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Sertifi Review

Product Snapshot

Pricing

Pricing starts at $15 a month for each user.

Technology

Sertifi is available as a SaaS solution that requires no additional hardware.

Customer Focus

Sertifi works with customers of all sizes.

Selected Customers

Avalara, Chicago Tribune, TravelClick, The Washington Post, Autobytel

Sertifi eSignatures

Sertifi Sertifi helps users close sales by automating the electronic signature process. The program works within Salesforce, web portals and Microsoft Dynamics and sends out sales proposals electronically. Customers can then enter negotiations and rope in connected parties to speed up talks. After everyone agrees and an electronic signature is collected, the purchasing staff member can send a payment. Signatures can be received both remotely and locally through any web-enabled device. All document actions are stored in audit trails, and users can set workflows to handle document routing. Lastly, Sertifi eSignatures provides users with a bird’s eye view of all active deals and their statuses.

About Sertifi
Sertifi was founded in 2005 and is headquartered in Chicago.

Sertifi Features

  • SaaS electronic signature software solution
  • Works inside Salesforce, Microsoft Dynamics and web portals
  • Drafts proposals and digitally sends them to customers
  • Customers can participate in negotiations and invite other parties to join in
  • Collects electronic signatures remotely or locally via web-enabled device
  • Customers can send payments online after signing
  • Tracks all open deals and their statuses

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