8.8
Spot Score
Sertifi Review: Is It The Right Electronic Signature Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
GDPR
SOC 2
HIPAAStarts from $30 / User / Month
delivery.com
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Hyatt
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DaveBustersTrusted by many companies including delivery.com
Overview
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SpotSaaS Analysis for Sertifi
Sertifi is an electronic signature software widely used by sales managers, legal professionals, and finance teams in small to medium businesses. With a high rating of 4.8/5 from 290 reviews, it is broadly validated as a reliable tool for streamlining document signing and payment processes.
Users highlight Sertifi's secure method for receiving credit card information, which enhances trust and security. The platform also effectively streamlines document signing and payment collection, significantly saving time and increasing efficiency. However, some users report that creating administrators and managing features is not as intuitive, often requiring additional support.
Quick facts about Sertifi
What is Sertifi?
Sertifi expedites the business finalization process with its efficient solutions. With a renowned user base of 17 million, this platform offers various channels to cater to the individual needs of businesses. It helps leaders collaborate and collect signed agreements at an impressive 90% faster rate. The integration of payments in contracts ensures a speedy payment process, 2.5 times faster than traditional methods. Sertifi also streamlines workflows for a faster closing process and exceptional customer service. As a trusted and PCI-compliant service provider, it takes on the responsibility of secure payments. By digitizing tedious paper processes, Sertifi saves time and effort. With its user-friendly interface, it caters to both businesses and customers. This all-in-one
Pricing
Starts from $30 / User / Month
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
SOC 2GDPRHIPAASSO & MFA supported
Data residency:🇺🇸
Sertifi Software Demo
Sertifi was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Sertifi
- Use cases
- Sales teams needing contract and payment integration, Legal departments managing electronic signatures, Finance teams processing payments with agreements
- Team types
- Sales managers, Legal professionals
- Company size
- Small Business, Medium Business
- Workflow style
- Simple and streamlined
- Setup complexity
- Medium
Why teams choose Sertifi
Secure credit card information handling enhancing trust
Streamlined document signing and payment collection process
User-friendly interface reducing manual paperwork
Is Sertifi right for you?
Best for sales and finance teams needing integrated contract signing and payments.
Choose Sertifi if
- You require seamless payment processing embedded directly within contracts.
- Your team values fast agreement finalization with a user-friendly interface.
- You use Salesforce and want tight integration for document and payment workflows.
Consider alternatives if
- You need advanced mobile document editing and customization capabilities.
- Your organization demands highly intuitive and flexible administrative controls.
What buyers should know before shortlisting Sertifi
Sertifi has garnered positive reviews over the past year, with users highlighting its key strengths. Users appreciate the ability to create customized forms and receive helpful feedback on the legitimacy of credit card transactions, aiding in fraud prevention.
The seamless integration with platforms like Salesforce makes document signing and payment collection efficient. Users praise the tool's simplicity and time-saving features, allowing for quick agreement modifications and electronic signatures, streamlining workflows.
One minor drawback mentioned by users is the slight inconvenience in creating administrators and the need for improvements in mobile device functionality. Some users also noted receiving multiple emails during the signing process.
However, overall, Sertifi's secure payment processing, streamlined document handling, and fraud protection features make it highly valued by users, saving time, paper, and ensuring a streamlined process for both users and clients. If enhancements are made to streamline certain processes and improve mobile functionality, Sertifi could further enhance its user experience.
Sertifi pros and cons
- Sertifi pros
Secure credit card information handling enhancing trust
Streamlined document signing and payment collection process
User-friendly interface reducing manual paperwork
- Sertifi cons
Non-intuitive administrator creation and feature management
Limited mobile document editing customization
Ready to try it?
Get started with Sertifi
Connect with the team for a personalised demo.
Still comparing?
See how it stacks up
Compare Sertifi side-by-side with top Electronic Signature Software alternatives.
What is the pricing of Sertifi?
Sertifi Pricing Plans
Sertifi eSignatures
$30
/User/Month
Unlimited options available
Send unlimited documents for eSignature
Integrations with Zuora, Salesforce, Salesforce CPQ & billing, Amadeus Hospitality’s Sales & Event Management – Advanced (formally Delphi.fdc), Infor Sales & Catering, Conga Composer, and Drawloop’s LOOP for Salesforce – Integration fees may apply
Customized user permission levels
Unique collaboration feature for senders and signers
Show more +
Sertifi ePayments
$30
/Month
Includes features of Sertifi eSignatures plan, plus
Payment gateway integrations with Authorize.Net, Check Commerce, CyberSource, Element, Merchant Link, Payeezy, U.S. Bank, Shift4 Corporation, and leading billing system Zuora
Collect one-time, re-occurring, or authorized credit card payments
Ability to collect ACH payments with select payment gateway integrations (additional price)
Sertifi eAuthorizations
$30
/Month
Unlimited options available
Tracking and reporting
Document expiration dates
Automatic reminders
Cardholder’s eSignature included on all authorization forms
Show more +
Sertifi API
Sertifi reviews and ratings
Buyer sentiment
Users generally express high satisfaction with Sertifi’s ease of use, security features, and efficiency improvements, while noting some usability challenges in administration and mobile editing.
What buyers like
- Ease of use
- Security in payment processing
- Workflow efficiency
Common complaints
- Administration complexity
- Mobile editing limitations
What users are saying
AU
Anonymous User
05/24/23
"Super helpful to prevent frauds"
What do you like best about Sertifi? We can create our own forms. Also, we get an helpful feedback if the credit card is legit or not What do you ...
Read more
AS
Andrew S
01/27/23
"Awesome Software once you get used to it"
What do you like best about Sertifi? I like how easy it is to add signing documents and collect payments. In my case, I use it through Salesforce, and ...
Read more
S
Sherman
11/12/21
This tool is super easy to use and it makes everything so easy!
PROS: 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 ...
Read more
J
Jimmy
11/02/21
Sertifi is something that my customers absolutely love!
PROS: E-signatures lets users of Aljex Software to make their workflow a lot faster. With an integrated solution within TMS, brokers making use of ...
Read more
L
Lisa
08/22/21
Seritifi is highly organized and simple enough to learn.
PROS: 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. CONS: ...
Read more
C
Colin
06/14/21
This tool streamlined our new employees’ paperwork.
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 ...
Read more
What are the features of Sertifi?
The access control structure is a crucial characteristic that distinguishes a digital asset management system from other storage systems. Yo…
To improve attraction, brands are turning to individualized branding tactics. Brands are putting more power in the hands of consumers than e…
Document Analytics is a powerful software feature that provides users with insights into the content and structure of documents. It uses adv…
Document Audit Trail is a vital feature of software systems, designed to track and record any changes made to a document throughout its life…
Document expiry is a software feature that allows users to easily manage and keep track of the expiration dates of important documents. It i…
Multi-factor authentication (MFA) is a security mechanism that verifies a user's identity for a login or other transaction by requiring mult…
Multi-user signing is a feature in software that allows multiple users to sign documents or agreements digitally. This feature is designed t…
The technique of determining how much progress has been achieved toward the conclusion of an ongoing project is known as progress tracking.…
Regulatory compliance is a crucial feature of software that enables companies to ensure that their business processes and operations adhere…
Reminders are a valuable feature found in many software programs that serve as helpful tools for users to stay organized and on top of impor…
Sequential signing is a unique feature in software that allows users to easily and efficiently sign multiple documents in a sequential order…
Sertifi security and data handling
Key compliance certifications and security features for IT and security teams evaluating Sertifi.
Certifications
Security features
Developer & data
Alternatives to Sertifi
Sertifi Customers
delivery.com
Avalara
Hyatt
PitneyBowes
DaveBusters
Topgolf
FiveStars
CareerBuilder
Belly
LBA Hospitality
Sertifi Support Options
Frequently Asked Questions About Sertifi
Common questions buyers ask before choosing Sertifi.
Sertifi is a Electronic Signature Software. Sertifi offers Document Analytics, Regulatory Compliance, Document Expiry, Multi-user Signing, Sequential Signing and many more functionalities.
Sertifi is a strong fit if: You require seamless payment processing embedded directly within contracts.; Your team values fast agreement finalization with a user-friendly interface.. Consider alternatives if: You need advanced mobile document editing and customization capabilities.; Your organization demands highly intuitive and flexible administrative controls..
Buyers commonly note the following limitations of Sertifi: Non-intuitive administrator creation and feature management; Limited mobile document editing customization; Occasional multiple emails sent during signing causing confusion.
Some top alternatives to Sertifi includes PandaDoc, Signaturit, Signable, DocuSign and eSigns.
Sertifi offers Subscription, Quotation Based pricing models
The starting price of Sertifi is $30/User/Month
Ready to try it?
Get started with Sertifi
Get connected with the team for a personalised demo.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].