Ideas & Suggestions

I wish we could add customer credit to an account, and be able to apply it to an order. This way it could all be automatic instead of relying on an employee to add it in.

Printavo has become a mission-critical tool for many production shops, but its user management features lag behind industry best practices. To protect sensitive customer data, financials, pricing, and production history, we need more robust controls beyond the current “all or nothing” approach. None of the suggestions below are new. I have personally put the same or similar ones in before. Many other users have, too. I don't know a better way to get the developer's attention, though. These are all so basic for any SaaS platform that I hesitate to call them features. It's astonishing to me that any other developer work is being prioritized over these. Suggested Improvements Archive/Delete Users Without Breaking Audit History Currently, if a user is deleted, their historical actions are reassigned to the Admin who deletes them. This damages traceability and is a security/compliance risk. • Please add: • Archive User option (disable login + preserve original audit trails) • Delete User without reassigning historic actions New Users Should Not Be Super Admin by Default Giving full access to invoices, payments, and company-wide pricing on new user creation increases liability. This is insane and never should be been the default, but I have literally been begging for this for 7 years now. • Require intentional role assignment during user setup. Role-Based Permissions With Read/Write/Delete Separation Many roles require visibility without editing power—especially in production, customer service, and accounting. There are tons of suggestions in this board for particular permissions/restrictions that need to be implemented. • Split common permissions into View Only vs. Edit/Delete controls. Example: • View pricing vs. edit pricing • View line items vs. edit line items • View orders in a status vs. edit orders in a status Implement Two-Factor Authentication (2FA) Most platforms handling financial data (payments, expenses, orders) require MFA. Printavo should too. • Support email, SMS, or authenticator app 2FA for all accounts.

I wish there was a field we could use for a customer number, evwen better if it generated a new number for each new account entered. This would help sync to other systems as well as integrate data from legacy software.

We have had an employee accidentally delete a job and then we have no record of it. I can only imagine if someone were doing something dishonest and deleting cash quotes or something. We should have a list of deleted quotes sent to the owner of the account daily or weekly. This would be a way we can follow up and find out. The quote should show if this was just a quote, or if it were a fully completed job, and all information from the quote should be visible in the email.

There should be a section on the customer facing profile dashboard where we can leave notes that are reflected to the customer. For example, when a customer has a print credit with us, we could communicate that through the notes that would be static on the profile. Or if there are special pick-up arrangements that they want confirmed, etc.

When pulling up the mgt side of the invoices, there needs to be an area for " Invoice Due Date" remove the production date because when you invoice a customer the production date is completed. This will help in the accounting departments quickly access late or due payments and quickly send emails, instead of having to click on the PO/ invoice number and open and go back and forth.

We have a storefront, so we like all of the prices to match what is offered in the storefront. It would be nice if we could easily update all of the prices for an item number in one swoop.

The developers really need to come up with something that we can apply credits to. We shouldn't have to depend on the internal notes on a client to see if they have credits or not. When syncing to QBO any payment taken over doesn't come across as a credit which is not good when you guys sync with QBO. It should be a smooth process for all that need this function. We should also be able to see on a clients account if they have credits because that is a GOOD BUSINESS PRACTICE as well when dealign with your customers.

When we update our our account, it should stay on that page.

I updated / duplicated and old order and the customer address did not update to the new one associated with the account. So, can you make this happen automatically? We have reorders all the time - not everyone here knows they have moved - some more than once.