Home/Electronic Signature Software/Sertifi
Updated on: October 18, 2021

What is Sertifi ?

Sertifi - Electronic Signature Software
82% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Sertifi

Take the Complexity Out of the Agreement Process
(155 Ratings) Write Review

Sertifi is an electronic signature software designed to help businesses close more sales and win more deals. Queue the violin. Make signing paper contracts a thing of the past. With eSignatures, you can easily request an agreement for signature with just a click of a button. Customers can sign, anywhere at any time, using their smart phone or tablet. It doesn’t get more convenient than that. It’s time to modernize your clunky, unsecure credit card authorization process. Authorize your customers’ card information with online credit card authorization forms. You never have to print, fax, or scan an authorization form ever again.

Sertifi Features Show All Features

Sertifi Technical details

Support Business Hours Online Customer Type Large Enterprises Medium Business Small Business
API Location / Phone Number Chicago, Illinois
Deployment SaaS/Web/Cloud Category Electronic Signature Software

Sertifi Pricing

Pricing ModelSubscription , Quotation Based
Sertifi eSignatures
$150 /Month

$150 per month billed yearly

Features

  • 5 Users
  • Unlimited eSignature Requests
Sertifi ePayments
$250 /Month

$250 per month billed yearly

Features

  • 5 Users
  • Unlimited eSignature Requests
  • 1k Payment Requests
Sertifi eAuthorizations
$105 /Month

$105 per month billed yearly

Features

  • Unlimited Users
  • 500 Payment Authorizations per Year
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Disclaimer: The pricing details were last updated on 20/07/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Sertifi pricing.

Sertifi FAQs

Sertifi is Electronic Signature Software. Sertifi offers the following functionalities:

  • Access Control
  • Reminders
  • Progress Tracking
  • Multi-factor Authentication
  • Document Audit Trail
  • Document Analytics

Learn more about Sertifi features.

Yes, Sertifi provides API.

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Sertifi Reviews

OVERALL RATING
4.8
Based on 155 Rating(s)
Rating Distribution
  • 87.4 %
  • 11.2 %
  • 1.4 %
  • 0 %
  • 0 %
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Lisa
LisaSource : financesonline.com
(Reviewed on 23 September 2019) Seritifi is highly organized and simple enough to learn.

PROS & CONS

What are the best aspects of this product?

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 aspects are problematic or could work better?

There have been so many instances where e-mails keep going back and forth like: one for them to receive it then another one for them to sign in and then another one that gives me a reminder to sign it. Then another one that talks about the process of signing... Too many e-mails going on.

What specific problems in your company were solved by this product?

I've had so many problems in the past in dealing with tasks and customers. But with Sertifi, that all changed. Now I can go paperless and save up on time and postage. It's also convenient for my customers.

Are you a current user of this product?

Yes

...more
Sherman
ShermanSource : financesonline.com
(Reviewed on 22 September 2019) This tool is super easy to use and it makes everything so easy!

PROS & CONS

What are the best aspects of this product?

I love how the simplicity of this tool. I can easily fill out a digital agreement and have it send to a potential client while dealing with them on the phone in as little as a couple minutes. I love how I can quickly make edits to an agreement even after sending it.

What aspects are problematic or could work better?

I just wish it's straightforwad to open a document on their mobile device and have it filled out just the way it would be on a desktop PC. My clients are own small businesses who are constantly on the move and rarely spend time in fron of their PC.

What specific problems in your company were solved by this product?

Sertifi saves me a lot of time. I rarely have time to worry about whether a potential client owns a scanner/printer/fax machien. They simply sign the digital agreement and immediately have a copy sent to them for recordkeeping.

Are you a current user of this product?

Yes

...more
Jimmy
JimmySource : financesonline.com
(Reviewed on 11 September 2019) Sertifi is something that my customers absolutely love!

PROS & CONS

What are the best aspects of this product?

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 quicker solution for paperwork signing and getting them uploaded to our software.

What aspects are problematic or could work better?

I'm only limited to input a maximum of 40 characters here. The sad thing about all this is that I have nothing bad to say about Sertifi.

What specific problems in your company were solved by this product?

With Sertifi, the turnaround time for having the documents signed have tremendously decreased. The recipient doesn't have to go through a learning curve. It's so simple to use.

Are you a current user of this product?

Yes

...more
Sarah H
Sarah HSource : g2crowd.com
(Reviewed on 12 August 2019) "Less paper. More peace of mind."

What do you like best?

Using Sertifi helps me filter out unreliable clients before they even become clients. When someone verbally commits to working with me long-term, I no longer have to just take their word for it until we see each other in person again. Sertifi allows me to send the contract right away, which means I can send an invoice right away, which means I get paid by the client *before* our first session. It leaves less opportunity for clients to back out or ghost me; I now know pretty quickly if they might do either and, thus, if I shouldn't waste any more time on them because I can see when they've viewed but not signed the contract.

What do you dislike?

I use Square for credit card payments, and I would love for there to be an integration so that new clients are prompted to pay upon signing my contract.

Recommendations to others considering the product:

Sertifi is great. It makes me feel more professional, organized, and at ease.

What problems are you solving with the product? What benefits have you realized?

Since I started using Sertifi, I feel more professional and feel I get treated as more of a professional by my clients; they show respect for my time, which isn't a given in my industry. I also have more peace of mind; in addition to using Sertifi for my contracts, I use it to have my potential clients who are coming in for a consult training session sign my liability waiver. This way, they have ample time to review and sign my liability waiver beforehand and don't feel rushed doing so at the beginning of our session, and since it's an e-signature (vs. pen/paper), I feel more legally protected. Finally, as previously mentioned, I get my contract signed quickly and, therefore, get paid more quickly (and since it's all electronic and there's no paper, my records are way more organized).

...more
G2 User in Business Supplies and Equipment
G2 User in Business Supplies and EquipmentSource : g2crowd.com
(Reviewed on 01 August 2019) "Very reliable and a huge time saver!"

What do you like best?

We no longer have to worry about faulty cards. Sertifi's credit card validation takes so much stress away from doing our business.

What do you dislike?

To be honest it does exactly what I hoped it would do. No complaints.

What problems are you solving with the product? What benefits have you realized?

No problems... really love the benefit of saving both my time as well as the customers.

...more
Olivia J
Olivia JSource : g2crowd.com
(Reviewed on 31 July 2019) "Fantastic Software!"

What do you like best?

Sertifi is very user friendly for every party involved. The fact that it is all online and that there are multiple ways to access the software makes my life easier and provides me with a since of security since it eliminates paper throughout business.

What do you dislike?

I have had no problems with this program. Everything is quick and very easy to use!

Recommendations to others considering the product:

An amazing product that has really benefited my company and our clients!

What problems are you solving with the product? What benefits have you realized?

I love that Sertifi checks the validity of the credit card to protect against fraud. It eliminates another step for me when receiving payments.

...more
G2 User in Consumer Services
G2 User in Consumer ServicesSource : g2crowd.com
(Reviewed on 31 July 2019) "An excellent experience. "

What do you like best?

I personally love that we are able to have validation with the credit card payments. There is no worrying about fake cards, and it is secure for the employees.

What do you dislike?

No complaints from me or my customers. It is an efficient tool and is easy to use.

What problems are you solving with the product? What benefits have you realized?

Working in hospitality, we have many contracts coming in and out every day. This is a fast and effective way to get signatures signed when I do not have time to follow up on the numerous contracts.

...more
G2 User in Civic & Social Organization
G2 User in Civic & Social OrganizationSource : g2crowd.com
(Reviewed on 31 July 2019) "Makes processing funds easy"

What do you like best?

I like that it sends emails to let you know proper information and when transactions are complete.

What do you dislike?

I don't like that I can't change the signing document after I publish it. I have to delete and start over again.

What problems are you solving with the product? What benefits have you realized?

In this digital age, you can get needed signatures for all the finances that need to be taken care of.

...more
Megan L
Megan LSource : g2crowd.com
(Reviewed on 30 July 2019) "Sertifi has made my life so much easier!"

What do you like best?

I love that our clients feel safe and secure when paying for their employees. It also makes my life a lot easier because I can have peace of mind that we won't have to deal with any "bad" or declined credit cards. The best part is that its so easy to use!

What do you dislike?

I can't think of anything... seriously so simple, quick, and easy.

Recommendations to others considering the product:

Make the most of it! Such an amazing product.

What problems are you solving with the product? What benefits have you realized?

I am saving time and money by not having to deal with paper communication. It doesn't create a to-do list for my clients and a hold up on our projects.

...more
G2 User in Food & Beverages
G2 User in Food & BeveragesSource : g2crowd.com
(Reviewed on 29 July 2019) "Excellent, it has made our business more efficient."

What do you like best?

ease of use and how quickly I can train staff to us the platform

What do you dislike?

Have no dislikes at the moment, I will jump back on with one if and when it happens

What problems are you solving with the product? What benefits have you realized?

The sales cycle has sped up significantly which keeps potential customers engaged and allows sales staff to move quicker.

...more
Read All Reviews

Videos on Sertifi

Sertifi Closing Pro Overview
Sertifi Closing Pro Overview
Sertifi eAuthorize Overview
Sertifi Closing Pro Overview

Customers

PitneyBowes
PitneyBowes
Avalara
Avalara
DaveBusters
DaveBusters
Topgolf
Topgolf

Sertifi Integration

98%
Salesforce
(23690 RATINGS) CRM Software

Disclaimer

The research is compiled using multiple sources, let us know of any feedback on feedback@saasworthy.com