Ideas & Suggestions

Multiple triggers (at least 2) would be nice for automations. With a AND, OR, or NOT function between them. AND would depict BOTH triggers would have to be TRUE, OR would be if EITHER trigger would be true, and NOT would be if second trigger was false for the automation to fire. This would allow for needed automations where needed, but NOT firing in certain cases.

I love that we can duplicate a quote/invoice and sometimes they do order the same sizing but most of the time they don't. I have to go through and delete/change all the sizign so it would be efficient to have a way to clear the sizing on the quote.

Desperately need the ability to select multiple invoices and export them all at once into a PDF document

We need to be able to run a report for specific line item categories over a period of time. For example, I would like to run a "donations" report for 2024 and be able to report accurately and identify each invoice. The report would then be able to cross-check with QB in order to verify each donation for tax purposes.

We would like to be able to add the following items to our POs to the supplier: Have a spot for supplier pricing Need to have a spot for the ship to address Need a spot for the in-hands date.

IMMEDIATE FIX REQUESTED! The new feature of customers being allowed to "opt in" or "opt out" of receiving SMS texts has been implemented in a fashion that causes a huge amount of effort for the business - everyone was defaulted to the status of "opt out". To change this, the business has to manually "opt in" EVERY customer in the database, or the customer will NOT receive a SMS text. Having 1000's of customers, this is not a feasible effort. My suggestions are two-fold (as a fellow software developer and Printavo customer) is as follows: NEW CUSTOMER CREATION, BEST solution - default SMS texts to "opt in" OK but not the best - add a button to the adding new customer menu that Opts the customer in for SMS texts (currently have to save the customer, then go back in and edit them to opt in. EXISTING CUSTOMERS, The ability for the business to run a database script, or request one be run by Printavo developers, that Opts every customer in automatically. All customers were defaulted to opted out when this feature rolled out. This means NONE of our customers receive texts for order pick up, unless this is changed PER CUSTOMER. This should have been rolled out with all customers defaulted to Opted IN and then the customer would be able to choose on their next text.

It would be great if we could set up time based triggers/conditions/automations for various operations. An example would be if a proof was sent for approval and the customer did not approve, send a reminder after X amount of time.

Would love a proper place to input the color and mesh information. Before moving to Printavo our excel work orders had a space like the attached image and I sorely miss this. Please implement something along these lines.

It would be nice to be able to attach customers art files to their profile instead of each invoice. This will allow a central location to locate a customers art files.

A common question with my clients is to generate pricing at different quantities to see how how much money they can save. It would be great if I could press a button on a line item, and it will generate pricing for each quantity breakdown I have for the given imprint, and organized neatly for my clients to digest. As I understand the software now, you would currently need to generate line item groups for each quantity breakdown.