Sertifi Contract Management Software
Sertifi contract management software harnesses robust power of electronic media and the internet which helps in
the management and distribution of contracts. You have the Sertifi website which helps you manage all of your
business contracts.
This application helps in the creation and uploading of agreements, contracts and other documents which are
signature-bearing. You may send and receive and even track agreements and contracts using the Sertifi site. All
parties involved are notified with email alerts which are directed to a secure site where electronic signature can
be sent. All these processes, from creation to transaction history, are electronically stored in a centralized
document repository.
Sertifi contract management solutions come in different plans: Basic, Plus, and Enterprise. The Basic plan has
all the services involved in basic contract management functions and process, except for the branded pages. Plus
includes custom interactive forms, branded pages and technical support. Enterprise is on a per user fee and comes
with integration to Salesforce.com, routing capabilities, custom API’s and corporate administrative tools.
Sertifi contract management platform is integrated with Salesforce.com to helps customers track and send
contracts and agreements within accounts, objects, and other opportunities. Visibility is streamlined across a
business to keep stakeholders and departments informed of the status of agreements and contracts. The entire
platform can be easily installed within Appexchange and can be integrated with leading applications like Conga
Composer. It also leverages workflows, approvals, and quotes on Salesfroce for a complete automation of an entire
sales process.
Benefits Of Sertifi Contract Management Solutions
Some of the benefits of Sertifi contract management software include the capability of the system in
facilitating business deals faster. It also accelerates sales cycle by efficient real-time tracking of contracts.
The entire system can help improve the efficiency of sales processes in a business.
Organizations have earned benefits from the most powerful on-demand contract management platform with
unparalleled reliability and security from Sertifi. This solution can transform the entire contract process into a
paperless one that is actually low-cost. It can facilitate a more efficient electronic signing, storage and
maintenance of contracts for any type of organizations across the globe.
Sertifi contract management solutions can help enhance customer experience through two types of signing methods:
electronic signing and signing through fax. As soon as contracts are signed, these can be routed automatically to
an internal system and can be stored in Saleforce.com. The entire platform features an effective event notification
system which can alert representatives as soon as a contract has already been signed or reviewed.
Other Features Of Sertifi Contract Management Solutions
A sender can be emailed with a an electronically or manually signed document. Once signed, the contract is
securely uploaded in SalesForce. Automation makes it easier to route contracts to accounting, finance, or sales
management after the document has already been signed. To ensure compliance with SOX requirements, contracts are
time stamped and sealed.
Sertifi believes it is the leader in on-demand contract management with electronic signature (e-signature)
service that helps sales organizations improve functions and processes in the delivery, execution, and tracking of
sales contracts in real-time within Salesforce.com.
The Salesforce Edition features services for group, professional, enterprise, unlimited, force.com, and
developer. The managed applications are upgradable within the environment of Salesforce and would differ from the
unmanaged packages which have locked components. This feature ensures smoother upgrading processes whenever new
updates are available.
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