Sertifi

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.

Incentivized

• 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.

Incentivized

• More fields where we can copy more clients on a quote.

Incentivized

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.

Incentivized

• Able to more quickly close deals, spend less time on sales reps hounding people to pay.

Incentivized