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The Agreement Platform

Automate Processes, Send Agreements, Collect Payments...Faster

Capture secure signatures and payments electronically via our eSignatures, ePayments or SertifiPay platforms. Our streamlined workflow solutions enable faster closing through a modern customer experience.

Always secure, always compliant

Worried that your current process may lead to unnecessary risk or potentially put you out of compliance? Let Sertifi take on that burden with our secure payment technology. Sertifi is a validated PCI compliance Level 1 service provider, with features like Tokenization, a complete Audit Trail, and Security Groups.

Get more done, faster

Your time is valuable, and manual processes slow you down. The Agreement Platform automates cumbersome paper processes that you’ve grown accustomed to. Spending less time on manual tasks means more time to focus on other priorities.

Convenience at your fingertips

You and your customers are used to convenience in all aspects of your lives – that means an easy and intuitive user experience. Whether you’re at work, at home or anywhere in between, easily sign, send, and pay on any device. It’s a better approach for today’s digital-first world.

Effortless and simplistic

We’ve designed our platform with simplicity in mind. Our goal is that no matter how you interact with our product, the experience is effortless and fits seamlessly into your busy lifestyle.

No more system hopping

Easily access all your agreements in one secure, compliant location – no system hopping required.

Designed with you in mind

Sertifi’s platforms are flexible enough to meet your current needs, grow with your business, and evolve with your industry.

"The turnaround time to receive a contract has shrunk greatly especially for our Catering and Events team. Sertifi has reduced the amount of time spent following up with clients for the signed documents.

In a lot of cases, they’re getting them back that same day. That’s made a big difference. One of the influences in that is the mobile ability. The fact that our clients can sign the documents through their smartphone is one of the main reasons they’re getting them back so fast."

Director of Sales and Marketing, Hilton Toronto

"Sertifi has made my life so much more streamline when it comes to sending and receiving agreements. My client correspondence turnaround of more than seven days has been cut to just one day. ONE DAY! This is huge for a property where I am responsible for the majority of its sales efforts."

Director of Sales, Hilton Garden Inn Lafayette/Cajundome

"We save hours of work for every group that comes through our doors. On average, we collect signed contracts and initial deposits and payments within just 4 hours, 98 percent faster than using the previous labor-intensive process."


"Sertifi moved Topgolf from an internal process focused on compliance to a process completely out-of-scope, due to not handling any guest credit card information. Additionally, it greatly accelerated the time it takes to get agreements signed and event deposits paid - from 5 days to just 3 hours."


"Sertifi has been a great tool for our hotel. It has streamlined our internal payment process and given our clients peace of mind when providing their credit card information. Win/win for everyone!"


"Sertifi allows our Sales & Catering group to collect signed contracts 96% faster and capture payments within one day."




Secure, compliant, and fully branded toward your organization, Sertifi is the perfect tool to execute agreements. Delight customers with an easy way to sign – anywhere, anytime, and from any Internet-enabled device, or capture in-person eSignatures on mobile devices or tablets.

Save time with easy-to-build templates, required fields, automatic reminders, expiration dates, and a shared document library to further expedite and simplify the sending process. Senders and signers can collaborate by posting comments and questions within a central area – all activity stored in the audit trail. Take it a step further with our markup feature, enabling you to cross that line faster.

Automate simple and complex business workflows using Sertifi. Whether you have one signer, multiple signers, or non-signers needing a carbon copy like your Accounting team – we have you covered!

Track and manage agreements sent for eSignature in real time. Receive status notifications at every step of the process, or run advanced reports with a complete audit trail of each transaction including email, IP address, and date/time.

With 5 user roles, user management is easy. Users view audit trails and the status of documents. Specific users run reports to get insights and analytics on all documents and user activity. Advanced analytics and custom reports provide a deeper look at the data. Documents are stored for 1 year with the option to extend storage.

When you sign up for Sertifi, you’re provided with a custom-branded, user-friendly portal. You have the option to enable Single Sign-On (SSO) for your portal so you can be more productive and save time. Additionally, we’re connected to the systems you already trust and love to power your business. Leverage our pre-built integrations with leading CRM and business systems including Salesforce, Amadeus Sales and Event Management Advanced, Zuora, Salesforce CPQ, and Cendyn Arcaneo to send, track, and manage eSignature requests.

  • User-Friendly Portal to Send, Track, Manage, & Report
  • Unlimited eSignatures, Any Type of Document
  • Shared Document Library
  • 5 Users (Senders, Option to Add More)
  • Custom Branding – Use Your Logo & Branding
  • User Administration & Permissions
  • Collaboration Features
  • Secure Document Storage for Up to 1 Year (Extended Storage Available)
  • Add-On: Integrations with
    • Salesforce
    • Salesforce Billing
    • Amadeus Hospitality’s Sales & Event Management Advanced
    • Zuora
    • Conga
    • Drawloop


Get Paid Faster

Getting an agreement signed is merely a piece of the closing puzzle. A payment seals the deal. Sertifi ePayments enables customers to finalize their agreements and collect payments within minutes.

Whether you’re collecting a real time payment, scheduled payment, or zero dollar value authorization to verify the card – all payments are captured and facilitated for processing in a secure and PCI-compliant manner. We also accept alternative payments including direct debit and eChecks. Use Sertifi ePayments today to get paid on time, reduce payment errors, and recognize revenue significantly faster.

Collect payment at the time of eSignature. Avoid payment delays and time wasted on follow ups. Make the disjointed, problematic payment collection process involving physical paper and awkward phone calls things of the past. Let customers sign and pay in one step, online!

Let your teams accomplish more, faster, with friendly reminders to sign and pay, expiration dates on requests, required fields to ensure complete and accurate forms every time, straightforward analytics and reports for tracking and managing activity, and much more!

Speed the payment process by enabling customers to submit payment at the time of signing. Collect payments instantly, schedule for future dates, or perform zero dollar authorizations to verify data. Debit cards, credit cards, or eChecks (ACH payments) are accepted.

All Benefits Included in Sertifi eSignatures (including the easy-to-use portal, unlimited eSignatures, 5 users/senders with the option to add users, and much more)

Additionally, you’ll receive:

  • Secure & PCI-Compliant Payments (Real Time, Scheduled, or Zero Value Authorizations)
  • Advanced Tokenization
  • Includes 1000 Credit Card Payment Requests per Year (Option to Add More)
  • Add-On: Collect eChecks (ACH Payments) with Select Payment Gateways


Power Simplified Payments

SertifiPay is a fully integrated, all-in-one payment solution that embeds directly into the Sertifi Agreement Platform and serves as a unified processing solution. Authorize, capture, and process secure payments seamlessly, all within one solution.

SertifiPay enhances the payment ecosystem by providing an alternative for organizations to start accepting payments faster and more easily. As an integrated payment gateway and processing solution, Sertifi is able to provide high quality customer support, a convenient online onboarding process and competitive, yet always transparent, pricing.

Getting set up with SertifiPay is a quick and easy process with online enrollment. Start accepting and processing payments within days, backed by excellent ongoing support provided by a dedicated customer support team.

Pricing doesn’t have to be complicated. SertifiPay enables predictable and easy-to-understand billing. We offer complete transparency and no hidden charges. Our entry pricing is a blended rate of 2.9% and $.30 per transaction. Custom pricing available based on large payment volume or unique business models.

  • Authorize, capture, and process all major credit and debit cards online
  • Void transactions, process refunds, and automate recurring payments
  • Manage online payment activities, disputes, chargebacks, and payouts
  • Intelligent Dashboards to keep track of your payment information
  • Advanced online reporting and reconciliation in the Sertifi Agreement Platform
  • Peace of mind from technology built with transactional fraud and risk management tools
  • Secure, PCI compliant transactions every time
Get Started with a Free Rate Analysis

Sertifi can perform a detailed analysis of your current blended rate, credit card mix, and help identify any potential cost savings. Contact us today to get started.