Estimate Certificate
Use the estimate certificate page as proof of accepted estimate details.
An estimate certificate gives a customer-facing record of an accepted estimate. Use it when a customer, internal team member, or accounting process needs proof of the estimate decision.
The certificate is a proof view. It helps confirm acceptance context without giving someone access to the internal finance editor.
Use the certificate for evidence and handoff. Use the estimate editor for internal changes and the invoice workflow when payment needs to be requested.
Store or share the certificate when a sales, delivery, or accounting handoff needs proof of what the customer accepted.
When to Use It
Use the certificate after an estimate has been accepted or signed. It helps confirm the estimate identity, customer, amount, and acceptance context without reopening the internal estimate editor.
Do not use the certificate as a replacement for the invoice. Convert the estimate to an invoice when payment should be requested.
Share the Certificate
Open the certificate link from the estimate workflow when you need a customer safe record. The certificate is intended for review and proof, so check the estimate itself before sharing it externally.
If the estimate was changed after acceptance, confirm which version the customer approved before relying on the certificate.
Open the certificate in a private browser window before sharing it outside the team. Confirm it does not expose internal edit controls or unrelated finance records.
If the certificate is used in a customer dispute, compare it with the estimate activity, signature status, and any follow-up invoice before responding.
Use It In Handoffs
Use the certificate during sales-to-delivery or sales-to-finance handoff when the team needs proof of what was accepted. Link it from the deal, project, invoice notes, or internal task so the next team can review scope and amount without opening the editor.
If delivery starts from an accepted estimate, compare the certificate with the project brief before creating tasks. The accepted scope should match the work the team is about to perform.
Customer Dispute Evidence
When a customer questions scope, price, or acceptance, use the certificate as one evidence point. Compare it with estimate activity, signature status, related emails, invoice conversion, and any change requests before responding.
Do not rely on a downloaded certificate alone if the estimate has since been revised. Open the current estimate and confirm which version the customer accepted.
What To Check
Before sharing or storing the certificate, confirm:
- Estimate number and customer.
- Accepted amount and currency.
- Acceptance or signature status.
- Accepted date and signer context.
- Any notes, terms, or scope details needed for the record.
After Acceptance
Use the certificate for proof, then continue the finance workflow. Convert the estimate to an invoice when payment is due, attach supporting files if needed, and keep the accepted estimate linked to the customer record.
If the accepted estimate later changes, create a revised estimate or internal change record according to your process. Do not treat the old certificate as proof of new scope.
Troubleshooting
If the certificate does not match the current estimate, review whether the estimate was edited after acceptance.
If the certificate link is unavailable, return to the estimate record and check status, sharing settings, and whether acceptance has actually been completed.
If the customer needs to pay, send an invoice rather than the certificate.