Import a document

Turn the quote template you already use into a Pylon invoice, without retyping it.
01

Your template

Google Docs
Marchetti — Quote template
Shared · Last edit 3 minutes ago
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Marchetti Electrical

ABN 41 622 118 904 · Licence EC-40182
ClientHarbourline Strata Management
SiteBlocks C & D, 12 Ferndale Ave, Chatswood
Date21 Aug 2026
Common area lighting, 148 fittings$13,616.00
Emergency & exit lighting, 36 fittings$6,696.00
Main switchboard remediation, 2 boards$4,680.00
Labour, 46 hrs @ $118.00$5,428.00
Access equipment hire, 6 days$984.00
Total ex GST$31,404.00

Any document. A Google Doc, a Word file or a PDF. Most contractors already have a quote template they trust; Pylon reads it rather than asking them to abandon it.

02

Fields matched

9 of 10 read
Document
Harbourline Strata Management
Pylon field
Client · existing record
Document
Blocks C & D, 12 Ferndale Ave
Pylon field
Site address
Document
5 priced rows
Pylon field
Line items, qty × rate
Document
Labour, 46 hrs @ $118.00
Pylon field
Labour, A-grade rate
Document
$31,404.00 total ex GST
Pylon field
Subtotal, GST added
Document
No payment terms found
Pylon field
Terms · using default, 14 days
!
Read 9 of 10 fields. One assumption made and flagged for review; nothing is saved until the invoice is confirmed.

Matched, not guessed at. Client, site and rates resolve against records already in Pylon, so an import lands on the right job instead of creating a duplicate.

03

Invoice created in Pylon

Draft
Attached to an existing client
Harbourline Strata · matched on ABN, not created again
Job #2237
Ready to send or sign
Same A4 sheet, same branding, signable on site or by link
$33,508.07
Automation queued
On acceptance: raise the job, book the crew, chase at 7 and 21 days
3 rules

Nothing retyped. The document a contractor already writes becomes the invoice Pylon chases, without them changing how they quote.