PDFs to ESX

You can save a lot of time by importing PDFs of estimates created by contractors, public adjusters, and restoration companies. By importing line items, folders, and F9 notes from static PDFs directly into Xactimate, rather than rebuilding estimates from scratch or using macros, you can cut your cycle time in half and reduce the risk of errors when creating an estimate.

What is a PDF file?

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What is an ESX file?

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What is a PDF to ESX converter?

A PDF-to-ESX converter converts a static PDF estimate made in Xactimate into a structured ESX file that can be imported and edited in Xactimate. Keep line items, folder tree, and F9 notes. No need to manually re-type line items, quantities, and notes; you can convert the PDF and start working from an editable estimate in minutes. Estimate faster by speeding up your Xactimate.
Insurance adjusters often create the initial estimate in Xactimate, so the estimate already exists in a structured format. In most cases, all a contractor needs is the ESX file to review the estimate, make revisions, and submit their bid. Unfortunately, adjusters frequently send only a PDF estimate. What could take an hour with the ESX file can easily turn into 10 hours of manual rebuilding.

The PDF-to-ESX conversion tool enables Contractors, Insurance Adjusters, Public Adjusters, Independent Estimators, and Water Mitigation Specialists to convert Xactimate PDF estimates into structured ESX files for direct import into Xactimate. Instead of manually rebuilding line items from a PDF, users can upload their estimate and receive an ESX file in minutes.

How to turn a PDF into an ESX?

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How do I import an ESX file into Xactimate?

Importing an ESX file into Xactimate is easy and only takes a few steps. Make sure you have a valid copy of Xactiamte installed on your PC.
1. Log into Xactimate.
2. Select “Tools” from the left-hand menu.
3. On the “Data Transfer” box at the top, select the radio button that says “Import.”
4. Click on the folder icon and navigate to the folder containing the ESX file.
5. After you have selected the folder containing the ESX file, click “Select Data.”
6. After clicking Select Data, a new window will appear listing all ESX files contained in that folder.
7. Select the filename that you want and click “Import.”
8. Once completed, “Import Successful” will appear in the window
9. Click the close button and select “Local” on the left-hand menu. You will see the .ESX file listed in your projects.