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2 Distinctive Platforms, 2 Ways to Close Business Faster

Join thousands of companies that are closing business more than 90% faster with Sertifi. To put it simply, Sertifi Agreement Platform is all you need for all your signature and payment needs. Our Authorization Platform focuses on verifying and authorizing credit cards, eliminating paper authorization forms.

Agreement Platform


User-based, form-based, and unlimited subscriptions available.

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. It doesn’t get more convenient than that.

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  • Unlimited options available
  • Send unlimited documents for eSignature
  • Integrations with Zuora, Salesforce, Salesforce CPQ & billing, Amadeus Hospitality’s Sales & Event Management – Advanced (formally Delphi.fdc), Infor Sales & Catering, Conga Composer, and Drawloop’s LOOP for Salesforce – Integration fees may apply
  • Customized user permission levels
  • Unique collaboration feature for senders and signers
  • Custom branding – signing interface and emails to signers
  • Shared document library
  • Full support service, implementation, and onboarding training
  • Tracking and reporting
  • Mark up capabilities
  • Document expiration dates
  • Automatic reminders
  • Dedicated customer success manager

Agreement Platform


Transaction-based and unlimited subscriptions available, with ACH add-on.

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 exposure to sensitive information.

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  • All benefits included in Sertifi eSignatures
  • Payment gateway integrations with Authorize.Net, Check Commerce, CyberSource, Element, Merchant Link, Payeezy, U.S. Bank, Shift4 Corporation, and leading billing system Zuora
  • Collect one-time, re-occurring, or authorized credit card payments
  • Ability to collect ACH payments with select payment gateway integrations (additional price)

Agreement Platform


Transaction-based pricing available.


We can now facilitate your eCommerce processing! SertifiPay enables predictable and easy-to-understand billing. We offer complete transparency and no hidden charges. Authorize, capture, and process secure payments seamlessly, all within one solution.

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  • Unlimited payment requests
  • Access through a Sertifi custom-branded Web Portal
  • Pricing Valid for 1 eCommerce Merchant ID
  • Additional Merchant IDs require separate purchases
  • Assignment of an implementation specialist
  • Account set up and custom branding
  • Training and assistance with supported integrations (API, Payments, PMS, CRM)
  • Document set up training
  • Set up and usage training materials and recordings provided or 1 live webinar training session for all users, recording provided afterward
  • Support through go-live
  • Phone and email support
  • Issue tracking and resolution management
  • Product enhancements

Authorization Platform

eAuthorizations/ eConfirmations

Transaction-based and unlimited subscriptions available.

It’s time to modernize your clunky, unsecure credit card authorization process. Authorize your
customers’ card information in a PCI compliant manner with online credit card authorization forms.
You never have to print, fax, or scan an authorization form again.

Request a Quote

  • Unlimited options available
  • Tracking and reporting
  • Document expiration dates
  • Automatic reminders
  • Cardholder’s eSignature included on all authorization forms
  • Payment gateway integrations for authorizations include Stripe, Check Commerce, Merchant Link, Shift4 Corporation, and Payeezy
  • Integration with Oracle Hospitality OPERA – Integration fees apply
  • Customized user permission levels
  • Card verification including CVV & AVS
  • Payment tokenization for future billing
  • IP address restriction for enhanced security
  • Unique collaboration feature for senders and signers
  • Custom branding – signing interface and emails to signers
  • Full support service, implementation, and onboarding training
  • Dedicated customer success manager

Additional Offerings

eSign HR/Finance Bundle

Starting at $15 a month

Single Sign On

10% of annual fees

Sertifi Embedded Forms

Prices vary based on requirements

Extended Storage

20% of annual fees

Request a Quote for Sertifi API

Frequently Asked Questions

Yes, we offer full support to all customers. Each customer is assigned a customer success manager to ensure a successful deployment and offer guidance and support along the way.

Yes, we offer a 20% discount.

Monthly and Quarterly billing are available for an additional fee.

The Sertifi eSignatures tool offers eSignature capabilities alone, while Sertifi ePayments, in addition to eSignature capabilities, includes our Payment Bridge feature which allows you to collect secure payments and deposits. With the plan, you receive 1k credit card requests to utilize throughout the year.

The duration of on-boarding is dependent on the product and integration. eSignatures takes 1-2 days and requires 1 hour for training. ePayments takes up to 2 weeks and requires 1-2 hours for training. On-boarding takes longer for ePayments because there is an additional set up required by your payment processor. Set up time for API integrations is dependent on the project scope.

No, we partner with many payment gateway providers including Merchant Link, Shift4 Corporation, Element Payment Services,, Payeezy and leading billing systems such as Zuora. This means that you use your existing processor to process payments.

You don’t need a payment processor to get started. We offer our own eCommerce solution, SertifiPay which is powered by Stripe. You supply specific information and we sign you up. It’s easy and fast!

Yes, you can send customers ACH payment requests. These requests must be purchased separately. Please contact us for pricing information.