Zevik›Integrations›Zoho Books
ZB
+
Z

Turn Zoho Books estimates into professional, client-ready quote experiences.

Zevik helps service businesses, consultants, agencies and growing teams present estimates clearly and follow up with confidence. Your quote keeps delivering your message after it's sent — with post-quote visibility and key activity written back into Zoho Books.
Add Zevik to Zoho Books View client quote experience
Built for Zoho Books workflowsKeep Zoho as your source of truthSetup support included
Quote Activity — from Zoho Books
LIVE
Estimate sent with ZevikMon 9:14amSent
SMS follow-up sentWed 9:00amSMS
Client opened quoteWed 2:34pmOpened
Audio played 100%Wed 2:38pmPlayed
Question submittedThu 10:04amQuestion
Client approved quoteFri 11:18amApproved
Approved — written back to Zoho Books
The short answer

What does Zevik do for Zoho Books?

Zevik works with Zoho Books after an estimate is created. It turns the estimate into a professional client quote page, gives the client clear next-step buttons, surfaces quote activity, recommends follow-up actions, and writes key activity back into Zoho Books.

Clients get a clear proposal and easy ways to engage. You get post-quote visibility into what happens after the estimate is sent — then key activity appears back in Zoho Books, where you already work.

Stay in control
Zoho Books remains your source of truth for estimates, invoices, customers and payments.
No extra work
Activity is captured automatically and written back, so your team knows what happened and what to do next.
We're here to help
Setup support, documentation and guidance to help you get running.
Why Zevik

Make every estimate count.

Present professionally
Turn estimates into modern, branded quote experiences — with a personal audio explanation, clear pricing, what's included, next steps and downloadable PDFs.
Make the next step obvious
Guide clients to approve, ask a question, request a call or request a change — all from one simple page.
Follow up with confidence
Zevik gives you post-quote visibility — quote opens, audio-explanation plays, PDF downloads and replies — with client-activity signals and recommended follow-up actions written back to Zoho Books.
How it works

Five simple steps.

Keep working in Zoho Books. Zevik handles everything after the estimate is sent.

Create estimate
in Zoho Books
Send with Zevik
one click
Client receives quote
clear, interactive page
Zevik surfaces activity
client activity
Activity written back
to Zoho Books
See it in action

From estimate sent, to client activity,
written back to Zoho Books.

1
Send from Zoho Books
Send your estimate with Zevik without leaving Zoho Books.
EST-0001001Estimate
Northstar Consulting · $39,325
Send with Zevik
2
Client quote experience
The quote includes a personal audio explanation of what's included, then gives the client everything they need and easy next steps.
Audio explanation1:34
Approve quote
Ask a question
Request a call
View PDF quote
3
Activity and signals
See exactly what happened and what Zevik recommends.
Opened quote
Listened to audio
Viewed PDF
Asked a question
Client activityHIGH
RecommendedCall today
Written back into Zoho Books

Quote activity, back where your
team already works.

When the client engages, Zevik writes the important activity back into Zoho Books — so your team always knows what happened and what to do next.

Zoho Books · Estimate EST-0001001 · Northstar Consulting
Zevik statusSENT
Client activityHIGH
Recommended actionCall today
Open actions2 actions
Zevik quote URLView quote →
Status, activity and recommended actionsOpen actions and repliesDirect link to the Zevik quote page

Sample values shown are illustrative; the fields Zevik writes are accurate to the live Zoho Books write-back.

Post-quote visibility

See who is interested, who is stuck,
and who has gone quiet.

Post-quote visibility on every Zoho Books estimate sent with Zevik — so you always know which quotes need your attention, and your follow-up is based on real client activity, not guesswork.

NC
Northstar Consulting — Process Improvement
Opened 4×Audio 100%Question
Recommended
Call now →
MT
Meridian Trades — Fit-out
Opened twiceCallback
Recommended
Respond →
EV
Evergreen Studios — Rebrand
No activity
Recommended
Move on
The difference

Before Zevik, the estimate is just sent.
With Zevik, the quote keeps delivering your message.

Before Zevik
✕ PDF sent by email
✕ Hard for clients to understand
✕ No clear next step
✕ Follow-up is guesswork
✕ Activity is hard to see
With Zevik
✓ Professional client quote experience
✓ Clear next-step buttons
✓ Guided experience builds confidence
✓ The quote keeps delivering your message
✓ Follow-up based on real client activity
✓ Key activity written back into Zoho Books
The relationship

Zoho Books runs the records.
Zevik helps move the decision forward.

ZBYour source of truth
Estimates
Invoices
Customers
Items
Accounting
Reports
Z
Your client-experience layer
Professional quote experience
Client action buttons
Post-quote visibility & client-activity signals
Recommended follow-up actions
Write-back into Zoho Books
Keeps your sales process moving
Frequently asked questions

Questions about Zoho Books + Zevik.

Does Zevik replace Zoho Books?
No. Zoho Books remains your estimate, invoice, customer, payment and accounting system. Zevik adds the client quote experience and follow-up on top, then writes key activity back after the estimate is sent.
Can I try Zevik before I subscribe?
Yes. Every plan starts with a 14-day free trial — no credit card required, cancel anytime. Both plans include 30 quotes per month, with setup support to get you running.
What gets written back to Zoho Books?
When a client engages, Zevik updates the estimate status and writes key activity onto the estimate — a Zevik status, a client-activity signal, a recommended next action, any open actions, and a link to the Zevik quote page — plus private internal comments your client never sees. Your team sees it all where they already work.
Is my client data secure?
Zevik connects to Zoho Books through official OAuth. Your Zoho Books data stays in Zoho Books — Zevik reads the estimate it needs and writes activity back, nothing more.
What if my client replies?
When a client asks a question, requests a call or requests a change, Zevik surfaces it and recommends the next action — so nothing slips through after the estimate is sent.
What is post-quote visibility?
Post-quote visibility means your team can see what happens after a Zoho Books estimate is sent — quote opens, audio-explanation plays, client questions, callback requests, open actions, client-activity signals and recommended follow-up actions.

Give every estimate the
client-ready experience it deserves.

Use Zevik to turn your Zoho Books estimates into professional quotes, surface real client activity, and close more work with confidence.

Add Zevik to Zoho Books View client quote experience
Built for Zoho Books workflowsKeep Zoho as your source of truthSetup support included