Veterinary practices
The written estimate,agreed before treatment.
Build the estimate from your own price list, send it with your terms, and keep a record of what the client agreed to and when.
Supporting documents
What was sent alongside, and who has read it.
- Terms of business
- J. OkaforOpened 04/06/2026 10:52, 2 times, downloaded
- Privacy notice
- J. OkaforNot opened
- Complaints procedureHosted elsewhere, not recorded
The three documents
All three are about money, and all three are agreed before the work rather than argued about after it.
The written estimate
Itemised, and given before the treatment rather than reconstructed afterwards. Sent with your terms and agreed before the animal is admitted.
Practice and payment terms
What is included, what is not, when payment is due, what happens if the treatment plan changes mid-course. Sent once, agreed once, and produced later with a date on it rather than pointed at on a wall.
The pet health plan
A monthly agreement with a client, quoted per month with the period attached and signed. It is never added into a one-off treatment figure to produce a number that means nothing.
Where this sits in the consult
On the money side of it, and only there.
A consult produces two kinds of paper. One is clinical: the history, the findings, the consent to treat, the record of what was done. The other is commercial: what it will cost, what is included, when it is paid. Consent to treat stays in the consulting room and in your practice management system; this is the money side.
We carry the estimate, the terms, the pet health plan, the agreement and the evidence around all four, sent before treatment and kept exactly as the client saw them.
Keep the estimate and the terms as one pack
The written estimate, your practice and payment terms and the pet health plan paperwork, each built once and sent as often as the practice needs them, with the signature blocks already placed.
Send it before treatment, and get it back
The estimate goes out with the terms as one pack. The client agrees it on a phone in the car park or at home that evening, and you have a signed version rather than a verbal yes and a note on the file.
Keep what you would have to show
Every send, open and agreement is recorded with its time and IP address, and the completed pack produces a certificate. If anyone asks what the client was told the cost would be, the answer is a document.
Send your next estimate before the animal is admitted.
If you practise in the UK
The Competition and Markets Authority concluded its investigation into veterinary services for household pets in March 2026. It decided that practices must give a written estimate in advance for any treatment expected to cost £500 or more including aftercare, emergencies excepted, together with itemised bills. The timetable for those remedies coming into force is set and published by the CMA, so check it with them. A practice that already sends a written estimate, and can show what the client agreed, is most of the way there.
The certificate
Produced automatically when the client agrees. It lists the signature with its time, actor and IP address, a fingerprint of every document in the pack, and a QR code linking to an independent check.
Checkable without you
A client, an insurer or an adviser can verify a completed document themselves, with no account and no login. It confirms the document, the signers and that the chain is intact, without disclosing what the document said.
Verify a document →CecurSign
Certificate of Completion
- Subject
- Letter of engagement 2026/27
- Created
- 04/06/2026 09:12 UTC
- Sent
- 04/06/2026 09:14 UTC
- Completed
- 05/06/2026 16:41 UTC
Documents
Engagement letter and schedules.pdf (7 pages)
SHA-256: a4f1c9e0b7d3
Signers and recipients
- R. Hartley (Signer)Signed 04/06/2026 11:02 UTC
- J. Okafor (Signer)Signed 05/06/2026 16:41 UTC
Scan to verify
Envelope ID
9c1f2a34-5b6d-4e71-8f90-2ad4c6e13b58
What you would actually be using
The parts of CecurSign that matter to veterinary practices, and what each one does here.
Templates
Practice and payment terms, and the pet health plan with its monthly fee, each built once and sent as often as the practice needs them.
Build a document once with its fields, its signers and its reminders, then send it as often as you need without rebuilding it.
Sending for signature
The written estimate agreed before treatment starts, signed by the person who is actually paying rather than by whoever brought the animal in.
One person or several, in a set order or all at once, with a deadline and a copy to whoever else needs one.
Supporting material
Aftercare instructions and your practice terms sent to be read alongside the estimate, with a record of what the client opened.
The things that are read rather than signed, sent alongside the document instead of stapled into it, with a record of who opened what.
Reminders
An estimate sent the evening before a procedure is chased on its own, so nobody discovers at the door that it was never agreed.
Chases that go out on a set pattern while something is unsigned, a nudge you can send by hand, and a deadline you set yourself.
Certificate of completion
What the client was shown and agreed to, with the date on it, for the conversation that starts when a bill is higher than somebody remembered.
Produced when the last signature lands: every signature with its time, the person who made it and their IP address, and a fingerprint of each file.
What practices ask before they buy
Short answers about the software, and about what it is not.
Does this replace our practice management system?
Is a consent-to-treat form the same thing as an estimate?
Our estimates change once the animal is in. Does that work?
More detail on how a document is sent, signed and proved on the e-signature page, or see how other companies use it on the industries index.
How it fits your documents
Send a document for signature, or sign one yourself. This is what each looks like in your line of work.
E-signature
A new client reads your practice terms, payment terms and aftercare notes beside the estimate, with a record of what they opened for the day a bill is disputed.
Sending for signatureSelf sign
An insurance claim form, a declaration for a laboratory, or a practice sign-off: signed by you alone, in one sitting, with the same certificate.
Signing something yourselfWhat to read next
The parts of the help centre this page assumes, in the order you would meet them.
- Creating a templateSet up a document you send often, with the fields already in place.
- Sending, and what happens nextWhat we do the moment you press send, and how to follow progress.
- Sending things to be read, not signedTerms, policies and certificates sent alongside a document, and how to see who opened them.
- The certificate of completionThe evidence page attached to every finished document, and how to read it.
Everything else is in the help centre.
Put your next estimate through it
Build one from your own price list, send it to a real client, and look at the record that comes back.
No credit card required.