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Getting started

Set up EZINDRA for the first time

Complete the essential settings after creating your account so future quotes and PDF documents use the correct business details automatically.

1

Open “Quote details”

Open “Account”, then “Quote details”. This section contains your business details, currency, document language and default Tax settings.

2

Enter your business details

Add the business name or your full name, country and any other information that should appear on documents.

3

Configure documents

Choose the document language, currency and default Tax rate. You can also upload a logo, signature and stamp.

You can update these settings later. New values are used for documents created afterwards.

Related articles

App language and document language

Set the EZINDRA interface language separately from the language used for new quotes, PDFs and secure links.

Add a client

Save client details for use in future quotes.

Add a service to the price list

Create a service with a unit, price and tax value.

Create a new quote

Select a client, add items and generate a finished PDF document.

Still need help?

Describe the issue in the contact form. We usually respond within 2 business days.

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EZINDRA

EZINDRA helps service businesses create quotes, manage clients and streamline day-to-day business operations.

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