Have an idea on how to make Sertifi better? Let us know!
We're always working to improve our product and we're eager to hear from you, our customers. Please use this portal to share your ideas for new features or general feedback about our platform. Feel free to browse others' suggestions as well and use the upvote button to let us know which features you think we should prioritize.
If you need immediate assistance, please reach out to your account team directly.
If you need immediate assistance, please reach out to your account team directly.
94
votes
Search for a CC Auth with the Folder Name
Be able to search for CC Auths with the folder name we chose. Right now you have to search by email and that is more time consuming.
Done
47
votes
Reassign folders to other admins
Would like to be able to change owner for a folder after it has been created
Under consideration
34
votes
Edit fields on Authorization forms
Would be great if we could customize the fields on cc authorization forms - for example we’d like to edit the options under authorized charges.
Done
22
votes
Delete Expired Auths from Pending
Being able to delete folders from the pending section that have expired would make it easier to manage what is still active and needing attention
Done
21
votes
Message Templates
Would like to create my own message templates to make sending forms out to customers quicker and easier. We are often encountering similar situations where credit ...
Under consideration
19
votes
Master CC on file for top accounts
Greetings Sertifi!
I wanted to ask/suggest is there a way to have master CC on file for a year for our clients, that will allow us to view the CC from our clients ...
Under consideration
18
votes
Allow restricted access to view the card's CVV code.
The CVV code is required when adding a card to Agilysys and some other company-approved vendor systems. We can't collect the CVV currently through Sertifi. It would ...
Under consideration
18
votes
Sort by event date
It would be great if we could add a field to each folder of the event date and then sort by that (instead of by most recently sent)
Under consideration
17
votes
Updating Mandatory field for guest to fill out
On Sertifi forms, there are "red boxes" that the guest must fill out
Please add the red box to "rate Information & Approved charges" so clients know they need to ...
Done
16
votes
Ability to change/update login email
Under consideration
15
votes
Ability to mark form as unused due to fraud score
The ability to mark a form as unused or not accepted due to fraud score would be wonderful.
I have several items sitting in my "Need Attention" tab because they ...
Planned
12
votes
Adding multiple emails in a request
Be able to add multiple participant emails at one time instead of one at a time.
I send the same file to multiple people for signature. In the old version, a drop ...
Under consideration
11
votes
Interface with Opera
Sertifi would interface with Opera and we would be able to generate authorizations in Opera.
Planned
10
votes
Expiration date in view folder list
it would be great if you could have the expiration dates listed in the view folder screen. That way you wouldn't have to go into each file to double check
Under consideration
10
votes
New Sertifi Portal
I cannot view who sent the authorization form on the hotel level. Meaning if a team member sends out the form to a guest. I can't tell who sent it out.
Under consideration
10
votes
Delete Auths
The ability to delete authorization forms that are no longer needed, even after they have been processed.
Under consideration
9
votes
Add a Tutorial
Place a tutorial for the new platform on the platform so that new users can become familiar with the functions.
Done
9
votes
Authorization form for same guest with multiple confirmation numbers/dates of stay
I have a guest that always books directly with our hotel and then his company has to send an credit card authorization form for each stay. He books multiple ...
Under consideration
9
votes
Make confirmation number on CC Authorization Forms 'optional'.
I've noticed that you are now requiring guests to enter a confirmation number when filling out the CC authorization form. This doesn't work for guests booking small ...
Under consideration
8
votes
Allow for drafted folders to save / autosave feature
Allow drafted folders to save so we don't lose our work when we get logged out
8
votes
DELAYED/SCHEDULE INVITE SEND
I have a customer who only wants Sertifi invites be sent on Friday's. Based on the amount of jobs I have constantly needing sign off's sent via Sertifi for esign and ...
Under consideration
8
votes
Auto text in email box
It would be great to have saved or auto text available in the email text box - as we generally are writing the same thing every time - this would save time
Under consideration
8
votes
Credit card authorization form for F&B site
As per our F&B request credit card authorization form for F&B site for function or festive season, no need check in-check out date , and address of guest.
Under consideration
8
votes
Receive an email alert when receive a filled form from specific users
Set email as alerts when receiving a Sertifi form from especific emails, specially for travel agencies.
Under consideration
6
votes
Additional document markup abilities
Would like to be able to approve or reject document markup from a signer
Under consideration
6
votes
Reject Sertifi
I want an option to reject a sertifi that the hotel has decided not to accept, and for that option to send a notification to the email of the person who filled out ...
6
votes
Search by last 4 of cc number
Allow a search for authorization by last 4 of card number.
Under consideration
6
votes
Use different colors for different signers fields
Use different colors for different signers (1st, 2nd, 3rd, etc.) when picking fields for them to complete or sign. I.E I have an intermediary that wants the agreement ...
Under consideration
6
votes
Make folders confidential
Would like to mark specific folders and confidential and restrict access
Under consideration
5
votes
Include the folder names in the email subject lines
Currently, when I sent out contracts, all the emails have identical subject lines, which is confusing:
Our Company Name Documents for eSignature
or
You have ...
Planned
5
votes
Separate Tab for Travel Company Authorizations
Sertifi use to separate E-Confirmations that were sent by companies and not by the property. It is all now lumped into one area and can be missed.
Done
5
votes
Bring back listing the Name of the employee who sent the sertifi
The update got rid of this and I want it back. sertifis should show the first and last name of the associate who sent the sertifi.
5
votes
Resend Payment Links
Automatically Resend Payment Links After so many days if not paid
Under consideration
5
votes
5
votes
Payment Method
It would be great to have separate set of payment method mapping for Authorizations vs Payments that are interfaced to OPERA.
Under consideration
4
votes
Language Forms
Be able to add all the information to a form in your language and have it sent in another language.
Planned
4
votes
Add Company Name in Authorization forms
As a Director of Sales, it would be super helpful for me to be able to utilize Sertifi as a prospecting tool by including the company name as a field for clients to ...
Done
4
votes
Allow sending agreements and authorizations in the same folder/email
It would be awesome to send agreements and authorizations at the same time for groups that we know will be charge routing to a card or paying for an amenity such as ...
Done
4
votes
Create separation within Credit card number display
Hi, all numbers come in a sequence without any separation, and that is 16 numbers in total to punch in via Sredkey.
If you can separate them in 4x4 form, that would ...
4
votes
On login page, add "reset password" link
Currently, if your team has or uses ng.sertifi.com to log in, there's no user-enabled Reset Password link. If they need to reset their password, they have to figure ...
Planned
4
votes
Find a client by name only
I'd like to search for a client without having to go through the folder name, date, and email. Would love to be able to just enter their name OR their email and get a ...
4
votes
Add "Reference Documents"
Add back the option to attach "Reference Documents" when sending authorization forms.
Under consideration
3
votes
Relationship & Rate Info & Approved Charges Fields
Can you make these required also? The cardholder should have to pick what their relationship is, but more importantly, the approved charges need to be chosen or they ...
Done
3
votes
Who is the author of the document
as of now i do not see the author on the main listing page with all other information. Who created the document that was sent to the client?
Under consideration
3
votes
Send signature request via SMS
Provide either a link so user can SMS customer link for eSignature or a complete turnkey SMS system
3
votes
Search both Agreements and Authorizations simultaneously
Let me search for a folder by name across both agreements and authorizations if I do not know whether it is an agreement or an authorization.
3
votes
space to write information
Good morning , since a few months , our customers complaint about the lack of space(characters ALLOWED) to write their infos , most of them can only enter 7 ...
3
votes
Automatic Reminders for Form Completion
A valuable addition to the Sertifi platform would be the ability to send automatic reminders for pending documents or forms awaiting completion or signature. Ideally, ...
3
votes
Pick Font for Email signatures
I would love to be able to have and to give my clients the option to choose a different font for their signatures- I appreciate the personalization- it is a small ...
2
votes
Awesome
i just wanted to thank you for the platform updates, it looks and works awesome! way better than the old version! thank you
Done