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
Sertifi Comparisons
Popular Sertifi Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Automated Processes
- Customer Lifecycle Management
- Team Collaboration
- Secure Cloud Environment
- Task & Tiime Monitoring
- Real-Time Reporting
- Mobile-Optimized
Pricing Info
Uku provides enterprise pricing plans for accounting firms, teams, and practices that need advanced reporting, collaboration, and business management features. It also offers a free plan designed for accountants and bookkeepers who are working as freelancers. Here are the details:
Freelancer – £0
- 1 user
- Unlimited clients
- Unlimited workflows/tasks
- Process templates
- Time monitoring
- Reporting
- CRM tool
- Mini-Uku plug-in
Standard – £29/member/month (£19 if annual billing)
- All features in Freelancer, Plus:
- Company account
- Unlimited users
- User access & privilege management
- Team collaboration tools
- Advanced reporting
- Customizable data fields
- Live support via chat
Pro – £49/member/month (£39 if annual billing)
- All features in Standard, Plus:
- Billing management
- Pricelist
- Budget tracking
- Personal support
- 1-on-1 Training
- Integrations
Integrations
Uku integrates with the following platforms:
- Xero
- Zapier
- Scoro
- SmartAccounts
- Companies House
- Merit Software
- Sage
- QuickBooks
- FreeAgent
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Rödl & Partner, BDO, 1Office
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
Uku is an accounting practice management solution that levels up the efficiency, performance, and growth of accounting firms.
Company Email
info@getuku.com
Contact No.
Company's Address
Artify Ltd.
Tondi 27, 11316 Tallinn, Estonia
Uku Comparisons
Popular Uku Alternatives
No Accounting Software will be able to solve all the needs of a specific team. While main features of Sertifi and Uku are important you should also thoroughly explore the integrations provided by every service. Quote frequently you will already be using other types of SaaS software in your company and it’s always better to select services that integrate well with each other. If you do that you can ensure an effortless exchange of information between your teams and software used, which can considerably reduce time wasted on migrating between one service and the next.
Page last modified