Sertifi

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.