Upload a quote PDF to Zevik

Works with any PDF from any quoting tool — Xero, ServiceM8, Word, Excel, or a custom template. No integration needed. Upload in under 2 minutes.

What PDF upload does

1
Zevik reads the PDF and extracts the key details — job title, total, scope, and more
2
Zevik generates a voice explanation your client can listen to
3
You review, approve, and send — client gets a clear branded quote page
1

Open Zevik and tap New Quote

From your Zevik dashboard, tap the New Quote button in the top right. You will be taken to the upload screen.

2

Select your quote PDF

Tap the upload area and select your PDF file. PDF is the recommended format — JPG and PNG are supported as a fallback only.

3

Wait while Zevik processes it

Zevik reads the PDF and extracts the key details. This takes a few seconds. You will see a progress indicator while it works.

4

Review the extracted details

Check the job title, total, and other details look correct. Tap any field to correct it before moving on to the script.

ℹ

Manual PDF uploads do not sync back to Xero or ServiceM8 automatically. If you want client approvals to update your accounting tool, connect Xero or connect ServiceM8 instead.

Z
New Quote — Upload
PDF
Tap to upload your quote PDF
PDF recommended · JPG/PNG as fallback only
Processing — reading your PDF...
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 →

Continue to your first quote

Review the script, set up your quote appearance, listen, and send to your client.

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