FreeAgent
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
Sertifi Comparisons
Popular Sertifi Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Send estimates as well as proposals
- Beautiful invoice templates
- Customize invoices
- Send recurring Invoices
- Automated bank feeds
- Give profit and loss statements
- Do time tracking
- Expense tracking and management
- Timesheet reporting
- PayPal, Stripe, GoCardless Integrations
- Customizable sales tax rates options
- Multi-currency invoicing
- Balance sheet
- Tax timeline
- Sales tax reports
- Configure sales taxes
- Mobile app for Android devices
- Multi-language support
- Save or email invoices as PDF
- Give your accountant access
- Support
- Easy invoicing
- Expense management
Pricing Info
FreeAgent offers a single universal plan:
Universal Plan – $10/mo for 6 months, then just $20/mo
- Start with 30 days free
- Multi-currency invoicing & sales tax reporting
- Unlimited everything
- No contract or setup fees
- Award-winning support
- Save even more (pay upfront and get your first 12 months for the cost of 5! From then on, you’ll get 12 months for the cost of 10).
Integrations
Freeagent integrates with the following business systems and applications:
- Receipt Bank
- Rydoo
- Kagazz
- PayPal
- Stripe
- Sellwire
- Tide
- Revolut
- Satago
- Senddr
- DebtCase
- Capsule
- Contactzilla
- Basecamp
- Planscope
- Cushion
- Fractal
- Float
- Timestamp
- Forecast
- MobileAgent
- Zapier
- Cyclr
- DoubleAgent
- Check Business
- Barclays Data Services
- Expiration Reminder
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 financial management and accounting tool for freelancers and small businesses packed with comprehensive features including customizable invoices, automated bank feeds, and sales tax reports among others. It helps users be on top of their finances. The platform is also very easy to use, thanks to its sleek design.
Company Email
support@freeagent.com
Contact No.
Company's Address
40 Torphichen Street
Edinburgh, EH3 8JB
UK
FreeAgent Comparisons
Popular FreeAgent Alternatives
When you choose a service that you think will work best for your business you shouldn’t simply limit yourself to what reviewers have to say about it. In many cases individual experience with the product may change, depending on specific goals and requirements. This is why in our reviews we also provide our User Satisfaction Rating for each app to give you an immediate overview of how actual users of Sertifi and FreeAgent evaluate their contact with the software. Our system is built around advanced analysis of product appearances on other sites, social media and blogs, so you are going to obtain a full and reliable landscape of what other people think about every product. In this case Sertifi has a total satisfaction rating at 100% while for FreeAgent 93% of users say they had a positive experience with it.
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