Sertifi Reviews in June 2026: User Ratings, Pros & Cons

"Seamlessly Integrated"

What do you like best about Sertifi? The accessibility of the Sertifi platform through our use of SalesForce as our company's CRM has made my life much easier. Integration and ease of use are huge strong-points for me. What do you dislike about Sertifi? Nothing in particular comes to mind with regard to dislike. In using it every day, I have not found any major glitches, etc. Recommendations to others considering Sertifi: I would highly recommend the product if looking for an intuitive, ...

"Excellent E-Signature Vendor For SalesForce"

What do you like best about Sertifi? I love not having to fax and chase down agreements and payment information anymore. It let's you know when the document is opened and when it is signed as well. Also, I like the ability to sign in person with the client when doing a demonstration to capture the immediate interest. What do you dislike about Sertifi? The sign in person feature that integrates with Zuora broke over a month ago and we are still waiting on resolution from both companies. This ...

"Excellent E-Signature vendor, integrated within our website"

What do you like best about Sertifi? Integration is easy. Features are great...more than what we currently use, but sufficient for us to grow into. Price beat other solutions and was comparable to in-house development, while being more robust and competitive with cutting-edge tech and continued development. What do you dislike about Sertifi? Search is lacking. I'd like to be able to search for a document by name. I am able to search by user by email address. Recommendations to others ...

"Excellent E-Signature vendor, integrated within our website"

What do you like best about Sertifi? Integration is easy. Features are great...more than what we currently use, but sufficient for us to grow into. Price beat other solutions and was comparable to in-house development, while being more robust and competitive with cutting-edge tech and continued development. What do you dislike about Sertifi? Search is lacking. I'd like to be able to search for a document by name. I am able to search by user by email address. Recommendations to others ...

"Inside Sales"

What do you like best about Sertifi? That it sends reminders to merchants if they have not signed the agreement yet. I also really enjoy how fast the process is once they get the email with agreement info! What do you dislike about Sertifi? The "one time add on" section...it is always wrong. What problems is Sertifi solving and how is that benefiting you? Making it easier for a merchant to just quickly fill out payment info. They can fill everything out on their own time and it is a fast ...

"Inside Sales"

What do you like best? That it sends reminders to merchants if they have not signed the agreement yet. I also really enjoy how fast the process is once they get the email with agreement info! What do you dislike? The "one time add on" section...it is always wrong. What problems are you solving with the product? What benefits have you realized? Making it easier for a merchant to just quickly fill out payment info. They can fill everything out on their own time and it is a fast process.

"I use sertifi to get signed agreements from out merchants"

What do you like best about Sertifi? It makes the process of collecting a signed agreement quite fast and pain free, which is absolutely necessary for us. What do you dislike about Sertifi? It isn't the most reliable tool, and we often encounter issues that totally throw off the process. Because collecting payment info and signatures is such a sensitive activity, even the slightest hiccups can have bad effects. What problems is Sertifi solving and how is that benefiting you? We have to ...

"Perfect Compliment to our Application Infrastructure"

What do you like best about Sertifi? Payment Gateway option that integrates with our billing system. What do you dislike about Sertifi? There isn't anything specific that I would reference here. Recommendations to others considering Sertifi: If you are using Zuora as your billing system, then it's a no-brainer What problems is Sertifi solving and how is that benefiting you? At the end of 2014, we decided to give our application infrastructure a face-lift to support the growth of our ...

"Easy-to-use tool that makes my life easier!"

What do you like best about Sertifi? I like how simple it is. I can fill out an electronic agreement and send it to a potential client while I have them on the phone in less than 3 minutes. I also like that I can quickly make edits to an agreement even after I've sent it. What do you dislike about Sertifi? I wish it was easier for people to open the document on their mobile phone or iPad and fill it out that way as opposed to on an actual computer. My prospective clients are small business ...

"Easy-to-use tool that makes my life easier!"

What do you like best about Sertifi? I like how simple it is. I can fill out an electronic agreement and send it to a potential client while I have them on the phone in less than 3 minutes. I also like that I can quickly make edits to an agreement even after I've sent it. What do you dislike about Sertifi? I wish it was easier for people to open the document on their mobile phone or iPad and fill it out that way as opposed to on an actual computer. My prospective clients are small business ...