Printavo updates
Printavo updates
www.printavo.com

New Invoice & Customer Profile Privacy Setting

 

New

  

In order to provide extra privacy, shops now have the option to toggle on a "Private Email Link" that makes Invoices & Customer Profiles accessible to specified recipients only.

This feature can be toggled on by heading to My Account > Invoice Information > Invoice & Customer Privacy.

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When enabled, a customer/recipient will have 3 days to open the emailed/texted Profile or Invoice link via Printavo to automatically be taken to view their profile or quote/invoice. There is no change to the customer experience if they open their link within 3 days.

Without access to this unique emailed link or after the 3 day link expiration the viewer will be required to enter their email address associated with the order.

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What is considered an authorized email for a quote/invoice?

  • Customer's Email
  • Invoice Owner's Email
  • Any email sent a message
  • Any email sent an automation
  • Any email sent a payment request

What is considered an authorized email on a customer profile?

  • The main Customer's email can view their own as well as any Contact's public profile
  • A Contact's email can only be used to view their own public profile

Any logged in user to Printavo will also be automatically redirected to view the profile/quote/invoice.

Mockup Creator

 

New

  

In order to speed up your quote turn around time, allow your sales team to do their own mockups, quickly build a Merch store and allow your graphic artists to focus on final art approvals only, accounts on the most recent plans can now create mockups within Printavo using the Mockup Creator.

The Mockup Creator will render any vendor catalog images provided for the product or a custom blank product image upload as well.

Simply add your Imprint design(s) to the product for:

  • positioning/placement
  • rotate
  • scale
  • delete
  • move up/down layers when multiple designs are applied

Quickly mockup different products with the same design by clicking another line item and saving a new mockup.

Did the customer have some feedback? No worries, Mockup Creator mockups are editable at any time.

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Activating the Mockup Creator

The Mockup Creator button is located under each of your line item groups.

In order for the group's button to be in an active state, the job must have, at minimum:

  1. A customer applied to the job

  2. Pricing in every line of the line item group that has a product

  3. At least one imprint with at least one piece of information filled out

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Ready to learn more?

How to use the Mockup Creator Article

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How to use the Mockup Creator Video

Using the Mockup Creator

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Once you click on the Mockup Creator button:

  • If you selected a line item product that has an associated catalog image/images, then you will be presented with that/those. You can also add additional custom images with the + Custom Blank button.

  • If you used a custom product or selected a line item product that does not have associated images, then you will be prompted to upload your own custom image with the + Custom Blank button.

If you have multiple image options, you can choose the image you're using for the mockup by selecting it from the thumbnails at the top of the creator.

If you have multiple line items, you can switch between the active line item by clicking its corresponding line item box.

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If you already uploaded a graphic for your mockup in the imprint field of the quote, that will show up by default within the Mockup Creator. If you did not upload a graphic in the imprint field, or would just like to add more designs, simply click the + Design button within the imprint box of the Mockup Creator.

To add your design to the product image, simply click the image you would like to apply. Use the tools in the corner of the image to rotate, resize, or delete the image. Click and drag the image to move it around the product.

Click Save Mockup when you're happy with the placement of your design on the product image.

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When you've saved all desired changes, click Back to Quote to go back to editing your quote. Your saved mockups will now appear in both your imprint box and on the relevant line items.

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If you need to edit your images later, you can always click the "Edit" button on your quote/invoice page.

Bug Fixes and Improvements

 

Improvement

  
  • Fixed a validation error that prevented Payments and Expenses values from being edited and saved
  • Improved the performance of the Power Scheduler to first render of Imprints
  • Improved the position attribute on Imprints for better drag/drop performance in the Power Scheduler
  • New Imprints will now default to the single station when a Type of Work only has 1 station option saving the step of having to select the only option

Mobile App Version 3.1.0

 

Improvement

  

Mobile App Version 3.1.0 Fixes & Improvements

  • Fixed a bug causing tasks' headers to display incorrectly
  • Mockup photo zoom and performance improvements
  • New error notice display when a user inputs an incorrect password
  • Customer message attachments can now be opened and viewed

Quote/Invoice Currency and Price Transparency Improvements

 

Improvement

  

In order to reduce questions from customers on how a line item total was calculated the unit price field is no longer rounded. Customers can now multiply the unit price by the quantity to confirm the line item total which is rounded based on the account's currency.

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Bug Fixes and Improvements

 

Improvement

  
  • Added a validation to the API to ensure only active premium subscriptions and trials have access
  • Added a validation to the mobile application to ensure only active subscriptions and trials have access
  • Misc security and performance improvements

“If ____ approval is declined,” Automation Trigger

 

New

  

In order to reduce time lost to declined approvals, a new “If ____ approval is declined,” trigger has been added to Automations so a shop can trigger the following actions in order to increase efficiency and communication:

  • Send an email and/or text message to ____
  • Apply the ____ preset task list
  • Change status to ____

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The Printavo system declined approval email is always sent to the Invoice Owner, Approval Requester and Customer.

New Shortcodes for the approved and declined approval triggers

  • [approval-name] - Name of the approval (ex. Quote Approval)
  • [decline-reason] - Name, email and approval decline reason
  • [approval-requester-full-name] - User's first & last name who requested the approval
  • [approval-requester-first-name] - User's first name who requested the approval
  • [approval-requester-email-address] - User's email who requested the approval
  • [approval-requester-phone-number] - User's phone number who requested the approval

Schedule History on the Quote/Invoice Schedule Tab

 

New

  

Schedule History has been added to the quote/invoice schedule tab in order to show who did what when and for how long on an imprint in the Power Scheduler.

Events being shown include:

  • Imprints manually removed from the Power Scheduler by [user fullname] month day, year * time
  • Imprints manually added to the Power Scheduler by [user fullname] month day, year * time
  • Imprints added to the Power Scheduler via automation month day, year * time
  • #Imprint ID Step Name changed from [Step Status Name] to [Step Status Name] by [user fullname] month day, year * time
  • #Imprint ID quantity set to 2/4 by [user fullname] month day, year * time
  • #Imprint ID quantity set from 4/4 to 2/4 by [user fullname] month day, year * time

Screenshot Example

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Time spent in a Type of Work Step Status

Now a user can see how much time was spent in a Type of Work Step Status in order to better understand production time in the Power Scheduler.

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Misc Power Scheduler Improvements

 

Improvement

  

Power Scheduler Export

  • Removed
    • The drag handle column
    • Remove the image Preview column
  • Added
    • Nickname column
    • The imprint number to the Imprint column
    • The status name to the Invoice Status column

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Click and drag to horizontal scroll with the mouse

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Duplicating an Invoice now duplicates the Type of Work on an imprint

Bug Fixes and Improvements

 

Improvement

  
  • Improve inquiries search when there is no query to return applicable account inquiries
  • Users who have Can not view pricing permission are now able to filter quotes by status
  • Fixed an issue with the automation validator failing when it should not
  • Improved the vendor product catalogs to discontinue duplicate products
  • Fixed an issue what would cause the API to return the incorrect timezone for a user
  • Misc security and performance improvements