How-To: Videos

Our how-to video collection is for learning and training. New to Sertifi? See our Agreement Platform in action now!

Sertifi eAuthorizations Overview

Sertifi eAuthorizations fully digitizes the credit card authorization process, enabling your always-on-the-move guests to conveniently submit credit card information online within minutes. Watch this video to learn how Sertifi eAuthorizations can enhance PCI compliance and efficiency for your organization.

Sertifi ePayments Overview

Sertifi ePayments simplifies how businesses across the globe send and collect agreements and payments. Watch our overview video to find out how you can use eSignatures and secure, online payments to securely close business faster, while providing an impressive digital experience for your employees and customers.

Sertifi Closing Pro Overview

Go paperless with Sertifi Closing Pro! Use the solution to send, sign, track, and manage documents online. Watch our overview video to see how easy it is for customers to execute documents via eSignatures and why more than 8.7 million users choose Sertifi.

Sertifi for Amadeus Sales and Event Management –Advanced (Delphi.fdc)

The Sertifi and Amadeus Sales and Event Management –Advanced (Delphi.fdc) integration allows users to send and execute contracts and secure payments all within the sales and catering platform. Make closing business quick and painless by using the unique integration today!

Sertifi for Salesforce | How to Send, Sign & Track (Classic)

Use Sertifi for Salesforce to swiftly and securely close business. With Sertifi, it’s flexible and easy eSignatures every time! The pre-built application is Salesforce1 Ready, Lightning Ready, and available on the AppExchange now.

Sertifi for Salesforce | How to Send, Sign & Pay (Classic)

With Sertifi for Salesforce, you can collect eSignatures and customer payments within minutes. Pick up where eSignatures leave off by quickly and securing collecting credit card or ACH payments online from your customers!

Sertifi for Salesforce | Send, Sign, and Track (Lightning)

This short video will detail the process for using Sertifi to send, sign, and track documents within the Salesforce Lightning interface.

Sertifi for Zuora | How to Integrate Zuora Payments into Your Contract Process

The subscription economy’s secret weapon, our direct Zuora integration allows subscription businesses to capture customer signatures and payments simultaneously. Explore how the integration works for technology innovators.