Generating PDF certificates
Certificates are generated from approved valuations.
Generate a certificate
- Open an approved valuation.
- Select Generate Certificate. The PDF is created in the background, and the page updates when it's ready.
- Select Download Certificate to save it, or Email Certificate to send it to the customer — see Emailing certificates to customers.
Generating a certificate never contacts the customer on its own; emailing is always a separate step.
What's on the certificate
- Your business name and contact details from Settings > Company
- The item details, photos, and the value headline for the valuation's basis of value
- The appraiser details from the valuation, or your appraiser defaults
- A certificate number and a QR code that anyone can use to check the certificate — see Verifying a certificate with its QR code
- Your logo on every plan, plus your design and brand theme if your plan includes custom branding; otherwise the default design
The certificate is produced in your account's language and number format, set in Settings > Regional.
Issued certificates are kept exactly
Once issued, the PDF is stored as it was issued. Downloading it later — or selecting Regenerate Certificate — gives you the same document. Changes to your settings only affect certificates issued afterwards. To correct an issued certificate, create an amendment — see Amendments and superseded certificates.
Many at once
Managers can generate certificates for up to 50 approved valuations from the Valuations list. See Bulk operations.