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
General ledger
Sales and Accounts Receivable
- Track sales and accounts receivable
- Automatically record recurring orders and invoices
- Accounts receivable & reports update as invoices are paid
- Generate professional quotes, sales orders, and invoices
Financial Analysis and Reports
- Easily generate over 20 essential financial reports
- Income Statement (Profit & Loss statement)
- Balance Sheet
- Analyze sales by customer, salesperson or item
- Financial reports
Accounts Payable
- Manage accounts payable and pay bills
- Outgoing payment and purchasing transactions
- Generate purchase orders
- Create and print checks
Pricing Info
Below are discounted prices for a Lifetime License. You can visit the vendor’s pricing page for any changes in their pricing.
Express Accounts Plus – $99.00
- Fully featured, single installation license
Express Accounts Basic – $79.99
- Standard Edition
While the vendor’s website lists all the features that come with the software as well as available add-ons, no distinction is provided between its Basic and Plus plans. Please contact them for more details.
Integrations
- Web access lets multiple users within the organization securely log in and use the program over the network or even the internet
- Works for both product- and service-based businesses
- NCH Stock Control and Inventory Management
- NCH Timesheet
- NCH Employee productivity and management
- NCH Project management
- NCH Personal finance software
- NCH Point-of-sale software
- NCH Business card software
- NCH CRM
- NCH Business presentation
- NCH Staff productivity and attendance
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
A freemium accounting software for small businesses that need to document and report payables and cash flow including sales, receipts, payments and purchases.
Company Email
Company's Address
6120 Greenwood Plaza Blvd
Greenwood Village CO, 80111
USA
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If you research different Accounting Software apps you shouldn’t simply analyze their list of features and provided pricing packages. Keep in mind the software should be matching your work processes and team so the more flexible their offer the better. Find our which OSes are supported by Sertifi and Express Accounts and ensure you will obtain mobile support for whatever devices you use in your company. It may also be a good idea to learn which languages and countries are supported, because this could be a critical factor for many firms.
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