In order to keep everyone on the same page and shorten the feedback loop, the Printavo User who sent the message or triggered the Status Change Notification, aka the Sender, will now be included on the email that is sent to the Invoice Owner when it fails.
Add Sender to Failed Messages and Notifications
Verify Address in Merch
In order to improve Merch Order deliverability, a Customer now has the opportunity to Verify Shipping Address.
If a suggested address is available then it will be recommended to the Customer but if the Customer knows their address is correct then they can select it and continue on through the checkout process.
A Customer can also choose to edit their address to then have it re-verified.
If the Customer's address matches the Suggested Address or if their are no suggested address changes then the Customer will skip the
Verify step and move on the
Delivery step if a Shipping Rate can be offered.
Prioritize Shipping Address in Merch
In order to place more emphasis on deliverability, Shipping address is now the first address as part of the Merch checkout process when a Customer selects to have their order Shipped.
Also in order to ensure the correct shipping rate is offered, the Customer needs to select if their address is a
Home or a
When a Customer selects to
Pickup their order then Shipping Address is hidden and only the Billing Address needs to be completed.
Various Improvements and Bug Fixes
In order to ensure Printavo uptime and reliability we updated and improved:
- Sorting Statuses on the Quotes page
- Date and Time improvements
- Other Bugs
Updated API Attributes
In an effort to improve and simplify the data a Shop can leverage in the Printavo API, we have added the following:
Users Index and
Users Show now include the Timezone from the User's Printavo Account through the
Orders Index and
Order Show now include the attributes of
formatted_payment_due_date in the payload for easier updating.
Order Create and
Order Update now accept DateTimes in ISO8601 format via the
due_date attribute. This allows for more accurate appearance of the Order on Calendar v2.
Reference the Printavo API docs for further information.
Redesigned Quotes Page
In Printavo there are many Statuses that are part of the Quoting process for a Shop.
Now when a Shop goes to
Quotes you will see the
Total Opportunity dollar amount associated with each filterable Quote Status of the Quote Pipeline allowing for quicker Quote and Sales followups.
All Statuses that are of type
Quote are no longer visible/filterable on the
Each Status is clickable filter for drilling down into the Quotes in that Status.
Filters can also be applied based on only Quote Statuses and Tags.
Columns can also be sorted by clicking on the column headers. Production Due Date has been replaced by
Customer Due Date,
Total is the value of Quote and we have added a new column of
Owner for follow-up or sales pipeline.
Delivery Method on Orders
In order to ensure Customers and the Shop knows how the products are to be delivered to the Customer, a Shop can now create their own custom Delivery Methods that will be an option for a Shop to select when creating a Quote or editing an Invoice.
How to select a Delivery Method
If a shop has any active Delivery Methods, then a
Delivery Method dropdown will render. A Shop can then select a Delivery Method or delete it per Quote/Invoice.
How to Create Delivery Methods
Go to My Account > Invoice Information to create, edit or archive a Delivery Method
Deliver Method will render on the Quote/Invoice Overview page, Public Url, Work Order, Packing Slip and as a column in the Orders Export CSV.
Just like with Terms, archiving a Delivery Method will not remove it from an existing Quote or Invoice.
Send Status Change Notifications to Invoice Owner + Customer Email
Status Change Notifications now have 4 new shortcodes to be used for dynamic content.
send ___ an email Status Change Notification can now accept the
send ___ a text message Status Change Notification can also now accept either
Edit Message Signature
Fixed an issue where the Message Signature was hidden from the User.
A Printavo User can go to My Account > Messaging to Edit their Message Signature.
Owner Name and Owner Email added to Customer Export CSV
Owner Name and Owner Email have been added to the Customer Export CSV for better Shop filtering and data transparency.