Alternatives to Certinia Professional Services Cloud

S-Docs

S-Docs suits organizations in regulated sectors such as public sector, financial services, and healthcare that generate documents from CRM data.

DocuSign eSignature

It suits individuals and teams that send, sign, and manage agreements, including teams that need templates, bulk sending, or approval workflows.

Formstack DocumentsFormstack (Intellistack, LLC)

It suits organizations and teams automating document generation from structured business data.

Spanning describes its solutions for businesses, enterprise organizations and managed service providers that need backup for Microsoft 365, Google Workspace or Salesforce.

It suits organizations that need to model and automate processes involving approvals, documents, forms, and human or unattended tasks.

Salesloft

Salesloft suits revenue teams seeking sales engagement and conversation insights, with separate listed tools for account teams and revenue leaders.

ZoomInfo is aimed at B2B sales, marketing, RevOps, and customer success teams that need prospecting and account data alongside workflow tools.

DealHub suits SaaS and services revenue teams coordinating complex quoting, contracts, subscriptions and billing.

Fonteva identifies associations, professional societies, association management companies, customer user groups, membership organizations, and fraternities and sororities as intended users.

LeanData BookIt

It suits Salesforce-based sales teams that need routed scheduling across forms, records, and booking links.