Help Center
Find answers and concise guides for the most important EZINDRA features.
Browse by category
Getting started
Account setup and preparation for the first quote.
4 articles
Clients
Add, edit and use client details.
2 articles
Price list
Services, prices, categories and ordering.
2 articles
Quotes
Create quotes, use discounts and templates, understand limits, history and statuses.
8 articles
PDF documents
Preview, download, secure links, recipient decisions and document status.
4 articles
Account and subscription
Account settings, access and billing.
5 articles
Data and security
2FA, data export, privacy and account deletion.
5 articles
Popular articles
Getting started
Set up EZINDRA for the first time
Prepare your account, business details and document settings before the first quote.
Clients
Add a client
Save client details for use in future quotes.
Price list
Add a service to the price list
Create a service with a unit, price and tax value.
Quotes
Create a new quote
Select a client, add items and generate a finished PDF document.
PDF documents
Download, share and print a PDF
Choose the appropriate action in the finished document preview.
PDF documents
Is a quote an invoice or a legal document?
An explanation of the nature of documents created in EZINDRA.
Quotes
Item, section and whole-quote discounts
Apply discounts to individual items, sections or the whole quote and review the combined discount value.
PDF documents
Secure link and Accept / Reject
Send a 24-hour link to a client and receive a decision for a specific saved version of the quote.
Account and subscription
Trial, subscription and billing
Start the 7-day trial, choose a plan, manage payments and open billing documents in Paddle.
All articles
Getting started
Account setup and preparation for the first quote.
Getting started
Set up EZINDRA for the first time
Prepare your account, business details and document settings before the first quote.
Getting started
Install EZINDRA as an application
Install EZINDRA on a supported phone, tablet or computer.
Getting started
App language and document language
Set the EZINDRA interface language separately from the language used for new quotes, PDFs and secure links.
Getting started
EZINDRA AI Support
Use the built-in AI help for EZINDRA and switch to human support when needed.
Clients
Add, edit and use client details.
Price list
Services, prices, categories and ordering.
Quotes
Create quotes, use discounts and templates, understand limits, history and statuses.
Quotes
Create a new quote
Select a client, add items and generate a finished PDF document.
Quotes
Edit a saved quote
Open a quote from history and change its saved items.
Quotes
Quote history and statuses
Find saved documents and check whether a quote is Saved, Sent, Accepted or Rejected.
Quotes
Quote statistics
Check the number and total value of quotes for selected periods.
Quotes
Item, section and whole-quote discounts
Apply discounts to individual items, sections or the whole quote and review the combined discount value.
Quotes
Create and use quote templates
Save recurring groups of services and add them to a new quote as regular items or as a separate section.
Quotes
200-item limit for a single quote
See how the quote-item limit works when adding services or templates.
Quotes
Quote numbering
Understand the quote-number format and what happens to the number when an existing quote is edited.
PDF documents
Preview, download, secure links, recipient decisions and document status.
PDF documents
Download, share and print a PDF
Choose the appropriate action in the finished document preview.
PDF documents
Business details, logo, signature and stamp on PDFs
Configure the elements shown on quote documents.
PDF documents
Is a quote an invoice or a legal document?
An explanation of the nature of documents created in EZINDRA.
PDF documents
Secure link and Accept / Reject
Send a 24-hour link to a client and receive a decision for a specific saved version of the quote.
Account and subscription
Account settings, access and billing.
Account and subscription
Notifications and push notifications
Review secure-link opens, recipient decisions and manage push notifications.
Account and subscription
Trial, subscription and billing
Start the 7-day trial, choose a plan, manage payments and open billing documents in Paddle.
Account and subscription
Read-only mode after access expires
See what remains available when creating and editing data are temporarily blocked.
Account and subscription
Account profile, email and password
Change your display name, email address or password and recover access if you forget your password.
Account and subscription
Default settings for new quotes
Set service country, currency, tax, document language, payment, notes and bank details.
Data and security
2FA, data export, privacy and account deletion.
Data and security
Export data and delete your account
Download a copy of your data before permanently deleting the account.
Data and security
Privacy settings
Change your consent for optional usage analytics.
Data and security
Two-factor authentication (2FA)
Enable optional TOTP protection and use an additional code when signing in.
Data and security
Data limits in EZINDRA
Check the limits for clients, services, categories, templates and quote items.
Data and security
Sync across devices and working without internet
Use the same account on multiple devices and understand what to expect when the connection is lost.