FreshBooks
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
Online Invoicing
- Customizing your invoice
- Tracking Invoice Views
- Puting Business on Auto-Pilot
- Getting paid with deposits
- Getting paid with credit cards
- Customizing due dates
- Quick discounts
- Estimates
- Online Payments
- Late Payment Fees
- Recurring Invoices & Auto Payment
- Multi Currency & Multi Language
- Client Portal
- Late Payment Reminders
- Sales Taxes
- Client Credit
- Track Offline Payments
- Send Emails or Snail Mail
- Automated Tax Circulations
- Invoice Previews
- Knowing when the customer has seen the invoice
Expense Tracking
- Automatic expense import
- Snaps
- Tracking spending per project
- Remember vendors
- Tax friendly categories
- Easy-to-read categorization
- Attach receipts (PDF or Image)
- Expense Report Filters
- File import
- Recurring Expenses
- Assign & Rebill Expenses
Time Tracking
- Timer
- Team timesheets
- Clear breakdown of the day
- Tracking against clients and projects
- Detailed Time entry notes
- Automated bills for tracked hours per project
- Project Managers
- Track Unbilled Time
- Different Rates for each Project
- Generate Invoices
Projects
- Sharing images and files
- Collaborating with clients, contractors, and employees
- Project due dates
- Centralized conversations
- Current Project overviews
Payments
- MasterCard, Visa, and American Express
- Quick bank deposits
- Automatically recorded payments
- Fees recorded as expenses
- Single-click setup
- Safe & secure
- Simple payment experience
Accounting Reports & Taxes
- Accounts Aging
- Profit & Loss
- Balance Sheet
- Expense Reports
- Item Sales
- Sales Tax
- Export to CSV or Excel
- Invoice Details Reports
- Accounts Aging Reports
- Filters for report customization
- Summary of outstanding revenue
- Clear spending breakdowns
Pricing Info
FreshBooks offers a flexible SMB and enterprise pricing scheme where plans are tailored to suit the needs of every business or small accounting team. FreshBooks is offering a 70% off for the Lite, Plus, and Premium plans for 3 months for new customers. What is more, the company offers a 30-day free trial where you can examine the features prior to choosing the most suitable plan. The difference between plans depends on the number of active clients you intend to bill, while functionalities remain the same allowing you to:
- Customize and send unlimited invoices
- Invoice status tracking and updates
- Automatic late payment reminders and fees
- Easily accept online credit card payments
- Easily add and categorize expenses
- Track your time by project and clients
- Clear and simple reports and dashboards
- Work on any device – computer, tablet or mobile
- Data that’s 100% secured and automatically backed up
These are the pricing details for each available plan:
Lite – $21.00 USD/month or $226.80 USD/year (with a 10% annual discount)
- Bill up to 5 active clients
Plus – $38.00 USD/month or $410.40 USD/year (with a 10% annual discount)
- Bill up to 50 active clients
Premium – $65.00 USD/month or $702.00 USD/year (with a 10% annual discount)
- Bill unlimited active clients
Note that the company also offers discounts for annual payment.
Integrations
FreshBooks integrates with the following business systems and applications:
- Google Apps for Work
- Gusto
- OneSaas
- Shopify
- Stripe
- Capsule
- Acuity Scheduling
- Partial.ly
- hurdlr
- You don’t need a CRM!
- Yalla
- 123 Form Builder
- Revamp CRM
- EazyBI
- FUNDBOX
- Zapier
- HubSpot
- Braintree
- Solve
- Zendesk
- LiveChat
- Automatic
- MileIQ
- ReceiptBank
- Xpenditure
- Wufoo
- MailChimp
- Authorize.net
- PayPal
- PAYMENTEVOLUTION
- Basecamp
- Citrix Podio
- Bidsketch
- Proposify
- Blacktimer
- Chrometa
- ChronoMate
- Hours
- toggl
- Avalara TrustFile
- RightSignature
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Chocosol, Giant Robot Engine, InfluAds, Mimic Interactive
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 winner of our 2021 Best Accounting Software Award, this robust cloud accounting app for small businesses makes billing easy and efficient. FreshBooks allows users to manage key processes easily from turning receipts into expense files to tracking billable hours. Special modules to manage projects and tax are also available.
Company Email
info@freshbooks.com
Contact No.
Company's Address
35 Golden Avenue, Suite 105
Toronto, ON M6R 2J5
Canada
FreshBooks Comparisons
Popular FreshBooks Alternatives
If you continue having doubts about which software will perform best in your case it might be a good idea to check out each service’s social metrics. These metrics are frequently a sign of how popular a given app is and how big is its online presence.For example, if you analyze Sertifi LinkedIn account you’ll see that they are followed by 1646 users. In case of FreshBooks the number of followers on their LinkedIn page is 7240.
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