Bring how you finalize agreements and payments into one secure platform.
Sertifi offers an Agreement Platform built for businesses who need a more efficient and secure way to manage the full contract process. We simplify how businesses send and collect agreements and payments by bringing it all into one robust platform. Sertifi automates business processes, saves you time from performing repetitive tasks, enhances security and PCI-compliance, and provides customers an easy and convenient way to do business with your company. Thousands of businesses around the world use Sertifi to streamline their contracts and payment processes, recognize revenue faster, and increase job efficiency.
eSignatures
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.
ePayments
Paying for a good or service is a seemingly normal task. However, if you’re a business, the actual collecting process can be stressful depending on how it’s handled. Safely and securely capture credit card information from customers. Reduce human exposure to sensitive information.
eAuthorizations
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.
eConfirmations
For travel agents and hoteliers – streamline how confirmation details and virtual cards are sent and received with an automated and secure workflow.
Contact us directly at go.sertifi.com/talk-to-sales.
1. Sertifi eSignatures $150 / month / organization
2. Sertifi ePayments $250 / month / organization
3. Sertifi eAuthorizations $105 / month / organization
Sarah H.
Advanced user of Sertifi
★★★★★
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).
Review source: G2.com
