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.

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.

Need an automation to update the Production Due Date or Invoice Date based on a status change

If you add the ability to delete preset task lists once another is completed, then you could create a button selection system. Example: If status is changed to _____ then apply preset task lists "1," "2," "3," & "4" If all tasks in preset task list "2" are complete, then delete preset tasks "1," "3," & "4", and change status to ______ You would have to create several automations to rig this, but it would be nice to be able to click a task and it acts like a button, removing the other options and changing to the appropriate status. The option menu button system might even be a cool preprogrammed automation instead of the rigging displayed above. I would like to see what the possibilities are here.

I use a patch company that I love how they provide proofing for approval. I wish Printavo had this ability for our customers. I like how it is a separate approval from the quote and how it streamlines the process. The style is: An automated email is sent for the art approval (not a quote approval) where it provides two options. APPROVE REQUEST CHANGES The reason this stands out to me is we get lots of customers that email back on our approvals saying, "This is approved... but change the ______ to this..." There have been times where the artist didn't catch the change due to the "This is approved..." Or the customer approves it thinking its just the quote and not realizing the art proof as well. (this is back when we used Printavo as an art approval process) I want to make it as simple as possible, and having an "approve or deny" selection would absolutely do that. (No grey area... "is that an approval or a change request?" I also don't necessarily like the joint proof/quote approval. I'm sure this was set up for quotes only, but our company used it as both and due to the mis-approvals have gone to emailing from our direct emails for art proofs. Then, once approved, we have to go into printavo and mark it as art approved and attach the proof that was approved. This is work that, in my opinion, could be simplified. This then brings me back to changing the approval to a stamp rather than a status (like the PAID stamp) That way the quote approval is separate from the art approval. This also then provides us the ability to have the proof on the order for others within the company to grab, as right now since we have to go the non-printavo email route, we have to attach the proof once the art is approved that in some cases, albeit rare, a wrong proof is attached. This would also then eliminate that possibility. Whatever can be done to improve the approval process would be stellar. I can be contacted by Printavo for info, if needed, on the approval process from the company I use. With all the companies I work with, theirs is the bar for what I think an approval should be. The more that can be done within Printavo, rather than conforming around what it lacks, would streamline processes and help with cutting errors of the human kind greatly.

Can we make ART APPROVAL a "stamp", like the PAID stamp, but still does the same thing without changing the "status" of the order. The problem we run into is art approval and goods receipt are going hand in hand and they don't always happen in the same order. So if we could have an APPROVED stamp just like how it shows PAID, without changing the status would be great. We typically use the status as a product receiving indication more so than the art approval. So if it is partially received and it gets changed to approved the status changes which we would prefer not to have happen. It would still need to have the ability to setup the process to email or whatever when it is marked as approved. Since we use the email as a notification to our artist to process the order.

We should be able to select any number of statuses to trigger a single Automation. Our Shop uses multiple "Ready to Order" statuses based on the type of work on the order ("Screen Printing", "Embroidery", "Heat Transfer" and any combo of these). It would be immensely helpful to be able to select all of these Statuses to trigger one Automation, so that any one of these statuses would, for example, notify our Ordering Manager.

We’d like an easier way to manage editing invoice created dates in Printavo for accurate sales analytics. Currently, we manually adjust the invoice created date to align with the client’s approval date, which ensures accurate reporting when we pull revenue reports (via Analytics → Total Sales). Often, quotes are approved days or even months after they were created, requiring manual adjustments. Is there a way to automate this process so that the invoice created date, as well as the invoice and production dates, automatically update to match the approval date? This would save time and ensure data consistency for analytics and production scheduling.

Could you make it Possible to set up Charge Card Processing Fees just like "Taxed" is set up so I could set up each customer with or without Fees. Also if it had an option to put what % for each Customer as some are using Charge and Some ACH. I know I can add it under Fees at the Bottom of the Invoice but if It could be set up to Automatically add it to all Invoices per customer it would be Awesome and save time.

It would be helpful if there was an automation where the invoice date would automatically change to the day the payment request was sent. Thanks!