Sertifi Reviews & Product Details

I like how easy it is to add signing documents and collect payments. In my case, I use it through Salesforce, and the integration works almost seamlessly. I've rarely had issues. Review collected by and hosted on G2.com.

I don't like how I need to edit everything in Sertifi itself (payments and documents) for changes to be accurately reported. I wish I could edit items directly though Salesforce and then have them updated in Sertifi + reported on accurately. Review collected by and hosted on G2.com.

We can create our own forms. Also, we get an helpful feedback if the credit card is legit or not Review collected by and hosted on G2.com.

It is not user-friendly to create administrators Review collected by and hosted on G2.com.

Being able to close job much faster without having to wait for customer to print paperwork or myself finding printer to print paperwork. Review collected by and hosted on G2.com.

When it doesn't function it is very inconvenient because it leaves the sales team dead in the water per say. It seems to lock up our system and not let anything open when it's not working. Review collected by and hosted on G2.com.

Using Sertifi helps me filter out unreliable clients before they even become clients. When someone verbally commits to working with me long-term, I no longer have to just take their word for it until we see each other in person again. Sertifi allows me to send the contract right away, which means I can send an invoice right away, which means I get paid by the client *before* our first session. It leaves less opportunity for clients to back out or ghost me; I now know pretty quickly if they might do either and, thus, if I shouldn't waste any more time on them because I can see when they've viewed but not signed the contract. Review collected by and hosted on G2.com.

I use Square for credit card payments, and I would love for there to be an integration so that new clients are prompted to pay upon signing my contract. Review collected by and hosted on G2.com.

The client is safe & secure while sharing credit card data and also reduces follow-up time. The client feels safe when he learns that he doesn't have to share credit card authorization via email and the link is also secure where the card expires after a stipulated time. Review collected by and hosted on G2.com.

Entering credentials every time is consuming lot of time. Instead it should recognize me and save my credentials for future log ins. Review collected by and hosted on G2.com.

Sertifi has been Such a great new procedure at my company! Now our guests can safely and securely have their credit cards approved and pay for their employees. As a Supervisor, I now can trust that we will no longer get “bad” or stolen credit cards come through and my and my team’s focus won’t have to be on making sure their credit cards are legit. Within minutes we will know if the credit card can be used! Review collected by and hosted on G2.com.

That only a few associates can view full card #’s. If one of my team swipes over a full cc #, and we don’t have any of our people who can view the full #’s, it takes us longer to get the cc # back. Review collected by and hosted on G2.com.

I like sertifi because it is a secure system that allows for the customer to feel safe that their credit card information is being protected. Also, I like that they can open it right on their phone. Review collected by and hosted on G2.com.

The credit card authorization form is sometimes not user friendly. I work with the social market, so when they are asked to put in their company information, they do not know what to do. Also, they have a hard time reopening the documents. Review collected by and hosted on G2.com.

The way the system is set up... it's basically fool proof. The guest have an easy and yet feel very secure to process their information... I love seeing the auto responses (guest opened the email to signed document attached)... Review collected by and hosted on G2.com.

There isn't much to criticize about it... I was trying to think if there was something I would change... nothing comes to mind. It's so fool proof... Review collected by and hosted on G2.com.

I like being able to copy and paste credit card numbers into our PMS system. Eliminates any typing errors from printed forms. Review collected by and hosted on G2.com.

I understand for security reasons, but it's a pain to always have to wait for a security code in email to be able to pull card numbers. This isn't always quick or efficient. It is supposed to only be when the system logs you out. This is not always the case. It's a pain logging in so much if you multi-task and have to be in and out of the system all day.

Again, I know for security purposes but there are times I need to pull a card number up after 30 days. My Sales Department doesn't always send over paperwork to create accounts in order to put a card number into our system. Review collected by and hosted on G2.com.

I like that everything is very organized in one spot and it is very secure Review collected by and hosted on G2.com.

It would be great if there was a way to categorize the links sent out by the person.... for instance, if you send a link to the same person twice, to have a main option for that person and the sub options that show all the times you have sent them a CC link. I have recently sent probably about 50 different links within 2 days and it was hard for me to reference guests as they called back. It would be great is you could sort your links sent by the date, time or alpha by last name. Also the forms can be somewhat confusing if there are certain sections that do not apply to a particular guest. if would be nice if we could pro-actively N/A those sections or black them out. Review collected by and hosted on G2.com.