Alexander
We’re excited to be a Gold Sponsor of the 2015 Dolce Connectivity Conference! The conference is being held February 10-14 in Indianapolis at The Alexander Hotel.

The annual sales & operations conference brings together leaders from the corporate & property teams to set the strategy for the upcoming year. We’re thrilled that our integrated eSignature & PCI-compliant payment solution for sales & catering is a part of that strategy!

John Stojka, Co-Founder of Sertifi, will be presenting our solution that offers a faster way to securely collect signed event contracts & customer payments on February 11. Presentations will begin at 8:30 a.m. sharp in the Fletcher Place meeting room. We’ll be presenting with other great companies such as Travel Click, Sabre, Newmarket International, Micros & Social Tables. We look forward to meeting Dolce employees & sharing essential information on our closing solution.

Have questions? Contact us at sales@sertifi.com or 1.866.983.8877.

Attention Zuora users! We have BIG news for those collecting signed agreements. Sertifi & Zuora have teamed up to offer a combined solution for capturing customer signatures & payments within an integrated & easy experience. We’re excited to offer Zuora users a faster way to close deals & more convenient way to conduct business with their loyal customers.


Sertifi and Zuora Integration | How to Collect eSignatures & Payments


How It Works:

  1. Send for eSignature from ZQuote – send any documents that need a signature & payment request.
  2. Customer signs & pays online – uses the Sertifi signing interface which is integrated with the hosted Zuora payment page (HPM 2.0) to collect credit card or ACH payments. Once completed, the ZQuote is updated automatically.
  3. Send to Z-Billing – option to send executed ZQuote automatically to Z-Billing or manually after review.

Interested? Contact Sertifi at sales@sertifi.com for more information.

Conga Composer
Missed yesterday’s joint webinar with Conga? No worries! We’ve got you covered. Watch it on demand to explore how Conga Composer users are getting documents signed faster with electronic signatures. We’ll also share information on our new payments feature which allows customers to securely pay for products or services right after they sign.

Comments or questions? Contact us at sales@sertifi.com or 1.866.983.8877.

DolceH&R_FinalFind out how you can streamline your sales process by more than 50%. Hear a LIVE customer testimonial from John Edwards, VP of IT at Dolce Resorts & Hotels, who has deployed the solution at Dolce Hayes Mansion. Register now!

Webinar Date: Tuesday, February 17 at 12 p.m. CST

The 30-minute complimentary webinar hosted by Newmarket & delivered by Sertifi will include details on electronic signatures for the hospitality industry & information on collecting customer deposits & payments in a PCI-compliant manner.

• Allow your customers to sign & pay online
• Reduce your risk of a credit card breach
• Eliminate high costs associated with paper
• Reduce administrative work for your team
• Track & manage your deals in real time

We’re teaming up with Conga on January 27 for a complimentary webinar to showcase our integration with Conga Composer. The integrated solution allows Salesforce users to quickly generate documents, quickly collect signatures, and, if needed, securely capture customer payments.


Conga and Sertifi Screen ShotWebinar Details
Date: January 27, 2015 at 12 p.m. MST
Duration: 30 minutes
Register Now

What to Expect on the Webinar

  • How the Conga Composer integration with Sertifi works
  • What’s new in the Composer Release 8 integration with Sertifi
  • How to Integrate Sertifi into your existing Composer solution

Holiday huntLooking for a new job to kick off 2015? We’re on a hunt to find an entry-level customer support specialist to join our team in downtown Chicago.

This full-time position is an excellent opportunity for a technical product support professional with the drive to learn and grow in a team-oriented atmosphere. Our office is located in the River North area.

Apply now on Built In Chicago or email your resume and cover letter to hiring@sertifi.com. We look forward to receiving your application. Happy holidays!


Job Responsibilities:

  • Responding to customer support tickets, calls, and emails in a professional and prompt manner
  • Identifying, troubleshooting, resolving customer system issues
  • Prioritizing tickets to resolve complex support issues
  • Escalating tickets to appropriate Account Management team based on severity
  • Establishing high level of personal credibility and building strong relationships
  • Providing updates, status, and completion information to management
  • Maintaining high customer satisfaction
  • Fully logging and accurately documenting each customer issues and resolution
  • Diagnose and resolve customer issues while educating customers on resolutions
  • Completing other duties and responsibilities as assigned
  • Assisting in the QA process of new releases of the software

Must-Haves:

  • Strong interpersonal and communication skills
  • Exceptional verbal and written skills, including proper phone etiquette
  • Self-driven and motivated individual

Desired Skills:

  • Degree in IT/Computer Science/or Equivalent
  • Experience with Salesforce.com
  • Experience with Adobe Acrobat Pro
  • Experience with MS Office
  • Experience with support ticketing systems (example: FogBugz, desk.com, Zendesk)

About Us

Sertifi helps organizations accelerate the last mile of the sales process by providing an integrated solution to send agreements, collect eSignatures, and capture PCI compliant payments. The closing solution allows sales teams to securely close deals and capture revenue faster, while delighting customers with a more convenient way to sign agreements and pay for products or services.

Sertifi is redefining the sales process by delivering innovative solutions that speed close times, reduce costs, increase security and compliance, and offer an easier way for people to conduct business with one another. Leading organizations worldwide including Pitney Bowes, Dolce & Resorts, Ritz-Carlton, CareerBuilder and Cricket Communications use Sertifi.

AljexAljex Software introduced Automated Rate Confirmation, a web-based technology that automates critical agreements & routine data exchange between Brokers & Carriers.

“What is the new Automated Rate Confirmation process?” Great question! Here’s a breakdown of the new process:

  • Email sent to Carrier (on behalf of Broker) includes link to confirmation in electronic form
  • Carrier conveniently signs confirmation electronically on computer, tablet, or Smartphone
  • Signed confirmation routed through Sertifi to confirm identity of signer
  • Shipment updated & confirmation automatically uploaded into Aljex document directory
  • Broker receives email notification of completion along with the executed confirmation (PDF)
  • Carrier receives new link that enables access to all information on the confirmation

For more details, check out the latest article published by Fleet Equipment.

Ceva Logistics“Who’s using Aljex’s Automated Rate Confirmation?” Another great question! Ceva Logistics & many other logistics companies automate their rate confirmations using the Sertifi & Aljex integration. Check out Ceva Logistic’s success story here!

“Sertifi is easy to use and immediately added efficiency to our business operations. We’ve reduced the amount of time it takes to get contracts signed by 83%, from 30 minutes to just 5 minutes!” – Jim Quinn, Director of Truckload Brokerage, CEVA Logistics

Interested in eSignature, PCI compliance or both? Register now for our complimentary, 30-minute webinar with Shift4 on Tuesday, November 18 at 11 a.m. PST. Attendees will have the opportunity to hear from the Jefferson Hotel & Keswick Hall & Club in Virginia. Both properties use Sertifi to get agreements signed faster with eSignatures & Shift4’s DOLLARS ON THE NET® to collect credit card payments in a PCI-compliant manner.

Sertifi and Shift4

PCI Compliant Process Sertifi

With the right technology & security policies, you can remove the target for security breaches & theft off your back. Sertifi enables a paperless, PCI-compliant process for collecting sales agreements & customer payments. Offer an easy way for customers to do business with you by allowing them to sign & pay online.


“What does that mean for me?”

You’ll eliminate all credit card authorization forms. Your employees are no longer storing sensitive cardholder data at their desks or responsible for adequate paper shredding. Plus, you’ll enable your customers to sign & pay simultaneously online, greatly increasing customer satisfaction.


Top Threats of NOT Being PCI Compliant:

  • Hefty fines & penalties
  • Destroyed customer relationships
  • Legal costs, settlements & judgments
  • Lost sales
  • Tarnished reputation
  • Depressed share prices for public companies
  • Termination of ability to accept payments
  • And much more

Have questions about eSignatures or PCI compliance?
Contact us at any time. We look forward to helping you securely close business faster.

Sertifi shift4
Our new partnership involves the integration of our electronic signature functionality and Shift4’s DOLLARS ON THE NET® payment gateway. The integrated eSignature and payment solution allows companies to:

  • Collect all customer credit card payments in a PCI-compliant manner
  • Eliminate burdensome credit card authorization forms, secure fax lines and fear of a credit card data breach
  • Offer a convenient way for customers to electronically sign and pay within just a couple of minutes!

Upcoming Webinar – We’re co-hosting an informational webinar with Shift4 on Tuesday, November 18, 2014, at 11 a.m. PST. The 30-minute webinar is complimentary and will include a live demonstration and customer testimonial. Register now while webinar seats are still available.


Customer Testimonial – The Jefferson Hotel in Richmond, Va. and Keswick Hall and Club in Keswick, Va. have selected the integrated solution to automate the contract process and adhere to PCI compliance standards. Walter Zalewski, Director of Information Technology of both hotel properties shared, “To meet the demands of PCI compliance while providing a simple-to-use solution for our guests and staff, we chose to go with Sertifi. Their great customer service and willingness to help us customize down to the individual departments rather than pushing a ‘one size fits all’ solution was another reason for our decision.”

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