Sertifi Reviews in January 2025: User Ratings, Pros & Cons

"Super helpful to prevent frauds"

What do you like best about Sertifi? We can create our own forms. Also, we get an helpful feedback if the credit card is legit or not What do you dislike about Sertifi? It is not user-friendly to create administrators What problems is Sertifi solving and how is that benefiting you? It helps us prevent frauds

"Awesome Software once you get used to it"

What do you like best about Sertifi? I like how easy it is to add signing documents and collect payments. In my case, I use it through Salesforce, and the integration works almost seamlessly. I've rarely had issues. What do you dislike about Sertifi? I don't like how I need to edit everything in Sertifi itself (payments and documents) for changes to be accurately reported. I wish I could edit items directly though Salesforce and then have them updated in Sertifi + reported on ...

This tool is super easy to use and it makes everything so easy!

PROS: I love how the simplicity of this tool. I can easily fill out a digital agreement and have it send to a potential client while dealing with them on the phone in as little as a couple minutes. I love how I can quickly make edits to an agreement even after sending it. CONS: I just wish it's straightforwad to open a document on their mobile device and have it filled out just the way it would be on a desktop PC. My clients are own small businesses who are constantly on the move and rarely ...

Sertifi is something that my customers absolutely love!

PROS: E-signatures lets users of Aljex Software to make their workflow a lot faster. With an integrated solution within TMS, brokers making use of Aljex have a simpler and quicker solution for paperwork signing and getting them uploaded to our software. CONS: I'm only limited to input a maximum of 40 characters here. The sad thing about all this is that I have nothing bad to say about Sertifi.

Seritifi is highly organized and simple enough to learn.

PROS: Sertifi does a tremendous job for me. It saves me time, paper, and postage. If it's convenient for me, then more so with my customers. CONS: There have been so many instances where e-mails keep going back and forth like: one for them to receive it then another one for them to sign in and then another one that gives me a reminder to sign it. Then another one that talks about the process of signing... Too many e-mails going on.

This tool streamlined our new employees' paperwork.

PROS & CONS What are the best aspects of this product? Not everyoen I know owns a fax/printer/scanner at home. This tool has removed the headache of getting our new hires started since most of them sign their forms over the internet. It's very user friendly and each notification informs me of forms that have been signed. If we'd known about this years ago, everything would've been smooth! What aspects are problematic or could work better? This is just a small issue but when you log in, it ...

This tool streamlined our new employees’ paperwork.

PROS: Not everyoen I know owns a fax/printer/scanner at home. This tool has removed the headache of getting our new hires started since most of them sign their forms over the internet. It's very user friendly and each notification informs me of forms that have been signed. If we'd known about this years ago, everything would've been smooth! CONS: This is just a small issue but when you log in, it brings you to a new tab. It would've been awesome to stick with one tab so I won't have to open ...

A personal review of E-Sig.

PROS: Having an idea as to when a carrier has signed your rate confirmaton and knowing its legibility is a big plus. I also have the ability search and track specific data from loads days, weeks, and even months down the line. CONS: I don't favor receiving multiple e-mail fromteh same e-sig. There's nothing much to not like about Sertifi. It does what it's meant to do.

"Less paper. More peace of mind."

What do you like best about Sertifi? Using Sertifi helps me filter out unreliable clients before they even become clients. When someone verbally commits to working with me long-term, I no longer have to just take their word for it until we see each other in person again. Sertifi allows me to send the contract right away, which means I can send an invoice right away, which means I get paid by the client *before* our first session. It leaves less opportunity for clients to back out or ghost ...

"Very reliable and a huge time saver!"

What do you like best about Sertifi? We no longer have to worry about faulty cards. Sertifi's credit card validation takes so much stress away from doing our business. What do you dislike about Sertifi? To be honest it does exactly what I hoped it would do. No complaints. What problems is Sertifi solving and how is that benefiting you? No problems... really love the benefit of saving both my time as well as the customers.