Sertifi Features

Sertifi

Take the complexity out of the agreement process.

5.0/5 (7 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Approval Process Control
Audit Trail
Authentication
Completion Tracking
Customizable Branding
Customizable Fields
Customizable Templates
Data Security
Document Analytics
Document Management
Document Review
Document Storage
Electronic Signature
File Sharing
Log Management
Mobile Access
Mobile Signature Capture
Multi-Party Signing
Pre-built Templates
Reminders
Reporting/Analytics
Sell Side (Customers)
Status Tracking
Task Progress Tracking
Team Collaboration
Workflow Management
Learn moreCompare App
API
Access Controls/Permissions
Approval Process Control
Audit Trail
Authentication
Completion Tracking
Customizable Branding
Customizable Fields
Customizable Templates
Data Security
Document Analytics
Document Management
Document Review
Document Storage
Electronic Signature
File Sharing
Log Management
Mobile Access
Mobile Signature Capture
Multi-Party Signing
Pre-built Templates
Reminders
Reporting/Analytics
Sell Side (Customers)
Status Tracking
Task Progress Tracking
Team Collaboration
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Approval Process Control
Audit Trail
Authentication
Completion Tracking
Customizable Branding
Customizable Fields
Customizable Templates
Data Security
Document Analytics
Document Management
Document Review
Document Storage
Electronic Signature
File Sharing
Log Management
Mobile Access
Mobile Signature Capture
Multi-Party Signing
Pre-built Templates
Reminders
Reporting/Analytics
Sell Side (Customers)
Status Tracking
Task Progress Tracking
Team Collaboration
Workflow Management
Visit WebsiteCompare App

Sertifi Feature Reviews

6 reviewers had the following to say about Sertifi's features:

Kim M.

Easy to Use

2018-03-09

Pros

Easy way for both vendor and customer to sign in and communicate documents, signature, and payments.

Cons

Search Feature. I wish I could default search to search all months all years for all files (perhaps save this search to a favorite) rather than have to select each time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Crystal P.

Made transitioning to remote work easy!

2020-04-24

The site is very user friendly, and I can see in real time when signatures have been captured.

Pros

I can edit and send as many documents as I need without having to working about overages or functionality problems.

Cons

Learning to format the documents to send out.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Zachary M.

Easily gets online signups SIGNED

2018-10-19

Pros

Quickly send out a link to documents that need to be signed, customers can finish in minutes and voila!

Cons

Solution is to send separate documents, but that's more to keep track of...

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Leslie F.

Virtual Credit Cards

2021-02-09

With Sertifi, the client can securely send this information and accounting can access it at any time to enter into the PMS system.

Pros

The ability for our clients to securely transmit their credit card information. We no longer have to play phone tag with clients for their complete card number.

Cons

One sales manager archived a request he'd sent to a client and I haven't found how to unarchive it - so we have to check the archive folder in case this happens again.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Kim M.

Easy, secure way to receive payments

2019-01-08

This is a great platform for vendors/ customers to share information and a secure place to hold payment information.

Pros

The website is easy to navigate and nice place to store/ share documents

Cons

No option to pre-authorize credit cards/ hold payments

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
George P.

Great app

2012-01-13

We use Sertifi ( www.sertifi.com ) for sending our contracts for insurance agreements. It has been fantastic - cannot imagine doing business without esignatures.

Pros

Easy to use and low cost

Source: GetApp
Helpful?   Yes   No
Read more