Sertifi
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Streamline workflow processes and improve communication
- Real-time updates on contracts sent via Chatter/Yammer
- Option for customers to sign either electronically or print, sign, and fax
- Pre-populate fields into a contract with existing data
- Get 100% audit trail including when a contract was sent, opened, partially signed, and fully signed
- Signed PDF version of agreement is emailed to all parties
- Quickly respond to customer questions (conversation included within audit trail)
- Add others into the deal conversation via email address
- Integrate with leading applications including Conga Composer
Pricing Info
Pricing Info
The following plans are available:
eSignatures Plan: starts at $150/month/organization
Simple solution for agreement signing and secure electronic storage for documents. Includes the following features:
- 5 users (senders)
- Sending unlimited documents for signature
- Integrations with Salesforce, Newmarket International’s Delphi.fdc, Conga Composer & Drawloop’s LOOP for Salesforce
- Customized user permission levels
- Deal.Stream – unique collaboration feature for senders & signers
- Custom branding
- Shared document library
- Full support service & onboarding training
- Dedicated customer success manager
Closing ePayments Plan: starts at $250/month/organization
An integrated system perfect for businesses that need to gather signed agreements & secure customer payments. Includes all features from the eSignatures plan plus:
- 1,000 payment requests/year
- Payment gateway integrations with Merchant Link, Element, Authorize.net, Shift4 Corporation & leading billing system Zuora
- Collect one-time, re-occurring or authorized credit card payments
- Ability to collect ACH payments with select payment gateways
eAuthorizations Tool: starts at $105/month/organization
Digitize your credit card authorization process. Cards are verified & collected in a secure, PCI-compliant process.
Includes the following features:
- Unlimited users (senders)
- Includes 500 payment authorizations per year (tiered pricing for additional payment authorizations)
- Cardholder’s eSignature included on all authorization forms
- Payment gateway integrations for authorizations include Check Commerce, Merchant Link, Shift4 Corporation, and Payeezy
- Integration with Oracle Hospitality OPERA – Integration fees apply
- Customized user permission levels
- Unique collaboration feature for senders and signers
- Custom branding
- Full support service, implementation, and onboarding training
- Dedicated customer success manager
Integrations
Integrations
Sertifi offers integrations with the following business systems and applications:
- Drawloop
- Salesforce
- Salesforce Billing
- Zuora Payments
- Infusionsoft
- Shift4
- Conga
- Google Apps
- Merchant Link
- Microsoft Dynamics
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Digital Alchemy, Belly, ASCAP, HomeSphere
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
An innovative e-signature solution that streamlines the agreement process. Sertifi is great for those who want to simplify the process of signing documents and accelerate the sales process. It gives companies a secure way to get contracts signed to process payments faster without flouting PCI regulations.
Company Email
sales@sertifi.com
Contact No.
Company's Address
350 N. LaSalle Suite 1020
Chicago, IL 60654
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Balance Forecasting
- QuickBooks and Xero Integration
- Cash Management
- Account Overview
- Customer Insights
- Cash Flow Breakdown
- Account Mapping
- In-app Support
Pricing Info
Cash Flow Frog offers three packages with pricing variants dependent on the buyer’s annual revenue and subscription model. Check out their enterprise pricing for the monthly subscription plans.
Free
- 1 user
- 1 data sync per 24 hours
- Limited customer insights
- 2 months history
- Cash balance breakdown & reports editor
- Transactions table
- Help center
- Email support
Standard – $29/month – $99/month
- 2 users
- 3 data sync per 24 hours
- Customer insights
- 50 estimates
- 1-year history
- Account mapping
- Cash balance breakdown & reports editor
- Transactions table breakdown & reports editor
- Account overview breakdown & reports editor
- Cash in breakdown
- Cash-out breakdown
- Cash flow breakdown
- Help center
- Email support
- In-app support
Pro – $39/month – $119/month
- 10 users
- Unlimited data sync
- Customer insights
- Unlimited estimates
- 1-year history
- Account mapping
- Cash balance breakdown & reports editor
- Transactions table breakdown & reports editor
- Account overview breakdown & reports editor
- Cash in breakdown & chart
- Cash-out breakdown & chart
- Customer insights report editor
- Notes
- Help center
- Email support
- In-app support
- One-on-one training
Integrations
Cash Flow Frog seamlessly integrates with some of the leading accounting solutions in the market today:
- Xero
- QuickBooks Online
- QuickBooks Desktop
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Albion Bookkeeping & Consulting, Hughes Engineering PLLC, Publish Your Gift
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Cash Flow Frog is a tool used to understand the current and future state of a business’ finance to help in making smarter business decisions.
Company Email
Company's Address
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Please note that even though both Sertifi and Cash Flow Frog may offer an outstanding range of features each service could be created for a different company size. If you are studying different apps you should focus on a company type they are meant for. Certain elements may scale up with no problem for huge enterprises but if you run a small or mid-sized company it’s often better to refrain paying for complex features that you may never have a chance to use.
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