The Sertifi solution seamlessly integrates with leading CRM systems like Salesforce through pre-built integrations and applications. You can download the Sertifi app from the Salesforce AppExchange and use it with the following applications:
- Salesforce Classic
- Salesforce Lightning
- Salesforce CPQ
- Amadeus Sales & Event Management Advanced (formerly Delphi.fdc)
Additionally, Sertifi also offers plug-ins with the following applications that you can run directly from Salesforce:
You can also use the Sertifi Data Integration as a part of your Salesforce setup, to push and pull information directly from your signature documents into your Salesforce objects.
The Sertifi app provides all the functionality you need to send contracts or quotes for signature and review by your customers. However, once you complete installation of the Sertifi app, you're also granted access to the Sertifi backend portal, where you can further customize your Sertifi experience using the following account settings: