Overview
What is Sertifi?
Sertifi is an electronic signature software offering from Sertifi.
Sertifi is the way to go!
Electronic and Secure
Good tool for solving a basic problem.
Certified for Sertifi
Pricing
What is Sertifi?
Sertifi is an electronic signature software offering from Sertifi.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Integrations
- Competitors
- Tech Details
What is Sertifi?
Sertifi Features
- Supported: eSignatures
- Supported: ePayments
- Supported: eAuthorizations
- Supported: eConfirmations
Sertifi Screenshots
Sertifi Integrations
- Amadeus Sales & Event Management
- Oracle Hospitality - OPERA
- Zuora
- Salesforce CPQ (formerly SteelBrick)
Sertifi Competitors
- Canary
- b4checkin chameleon
- Celopay
Sertifi Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android, Windows Phone, Blackberry, Mobile Web |
Comparisons
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Reviews and Ratings
(6)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
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 Salesforce.com 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.
Reviews
(1-4 of 4)Sertifi is the way to go!
- 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.
- Quicker turnaround of contracts.
- Secured payment which makes our clients feel safe.
Electronic and Secure
- 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 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.
Good tool for solving a basic problem.
- 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.
- Able to more quickly close deals, spend less time on sales reps hounding people to pay.
Certified for Sertifi
- 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)
- 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!