Sertifi Features

Platform (8)

Custom Branding: Based on 41 Sertifi reviews and verified by the G2 Product R&D team. Custom branding can be applied through signature process
User, Role, and Access Management: Based on 42 Sertifi reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization: Based on 36 Sertifi reviews and verified by the G2 Product R&D team.
Performance and Reliability: Based on 48 Sertifi reviews and verified by the G2 Product R&D team.
Integration APIs: Based on 34 Sertifi reviews and verified by the G2 Product R&D team.
To which systems have you integrated this product
Accounting integration: Provide integration with accounting software and ERP systems.
E-commerce Integration: Provide integration with B2B and B2C e-commerce platforms

Signature Process (8)

Document Signing: Based on 86 Sertifi reviews and verified by the G2 Product R&D team. Allows signor to easily and intuitively sign documents
Reminders and Expirations: Based on 71 Sertifi reviews and verified by the G2 Product R&D team. Reminds signors of documents that are waiting to be signed and document expiration dates
Sign-In Process: Based on 82 Sertifi reviews and verified by the G2 Product R&D team. Process of authenticating is secure and seemless
Mobile Signatures: Based on 56 Sertifi reviews and verified by the G2 Product R&D team. User can easy send and sign documents on mobile devices
Signature Workflow: Based on 71 Sertifi reviews and verified by the G2 Product R&D team. Sendor/Adminstrators can easily set up and track documents through multiple signature steps
Bulk Digital Signatures: Based on 49 Sertifi reviews and verified by the G2 Product R&D team. Send documents requiring signature to 1000's of signers at once
Reporting: Based on 59 Sertifi reviews and verified by the G2 Product R&D team. Provides standard reports and easy creation of custom reports to manage signature process
Signature Document Creation: Based on 74 Sertifi reviews and verified by the G2 Product R&D team. Easy to create signature blocks on all required electronic document types/formats

Security and Scalability (3)

Regulatory Compliance: Based on 61 Sertifi reviews and verified by the G2 Product R&D team. Meets required regulartory compliances
Signature History and Audit: Based on 61 Sertifi reviews and verified by the G2 Product R&D team. Tracks all document signing history to comply with required regulations
Enterprise Scalability: Based on 49 Sertifi reviews and verified by the G2 Product R&D team. Provides features to allow scaling for large organizations

Contract Management Platform Features (10)

Contract Creation: Users can create new contracts within the platform using built-in document creation features.
Contract Templates: Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
Contract Editing: Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Contract Attachments: Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
Contract Collaboration: Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
Approval Process: Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
Notifications & Reminders: Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database: Contracts can be stored in a central online repository with built in search capabilities.
Integrations / APIs: The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.
Reporting & Dashboards: Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Payment Processing (4)

Encryption: Built-in security to protect payment information in order to prevent fraud and hacking.
Credit Card Processing: The ability to process credit card payments and receive approval or denial of funds from the customer's bank.
Mobile Payments: The ability to process mobile payments from a mobile wallet or other mobile phone payment app.
Digital Wallet Integration: The ability to process payments from a digital wallet service or other digital payment method.

Administration (7)

Reporting & Analytics: Reports and analytics created from payment data.
E-commerce Integration: The ability to integrate directly with an e-commerce platform in order to create a seamless checkout experience.
Processing Fees: Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate.
POS Integration: The ability to integrate with a POS system in order to allow the processing of credit card or mobile payments in a store setting.
Omnichannel: Process payments from multiple channels such as ACH, mobile, or e-commerce.
Levels 1 & 2: Supports levels 1 and 2 for credit card payment processing.
Level 3: Supports level 3 credit card processing which requires additional data for qualification.

Payment Options (2)

Security (1)

Generative AI (2)

Agentic AI - Contract Management (1)

Agentic AI - E-Signature (6)

Autonomous Task Execution: Capability to perform complex tasks without constant human input
Cross-system Integration: Works across multiple software systems or databases
Adaptive Learning: Improves performance based on feedback and experience
Natural Language Interaction: Engages in human-like conversation for task delegation
Proactive Assistance: Anticipates needs and offers suggestions without prompting
Decision Making: Makes informed choices based on available data and objectives

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Technology Glossary Features

View definitions of the features and discover new technology terms.

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Document Signing

Document signing plays an important role within the contract management process. Learn more about document signing and how it is used by industry professionals, along with other helpful information on the benefits of document signing.

Online Payment

Online payments are the exchange of monetary funds between buyers and sellers via the internet. This software feature helps perform a majority of purchases and sales conducted on the internet.

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