Send your first Zevik quote

By the end of this, your client will receive a voice-explained quote page and be able to approve, request changes, or ask to be called — in one tap.

1

Bring in your quote

Choose how you want to get your quote into Zevik. Pick the option that matches how you work.

How are you bringing in your quote?

Download the PDF from your quoting tool, then upload it to Zevik. Works with any PDF.

See the full upload a pdf guide →
2

Review the extracted details

Zevik reads your quote and pulls out the key information. Check it looks right before moving on. Tap any field to correct it.

Z
Review extracted details
Job titleRoof replacement — 42 Elm St
Total inc GST$18,400.00
Valid for30 days
Recipient typeHomeowner

Something wrong? Tap any field to edit →

3

Review and edit the script

Zevik has written a voice explanation of the quote. Read through it. Edit anything that does not sound right before generating the audio.

Z
Voice script

Your script

"Hi Sarah — I've prepared this quote for the full roof replacement at 42 Elm Street. The total is $18,400 including GST, and it covers full removal of the existing roof, new Colorbond steel installation, and all associated labour and materials..."

Edit script →

Tap any sentence to edit it. When you are happy, generate the audio.

4

Set up how your quote will appear

Your client will see your business name, logo, and intro video on the quote page. Your business name is required. Logo, tagline, and intro video can be added later.

Business name *

Required
Loading...

Logo optional

Upload logoPNG or JPG

Tagline optional

Intro video optional — recommended

Upload or record a short intro

A 30–60 second intro helps clients trust who sent the quote. You can add this later.

Client page preview

Your business name

Licensed trade contractor

No intro video — client won't see a video

Hi Sarah — your quote for

Roof replacement — 42 Elm St

$18,400

Total inc GST

5

Listen to the audio explanation

Zevik has turned your script into a voice explanation. Listen to it before you send — this makes sure you are happy with what your client will hear.

Z
Preview audio

Voice explanation · 1 min 42 sec

You need to listen to the full explanation before you can send. This makes sure you are happy with what your client will hear.

6

Enter your client's details and send

Type your client's name and email address. Tap Send. They will receive an email with a link to their Zevik quote page — no login needed for them.

Z
Send to client

Client name

Sarah Mitchell

Client email

sarah@mitchellhome.com.au
Send quote →

What your client sees

Your client taps the link in their email and lands on this page. No PDF to open. No login needed.

Y

Your business

Licensed trade contractor

Hi Sarah — your quote for

Roof replacement — 42 Elm St

$18,400

Total inc GST · Valid 30 days

Voice walkthrough — 1:42
Yes, I'm happy to go ahead

Back to getting started

Explore connection options and other setup guides.