# Vartana, a Capchase company Reviews **Vendor:** Capchase **Category:** [Billing Software](https://www.g2.com/categories/billing) **Average Rating:** 4.9/5.0 **Total Reviews:** 24 ## About Vartana, a Capchase company Vartana, a Capchase company, is an AI-powered B2B enterprise sales and financing platform that enables vendors to close deals at lightning-fast speeds by offering automated credit approvals, flexible payment terms, and a smooth checkout experience. Vartana helps vendors easily configure deals directly from their CRMs like Salesforce, HubSpot, Microsoft Dynamics, and Zoho. Vartana's automation helps vendors seamlessly craft payment options that align with their customer’s needs and close fast. Founded in 2020 by Kush Kella and Ahmed Sharif, acquired by Capchase in 2025.  Learn more: https://www.capchase.com/blog/capchase-acquires-vartana ## Vartana, a Capchase company Reviews ### 1. Senior Director of Revenue Operations and Accounting **Rating:** 5.0/5.0 stars **Reviewed by:** Michael K. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 19, 2023 **What do you like best about Vartana, a Capchase company?** The most helpful part of using Vartana is the Widget in SFDC and the Instant Credit Check on the Customer. This has allowed our sales reps the flexibility to offer payment terms of quarterly or monthly and even if the customer decides not to finance it gives my cllections team a Credit Check. **What do you dislike about Vartana, a Capchase company?** I would like vartana tp expand beyond just the United States as we have customers in EMEA, APAC and Canada that would like to do financing as well and we are currently unable to offer that as a solution **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Vartana is helping us say yes to the customer more often for special payment terms and removing any speed bumps for sales buy removing the additional approvals needed in order to offer these special payment terms as well as inceases our cash flow by getting us paid in a few days versus over several quarters. ### 2. Quick, Easy, Helps Close Deals **Rating:** 5.0/5.0 stars **Reviewed by:** Brad H. | Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Vartana, a Capchase company?** The process was super easy and took only a couple minutes to fill out form AND get initial approval. I loved the Tracking Tool to see what my client was filling out and viewing. My clients told me the process was super easy to complete and my partners got paid on the deal immediately. The Vartana Team was also super responsive to questions and helpful throughout. **What do you dislike about Vartana, a Capchase company?** Some of the verbiage could change slightly to help understand the process better. (User facing not client facing) **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Offers customers a quick and easy way to finance deals. ### 3. Making 3rd Party Financing as easy as DocuSign **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** July 28, 2023 **What do you like best about Vartana, a Capchase company?** Expedites the 3rd party financing process in some cases almost 10-fold. They will let you know whether or not they are qualified before you ever speak with anyone. They also allow for some unique and creative deals. **What do you dislike about Vartana, a Capchase company?** The downside of Vartana would be that companies are not always approved for financing in their network but are approved by other 3rd Party Financiers we work with. But I believe that is not in Vartana's control. Vartana's subsidy rate is sometimes higher due to ease of use but in many cases I've had their subsidy be cheaper than other options. **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Vartana allows our company to get cash upfront while our customers are still allowed to pay monthly over our multi-year contracts. This creates a win-win for both parties. ### 4. Vartana is the way to quickly increase customer spend, and get tech deals done! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicolas B. | Enterprise (> 1000 emp.) **Reviewed Date:** March 17, 2023 **What do you like best about Vartana, a Capchase company?** Vartana is the financial solution to accelerate and close your deals! Vartana is so easy to use, I click once and immediately have a customer-facing proposal and approved terms. Since I have started using Vartana, I always include an option for financing and cash when presenting proposals to clients, giving myself the ability to submit proposals with a yes or yes, instead of a no or yes. Highly recommend to any tech company looking to increase their close percentages and increase customer spend. Final note, Vartana and team, is excellent! Great sellers that understand the sales process and bring additional value and expertise to complicated enterprise-level sales. **What do you dislike about Vartana, a Capchase company?** Understand the methodology behind it, but wish they were somewhat more transparent with finacing terms with sellers. Also have had a few companies denied by Vartana, that received approvals from other financers. **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Generating quick financial agreements for large tech sales. ### 5. Saved time, eliminated confusion, allowed me to win deal **Rating:** 5.0/5.0 stars **Reviewed by:** William R. | Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Vartana, a Capchase company?** Ability to immediately get financed quote to customer No back and forth, no waiting for next email/answer Easy, quick, clear sign+close process **What do you dislike about Vartana, a Capchase company?** I haven't found anything yet. I'll continue to check rates to be sure they're competitive but so far they have either been equal or better to comp. **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Vartana makes it easier for my customers to purchase Security solutions that they need now but do not currently have budget to pay for up front. They make financing process simple and efficient whereas, in my experience, the financing piece, through other parties, typically slows down the sales process by days and can often introduce confusion into the process as well. ### 6. Quick and Easy Process to Help Get the Deal Done **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2023 **What do you like best about Vartana, a Capchase company?** I love the team at Vartana and how responsive and committed they are to getting things done quickly and correctly. My company recently bought Vartana to help wtih monthly and quarterly payments and I immediately had a request from a customer I was trying to close for quarterly payments. Vartana gave me immediate approval for financing to share with the customer within minutes and then managed the signature process for me. I have to admit, I was hesitatant to use a vendor in this process because I did not want it to slow down the cycle, but Vartana was extremely fast and accomodating. Love this feature for my customers and this team! **What do you dislike about Vartana, a Capchase company?** Nothing so far! My experience so far has been great **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Some customers want monthly or quarterly paymetns and my finance team does not support that. We have brought in Vartana to offer this at a financing cost to now be able to offer this to customers. ### 7. Vartana makes its easy **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel D. | Enterprise (> 1000 emp.) **Reviewed Date:** July 19, 2023 **What do you like best about Vartana, a Capchase company?** Super easy to use! I love that I can log in and view updates on a minute by minute basis to see where the prospect is in signing their documents. **What do you dislike about Vartana, a Capchase company?** Nothing to report as of yet. Super easy to use. **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Saving me time. With other 3rd party vendors you are required to type up and email, ect. With Vartana, we can go straight through salesforce and update everything. ### 8. Quick and user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan C. | Enterprise (> 1000 emp.) **Reviewed Date:** July 06, 2023 **What do you like best about Vartana, a Capchase company?** Great tool to make closing deals as quick and user-friendly as possible. All it takes is one click and usually have financing options within minutes. **What do you dislike about Vartana, a Capchase company?** Not many issues at all! There are some minor growing pains but they listen to their customers and take feedback well. **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Most third-party finance companies are old school and have long turnaround times. Vartana does a great job in modernizing the process and making it easy. ### 9. Vartana is a great tool with even better people! **Rating:** 5.0/5.0 stars **Reviewed by:** Max C. | Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Vartana, a Capchase company?** Major upside to using Vartana. The software is straightforward to use and understand, and the people of Vartana are incredible to work with and extremely helpful. As someone who didn't have a lot of experience in putting financing options together, the Vartana team made it make sense for me and helped me to put it in front of my customer. I will be using Vartana again! **What do you dislike about Vartana, a Capchase company?** I couldn't come up with any issues! Vartana is an incredible team that I will be utilizing again. The only thing I might add is that the SFDC tool could be slightly more user friendly **What problems is Vartana, a Capchase company solving and how is that benefiting you?** My customer needed to see payment options to make their purchase make more sense from a budgetary perspective. While they were able to make my customer happy with their options of payment, but they also helped me to bring in more revenue. ### 10. Enterprise Account Executive **Rating:** 5.0/5.0 stars **Reviewed by:** Alex K. | Enterprise Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** July 05, 2023 **What do you like best about Vartana, a Capchase company?** Super fast turnaround times and super easy to work with them. **What do you dislike about Vartana, a Capchase company?** Things are developing fast so keeping up with the changes is the only hard part but they are all needed changes that enhance the platform. **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Easier way to finance technology purchases for our customers. ### 11. Great Development and Enablement Team **Rating:** 5.0/5.0 stars **Reviewed by:** Alizae M. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2023 **What do you like best about Vartana, a Capchase company?** The Vartana team was quick to accomodate our use cases and enhance their tool for ease of use. They are quick to respond and help out where needed. **What do you dislike about Vartana, a Capchase company?** No downsides, but with Marketplace emerging in more tech companies, there is some competition for monthly/quarterly payments. **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Monthly and Quarterly Payments. ### 12. Easy to create financing documents that are customer facing. **Rating:** 4.0/5.0 stars **Reviewed by:** Joseph B. | Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Vartana, a Capchase company?** I love the ability to start the credit process with the press of a button. The fact that I can create customer facing documents in a matter of seconds really expedites our process. **What do you dislike about Vartana, a Capchase company?** There was nothing that I can really say bad about the tool and company as of now. **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Ease of use, speed of documents being presented, ease of payout. ### 13. Vartana is a Great Partner **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Enterprise (> 1000 emp.) **Reviewed Date:** July 20, 2023 **What do you like best about Vartana, a Capchase company?** User friendly. Great support response time (even over email). **What do you dislike about Vartana, a Capchase company?** As with every service in this sector, the interest rates can be hit or miss. **What problems is Vartana, a Capchase company solving and how is that benefiting you?** The Vartana customer experience is actually pretty awesome. Checkout is super easy. ### 14. Fast, Easy, Cost Effective **Rating:** 5.0/5.0 stars **Reviewed by:** AJ C. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2023 **What do you like best about Vartana, a Capchase company?** I love how quickly everything is done, from the appraisal process to the checkout link. Vartana's rates are excellent, too! **What do you dislike about Vartana, a Capchase company?** Some processes need to be fleshed out more. There could be some improvements in handling exception cases. **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Vartana provides a means of providing flexible payment options for our customers. ### 15. Company user **Rating:** 5.0/5.0 stars **Reviewed by:** Matt K. | Enterprise (> 1000 emp.) **Reviewed Date:** March 01, 2023 **What do you like best about Vartana, a Capchase company?** Speed, great UX, even better account management / post unwrap support **What do you dislike about Vartana, a Capchase company?** Nothing in particular - they are a younger company and have similar growing pain items that any small company does **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Allows us to offer quick and easy customer financing options from start to end (e.g., quote to close) ### 16. Vartana Review **Rating:** 5.0/5.0 stars **Reviewed by:** Mel F. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** March 06, 2023 **What do you like best about Vartana, a Capchase company?** I like that it's easy to find in salesforce under the opportunity for each project. Having Romo connected in Slack is also helpful. **What do you dislike about Vartana, a Capchase company?** Sometimes it takes a few minutes to get the account started **What problems is Vartana, a Capchase company solving and how is that benefiting you?** They are making it easy for customers to see their payment options ### 17. SaaS for Financing - A phenomenal product **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan W. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** March 03, 2023 **What do you like best about Vartana, a Capchase company?** - Ease of use - Price to end customer - Team support - Process from proposal to PO - Backend financial model - Disrupting a massive industry with true Finance as a Service **What do you dislike about Vartana, a Capchase company?** - Limited use in some states - Nothing really **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Timeliness with deals Breaking into accounts that otherwise couldn't afford our product UI saves time and energy from my team - no longer need to play phone tag with financing partner or deal with email back & forth ### 18. Vartana has helped us achieve key business goals **Rating:** 4.5/5.0 stars **Reviewed by:** Sid D. | Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Vartana, a Capchase company?** They deeply understand how we sell and how our customers purchase. Additionally, they have been receptive to understanding our business priorities and shaping their product to meet our future needs. **What do you dislike about Vartana, a Capchase company?** We need to balance self service with Sales with respect to 3PF while also ensuring we maintain standard processes for compliance and ensuring we can continue to operationalize our deals **What problems is Vartana, a Capchase company solving and how is that benefiting you?** They are helping us improve cash flow through 3PF while ensuring the sales team has a seamless experience ### 19. Account executive **Rating:** 5.0/5.0 stars **Reviewed by:** Courtney C. | Account Executive ( West Virginia & Virginia ) , Enterprise (> 1000 emp.) **Reviewed Date:** March 01, 2023 **What do you like best about Vartana, a Capchase company?** The ease of us and ability to generate your own quotes **What do you dislike about Vartana, a Capchase company?** Haven't found anything I haven't liked yet **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Providing the customers another way to pay for their project without having to pay the full amount up front ### 20. Great Company to Work With! **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsay G. | Enterprise (> 1000 emp.) **Reviewed Date:** March 03, 2023 **What do you like best about Vartana, a Capchase company?** Vartana is doing finance the right way. Their software takes away the headaches that come with traditional financing. We can receive monthly payment options for our customers within just a few minutes. **What do you dislike about Vartana, a Capchase company?** I haven't seen any downsides of using Vartana so far. **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Vartana is helping us provide quick monthly payment options for customers to receive the products they want on their timeline. ### 21. Great Platform and Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** June 29, 2023 **What do you like best about Vartana, a Capchase company?** Platform is very easy to use and their team is quick to respond to anything I need **What do you dislike about Vartana, a Capchase company?** None that I can think of at this moment! **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Makes it quick & easy to get financing deals approved and done! ### 22. Vartana Financing Speed **Rating:** 4.5/5.0 stars **Reviewed by:** Pasha Z. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2023 **What do you like best about Vartana, a Capchase company?** The speed in which they operate is unmatched. **What do you dislike about Vartana, a Capchase company?** Nothing comes to mind - they operate with speed and efficiency that helps us our business to continue to move forward. **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Turnaround time on equipment financing has lagged. Vartana has found multiple ways to expedite and streamline this process. ### 23. Vartana dashboard **Rating:** 5.0/5.0 stars **Reviewed by:** Nick S. | Enterprise (> 1000 emp.) **Reviewed Date:** March 22, 2023 **What do you like best about Vartana, a Capchase company?** Has competitive rates and is easy to use **What do you dislike about Vartana, a Capchase company?** Nothing to note at this time. We have not issues to report **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Vartana is able to quickly approve finance options for my customers which allows us to close deals faster ### 24. Platform is fantastic, team is easy to work with **Rating:** 5.0/5.0 stars **Reviewed by:** Griffin B. | Enterprise (> 1000 emp.) **Reviewed Date:** March 17, 2023 **What do you like best about Vartana, a Capchase company?** Ease of use and SFDC integration makes it simple to provide options to our customers. **What do you dislike about Vartana, a Capchase company?** Customer chat is slow to reply when needing an answer quickly **What problems is Vartana, a Capchase company solving and how is that benefiting you?** Proving competitive terms for financing for my customers - [View Vartana, a Capchase company pricing details and edition comparison](https://www.g2.com/products/vartana-a-capchase-company/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-04+10%3A07%3A50+-0500&secure%5Bsession_id%5D=e6a4575d-46cd-42c7-97df-7c2c603a0a57&secure%5Btoken%5D=cace565f4679c468dc948a296a1b17605f2e134f709fca64ab4e83e16562eb47&format=llm_user) ## Vartana, a Capchase company Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Administration - Installment Payment and Buy Now Pay Later (BNPL)** - Email Notifications - Invoicing - Customer Portal - Loyalty Management **Bill Generation** - Templates - Digital Billing - Recurring Billing **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Payment Tools - Installment Payment and Buy Now Pay Later (BNPL)** - Payment Gateway - Payment Tracking - E-commerce Integration - Payment Scheduling **Bill Processing** - Consolidation - Batch Invoicing - Management **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Integration** - Accounting - Payments - ERP **Agentic AI - Installment Payment and Buy Now Pay Later (BNPL) features** - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **Agentic AI - Billing** - Autonomous Task Execution **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Generative AI** - AI Text Generation **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs ## Top Vartana, a Capchase company Alternatives - [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - 4.2/5.0 (1,408 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,324 reviews) - [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) - 4.7/5.0 (1,615 reviews)