Sertifi for Salesforce
Finalize Agreements Securely, Efficiently, and Conveniently from Within Salesforce
Work directly within Salesforce to send, sign, and track contracts, collect secure customer payments and authorizations, and use other apps like Zuora and Conga.
Transform the agreement process into an automated workflow, enabling you to send a document for signature to individuals or multiple signers and collect one-time or recurring payment information from any object within Salesforce.
Enhance PCI compliance and security, reducing risk and liability, by eliminating the exposure of credit card details and physical documents with advanced tokenization which keeps personal information safe from data breaches.
Sertifi for Salesforce Helps You Take the Complexity Out of the Agreement Process:
All the functionality of Sertifi eSignatures and ePayments, directly in Salesforce
Create custom workflows and add additional functionality to your current Salesforce structure
Custom Branding – use your logo and branding on all documents sent from within Salesforce
Dedicated client support with assistance every step of the way