AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Sertifi Billing - for Salesforce

eSignature and Secure Online Payment Capture, Dedicated Customer Support

Overview

We help businesses around the world to finalize their agreements securely, efficiently, and conveniently. Unlimited eSignatures, payment capture capabilities, unique collaboration & markup features. Install now for a free trial. 

1 of 2

  • A must-have tool that's cost effective & scalable for all types of organizations and industries.

Try Sertifi for Salesforce for 30 days for free. SERTIFI FOR SALESFORCE BENEFITS • Get Contracts Signed 90% Faster • Automate Business Processes • Get Paid Faster • Recognize Revenue Faster • Enhance PCI Compliance • Increase Close Rates • Improve Worker Productivity • Go Paperless & Impress Customers with a Digital Experience SOLUTION HIGHLIGHTS • Use Seamlessly with Salesforce CPQ, Billing, Zuora, Drawloop, or Conga • Built on Force.com Platform • Salesforce1 & Lightning Ready • Work Directly in Salesforce • One-Click or Step-by-Step Wizard Sending Process • In-Person Signing • Merge & Push Data • Agreement Templates • Single or Multiple Signers - Fits All Workflows • Collaboration & Markup Features • Capture Secure Payments • Track & Manage Deals • Advanced Reporting • Secure Document Storage HOW SERTIFI STANDS OUT • Easy & Quick Install • Superior Support at Every Step • Ease of Use, Straightforward Interface • Cost-Effective, Transparent Pricing • Secure Payment Capabilities • Custom Branding: Ability to Fully Brand Yourself • Collaboration & Markup Features

Categories

Business Needs
Document Generation
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

More from Sertifi

  • Sertifi Electronic Signatures (eSignatures) | Sertifi for Salesforce
    by Sertifi
    We help businesses around the world to finalize their agreements securely, efficiently, and conveniently. Unlimited eSignatures, payment capture capabilities, unique collaboration & markup features. Install now for a free trial.
    Contract Management