You are currently browsing the category archive for the ‘E-Signatures’ category.

esignatures for onboarding, esignatures for staffing, electronic signatures for hr, electronic signatures for hrSelecting an electronic signature provider to help automate HR processes can take time, especially for staffing agencies. Staffing agencies must ensure a flawless signing process in order to make hiring faster and more efficient. We recently sat down with LiquidAgents Healthcare, a leading provider of clinical staffing solutions, to gain insight on which esignature features the company sought after when evaluating providers. esignatures for staffing, esignatures for HR, electronic signatures for staffing agencies, electronic signatures for HR, esignatures for onboarding forms

LiquidAgents isn’t new to eSignatures. The company recently switched eSignature providers in order to use Sertifi because Sertifi’s stand-alone web portal solution eliminated candidate confusion when signing, resulting in a 90% decrease in candidate support calls.

Compliance Manager Neal Roberts and Director Scott Clutter share four important tips when evaluating eSignature companies for HR and staffing:

  1. Brand yourself, not your provider – ensuring a seamless signing process requires proper branding. Candidates shouldn’t be confused by who sent the documents awaiting signature. Candidate confusion leads to an influx of support calls and emails, resulting in recruiters focusing on administrative tasks instead of new hires. Companies should select a provider that offers custom branding for the signing interface and candidate emails.
  2. Let candidates work at their own pace – hiring packets sometimes contain more than 15 documents. Enable candidates to sign at their own pace to ensure work isn’t lost. Search for a provider that allows documents to be signed separately regardless if they were sent within a hiring packet. Recruiters should have complete visibility into the status of each document sent.
  3. Get personalized support – companies shouldn’t have to jump through hoops to speak with an actual customer support person. In today’s competitive market, time is money. Time wasted gives competitors an advantage so seek a provider that offers exceptional support and a dedicated account manager to quickly address issues.
  4. Offer a convenient way to collaborate – since candidates commonly have questions about their offer letters, I9s, W4s and other paperwork, companies should offer a better way to communicate than just back-and-forth emails. Find a provider that allows candidates to ask questions and recruiters to quickly respond within the same area the documents await signature. Provide a central place to not only sign documents but discuss documents!

Check out LiquidAgents’ full customer success story here!

Interested in using Sertifi for Staffing?
Contact Sertifi via email at or call 1.866.983.8877 to schedule a one-on-one demo today.

Built in ChicagoWe’re thrilled to be a part of the vibrant and exciting tech community here in Chicago. There is an abundance of booming Chicago startups including Belly, Cappex and Vivid Seats (many who happen to be Sertifi customers). We’re honored to provide eSignature solutions that help these thriving tech companies grow their business.

Built In Chicago, a community of local entrepreneurs and professionals in the digital space, has been instrumental in promoting and building the Chicago tech scene. Chicago digital startups are raising more money than ever! According to a recent Built In Chicago 2013 report, more than $1 billion in funding was raised last year, a 169% increase over 2012

Built In Chicago recently published an interesting blog on how tech companies can learn to sell the right products to the right customers. One of our very own executives was featured in the blog! Here’s what he had to say:

The advice I would give is just keep experimenting, testing and talking; get out there and ask customers what they like and don’t like,” said John Stojka, Co-Founder, Sertifi. “I think a lot of people raise the money because they think they know what works and they go out there and sell: sometimes it works and sometimes it doesn’t. But I would say experiment, experiment, experiment, ask, ask, ask. You just never know; you have your gut feelings, but customers may or may not be ready for that.

View Built In Chicago’s Vital Lessons Learned from Early Customers blog here.

About Us
We provide eSignatures and Closing Automation Solutions that help organizations close deals faster. We enable sales teams to quickly reach agreements with their customers, execute the deals with electronic signatures and if needed securely collect customer payments.

Contact Us
For all sales inquiries, please call 1.866.983.8877 or email today.

seattle seahawks, sertifi, esignatures,electronic signaturesSertifi helps the Seattle Seahawks close deals faster! Using our electronic signature solution, the Seahawks’ Corporate Partnership division gets contracts signed and stored in Richard Sherman speed.

The division uses Sertifi to send contracts for signature, allowing big-name sponsors to quickly sign electronically. The Seahawks track and manage all activity in real time, ensuring contracts are fully executed and stored in a timely manner.

3 Tips for Closing Deals like The Seahawks:

  1. Maximize Mobility - allow customers to sign anywhere, anytime, from any device! Sponsors can sign contracts electronically within seconds, greatly shortening the sales process.
  2. Promote Your Colors - The Seahawks use our on-demand web portal to send, sign and track contracts. The signing interface and email requests are branded with the Seahawks’ logo, eliminating confusion on who sent the signature request.
  3. Assign the Right Players to the Right Positions - the Seahawks have multiple people sending contracts out for signature. Using our multiple user roles and permission levels feature, they provide specific access levels to users while providing all users access to a shared document library for frequently sent documents.

In light of “The Big Game” on Sunday, the Sertifi team would like to wish our beloved Seahawks a great game. We’ll be rooting for them from the Windy City!

Ready to Speed Your Sales Process?

Please email or call 1.866.983.8877 for more information on our eSignature and Closing Automation Solutions. You can also trial Sertifi for 30 days at no cost at, sertifi for salesforceThe Challenge: sought a new way to get merchants quickly onboarded into their ordering system that reaches nearly a million customers daily. The process involved local merchants signing one-page applications in order to sign up with Also, outside sales reps struggled with onboarding new merchants.

The traditional paper-and-pen method for getting agreements signed and stored was slow and labor-intensive. Upon receiving signed agreements, reps would scan a copy to then manually upload into Salesforce. needed a mobile solution that integrates flawlessly into Salesforce so reps could capture in-person signatures on tablets and store signed agreements automatically.


sertifi for salesforce, salesforce, dreamforce, esignatures, esignature, esignature app, esignature software, sertifiSertifi Solution: originally implemented an eSignature solution for client applications, which had multiple small set-up and integration fees that added up to larger monthly bills. These costly bills inspired to seek out an eSignature solution with a simplified fee structure that eliminated piecemeal charges. chose Sertifi for its flexible and customizable Salesforce integration and hands-on approach of personalizing the solution to fit business needs. In addition, with Sertifi there were no integration or support fees saving thousands of dollars. Inside sales uses Sertifi to send, sign and track client applications directly within Salesforce. Outside sales utilizes a custom-built wizard using Visualforce Pages to collect and store merchant signatures and data within Salesforce.

The Results:
With Sertifi for Salesforce, gets client applications and merchant agreements signed and stored faster at a lower cost.

“We are closing more sales now that our team can be focused more on merchant service rather than start-up paperwork,” said Mike Davis, Vice President of Sales, “It only takes 28 minutes on average to get an agreement signed now, which frees up 240 person-hours per month – gaining us an extra 30 days of productivity for the business by simply streamlining paperwork.”

The new signing process exemplifies the ease of doing business with sales reps no longer deal with printing, scanning, and faxing. For the merchants, this convenient onboarding process fits into their busy day. They can quickly sign up on a rep’s tablet and start growing their business right away!

Contact Sertifi
For all sales inquiries, call 1.866.983.8877 or visit

All About
For more info, visit their website at

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Fresh from the excitement of Dreamforce 2013, the Sertifi team is continuing the momentum in New York City on January 8 by exhibiting at the first stop of the salesforce1 World Tour. Check out our top 3 reasons you should attend the event:

  1. With more than 120,000 people in attendance at Dreamforce 2013, you may not have had the opportunity to hear Marc Benioff, Chairman and CEO of, give the keynote presentation. Attend the salesforce1 World Tour event in New York to get up close and hear Benioff discuss how the latest technology trends are empowering companies to transform into customer companies and connect with their customers in entirely new ways. Salesforce estimates that 1,500 people will attend the event, giving you better odds of grabbing an actual seat during the presentation!
  2. The salesforce1 World Tour in New York City on January 8 is a complimentary event. Register for no cost at The event will be held at the New York Hilton Midtown (1335 Avenue of the Americas) and starts at 8 a.m. EST. Lunch will be provided as well as drinks and small bites to eat at the networking reception. Get a small dose of Dreamforce without spending hundreds of dollars on registration fees!
  3. The Expo at Dreamforce 2013 showcased more than 350 companies with more than a thousand solutions that integrate into Salesforce. The Cloud Expo at salesforce1 World Tour will be a more personalized event. Only select partners will showcase their solutions, and Sertifi is one of the 24 partners exhibiting. Stop by booth 114 near the service bar and banquet area to meet Sertifi Co-Founder John Stojka and Sales Director Laura Johnston to find out how Sertifi for Salesforce users collect both esignatures and payments within the same transaction!

About Sertifi
Sertifi provides eSignatures and Closing Automation Solutions that help organizations close deals faster. Sertifi enables sales teams to quickly reach agreements with customers, execute the deals with eSignatures and collect payments.

Customers can access Sertifi through its leading eSignature API, pre-built Salesforce and Microsoft Dynamics CRM integrations, and Web Portal. Leading organizations around the world including Pitney Bowes, CareerBuilder, U.S. Air Force, and Cricket Communications trust Sertifi.

Contact Sertifi
For more information, please visit or contact sales at

That’s a wrap! We’d like to thank everyone that stopped by the Sertifi Make It Rain booth at Dreamforce. We spoke with many Dreamforcers about our Closing Automation Solution for Salesforce which is available on the AppExchange. If you’re interested in learning more, please visit our website at or email to schedule a short eSignature demo.

Top Sertifi Photos at DF13

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Dreamforce 2013 | Nov. 18-21, 2013

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Beautiful San Francisco

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The calm before the storm…

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Sertifi Co-Founder Nick Stojka Performing a LIVE eSignature Demo

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Make It Rain Sertifi Booth

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Salesforce attendee Dena WON a brief case full of cash!

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Don from Zimmer made it rain with the help of Sertifi. Congrats, Don!

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Marketing Manager Jessica Hughey Manning the Sertifi Booth

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Sertifi team sponsoring hosted AppBash Party

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Sertifi VIP table at AppBash Party

dave and buster's, dave & buster's, sertif for salesforce, dreamforce, hospitality, esignatures, esignature, electronic signatures, electronic signature, payments, closing auotmation solutionsDave & Buster’s uses Sertifi’s Closing Automation Solution to automate banquet event orders (BEOs) and customer payments. Since switching to Sertifi for Salesforce, the company reports that on average it collects BEOs and payments within two hours and 15 minutes of sending an agreement out for eSignature! 

The Challenge: Dave & Buster’s Special Events group of 150 managers and consultants across 64 locations and a call center needed to get Banquet Event Order forms (BEOs) signed faster. The traditional paper-and-pen method for getting lengthy BEOs signed was slow and burdensome.

Collecting customer payments added another hurdle! On average, it would take days to receive payment. To submit payment, customers had to print, sign, scan, and fax credit card authorization forms. Once received, the Special Events group would spend 20 minutes per form re-keying data.

Dave & Buster’s needed to automate both the BEO and payment process in order to recognize revenue faster and offer a convenient way for customers to sign.

sertifi for salesforce, salesforce, dreamforce, esignatures, esignature, esignature app, esignature software, sertifiThe Solution: Dave & Buster’s chose Sertifi for Salesforce to automate the last mile of the sales process. The company selected Sertifi for its integrated solution for getting agreements signed electronically and collecting customer payments. The Special Events group utilizes Newmarket International’s Delphi.fdc on’s platform to quickly generate BEOs. Integrating Sertifi allowed the group to get BEOs signed faster and collect payments within seconds of customers signing.

After customers sign BEOs, they’re directed to a payments page to submit the required 50% deposit for special event services and signed BEOs (PDF versions) are sent to all parties involved in the deal.

esignature, sertifi for salesforce, esignatures, esignature app, sertifi for salesforce, dreamforce, salesforce, hospitality esignatures, esignatures for hospitality, beo, eo, catering agreements, dave and buster'sThe Results: Since using Sertifi, about 99% of customers sign BEOs electronically. The company estimates that it has reduced the time it takes to get agreements signed and paid by more than 90%. The Special Events group no longer spends time reviewing forms and re-keying information, eliminating human error and greatly increasing worker productivity. During peak months, high volume Dave & Buster’s locations save 100 person-hours each month by not having to re-key credit card data.

Customers appreciate being able to quickly sign and pay within a centralized area. They’re no longer hassled with paper, print, scan, and fax. The solution offers Dave & Buster’s advanced sales efficiency, security of sensitive cardholder data, accuracy, and customer satisfaction.

About Dave & Buster’s
Founded in 1982 and headquartered in Dallas, Texas, Dave & Buster’s is the premier national owner and operator of 64 high-volume venues that offer interactive entertainment options for adults and families, such as skill/sports-oriented redemption games and technologically advanced video and simulation games, combined with a full menu of high quality food and beverages.

Dave & Buster’s currently has stores in 26 states and Canada. For additional information on Dave & Buster’s, please visit

Contact Sertifi
Interested in using Sertifi to automate event forms or other time-consuming paperwork? Please email or call 1.866.983.8877 to schedule a short demo of Sertifi’s Closing Automation Solution.

Sertifi at Dreamforce 2013
Sertifi will be located at booth N1131 on the Dreamforce Expo floor (North Expo) performing live demos of Sertifi for Salesforce, an eSignature application built natively on the Platform that allows organizations to close deals faster. Stop by to enter to win cash prizes and get your stamp for’s App Bash Party being held on Wed. Nov. 20 at 9 p.m.

sertifi, app bash, city view, salesforce, dreamforce, df13, dreamforce 2013We’re excited to announce that Sertifi is a sponsor of the AppBash Party hosted by Join us to mingle with Salesforce partners, employees, developers, customers, and more in a fun, laid-back atmosphere.

App Bash, formerly known as the Cloud Crawl, will be held on Wednesday, Nov. 20 evening at City View at the Metreon located at 135 4th St. in downtown San Francisco. The party kicks off at 9 p.m sharp and won’t stop until they turn the lights on at 1 a.m.

“What should I expect?”
Open bar including the “Mo’ Money Mo’ tini” presented by Sertifi, delicious food and great music!

“Count me in! Where do I sign up?”
Within your Dreamforce attendee bag, you’ll receive a card to collect eight AppBash sponsor stamps at each of the partner booths. Once completed, turn your card in at the Platform Area in the Campground or at the Info Desk at the AppExchange Zone, 3rd floor Moscone West to receive your AppBash wristband. Don’t forget to bring your Dreamforce badge with you to the party.

esignature, esignatures, sertifi for salesforce, salesforce, appbash, dreamforce, df13, dreamforce 2013Sertifi will be located at booth N1131 on the Dreamforce Expo floor (North Expo). Stop by to  receive your AppBash stamp and enter to win cash prizes.

We hope to see you sipping a “Mo’ Money Mo’ tini” and rocking Sertifi glow-in-the-dark wayfarer sunglasses at the party!

About Sertifi
Sertifi provides eSignatures and Closing Automation Solutions that help organizations close deals faster. Sertifi enables sales teams to quickly reach agreements with customers and then execute the deals with electronic signatures.

Customers can access Sertifi through its leading eSignature API, pre-built Salesforce and Microsoft Dynamics CRM integrations, and Web Portal. Leading organizations around the world including Pitney Bowes, CareerBuilder, U.S. Air Force, and Cricket Communications trust Sertifi.

For more information, please visit or contact sales at

If you’re in the beginning stages of researching eSignature API solutions, below are five criteria that you should include within your search.

Integrating eSignatures into your website can automate the customer onboarding process by enabling customers to review and sign documents directly on your website. When qualifying eSignature providers, it’s important to evaluate capabilities of both web-based and API solutions.

Top 5 criteria to consider when evaluating eSignature API solutions for your company:

  1.  Signing Options - Do you need customers to sign at the bottom of documents or individual locations?  Do you require second signers?  Decide which features you require and then dig into the API solution to see who has flexible and easy integration capabilities.
  2. Low Volume/High Volume – How many transactions do you plan to send out? Are you sending out thousands of documents for signature or just a few each month? eSignature providers have varying pricing models and feature sets based on the volume of transactions. If you’re a high-volume user, ease of use will be of utmost importance to your application. Also, ask the eSignature provider about other large implementations.
  3. Accessing Data - Many eSignature providers offer a web-based version of their software that enables you to track and manage agreements within a simple web portal. Depending on how you’ll be implementing your API this may be a key requirement. Ask the eSignature provider how to access data outside of the API solution.
  4. Form & Form Field Support - How does the eSignature API enable you to pre-populate forms? How does the solution enable your signers to input data into forms? How does the API enable you to pull data out of forms? Another important question to ask the eSignature provider is whether or not their API has a document database.
  5.  Workflow - This is one of the most important aspects of a solution. Finding a solution that can automate your workflow is key. Ask questions about how the eSignature API handles advanaced workflows such as multiple signers, carbon copies, etc.

Interested in eSignatures?
Contact Sertifi via email at or call 1.866.983.8877 to schedule a one-on-one meeting or request a quote.

Now that the whirlwind of TENCon Lanyards, Applied Systems’ sessions, and product demos has settled, we’d like to invite all insurance agents and brokers to our upcoming eSignature for Insurance webinar on Thursday, October 17 at 1 p.m. – 1:30 p.m. CST.

Register for the event before webinar seats fill up! The webinar will include an in-depth demonstration of the sending and signing experience, attendee Q&A session, and plans and pricing information.

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