickly, benefiting the sales team and improving customer acquisition. Additionally, Sertifi has been praised by accounting departments for securely accessing and entering credit card information provided by clients, streamlining the payment process and eliminating the need for phone calls. The ability to track signatures in real time has been appreciated by users, enhancing their professional experience with clients and providing transparency. Moreover, Sertifi's secure payment information forms have effectively reduced fraud and increased security for customers. Overall, this software makes users feel more professional and respected by clients while also providing peace of mind and legal protection.

Efficiency and Ease of Use: Users have consistently praised Sertifi for its easy-to-use interface and efficient features. Many reviewers have stated that the product greatly simplifies their sales process and saves them time and effort in collecting signed agreements. The integration with Salesforce as a CRM platform is highly appreciated by users, enhancing accessibility and ease of use. Overall, users find Sertifi to be a user-friendly solution that improves contracting processes.

Integration Capabilities: The seamless integration of Sertifi with other platforms such as billing systems, Aljex Software's TMS, Microsoft Dynamics, and is highly valued by users. This allows for streamlined workflows and faster solutions for getting paperwork signed and uploaded. Users appreciate the ability to integrate data from their platforms onto documents efficiently. The integration capabilities provided by Sertifi contribute to its overall functionality.

Time-Saving Features: Reviewers consistently mention the time-saving benefits of using Sertifi. They appreciate the quick process of sending out links to documents that need to be signed, allowing them to complete the signing process in minutes. The simplicity and speed of sending and editing electronic agreements are also praised by users. Additionally, the reminder feature that prompts merchants to sign agreements if they haven't done so yet is highly valued by users. These time-saving features make Sertifi a valuable tool for improving efficiency in contract management processes.

Less Pleasing Mobile Interface: Some users find the mobile interface of the E-signature feature to be less pleasing and not as user-friendly compared to other platforms. They have expressed their dissatisfaction with the overall design and ease of use on mobile devices.

Inconveniences When System Doesn't Function Properly: Users have experienced inconveniences and delays for the sales team when the system doesn't function properly. This includes issues such as slow loading times, error messages, and occasional system crashes that disrupt workflow and impact productivity.

Need for Better Guidance in Formatting Documents: Many users have mentioned the need for better guidance in formatting documents to send out. They feel that there should be clearer instructions or templates available within the application to assist them in creating professional-looking documents without having to rely on external resources or manual formatting.

Users recommend Sertifi for its convenience, simplicity, and enhanced security, especially for remote work. They highly recommend it for its user-friendly interface, intuitive document management system, and seamless integration with other systems. Users suggest exploring Sertifi's API documentation to ensure smooth integration and highlight its robust API for quick implementation. Additionally, they recommend utilizing Sertifi for electronically signing and securely storing documents and agreements, including contracts that require negotiation and redlining. Overall, users encourage taking advantage of Sertifi to close more deals, increase revenue, and reduce costs. They value the same-day service for contracts and appreciate its ease of signing and branding. Users also recommend trying Sertifi for frequent document signing needs and leveraging its integrations for a seamless experience. Before making a decision, they advise considering other e-signature solutions with free trials as well.


(1-4 of 4)
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February 04, 2021

Sertifi is the way to go!

Score 8 out of 10
Vetted Review
Verified User
Currently, there are multiple departments within our Organization that use Sertifi. I personally have been using it for about 5-6 years and love it! Sertifi helps our organization send agreements to customers for our software and for statement of work agreements. By using Sertifi, it allows for secure payments and easy transactions. We receive an email when the customer signs, and it's seamless!
  • Online payment capture is huge! And it's secured.
  • Contracts get signed extremely fast using Sertifi.
  • You receive an email notification once the customer signs, to know the transaction is complete.
  • You also receive a notification when the customer 'views' the agreement.
  • More fields where we can copy more clients on a quote.
I really love Sertifi. i have used other platforms in the past and Sertifi outdoes them all. I feel the contract aspect of the system is seamless and really makes it easy to send out agreements, revise them if needed and know when the customer signs.
  • Quicker turnaround of contracts.
  • Secured payment which makes our clients feel safe.
DocuSign was good, I used them for about 1-2 years. However we did have some issues with them as far as contract errors when sending out to the clients. There were also issues with capturing credit card information at times from the client and processing it through our billing system Overall, Sertifi is a lot more beneficial for our organization.
Score 10 out of 10
Vetted Review
Verified User
It is being used by many (though not all) hotels to securely and electronically obtain credit card authorizations and ensure the validity of those cards while also protecting the data as it is very sensitive in nature.
  • Provides an easy way to send credit card authorizations and receive them without the need for faxing or signatures on real paper.
  • Ensures the credit or debit card matches the name and address of the person to which it is issued.
  • Tracks digital footprint of the submission of the credit card authorization.
  • Still needs improvement in setting permissions for who in the organization can see full credit card numbers.
  • Could use additional backup material for disputes with credit card companies.
It is well suited for individual transactions or a couple of transactions by the same customer. Most customers making numerous purchases at different times still prefer the paper format, given that they do not need to start from scratch each time.
  • It saves money on credit card disputes by dramatically cutting down on the number of disputes.
  • It saves significant time in receiving and sending authorizations.
  • It saves money in storing hard copies of authorizations which must be kept secure at all times.
Not aware of competitors other than the use of paper authorizations.
Adam Harless | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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.
  • Able to more quickly close deals, spend less time on sales reps hounding people to pay.
PandaDoc, DocuSign. Honestly they all seem to work for what we were looking for, but Sertifi was a good price and an easy implementation, our use case was probably too basic to really find holes in any of the products in the space because they all seemed to be able to handle the basics that we needed.
March 21, 2018

Certified for Sertifi

Jessie Mead | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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 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, 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).
  • 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!
Sertifi is nicer to the budget with close to the same offerings as Adobe/DocuSign. Adobesign and DocuSign are a little easier in the configurations with Salesforce (if you don't have a Salesforce developer, you would probably lean toward something other than Sertifi), but if you aren't needing too much customization other than out-of-the-box functionality, Sertifi is perfect.
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