Need a Sertifi alternative?
Users switching from Sertifi to QuoteCloud can take advantage of unlimited payment authorizations, a robust API framework, and our powerful document creation and digital signature tools.
No credit card required
Close faster with QuoteCloud.
QuoteCloud streamlines quoting and proposals in one simple workflow—so you don’t need Salesforce Revenue Cloud to scale.
| Sertifi | QuoteCloud | |
|---|---|---|
| eSignatures | ||
| Document editor | ||
| Reusable templates | ||
| Approval workflows | ||
| Unlimited payment authorizations | ||
| Payment integrations | ||
| API |
Payments that fit your workflow
If you’re moving on from Sertifi, QuoteCloud makes it easy to handle payments your way—with support for unlimited payment authorizations and flexible options that work for real-world quoting and invoicing.
Built for teams (and easy to roll out)
Keep everyone on the same page with shared templates, role-based access, and simple approvals. QuoteCloud helps your team send consistent documents and move faster—without adding extra complexity.
Documents + eSignatures in one place
Create and send quotes, proposals, and contracts from one platform, then collect eSignatures to close the loop. Everything stays organized in QuoteCloud, so you can find documents fast and keep deals moving.
Replace Sertifi with one simple workflow
Switching from Sertifi? QuoteCloud keeps your documents and payments in one place—so updating a quote, sending the latest version, and collecting eSignatures (and payments) stays fast, clear, and error-free when it matters most.
Give customers a smoother signing experience
With QuoteCloud, customers can review and sign on any device—no downloads, no friction. They can ask questions, leave comments, and keep everything in one thread, so approvals move faster and nothing gets lost in email.
Frequently Asked Questions
Why choose QuoteCloud as an alternative to Sertifi?
QuoteCloud combines unified quoting, proposals, document creation, built-in e-signatures and unlimited payment authorizations in a single workflow—so you can replace separate tools and close deals faster.
Teams moving from Sertifi gain a drag-and-drop document editor, reusable templates, robust API support, integrated payments and CRM integrations to simplify rollouts and scale without added complexity.
Does QuoteCloud include e-signatures and document management?
Yes. QuoteCloud has built-in e-signature capabilities alongside secure document storage, real-time activity tracking and audit trails so you can create, send, sign and manage agreements from one place.
It also offers content locking, signature workflows, sender/signer collaboration and a shared document library for consistent branding and version control.
How does QuoteCloud handle payments compared to Sertifi?
QuoteCloud supports unlimited payment authorizations and flexible payment integrations designed for real-world quoting and invoicing workflows. That means you can collect payments, authorize cards and manage transactions directly from proposals and contracts.
Combined with configurable pricing tables, taxes, discounts and optional items, QuoteCloud helps you convert quotes into paid orders with fewer handoffs.
Can QuoteCloud integrate with my CRM or accounting systems like QuickBooks?
Yes. QuoteCloud integrates with popular CRMs to auto-fill customer and product data and streamline quoting. It also offers a dedicated QuickBooks Online integration to sync invoices, customers and transactions for more accurate accounting.
These integrations reduce manual entry, improve accuracy and speed up reconciliations between sales and finance systems.
Is QuoteCloud easy to roll out for teams and larger organizations?
QuoteCloud is built for teams with role-based access, shared templates, approval workflows, customized permission levels and onboarding services to simplify deployment across departments.
Features like team workspaces, a shared document library, custom branding and a mobile app make it easy for larger organizations to keep documents consistent and compliant.
What document creation features does QuoteCloud offer?
QuoteCloud includes a drag-and-drop document editor with rich content blocks, reusable templates, configurable pricing tables and an integrated product catalogue to speed document production and reduce errors.
Interactive elements (pricing, optional items, add-ons), content locking and template libraries let you produce branded, high-converting proposals and contracts faster.
How secure is QuoteCloud and does it meet compliance requirements?
QuoteCloud provides secure document storage, audit trails and document confirmations to track activity and demonstrate compliance. The platform supports PCI compliance for payment processing and offers configurable approval and access controls.
These controls help protect sensitive customer and payment data while keeping a clear record of signature and payment events.
How can I try QuoteCloud before switching from Sertifi?
You can start a free 14-day trial with no credit card required or request a product demo to see how QuoteCloud fits your workflows. The company also offers onboarding services to help teams migrate templates, set permissions and train users.
Trying the platform lets you validate payment authorizations, e-signatures, CRM integrations and document workflows before committing to a full rollout.
