• Electronic Signature
• Resources
• Alternatives
• Sertifi alternatives for nonprofit organizations and new customer forms

Sertifi alternatives for nonprofit organizations and new customer forms

Start free trial

No credit card required

signNow regularly wins awards for ease of use and setup

Introduction to Sertifi

Sertifi is an electronic signature and payment collection platform used to streamline contract execution and form completion for organizations that need integrated payments and signature workflows. It combines signature capture, basic document preparation, and payment requests into a single flow, which is useful for sales, hospitality, and finance teams. For nonprofits and teams onboarding new customers, Sertifi’s strengths include payment-enabled forms and simple signing links, but organizations often evaluate alternatives for more advanced automation, stronger mobile templates, or expanded compliance controls.

Why teams look for Sertifi alternatives

Organizations consider alternatives when they need stronger automation, clearer pricing, or broader compliance for sensitive data beyond Sertifi’s core capabilities.

Key challenges with Sertifi

• Limited bulk-sending: Sertifi lacks built-in high-volume bulk-send tools for mass distribution, which slows large outreach campaigns.
• Template mobility gap: mobile template creation and on-device template generation are not available, restricting fieldwork efficiency.
• Advanced fields missing: conditional or calculated field logic is limited compared with modern form engines and smart-field systems.
• Compliance scope: Sertifi provides some security controls but lacks broad, explicit platform-level HIPAA and SOC2 certifications listed publicly.

How signNow stands out against Sertifi

signNow offers a broader feature set for automation, bulk sending, and compliance options that many teams choose over Sertifi.

• Advanced field types and conditional logic speed up complex forms.
• Bulk send and mass-signature workflows support high-volume outreach.
• Explicit HIPAA support and SOC2 controls help with regulated data handling.

Security and compliance considerations

Audit trail: Tamper-evident logs

Two-factor auth: SMS or email 2FA

SSO/SAML: Enterprise single sign-on

HIPAA: Optional support

SOC2: Available compliance

Document ID: Unique identifiers

Join over 28 million airSlate SignNow users!

Start free trial Request a demo

Legal validity and platform requirements

Electronic signatures must produce an auditable record and meet ESIGN/UETA requirements to be enforceable in the United States.

• ESIGN/UETA: Requires intent proof
• Audit trail: Signed records
• Identity checks: 2FA or KBA

Signing experience and interface efficiency

Evaluate how quickly teams can prepare documents, how frictionless the recipient signing flow is, and whether templates and field placement reduce repetitive work.

Recipient flow

Clear, account-free signing with inline guidance and minimal clicks to complete simple forms and contracts, reducing signature abandonment rates for one-off recipients.

Preparation speed

Drag-and-drop fields, field import, and library templates accelerate envelope creation for recurring forms and reduce sender time per document.

Embedded signing

Options to send signing links or embed signing sessions in web pages, allowing donors or customers to sign without leaving the organization’s site.

Mobile signing

Mobile-responsive signing sessions and dedicated apps improve completion rates for signers on smartphones and tablets in the field.

Document management, templates, and automation

Assess template libraries, reusable fields, document groups, and automation for repetitive new-customer flows.

Reusable templates

Platforms with template libraries reduce repetitive setup for intake forms and donor agreements, enabling consistent field placement and signer roles to be reused.

Smart fields

Calculated and conditional fields auto-populate values and hide irrelevant fields, improving accuracy for complex intake forms.

Document groups

Grouping executed documents and access controls secures records and simplifies retrieval for audits and reporting.

Merge documents

Merging multiple source documents into a single PDF simplifies package delivery and archival for multi-page agreements.

Automation rules

Conditional sending and signing order automation reduce manual routing and speed multi-party approvals.

Search & export

Full-text search and cloud export keep signed records accessible for administrative and compliance needs.

Integration with business tools

Connections to CRMs, cloud storage, and productivity suites minimize duplicate data entry and streamline new-customer journeys.

• CRM sync: Two-way contacts and status sync
• Cloud export: Automatic PDF export to drives
• APIs: Embed and program workflows
• Pre-fill: Auto-populate fields from records

Workflow automation and bulk sending

Plan bulk or automated sends by mapping data sources, configuring templates, and scheduling reminders.

• 01
  Template setup: Create reusable form templates
• 02
  Data mapping: Connect CRM or CSV sources
• 03
  Bulk send: Upload recipients or use lists
• 04
  Reminders: Enable automatic reminders

eSignature that scales with your workflow

Start free trial Request a demo

Mobile accessibility and signing

Confirm that signers can open, review, and sign documents on common mobile devices without installing extra tools.

01

Mobile web:

Responsive signing flows

02

Mobile app:

Native apps on iOS/Android

03

Offline mode:

Draft signing while offline

04

In-person signing:

Kiosk or tablet mode

05

Camera capture:

Capture signatures via camera

06

SMS invites:

Send signing links by SMS

Is Sertifi right for your nonprofit or new-customer forms?

Nonprofits and onboarding teams should match vendor capabilities to the complexity of forms, compliance needs, and volume of signatures.

Small nonprofit intake

Sertifi’s payment-enabled forms simplify donation and onboarding collection

• Basic templating and signing links reduce manual follow-up
• Low-volume teams benefit from integrated payments

Ensures quick collection and reduces administrative overhead for small teams.

High-volume onboarding

For large donor outreach or customer onboarding, platforms with bulk send and smart fields reduce manual steps

• Smart field logic minimizes errors in repetitive forms
• CRM integrations automate record creation

Leading to faster completion rates and fewer manual reconciliations.

Best practices when replacing Sertifi

Follow these practical steps to evaluate and migrate away from Sertifi without disrupting intake or revenue processes.

Inventory forms and flows

Catalog all templates, payment flows, and integration points to ensure parity before migration. Document recipient lists, bulk send patterns, and fields that require calculations.

Test compliance needs

Validate that the replacement supports HIPAA, SOC2, or other regulatory needs if your nonprofit handles protected health or student data, and document requirements for audit-trail retention.

Pilot high-volume flows

Run a pilot for bulk sending and reminder automation to verify throughput and error handling, ensuring the new platform scales to your peak volumes.

Plan user training

Provide role-based onboarding and starter tutorials for senders; update donor-facing language and email templates to maintain trust during the transition.

Quick comparison: signNow vs. Sertifi and competitors

Side-by-side feature availability for signNow, Sertifi, Concord, SIGNiX, SignRequest, and Oneflow to help nonprofits and onboarding teams compare capabilities quickly.

Criteria	signNow	Sertifi	Concord	SIGNiX	SignRequest	Oneflow
eSign support
Bulk send
Collect payments
HIPAA compliance

Top Sertifi alternatives for nonprofit organizations and new customer forms

signNow

★4.6/5 (G2)

Capabilities

• Advanced fields
• Bulk sending
• Payment collection

Security

• HIPAA compliant
• SOC2
• Two-factor auth

Cost Structure

• Business Premium $15/mo
• Enterprise $30/mo
• Transparent pricing

Sertifi

★4.1/5 (G2)

Capabilities

• Payment forms
• Signing order
• Signing links

Security

• Advanced threat protection
• Unique document ID
• Team management

Cost Structure

• Custom enterprise pricing
• Contact sales
• Per-project fees possible

Concord

★4.2/5 (G2)

Capabilities

• Fillable fields
• Reusable templates
• Salesforce sync

Security

• Audit trail
• SSO/SAML
• Full-text search

Cost Structure

• Contact sales
• Tiered plans
• Team pricing

SIGNiX

★4.3/5 (G2)

Capabilities

• Bulk send
• Audit trail
• Document library

Security

• Audit trail
• User access control
• Service SLA

Cost Structure

• Contact sales
• Per-user pricing
• Enterprise contracts

SignRequest

★4.2/5 (G2)

Capabilities

• Bulk send
• In-person signing
• Signing order

Security

• Advanced threat protection
• Audit trail
• Cloud export

Cost Structure

• Contact sales
• Starter plans available
• Per-user rates

Oneflow

★4.0/5 (G2)

Capabilities

• Templates
• Magic fields
• Reminders

Security

• Audit trail
• Teams
• Document expiration

Cost Structure

• Basic plan $38
• Contact sales
• Tiered options

Over 150,000 organizations use signNow

FAQs: Choosing the right Sertifi alternative

Answers to common questions nonprofit and onboarding teams ask when comparing Sertifi to signNow and other competitors.

• Does signNow support HIPAA for protected data?
  Yes. signNow offers HIPAA and CFR Part 11 compliance options and can be configured to support protected health information with appropriate agreements and configuration controls.
• Can Sertifi collect payments inside forms?
  Yes. Sertifi supports collecting payments with forms, allowing organizations to request payment during signature flows without requiring a separate payment workflow, which helps consolidate donor payments and agreements.
• Which vendors offer bulk send for mass outreach?
  Bulk sending is supported by signNow, Concord, SIGNiX, SignRequest, and Oneflow; Sertifi does not provide a dedicated high-volume bulk-send feature in the provided feature set.
• Are reusable templates available across these providers?
  Reusable templates are available in signNow and Concord; some providers offer template libraries and import features, while Sertifi’s mobile template generation is limited or absent.
• How do authentication options compare?
  signNow and other alternatives provide two-factor authentication, SSO, and advanced recipient authentication options; Sertifi includes basic signing links and some security controls but fewer advanced authentications listed.
• What should nonprofits prioritize in a replacement?
  Prioritize HIPAA or SOC2 compliance if handling protected data, bulk-send and template automation for scale, and integrations with CRMs or payment processors to maintain donor and customer record accuracy.

Sureh Balasubramanian,

CEO at LiveHive

«I was closing another deal and had an outstanding quote already sent through DocuSign (I was trialing them) before we got connected. Sales VP was ready to sign the quote but was having trouble signing via DocuSign from his United WiFi — he was on a plane to Boston and would have been too late if I had to wait till he landed. I resent it to him via signNow and Voila! I had my signed contract in 30 mins! Great job signNow!»

Kodi-Marie Evans,

Director of NetSuite Operations at Xerox

«signNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite. This flexibility assists us with reducing our turnaround time on signatures so that we can get to the business of doing business. signNow is an amazing company with first-rate customer service.»

Jake Schroeder,

Vice President at The Benefits Store

«We found signNow to be better priced and exactly the solution we needed. signNow has significantly lowered our enrollment completion process by a day or two depending on the member.»

Dionte' Bryant,

Software Development Engineer

«The signature has become extremely simple to create. Customer care is additionally quite simple and also incorporating fields is super easy. We put it to use for all sorts of contracts. Custom contracts can be simple to operate, but we primarily work with them to send out the very same agreement template to almost all the clients of ours.»

Related links

DigiSigner competitors and alternatives for small businesses in staffing

Best electronic signature tools like DigiSigner for government

Best eSignature platforms similar to DigiSigner for terms and conditions

Best online signature platforms similar to DigiSigner for audit forms

Best PDF editing and DigiSigner alternatives for life sciences

Best contract negotiation and DigiSigner alternatives for sports organizations

be ready to get more

Get legally binding signatures now!

Start free trialRequest a demo