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Sertifi

Score10 out of 10

6 Reviews and Ratings

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What is Sertifi?

Sertifi is an electronic signature software offering from Sertifi.

Categories & Use Cases

Media

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

1 / 3

Reviews

What users are saying about Sertifi.
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Electronic and Secure

Incentivized
Dave Grorud
Assistant General Manager in Customer Service at Interstate Hotels (10,001+ employees employees)

Pros

  • 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.

Cons

  • 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.

Return on Investment

  • 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.

Incentivized
Adam HarlessView profile
Director of Operations and Sales Operations in Corporate at PrintWithMe (11-50 employees employees)

Pros

  • Simple solution to a relatively simple problem, the best kind of tool.
  • Quick implementation.
  • Low Cost

Cons

  • Didn't have a big enough use case to really come up against Sertifi's limits.. it did everything we needed it to do.

Return on Investment

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

Alternatives Considered

PandaDoc and DocuSign

Other Software Used

InsightSquared, Tableau Desktop, Salesforce Analytics Cloud, Salesforce Lightning

Certified for Sertifi

Incentivized
Jessie MeadView profile
Salesforce Consultant in Information Technology at Independent (11-50 employees employees)

Pros

  • 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.

Cons

  • 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)

Return on Investment

  • 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!

Alternatives Considered

Echosign and DocuSign

Other Software Used

Salesforce Community Cloud, Salesforce Service Cloud, Pardot, Slack, Trello

Sertifi is the way to go!

Incentivized
Verified User
Account Manager in Customer Service (201-500 employees employees)

Pros

  • 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.

Cons

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

Return on Investment

  • Quicker turnaround of contracts.
  • Secured payment which makes our clients feel safe.

Alternatives Considered

DocuSign

Other Software Used

Salesforce CMS, Zuora, Wrike

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