MSB Docs vs. Sertifi

Keeps documents highly organized and easy to find. It makes it easy for individuals to sign on the go. Workflow/Document templates save a lot of time. It is honestly tough to think of anything to mention here. I am a happy MSB user and satisfied with the services.

It is well suited for individual transactions or a couple of transactions by the same customer. Most customers making numerous purchases at different times still prefer the paper format, given that they do not need to start from scratch each time.

Incentivized

• The user interface is straightforward and simple
• MSB Docs offers most robust integrations.
• Templates are of great use

• Document generation - it's extremely simple to integrate the data needed from our platform onto a document efficiently.
• Sytem integration - having the ability to integrate to our Salesforce.com platform was a selling point, in that the open API enables us to keep documents tied to specific clients.
• Email template ability - not only great for document generation, it is also great in its capability for sending and customizing the email templates along side it.

Incentivized

• Recurring Debit transaction could be done

• More fields where we can copy more clients on a quote.

Incentivized

MSB Docs is easy to use and implement as compared to its counterparts.

DocuSign was good, I used them for about 1-2 years. However we did have some issues with them as far as contract errors when sending out to the clients. There were also issues with capturing credit card information at times from the client and processing it through our billing system Overall, Sertifi is a lot more beneficial for our organization.

Incentivized

• Time-saving.
• Print Cost Saving.

• Able to more quickly close deals, spend less time on sales reps hounding people to pay.

Incentivized