--- title: Sertifi Reviews meta_title: 'Sertifi Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 136 reviews by the users' company size, role or industry to find out how Sertifi works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 136 scale: '5' date_modified: '2026-06-15' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Sertifi Reviews **Vendor:** Flywire **Category:** [E-Signature Software](https://www.g2.com/categories/e-signature) **Average Rating:** 4.8/5.0 **Total Reviews:** 136 ## About Sertifi Sertifi provides a complete contracting, payment, and authorization platform for the hospitality and travel industry. Brands like Marriott, Topgolf, and AEG Worldwide trust Sertifi to efficiently and securely finalize event and travel bookings with their guests. Sertifi’s easy-to-use platform helps tens of thousands of businesses in more than 135 countries, with more than $5 billion in payment requests being sent through the system annually. With decades of experience in hospitality and travel, Sertifi is building a network that gives guests and travelers across the globe a great experience from the start. Sertifi for e-Signatures Send and sign fully branded agreements – anytime, anywhere, from any device. Give your guests a convenient, digital experience and see completed contracts flow in 90% faster. Sertifi for Payments Avoid delays and get paid 2.5x faster by sending payment and signature requests together. Behind the scenes, Sertifi captures and processes your payments as one PCI-compliant solution. SertifiPay Get paid even faster with our proprietary payment processor, available worldwide and powered by Stripe. In less than 10 minutes, you can sign up to accept payments directly in Sertifi – one account, one complete workflow. Sertifi for Digital Authorizations Digitize payment authorizations to keep your guest’s information secure with PCI compliance and receive completed forms 5x faster. Eliminate chargebacks with advanced fraud tools that instantly verify cards and detect fraud early. Enjoy seamless B2B payment delivery between travel companies - such as travel management companies and virtual card providers - and travel suppliers, particularly hotels. It's a convenient, secure alternative to faxes. Contact us directly at corp.sertifi.com. ## Sertifi Reviews ### 1. Awesome Software once you get used to it **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew S. | Sales Manager, Enterprise (> 1000 emp.) **Reviewed Date:** January 27, 2023 **What do you like best about Sertifi?** 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. **What do you dislike about Sertifi?** 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. **What problems is Sertifi solving and how is that benefiting you?** It's allowing me to quickly get documents signed as well as collect payments efficiently. I'm very happy with how easy it is to use for both myself and my clients. ### 2. Super helpful to prevent frauds **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2023 **What do you like best about Sertifi?** We can create our own forms. Also, we get an helpful feedback if the credit card is legit or not **What do you dislike about Sertifi?** It is not user-friendly to create administrators **What problems is Sertifi solving and how is that benefiting you?** It helps us prevent frauds ### 3. Sertifi Digitial Closing **Rating:** 4.0/5.0 stars **Reviewed by:** Timber J. | S, Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2021 **What do you like best about Sertifi?** Being able to close job much faster without having to wait for customer to print paperwork or myself finding printer to print paperwork. **What do you dislike about Sertifi?** 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. **What problems is Sertifi solving and how is that benefiting you?** Customers changing their mind on sales, rep not closing deals quickly. ISR team able to reach out and close customers to help sales team. ### 4. Less paper. More peace of mind. **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah H. | Owner | Personal Trainer | Self-Defense Instructor, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2019 **What do you like best about Sertifi?** 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. **What do you dislike about Sertifi?** 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. **Recommendations to others considering Sertifi:** Sertifi is great. It makes me feel more professional, organized, and at ease. **What problems is Sertifi solving and how is that benefiting you?** Since I started using Sertifi, I feel more professional and feel I get treated as more of a professional by my clients; they show respect for my time, which isn't a given in my industry. I also have more peace of mind; in addition to using Sertifi for my contracts, I use it to have my potential clients who are coming in for a consult training session sign my liability waiver. This way, they have ample time to review and sign my liability waiver beforehand and don't feel rushed doing so at the beginning of our session, and since it's an e-signature (vs. pen/paper), I feel more legally protected. Finally, as previously mentioned, I get my contract signed quickly and, therefore, get paid more quickly (and since it's all electronic and there's no paper, my records are way more organized). ### 5. Receive bonafide credit card data with approval **Rating:** 5.0/5.0 stars **Reviewed by:** Vasudev M. | Senior Sales Manager, Hospitality, Enterprise (> 1000 emp.) **Reviewed Date:** July 22, 2019 **What do you like best about Sertifi?** 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. **What do you dislike about Sertifi?** Entering credentials every time is consuming lot of time. Instead it should recognize me and save my credentials for future log ins. **Recommendations to others considering Sertifi:** Sertifi will ease your work and payment will be received on time with out multiple follow-ups. From the client perspective, link to share credit card details makes it easier as major companies are not comfortable sharing credit card details over email or as an attachment. **What problems is Sertifi solving and how is that benefiting you?** The credit card data is readily available without bothering to find in email or other mode of communications. Use of Sertifi creates a positive impact on the client where he / she is convinced that the company is taking initiative to secure the data received which might be misused in many ways and this confidence is of utmost importance in maintaining client - vendor relationship. Not only it reduces the time of the client but the vendor is also secured with the payment process. Electronic medium is the most secure way to transact for payments and Sertifi does help in getting this sorted in the most secure way. At the end the best part of Sertifi is that the data is protected and is readily available for the vendor to check against misuse. ### 6. A safe and secure way for our guests to pay! **Rating:** 5.0/5.0 stars **Reviewed by:** Heidi T. | Front Office Supervisor, Hospitality, Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2019 **What do you like best about Sertifi?** 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! **What do you dislike about Sertifi?** 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. **What problems is Sertifi solving and how is that benefiting you?** Problems solved I mentioned earlier, we no longer are getting bad or stolen credit cards come through. ### 7. Sales Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Caitlin R. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2019 **What do you like best about Sertifi?** 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. **What do you dislike about Sertifi?** 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. **Recommendations to others considering Sertifi:** This is a very easy tool that every organization should use in order to ensure the security of their customers. **What problems is Sertifi solving and how is that benefiting you?** It allows for us to determine if the credit card is cleared and valid, which in turn can save a lot of work when the customer checks in. ### 8. Daily useage of sending credit card authorization forms to having guest sign contracts... so easy! **Rating:** 5.0/5.0 stars **Reviewed by:** John Robert D. | Catering Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 17, 2019 **What do you like best about Sertifi?** 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)... **What do you dislike about Sertifi?** 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... **Recommendations to others considering Sertifi:** This is the easiest format to get your information sent securely and your guest can sign at ease... I LOVE IT **What problems is Sertifi solving and how is that benefiting you?** The most important part is how our guest can do this all electronically... not have to print something, sign and find a method of returning it... this has been the BEST part. ### 9. Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2019 **What do you like best about Sertifi?** I like being able to copy and paste credit card numbers into our PMS system. Eliminates any typing errors from printed forms. **What do you dislike about Sertifi?** 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. **What problems is Sertifi solving and how is that benefiting you?** It is safer having credit card in an online secured system without having to have credit card numbers written on a form or having to call each cardholder to get the full number. This is a huge timesaver for me. ### 10. Very Good! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2019 **What do you like best about Sertifi?** I like that everything is very organized in one spot and it is very secure **What do you dislike about Sertifi?** 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. **What problems is Sertifi solving and how is that benefiting you?** Getting CC info as securely as possible. Also keeping it all organized in one secure place for reference as needed. ### 11. Fantastic Software! **Rating:** 5.0/5.0 stars **Reviewed by:** Olivia J. | Student, Higher Education, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2019 **What do you like best about Sertifi?** Sertifi is very user friendly for every party involved. The fact that it is all online and that there are multiple ways to access the software makes my life easier and provides me with a since of security since it eliminates paper throughout business. **What do you dislike about Sertifi?** I have had no problems with this program. Everything is quick and very easy to use! **Recommendations to others considering Sertifi:** An amazing product that has really benefited my company and our clients! **What problems is Sertifi solving and how is that benefiting you?** I love that Sertifi checks the validity of the credit card to protect against fraud. It eliminates another step for me when receiving payments. ### 12. Great for Credit Card Authorizations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Enterprise (> 1000 emp.) **Reviewed Date:** October 10, 2019 **What do you like best about Sertifi?** It's easy to receive secure payment information from customers. Prior to Sertifi we sent PDFs via either fax or scanned via email but many customers do not have access to a scanner or fax machine. **What do you dislike about Sertifi?** Not much, the website is pretty basic but works well enough. More reminders to the client could be nice. **What problems is Sertifi solving and how is that benefiting you?** Secure payment information form sent to customers to fill out and return. Less fraud, more secure. ### 13. Sertifi has made my life so much easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Megan L. | New Member, Higher Education, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2019 **What do you like best about Sertifi?** I love that our clients feel safe and secure when paying for their employees. It also makes my life a lot easier because I can have peace of mind that we won't have to deal with any "bad" or declined credit cards. The best part is that its so easy to use! **What do you dislike about Sertifi?** I can't think of anything... seriously so simple, quick, and easy. **Recommendations to others considering Sertifi:** Make the most of it! Such an amazing product. **What problems is Sertifi solving and how is that benefiting you?** I am saving time and money by not having to deal with paper communication. It doesn't create a to-do list for my clients and a hold up on our projects. ### 14. Ease of using Sertifi **Rating:** 5.0/5.0 stars **Reviewed by:** Geraldine G. | Catering Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2019 **What do you like best about Sertifi?** The ease of pulling up a signed contract quickly. No need to waste time scanning for me and the client to scan agreements. **What do you dislike about Sertifi?** Sometimes clients have issues with it saying they can’t pull up their signed contract and I sometimes need to do extra work to get it to them. **What problems is Sertifi solving and how is that benefiting you?** The need to no longer scan agreements and the credit card safety security for the consumer. ### 15. Good and efficient **Rating:** 4.5/5.0 stars **Reviewed by:** Ksenia D. | Catering Sales Manager, Hospitality, Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2019 **What do you like best about Sertifi?** Updates if the client reviewed/signed, how fast that it **What do you dislike about Sertifi?** that it sends a link that is already expired if it hasn't been signed. confusing for customers **What problems is Sertifi solving and how is that benefiting you?** fast, the client does not need a printer/fax to send it back ### 16. quick and safe **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2019 **What do you like best about Sertifi?** very safe and client enjoy to use it as they do not have to print and scan the form as the old fashion way **What do you dislike about Sertifi?** that you can you the link only once, s when is the same company they need to get always a link, instead they would prefer to use the same link more than once **What problems is Sertifi solving and how is that benefiting you?** No problem ### 17. Benefits of Sertifi **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2019 **What do you like best about Sertifi?** 1. Fast 2. High Data Security 3. User friendly **What do you dislike about Sertifi?** 1. So far there is no downside that can be mentioned with the role we have with sertifi **Recommendations to others considering Sertifi:** Easy, Fast , Friendly, and Highly secured system **What problems is Sertifi solving and how is that benefiting you?** We use Sertifi in order to obtain guests' credit card details for guarantee and also to facilitate third party payments ### 18. An excellent experience. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2019 **What do you like best about Sertifi?** I personally love that we are able to have validation with the credit card payments. There is no worrying about fake cards, and it is secure for the employees. **What do you dislike about Sertifi?** No complaints from me or my customers. It is an efficient tool and is easy to use. **What problems is Sertifi solving and how is that benefiting you?** Working in hospitality, we have many contracts coming in and out every day. This is a fast and effective way to get signatures signed when I do not have time to follow up on the numerous contracts. ### 19. Very easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa B. | Accounting Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2019 **What do you like best about Sertifi?** I am able to view the guest full credit card number **What do you dislike about Sertifi?** The grid. I have to put in the grid each time I log in; and it times out too quickly **What problems is Sertifi solving and how is that benefiting you?** na ### 20. With some added features, Sertifi would be perfect! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Enterprise (> 1000 emp.) **Reviewed Date:** August 09, 2019 **What do you like best about Sertifi?** Everything is in one place. No more faxes, random phone calls, handwriting we can't read.... **What do you dislike about Sertifi?** There may be a reason for this, but it is very inconvenient that we can not search by guest name, confirmation number, or the credit card number **What problems is Sertifi solving and how is that benefiting you?** Best is that we do not have to call cc companies to validate/verify cc info! ### 21. Fast and easy to use. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Enterprise (> 1000 emp.) **Reviewed Date:** August 09, 2019 **What do you like best about Sertifi?** No need to save the load tender as a PDF. Quickly response time and hassle free. **What do you dislike about Sertifi?** Could be glitchy at time to time. I’ll send a load tender out and carrier advised the didn’t receive it. **Recommendations to others considering Sertifi:** People who want to save time, dislike saving documents. **What problems is Sertifi solving and how is that benefiting you?** Huge time saver! Able to send load tenders out quickly. ### 22. Makes processing funds easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2019 **What do you like best about Sertifi?** I like that it sends emails to let you know proper information and when transactions are complete. **What do you dislike about Sertifi?** I don't like that I can't change the signing document after I publish it. I have to delete and start over again. **What problems is Sertifi solving and how is that benefiting you?** In this digital age, you can get needed signatures for all the finances that need to be taken care of. ### 23. Essential for all long distance credit card transaction **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2019 **What do you like best about Sertifi?** I love this it is so simple to use and is almost instant. This is a great site to use instead of the ancient credit card authorization forms that were required when someone needed to pay (used in a hotel). The form is sent and can be filled within 2 minutes electronically. The whole process from business to client back to business can be completed within 5 Minutes and it is more secure than a credit card authorization form done by hand. **What do you dislike about Sertifi?** Having worked for so long with the Manuel printed form, I like everything about Sertifi. It is efficient and trustworthy. **Recommendations to others considering Sertifi:** This would be an essential program in any hotel. It is so efficient and reliable. Uh better experience for the guest to fill out as opposed to the Manuel credit card authorization form. **What problems is Sertifi solving and how is that benefiting you?** To protect from fraud, sertifi checks the validity of the credit card. Also, as it is very easy to use, and can be fully filled online, guests much prefer this way of sending us secure payment at a distance. ### 24. Very reliable and a huge time saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2019 **What do you like best about Sertifi?** We no longer have to worry about faulty cards. Sertifi's credit card validation takes so much stress away from doing our business. **What do you dislike about Sertifi?** To be honest it does exactly what I hoped it would do. No complaints. **What problems is Sertifi solving and how is that benefiting you?** No problems... really love the benefit of saving both my time as well as the customers. ### 25. Excellent, it has made our business more efficient. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2019 **What do you like best about Sertifi?** ease of use and how quickly I can train staff to us the platform **What do you dislike about Sertifi?** Have no dislikes at the moment, I will jump back on with one if and when it happens **What problems is Sertifi solving and how is that benefiting you?** The sales cycle has sped up significantly which keeps potential customers engaged and allows sales staff to move quicker. ### 26. Great! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** July 31, 2019 **What do you like best about Sertifi?** Such an easy and safe way to transfer information. No need for papers because everything is electronic which makes it a much more reasonable option. **What do you dislike about Sertifi?** Nothing. It serves its purpose with no difficulties. **What problems is Sertifi solving and how is that benefiting you?** Seamlessly sharing information with clients. Paperless transactions make it a great service. ### 27. Absolutely love it. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Media Production | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2019 **What do you like best about Sertifi?** Easy to use and simple to navigate. The software has truly made our life easier here. **What do you dislike about Sertifi?** Some language is hard to understand for beginner users. **What problems is Sertifi solving and how is that benefiting you?** Signing contracts becomes easy when using Sertifi. Thank you for that!!! ### 28. Easy to use for the sender and reciever **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2019 **What do you like best about Sertifi?** The PDF authorization form is easy to use **What do you dislike about Sertifi?** Wish we got (senders) reminders emailed to us detailing if someone hasn't signed within 48 hours **What problems is Sertifi solving and how is that benefiting you?** Easy to track whats been sent to clients ### 29. love certify **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2019 **What do you like best about Sertifi?** Sertifi is very easy to use. Easy for clients to use too. **What do you dislike about Sertifi?** The card expires after 30 days if not used. **What problems is Sertifi solving and how is that benefiting you?** N.A ### 30. Reliable Signing Program - Can't Wait For Improvements! **Rating:** 4.5/5.0 stars **Reviewed by:** Calandra J. | Great Lakes Regional Fellow, Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2017 **What do you like best about Sertifi?** E-Sertifi is the only program my company uses to send out documents for signing. It's easy to log into, easy to drop whatever boxes you might need onto the document. My favorite feature is the automatic executed copy email that goes out to all associated parties. **What do you dislike about Sertifi?** Right around 4-5pm everyday, E-Sertifi can get buggy. I'm not sure if that's our system internally or E-Sertifi, but I usually can't use the program at all once those glitches start. All the boxes for signature will be on the document, or documents won't load, etc. I also don't like the delivery and partial signature notifications - as an admin, that amounts to so many extra emails a day when I'm sending out documents, and it gets annoying. I also don't like the fact that you can't toggle back and forth between the document upload page and the data entry page without losing data. I also don't like that admins (and people who send out the documents) have little visibility as to how the program looks to the end user. **Recommendations to others considering Sertifi:** E-signatures are the wave of the future, but they also provide immediate benefits to your business, no matter how big or small. Have one admin send out all the documents so they can track signature status and be in charge of filing the signed documents. This is easier than having many users. **What problems is Sertifi solving and how is that benefiting you?** When decision makers and stake holders are constantly needed for signatures, but not in the office due to site visits, vacations, meetings, etc., I can still get the signatures I need without leaving my desk. No scanning in documents, no faxing, no interruptions. Simply plug it into E-Sertifi and wait for all the signatures to come back. We use it for permits, subcontracts, and pretty much anything else that can have an electronic signature instead of a physical one. ### 31. Easy, convenient, time-saver. **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel M. | Business Support Specialist, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** August 25, 2017 **What do you like best about Sertifi?** - Saves me time in drafting a quote. Allows me to spend more time making sure my clients are taken care of rather than drafting a quote. -Notifications when the client views and signs the quote. -Saves paper. -Quote drafts quickly. All the information I compile is loaded in, formatted, and sent out. Looks professional and the layout is great. -Clients can easily review the document, sign it, and then save or print it for their records. -Less liability for me. I don't need to worry about writing down or verbally receiving a client's phone number. Being hands-off with that information makes it much easier for me. **What do you dislike about Sertifi?** I can't think of much to critique. Sometimes it is tough to go back and edit a quote before sending it, but that might be our software platform and not Sertifi. **Recommendations to others considering Sertifi:** If your administrator sets up the products correctly, you will have a much easier time using the software. If products are left broad or not categorized correctly, then you using the software will not be as smooth. This would not be the software's fault, but rather improper setup. I would make sure that you have someone in charge of setting up the software diligently. We have a great administrator who set everything up properly and it is so easy to find the correct products and/or services. **What problems is Sertifi solving and how is that benefiting you?** Bottom line, saves time. Time is money, more time allows me either more clients or more attention to existing clients, win win. ### 32. Excellent E-Signature Vendor For SalesForce **Rating:** 4.0/5.0 stars **Reviewed by:** Micah H. | Director of Sales, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** August 21, 2017 **What do you like best about Sertifi?** I love not having to fax and chase down agreements and payment information anymore. It let's you know when the document is opened and when it is signed as well. Also, I like the ability to sign in person with the client when doing a demonstration to capture the immediate interest. **What do you dislike about Sertifi?** The sign in person feature that integrates with Zuora broke over a month ago and we are still waiting on resolution from both companies. This was leveraged frequently by my sales organization and without capturing the initial interest when they are excited with the demo they received, it is hurting our closing totals. However, I know it will be fixed and development takes time. We were just spoiled because it worked well for 2 years prior to this. **What problems is Sertifi solving and how is that benefiting you?** We have higher productivity without having to chase down payment information and agreements and it validates the card for you. The electronic paper trail helps keep clients honest when they say they haven't received things when you can see exactly when they do. **Official Response from Jessica Hughey:** > We’re really sorry to hear about your issues with the Sertifi and Zuora integration. We've looked into the issue and it seems to be a problem with your third party document generation app. We have already reported this issue to them and they are actively working on a resolution. Thanks again for your feedback! ### 33. So Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Christine L. | Client Engagement Specialist, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2017 **What do you like best about Sertifi?** Sertifi is so easy to use for both the person sending the quote and the recipient. Saves paper because everything is electronic. It sends you emails when the recipient views the proposal and signs, so it makes it super easy to use. Saves me a lot of time drafting the quotes. Would highly recommend Sertifi ! **What do you dislike about Sertifi?** Sertifi has been great, no complaints. I believe that anyone that uses this product will see how great and useful it is. **What problems is Sertifi solving and how is that benefiting you?** Setifi has made signing quotes so much more time efficient for myself and our customers. . Also provides our clients an easy and secure way to make payments. ### 34. Great Company Easy to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Johnathan H. | Founder/Webmaster/Community Manager | Professional Achievements/Projects, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2018 **What do you like best about Sertifi?** I like how simple it is to use. Very clear and simple for end users. **What do you dislike about Sertifi?** Nothing really. It really is that simple. **Recommendations to others considering Sertifi:** Keep doing what you are doing. **What problems is Sertifi solving and how is that benefiting you?** No Problems. Benefits, well listen it just works like it is supposed to never had a problem. ### 35. Great eSignature tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2018 **What do you like best about Sertifi?** Setting up Sertifi is very easy and from a user standpoint, sending out proposals for signature is very user friendly **What do you dislike about Sertifi?** Nothing that I can think of. It works very well. **What problems is Sertifi solving and how is that benefiting you?** Getting proposals signed electronically ### 36. The tool we could not do business with out1 **Rating:** 5.0/5.0 stars **Reviewed by:** John A. | Senior Business Solutions Specialist, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2017 **What do you like best about Sertifi?** The ability to have client easlily sign agreements and submit payments via portal Sertifi allows us to provide. **What do you dislike about Sertifi?** Inperson signing would be a few lest steps **Recommendations to others considering Sertifi:** We used Docusign which is a simpler form of Sertifi. Once we switched the process was seemless and it is easy to use. It allows our team provide secure and safe steps for clients to fill out agreements and provide payment. This tool allow has allowed us to bypass the old fax and sign and is a secure tool. **What problems is Sertifi solving and how is that benefiting you?** The abilty to send contracts to new and existing clients to provide easy secure payments view the web ### 37. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Cristina L. | Customer Success Team Leader, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** August 25, 2017 **What do you like best about Sertifi?** Sertifi is very easy to use both as a sender and recipient. You can email to a client or use the in person and have them sign right on the spot. **What do you dislike about Sertifi?** I have had no personal issues with Sertifi. **What problems is Sertifi solving and how is that benefiting you?** The great thing about Sertifi is it will send you an email notification when the document is signed. There is no followup needed to check the status of it. Also, the recipient can sign on the spot, so no excuses that they are not near a printer or fax machine. ### 38. Document signatures - Purchase Orders / Invoices **Rating:** 4.0/5.0 stars **Reviewed by:** Adam H. | Sales Operations Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2017 **What do you like best about Sertifi?** It's very simple, you just attach your purchase order through Salesforce and send it to the contact on the account. **What do you dislike about Sertifi?** No real complaints, would probably make sense to just put all of the fields that you need to fill in on one page instead of going through multiple pages considering how few things you need to add (email, message, file attachment). **What problems is Sertifi solving and how is that benefiting you?** Getting signed contracts for deals that are being paid for with net 30 terms. ### 39. Super Efficient for the Company and the Customer **Rating:** 5.0/5.0 stars **Reviewed by:** Alesia W. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2017 **What do you like best about Sertifi?** I like how user friendly and efficient Sertifi is for both the company and the client. **What do you dislike about Sertifi?** I don't have anything I dislike about Sertifi. I always say if it's not broke, don't fix it. **What problems is Sertifi solving and how is that benefiting you?** Sertifi makes it easy to keep track of our goals, manage accounts, and create a stable relationship with our clients in the most effective way. Sertifi integrates with our document management solution and our billing engine,which gives us a high amount of closed deals which are used with customer signature captures and electronic payments. ### 40. Getting Business Done. **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen A. | Director of Professional Services, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** September 06, 2017 **What do you like best about Sertifi?** With Sertifi our agreement acquisition process is painless. My team can create, submit and receive information quickly and get the information we require from our customers and potential customers without issue. **What do you dislike about Sertifi?** No complaints - it does exactly what our business needs (and what our customers need) to get deals done. **Recommendations to others considering Sertifi:** If you are looking for software that can bind your deal acquisition process together then look no further! **What problems is Sertifi solving and how is that benefiting you?** Agreements get signed quickly and the integration is seamless. ### 41. Fabulous product! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole F. | Account Executive, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2017 **What do you like best about Sertifi?** Very easy to use, efficient. Makes our sales process so much easier for our clients! All around a great product! **What do you dislike about Sertifi?** I dislike that the finish and submit button is at the top of the document instead of the bottom (that's only because I had to pick Something) **What problems is Sertifi solving and how is that benefiting you?** Signing up our client for software subscriptions as well as any other purchases. It just makes the client experience easier and is more efficient for our team. ### 42. Seamlessly Integrated **Rating:** 5.0/5.0 stars **Reviewed by:** David S. | Director - Global Sales Enablement, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2017 **What do you like best about Sertifi?** The accessibility of the Sertifi platform through our use of SalesForce as our company's CRM has made my life much easier. Integration and ease of use are huge strong-points for me. **What do you dislike about Sertifi?** Nothing in particular comes to mind with regard to dislike. In using it every day, I have not found any major glitches, etc. **Recommendations to others considering Sertifi:** I would highly recommend the product if looking for an intuitive, up-to-date and efficient document management system. **What problems is Sertifi solving and how is that benefiting you?** Business problems solved would include the ability of clients to quickly and easily access any documents sent over. Necessary explanation is very limited, as the program tends to be quite intuitive for clients. ### 43. User Friendly software :) **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany M. | Junior Project Manager, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2017 **What do you like best about Sertifi?** I love how user friendly Setifi is and how it makes signing documents easy on both myself and my clients ! It is as easy as 123! **What do you dislike about Sertifi?** Setifi has been great and I have had great experiences so far! NO complaints. **Recommendations to others considering Sertifi:** I would recommend them if you are looking for a great user friendly and time saving software ! **What problems is Sertifi solving and how is that benefiting you?** Setifi has made signing quotes so much more time efficient for myself and clients! This is especially helping both parties because we all have busy days so having a product that is effective and time efficient helps. ### 44. Amazing and seamless **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2017 **What do you like best about Sertifi?** I love that sertifi is so easy for my clients, all they have to do is open the email and esign! **What do you dislike about Sertifi?** I have yet to have a bad experience using sertifi **What problems is Sertifi solving and how is that benefiting you?** The benefits of being able to send a quote and have it signed within minutes are amazing. ### 45. Sertifi **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2017 **What do you like best about Sertifi?** How simple it is to use in every aspect of my work **What do you dislike about Sertifi?** Nothing! So far I have had a great experience **Recommendations to others considering Sertifi:** use all features to the fullest **What problems is Sertifi solving and how is that benefiting you?** It allows me to work seamlessly with my team, I benefit by saving time and having organization ### 46. Excellent E-Signature vendor, integrated within our website **Rating:** 5.0/5.0 stars **Reviewed by:** David T. | Project Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2017 **What do you like best about Sertifi?** Integration is easy. Features are great...more than what we currently use, but sufficient for us to grow into. Price beat other solutions and was comparable to in-house development, while being more robust and competitive with cutting-edge tech and continued development. **What do you dislike about Sertifi?** Search is lacking. I'd like to be able to search for a document by name. I am able to search by user by email address. **Recommendations to others considering Sertifi:** Wonderful product. Integration was easy for our developers to use API. **What problems is Sertifi solving and how is that benefiting you?** We have sent millions of documents for signature and received 80% back...signed. Sending a dozen documents makes it more convenient for the client to sign without needing to come to the office until much later in our business process. ### 47. Fantastic **Rating:** 5.0/5.0 stars **Reviewed by:** Ramzi G. | Carrier Development Specialist, Logistics and Supply Chain, Enterprise (> 1000 emp.) **Reviewed Date:** November 03, 2015 **What do you like best about Sertifi?** I love being able to get a signature back without having to go through the hassle of scanning of faxing documents. **What do you dislike about Sertifi?** Occasionally, people I send the email to do not get my confirmations when I send with E-Signature. **Recommendations to others considering Sertifi:** I hope Sertifi puts easier directions for people to see how to e-sign a document. Not all people I work with notice the "click here to sign" link. Every now and then people don't get my emails when I send with an e-signature. I have been told documentation beats conversation throughout the nation throughout the course of my work experience, and Sertifi provides the strongest level of documentation. This is one of the easiest and user-friendly pieces of software to use, and I highly recommend this product to all entities looking for extra security and ease of mind. **What problems is Sertifi solving and how is that benefiting you?** By receiving a notification email after a carrier e-signs a document, I'm able to document that the carrier has all information and cannot use the "I never got a rate confirmation" excuse. I love this electronic paper trail. ### 48. Easy-to-use tool that makes my life easier! **Rating:** 4.5/5.0 stars **Reviewed by:** Julia D. | National Inbound Sales Manager, Consumer Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2015 **What do you like best about Sertifi?** I like how simple it is. I can fill out an electronic agreement and send it to a potential client while I have them on the phone in less than 3 minutes. I also like that I can quickly make edits to an agreement even after I've sent it. **What do you dislike about Sertifi?** I wish it was easier for people to open the document on their mobile phone or iPad and fill it out that way as opposed to on an actual computer. My prospective clients are small business owners who are always on the go and are rarely in front of a computer. **What problems is Sertifi solving and how is that benefiting you?** This tool saves me so much time. I never have to worry about whether or not the potential client has a scanner/printer or fax machine. They just sign the electronic agreement and instantaneously have a copy sent back to them for their records. ### 49. Operationally Excellent **Rating:** 4.0/5.0 stars **Reviewed by:** Michael L. | Carrier Development Specialist, Logistics and Supply Chain, Enterprise (> 1000 emp.) **Reviewed Date:** November 03, 2015 **What do you like best about Sertifi?** The report capabilities are helpful when analyzing data. On a day-to-day basis, the functions and operations of the system are easy to learn and utilize. **What do you dislike about Sertifi?** With any system there will be flaws. I primarily dislike the bugs that cause the system to pause and be inactive. However, this happens not too often, when it does it makes it difficult to continue the operations. **What problems is Sertifi solving and how is that benefiting you?** The business problems unfortunately do not pertain to the effectiveness of the system. ### 50. E-signatures makes both the brokers and carriers lives easier **Rating:** 5.0/5.0 stars **Reviewed by:** Joe T. | Carrier Development Specialist, Logistics and Supply Chain, Enterprise (> 1000 emp.) **Reviewed Date:** November 02, 2015 **What do you like best about Sertifi?** The best thing about the E-signature feature is that it gives us (as a broker) a quick and efficient response from the carrier. This allows us to spend our time more wisely instead of hunting down signed rate confirmations through faxes or PDF forms. **What do you dislike about Sertifi?** I do not particularly care for the "carrier can update" section of it. Carriers can often lie about their in and out times for detention purposes and that can confuse things in the long run. **What problems is Sertifi solving and how is that benefiting you?** As I mentioned earlier, this system has saved us a lot of time. We no longer have to worry about hunting down signed rate confirmations because they are sent back to our email with just a coupe clicks of the button. ## Sertifi Discussions - [What is the Minimum Number of Users?](https://www.g2.com/discussions/minimum-number-of-users) - 1 upvote - [Can I pay monthly instead of annually?](https://www.g2.com/discussions/monthly-vs-annually-payment-installments) - 1 upvote - [Does Sertifi offer a discount for non-profit organizations?](https://www.g2.com/discussions/non-profit-organizations-discount) - 1 upvote - [Is support and on-boarding included for free?](https://www.g2.com/discussions/onboarding-and-training) - 1 upvote - [Does Sertifi offer a free trial?](https://www.g2.com/discussions/sertifi-free-trial) - 1 upvote - [View Sertifi pricing details and edition comparison](https://www.g2.com/products/sertifi/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-25+04%3A15%3A17+-0500&secure%5Bsession_id%5D=8e0d4e34-95d2-4bb9-8e0b-35aedd979e2d&secure%5Btoken%5D=074be17386a2d59dcc4754fae49daaf047d9be189428f3e4d524b84947a299f6&format=llm_user) ## Sertifi Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation **Contract Management Platform Features** - Contract Creation - Contract Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards **Payment Processing** - Encryption - Credit Card Processing - Mobile Payments - Digital Wallet Integration **Administration** - Reporting & Analytics - E-commerce Integration - Processing Fees - POS Integration - Omnichannel - Levels 1 & 2 - Level 3 **Generative AI** - AI Text Generation - AI Text Summarization **Payment Options** - Multi-Currency - Online payment portal **Agentic AI - Contract Management** - Autonomous Task Execution **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Security** - POS Verification **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Platform** - Accounting integration - E-commerce Integration **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs ## Top Sertifi Alternatives - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,411 reviews) - [SignNow](https://www.g2.com/products/signnow/reviews) - 4.6/5.0 (1,728 reviews) - [Adobe Acrobat Sign](https://www.g2.com/products/adobe-acrobat-sign/reviews) - 4.4/5.0 (1,017 reviews)