Before building your first quote, it’s important to make sure your Printavo account is set up for success. In this section, you’ll walk through the key setup steps that help streamline quoting, customer communication, payments, and product management so your team is ready to start building accurate, professional quotes with confidence.
In this section we will cover:
- Adding your team members to Printavo
- Setting up your contact and branding information
- Setting up payment acceptance to process payments and refunds
- How to connect available distributor catalogs and custom products
If you have any questions about optimizing your account, please reach out to your dedicated Success Manager or to our Customer Success Team at success@printavo.com.
If you are not yet a Printavo customer and would like to learn more, please reach out to our Client Concierge at sales@printavo.com.
If you are experiencing technical issues, please reach out to our Technical Support Team at support@printavo.com or call us at 800.213.9317.
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