--- 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: '2026-11-09' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools ---

Sertifi Reviews & Product Details

Profile Status

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Pricing

Pricing provided by Sertifi.

Basic

$30.00
per_user Per Month

User Insights

Average based on 136 real user reviews.

Implementation Time

1 month

Perceived Cost

$$$$$

Typical contract price

$0k - $0k

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Per Year

Sertifi Reviews FAQs

Generated using AI

Last updated: Nov 01, 2026

What is Sertifi, and what problem is it built to solve?

Sertifi is used to move agreements and approvals online, helping teams collect signatures without the delays and paperwork of printing, scanning, or faxing. Users also rely on it to exchange payment information securely and track document activity.

What languages does Sertifi support?

Sertifi supports 7 languages: English, French, German, Italian, and Polish, among others.

What company sizes and industries is Sertifi the best fit for?

Sertifi appears to work across small, mid-sized, and enterprise organizations, with positive experiences represented in several industries. The most visible segments include:
  • Small businesses: Teams with 50 or fewer employees, including staffing, services, and hospitality organizations.
  • Mid-market: Organizations with 51–1,000 employees, including software and hospitality teams.
  • Enterprise: Organizations with more than 1,000 employees, including hospitality, logistics, and technology teams.

How long does it take to implement Sertifi across a team?

Implementation time varies with the setup and workflow, though a rollout in less than a day is the most commonly reported experience. Other reported go-live ranges include:
Time to go live Relative frequency
Less than 1 day Most common
Less than 1 month Common
1–3 months Also reported
3–6 months Less common
6–12 months Less common
Never Occasionally reported

What customer support options does Sertifi provide, and how do users find the overall support experience?

Support is available through email/help desk, chat, and phone, with a knowledge base also offered. The support experience is often described as responsive and helpful, including assistance with troubleshooting and implementation; some users note that resolving an issue can take longer when other systems are involved.

What features or capabilities could make Sertifi even more useful?

The most useful improvements would make document handling and day-to-day administration more flexible. Commonly requested enhancements include:
  • More control over reminders: Let teams customize reminder timing and make it easier to follow up on unsigned documents.
  • Better search and organization: Add more ways to search, sort, and group documents or links, such as by name or recipient.
  • Simpler editing and templates: Make it easier to revise published documents and reuse message or email templates.
  • More flexible integrations: Improve how changes and signed documents sync with connected CRM and business systems.

Is Sertifi considered safe and secure for handling data?

Sertifi is often experienced as a safer way to handle sensitive payment details and signed documents than exchanging them through paper forms or email. Users value card validation, secure electronic transfer, and controls over who can view full card numbers, though those access checks can sometimes add friction to retrieving information.

Sertifi Reviews (136)

Reviews

Sertifi Reviews (136)

4.8
136 reviews

What do users say?

Generated using AI from real user reviews
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AS
Andrew S.
Sales Manager
Enterprise (> 1000 emp.)
"Awesome Software once you get used to it"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness
AH
Verified User in Health, Wellness and Fitness
Mid-Market (51-1000 emp.)
"Super helpful to prevent frauds"
5/5
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 Review collected by and hosted on G2.com.

What do you dislike about Sertifi?

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

TJ
Timber J.
S
Mid-Market (51-1000 emp.)
"Sertifi Digital Closing"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Sarah H.
SH
Sarah H.
Owner | Personal Trainer | Self-Defense Instructor
Small-Business (50 or fewer emp.)
"Less paper. More peace of mind."
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Vasudev M.
VM
Vasudev M.
Senior Sales Manager
Hospitality
Enterprise (> 1000 emp.)
"Receive bonafide credit card data with approval"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Heidi T.
HT
Heidi T.
Front Office Supervisor
Hospitality
Mid-Market (51-1000 emp.)
"A safe and secure way for our guests to pay!"
5/5
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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

CR
Caitlin R.
Sales Manager
Small-Business (50 or fewer emp.)
"Sales Manager"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

John Robert D.
JD
John Robert D.
Catering Manager
Enterprise (> 1000 emp.)
"Daily useage of sending credit card authorization forms to having guest sign contracts... so easy!"
5/5
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)... Review collected by and hosted on G2.com.

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... Review collected by and hosted on G2.com.

Verified User in Hospitality
GH
Verified User in Hospitality
Mid-Market (51-1000 emp.)
"Review"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Hospitality
GH
Verified User in Hospitality
Mid-Market (51-1000 emp.)
"Very Good!"
4.5/5
What do you like best about Sertifi?

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

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. Review collected by and hosted on G2.com.

Pricing Options

Pricing provided by Sertifi.

Basic

$30.00
per_user Per Month
Sertifi Comparisons
Sertifi Features
Custom Branding
User, Role, and Access Management
Internationalization
Document Signing
Reminders and Expirations
Sign-In Process
Regulatory Compliance
Signature History and Audit
Enterprise Scalability