MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

Price

$150

Logo of Sertifi
Ask Vendor A QuestionFind A Better App
Logo of Sertifi

Sertifi REVIEW

Accounting Software

9 user reviews
USER SATISFACTION 100%
OUR SCORE 8.3

What is Sertifi?

Sertifi is an electronic signature software designed to help businesses close more sales and win more deals. It offers features and capabilities to streamline complicated processes and accelerates workflows that involve collaboration with several parties, document approvals, payment processing, and multiple signatories in sequential or parallel workflows.

Overview of Sertifi Benefits

Here are some of the advantages Sertifi offers:

  • You can automate basic and complicated workflows for faster business processes
  • It lets you collaborate with customers and reach agreements faster by eliminating cumbersome back and forth emailing.
  • It has a simple and convenient signing process.
  • You can track and manage all deal activities as they unfold.
  • It’s possible to set up notifiers to update you at every step.

Overview of Sertifi Features

  • Streamline workflow processes and improve communication
  • Real-time updates on contracts sent via Chatter/Yammer
  • Option for customers to sign either electronically or print, sign, and fax
  • Pre-populate fields into a contract with existing data
  • Get 100% audit trail including when a contract was sent, opened, partially signed, and fully signed
  • Signed PDF version of agreement is emailed to all parties
  • Quickly respond to customer questions (conversation included within audit trail)
  • Add others into the deal conversation via email address
  • Integrate with leading applications including Conga Composer

Sertifi Position In Our Categories

Position of Sertifi in our main categories:

200

Sertifi is one of the top 200 Accounting Software products

200

Sertifi is one of the 200
Accounting Software products


Sertifi is also listed in the following subcategories:

Category:Position:Category:Position:
E-Signature Software#9
Category:Position:
E-Signature Software#9

Every enterprise has different needs and requires a software that can be personalized for their size, type of workers and customers, and the particular industry they are in. For these reasons, no system can offer perfect functionality off-the-shelf. When you try to find a software product, first be sure what you want it for. Read some Sertifi reviews and ask yourself do you desire basic functionality or do you need sophisticated features? Are there any industry-specific tools that you are looking for? Get the answers to these queries to assist your search. There are plenty of aspects that you need to mull over and these include your budget, particular business needs, your company size, integration requirements etc. Take your time, check out a few free trials, and finally zero in on the system that offers all that you want to enhance your company efficiency and productivity.

How Much Does Sertifi Cost?

Sertifi Pricing Plans:
Free trial
Closing Pro Plan
$150/month/organization
Closing Pro+ Plan
$250/month/organization

Sertifi offers two flexible pricing packages that cater to varying business needs and budgets. You can also sign up for a 30-day free trial to check if Sertifi is a good fit for your business. It’s also possible to request a quote for a plan customized to your individual needs. The following plans are available:

Closing Pro Plan: starts at $150/month/organization

Simple solution for agreement signing and secure electronic storage for documents. Includes the following features:

  • 5 users (senders)
  • Sending unlimited documents for signature
  • Integrations with Salesforce, Newmarket International’s Delphi.fdc, Conga Composer & Drawloop’s LOOP for Salesforce
  • Customized user permission levels
  • Deal.Stream – unique collaboration feature for senders & signers
  • Custom branding
  • Shared document library
  • Full support service & onboarding training
  • Dedicated customer success manager

Closing Pro+ Plan: starts at $250/month/organization

An integrated system perfect for businesses that need to gather signed agreements & secure customer payments. It includes all features from the Closing Pro plan plus:

  • 1,000 payment requests/year
  • Payment gateway integrations with Merchant Link, Element, Authorize.net, Shift4 Corporation & leading billing system Zuora
  • Collect one-time, re-occurring or authorized credit card payments
  • Ability to collect ACH payments with select payment gateways

User Satisfaction

We realize that when you make a decision to buy Accounting Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Sertifi reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Sertifi. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

24

NEGATIVE SOCIAL MENTIONS

0

Video

Technical details

Devices Supported
  • Windows
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • TRAINING
  • TICKETS

What are Sertifi pricing details?

Sertifi Pricing Plans:
Free trial
Closing Pro Plan
$150/month/organization
Closing Pro+ Plan
$250/month/organization

Sertifi offers two flexible pricing packages that cater to varying business needs and budgets. You can also sign up for a 30-day free trial to check if Sertifi is a good fit for your business. It’s also possible to request a quote for a plan customized to your individual needs. The following plans are available:

Closing Pro Plan: starts at $150/month/organization

Simple solution for agreement signing and secure electronic storage for documents. Includes the following features:

  • 5 users (senders)
  • Sending unlimited documents for signature
  • Integrations with Salesforce, Newmarket International’s Delphi.fdc, Conga Composer & Drawloop’s LOOP for Salesforce
  • Customized user permission levels
  • Deal.Stream – unique collaboration feature for senders & signers
  • Custom branding
  • Shared document library
  • Full support service & onboarding training
  • Dedicated customer success manager

Closing Pro+ Plan: starts at $250/month/organization

An integrated system perfect for businesses that need to gather signed agreements & secure customer payments. It includes all features from the Closing Pro plan plus:

  • 1,000 payment requests/year
  • Payment gateway integrations with Merchant Link, Element, Authorize.net, Shift4 Corporation & leading billing system Zuora
  • Collect one-time, re-occurring or authorized credit card payments
  • Ability to collect ACH payments with select payment gateways

What integrations are available for Sertifi?

Sertifi offers integrations with the following business systems and applications:

  • Drawloop
  • Salesforce
  • Zuora Payments
  • Infusionsoft
  • Shift4
  • Conga
  • Google Apps
  • Merchant Link
  • Microsoft Dynamics

User reviews


User reviews in total: 9

8
1
0
0
0

Average Rating:

Write your own review of this product

Add a review

The most favorable review

Colin

2 months ago


Pros: Not everyoen I know owns a fax/printer/scanner at home. This tool has removed the headache of getting our new hires started since most of them sign their forms over the internet. It's very user friendly and each notification informs me of forms that have been signed. If we'd known about this years ago, everything would've been smooth!

Cons: This is just a small issue but when you log in, it brings you to a new tab. It would've been awesome to stick with one tab so I won't have to open a bunch of them all at once. This is the only tiny issue I can only come up with.

The least favorable review

Margaret

7 months ago


Pros: Its reporting functionality is useful for data analysis. Its system opertions and bundled featurs are easy to understand and simple to use.

Cons: Every system has its flaws. I hate bugs that trigger the system to suddenly pause and end up becoming inactive. This doesn't happen a lot. But when it does, it makes it a bit tough to push through with operations.

Published 2 months ago
Verified
user
Not everyoen I know owns a fax/printer/scanner at home. This tool has removed the headache of getting our new hires started since most of them sign their forms over the...



What do you think about this review? Great Poor
Published 2 months ago
Verified
user
I love how the simplicity of this tool. I can easily fill out a digital agreement and have it...



What do you think about this review? Great Poor
Published 2 months ago
Verified
user
Having an idea as to when a carrier has signed your rate confirmaton and knowing its legibility is a big plus. I also have the ability search and track specific data from...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
Its reporting functionality is useful for data analysis. Its system opertions and bundled featurs are easy to understand and simple to use.



What do you think about this review? Great Poor
Published 8 months ago
Verified
user
The best aspect this tool has its e-signature features. As brokers, this gives us an efficient and rapid response from the carrier. It also helps us make use of our time...



What do you think about this review? Great Poor
Published 9 months ago
Verified
user
Sertifi does a tremendous job for me. It saves me time, paper, and postage. If it's convenient for me, then more so with my customers.



What do you think about this review? Great Poor
Published 9 months ago
Verified
user
I like how I can keep in touch with my Sertify rep whenever I need help with something. If I feel like I need to troubleshoot something, he's there to give me a helping...



What do you think about this review? Great Poor
Published 9 months ago
Verified
user
E-signatures lets users of Aljex Software to make their workflow a lot faster. With an integrated solution within TMS, brokers making use of Aljex have a simpler and...



What do you think about this review? Great Poor
Published 10 months ago
Verified
user
What I favour with Sertifi is its easy of use. It takes mere seconds to send documents for signing in an efficient yet secure manner.



What do you think about this review? Great Poor

Thank you for submitting your review!

In order to ensure high-quality of our reviews we'll have to verify your email address. Please insert your email address below.

Thank you!

A verification email has been sent to the address you provided. Please click on the link in that email to finalize your review submission.

Page last modified

Share
Tweet
+1
Share