Capabilities of Our Closing Solutions
Our interface is known for being the most straightforward and easy-to-use within the industry today. Use our solution to send, sign, and manage documents 100% digitally. Easily upload agreements, send to others for eSignature, and track and manage along the way!
- Secure and Legal
- Company Branding
- Simple Sending Process
- Customizable Workflows
- Multiple/Parallel Signers
- Custom Routing for Signing
- Reminders and Notifications
- Expiration Dates
- Advanced User Authentication
- Mobility and In-Person Signing
- Track, Manage & Receive Real Time Updates
- Advanced Reporting & Analytics
- Secure Document Storage (extended storage available)
97% of your customers not only prefer eSignatures, they expect them.
We’ve transformed the way customers pay for products and services with Sertifi Payment Bridge. This feature allows customers to submit payments online within a secure and PCI-compliant process. Make waiting days or even weeks to receive payments a thing of the past. And, never again worry about storing sensitive payment data.
- Compliance with PCI Data Security Standard
- Reduce Risk and Liability of Data Exposure
- Validates Payment at Time of Capture
- Recognize Revenue Faster
- Secure Payment Retrieval
- Hosted Payments and Advanced Tokenization
- Eliminates Print, Sign and Fax (physical authorization forms)
- Improves Experience for Sales, Finance, IT, and Customers
Types of Payments:
- Credit Card Payments
- Credit Card Authorizations
- ACH Payments
- ACH Authorizations
Partnered with Leading Payment Gateways and Billing Systems:
- Shift4 Corporation
- Merchant Link
- Check Commerce
- Element Payment Services
- U.S. Bank
Today, we've collected 735k payment transactions.
Reach agreements faster by offering the ability to collaborate with customers. Our unique collaboration feature, Sertifi Deal.Stream, allows senders and customers to post comments or questions within a central area. This area is also where documents awaiting eSignature and payment requests live. It brings all components together so you can close swiftly. Think of it as your main closing hub.
- Eliminate Unnecessary Emails – post within Sertifi Deal.Stream to abolish back-and-forth emails
- Audit Trail – conversations are stored for future reference
- Upload Attachments – ability for senders and signers to easily upload files
- Invite Others – add other people to join the conversation, review/sign documents or submit payments
- Put a Face to a Name – build stronger relationships with customers by creating a sender profile that will appear when they go to sign and pay
More than 340k posts within Sertifi Deal.Stream and more to come!
Take advantage of our pre-built integrations for leading CRM systems and business solutions available today. Send, sign, and track requests directly from within the applications you already use within your company.
Leading Partner Integrations:
The Amadeus Sales & Event Management – Advanced (formally Delphi.fdc) integration allows you to capture signed contracts and secure payments 100% digitally. Abolish print, sign, and fax from your processes and never store risky payment data. The integration offers faster PCI compliance. From word-renowned brands and hotel management companies to independent hotels and event venues – everyone including Topgolf and Magnolia Hotels are finding Sertifi to be a game changer.
Sertifi for Zuora
As a proud Premier Partner and Strategic Silver Sponsor of Zuora for the third year in a row, we’ve integrated Zuora’s hosted payment technology so subscription businesses can collect eSignatures and payments from customers faster. Companies like Fivestars Loyalty, Avalara, Millennium S.I., Hatch Loyalty, and Appfolio have already switched to Sertifi in order to add the ability to securely collect credit card, direct deposits, and eCheck payments like ACH or SEPA faster.
The integration is built native on Force.com and allows you to work directly within Salesforce to send, sign, and track agreements. Collect secure customer payments and use seamlessly with other apps like Salesforce CPQ, Zuora, Conga Composer, or Drawloop’s LOOP. Top features include: Salesforce1 Ready and Lightning Ready, one-click sending process, in-person signing, merge or push data, create templates, multiple signers, and secure storage within Salesforce or Sertifi. Visit Sertifi for Salesforce on the AppExchange to trial.
More integrations our customers can’t get enough of:
- Oracle Hospitality OPERA
- Salesforce CPQ
- Conga Composer
- Drawloop’s LOOP for Salesforce
- Aljex Software
- eDoc Innovations
We connect with the systems you already use to run your business.
Sertifi offers the industry’s leading API solution for closing more deals, faster and providing an uninterrupted experience for everyone involved. It enables companies to seamlessly integrate functionality into their existing applications via REST API*, SOAP API, and XML API. With Sertifi, you can keep developmental costs low, and transaction control in your hands. Visit the Developer Center or request a Developer’s Sandbox to get started today.
- Integrate into your CRM, websites, or back-end systems
- Send eSignature and/or payment requests using your system interface or our website
- Build in-session signing on your website or portal
- Build mobile applications for in-person signing
- Set up multiple-factor authentication for signers
- Track and manage requests in real-time
- And much more
* Coming Soon
Plug your applications & existing systems into our flexible, powerful API.
Close the deal faster by going 100% digital. The solution is fast, secure, and legal. Never wait days or weeks for signed agreements. Paper and faxes are a thing of the past. Today, your customers expect convenience when signing.
Go a step further than eSignatures by collecting secure customer payments. This first-of-its-kind solution intertwines eSignatures and PCI-compliant payments, allowing your customers to quickly sign and pay online. Greatly reduce your PCI liability and risk and capture revenue faster.
Eliminate the physical paper involving 3rd party authorizations and credit card forms forever. Rapidly and securely verify and authorize credit cards without the paper trail. Customers will be able to submit sensitive payment details online within just a couple of minute, never storing the data on site.