Help centre

Create your account and company

Sign up, complete onboarding, and open the portal for the first time.

Use eazmybiz as an app (desktop, iPhone, Android)

Install the portal on your computer or phone home screen like a native app.

Set up company profile

Logo, address, GSTIN, bank details, and print defaults.

Invite your team and set access

Add users and choose office vs gate access presets.

Document numbering

Prefixes, reset schedule, and multi-series on Pro/Max.

Create and issue a quotation

Draft a quote, import RFQ lines from Excel or photo, preview print, then issue.

Create and issue a proforma invoice

Prepare a pre-sale proforma, issue it, and print or download PDF.

Create and issue a packing list

Build a packing list with ship-to details, then issue and print.

Create and issue a delivery challan

Prepare a delivery challan with Bill to / Ship to, then issue.

Create and issue a purchase order

Send a PO to a vendor with your Bill to and Ship to addresses.

Manage parties

Billing and shipping addresses, load/save party, and address labels.

Items master

Create reusable items with units, Part No., and internal SKU.

Create and issue a datasheet

Pro/Max: branded product specification PDFs from draft to issue.

Issue a material gate pass

Draft a gate pass, issue it, and record material movement.

Register a visitor and print a pass

Create a visit, check in on the visit day, and collect the pass on check-out.

Upgrade from Free to Pro or Max

Pay on the website checkout and activate your paid plan.

Draft vs issued (and monthly quotas)

What counts toward limits, IST reset, and why re-print is free.

Document dates and backdating

How far back you can set a document date, and what admins see.

Plans, watermark, and Free limits

Powered by eazmybiz, company and user caps, and common FAQ.