Sertifi | Closes Deals within 28 Minutes
Sertifi is the leader in Frictionless Business, with innovative solutions for modernizing the last mile of the sales process. The company offers the fastest and most secure way to close business, from eSignatures to online payment capture. Thousands of companies around the world trust Sertifi to close more deals faster, recognize revenue quickly, enhance security and compliance, and go completely paperless.
eSignatures, electronic signatures,, Sertifi Case Study, Salesforce
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Business Challenge sought a new way to get merchants quickly onboarded into their ordering system that reaches nearly a million customers daily. The process involved local merchants signing one-page applications in order to sign up with Also, outside sales reps struggled with onboarding new merchants.

The traditional paper-and-pen method for getting agreements signed and stored was slow and labor-intensive. Upon receiving signed agreements, reps would scan a copy to then manually upload into Salesforce. needed a mobile solution that integrates flawlessly into Salesforce so reps could capture in-person signatures on tablets and store signed agreements automatically.

Sertifi Solution originally implemented an eSignature solution for client applications, which had multiple small set-up and integration fees that added up to larger monthly bills. These costly bills inspired to seek out an eSignature solution with a simplified fee structure that eliminated piecemeal charges. chose Sertifi for its flexible and customizable Salesforce integration and hands-on approach of personalizing the solution to fit business needs. In addition, with Sertifi there were no support fees saving thousands of dollars. Inside sales uses Sertifi to send, sign and track client applications directly within Salesforce. Outside sales utilizes a custom-built wizard using Visualforce Pages to collect and store merchant signatures and data within Salesforce.

“It only takes 28 minutes on average to get an agreement signed now… gaining us an extra 30 days of productivity for the business by simply streamlining paperwork.”


The Results

With Sertifi for Salesforce, gets client applications and merchant agreements signed and stored faster at a lower cost. “We are closing more sales now that our team can be focused more on merchant service rather than start-up paperwork,” said the Vice President of Sales at “It only takes 28 minutes on average to get an agreement signed now, which frees up 240 person-hours per month — gaining us an extra 30 days of productivity for the business by simply streamlining paperwork.”

The new signing process exemplifies the ease of doing business with sales reps no longer deal with printing, scanning, and faxing. For the merchants, this convenient onboarding process fits into their busy day. They can quickly sign up on a rep’s tablet and start growing their business right away!

About empowers the neighborhood economy by enabling customers to order online from their favorite local restaurants, grocers, wine and spirits shops, and other stores, now including laundry, dry cleaning and tailoring providers via

Every day nearly one million customers explore their communities and order from more than 10,000 local businesses while at home, at work, or on the go.

Headquartered in New York and with a growing presence throughout the U.S., makes e-commerce an integral part of local daily life, helping customers shop, businesses grow, and neighborhoods thrive.