Emailing certificates to customers
Send a finished certificate to your customer from the valuation page.
Send it
Once the certificate is ready and the customer record has an email address, select Email Certificate. The button shows the address it will send to when you hover over it.
What the customer receives
- An email with the valuation reference, signed with your business name
- The certificate PDF as an attachment
- Your contact email at the bottom
The email is written in your account's language (Settings > Regional).
Who it comes from, and where replies go
Certificate emails are sent by Jewel Value's email service. Replies go to the Email in Settings > Company, so customer questions reach you, not us.
One at a time
Emails are sent one valuation at a time from the valuation page. Bulk certificate generation never emails customers.
Other ways to get the certificate to a customer
- Download Certificate and send the PDF yourself.
- The customer can sign in to the customer portal with the email address on their record and download it there.