Getting Started: Account Setup for Presentations

Sign-up

To get started with Presentations and Order Management you will be sent an email to activate your account. Click the Accept Invite button within the email and then you are ready to login and get started. 

Note: You may have to check your spam or if you do not receive your email feel free to email our support team at support@printavo.com.

Log-in

Upon first login you will be prompted to customize your workspace. 

You do not have to go through all of these steps but in order to get the most out of your trial and use it as you would for day to day business we advise you to go ahead with these steps:

• Add Company Logos: In addition to branding your workspace, this will show on customer-facing documents such as presentations, quotes, and orders. Upload your logo 260px x 60 px in JPG or PNG format.
• Customize Web URL: Customize your workspace URL to be uniquely yours. If you change your URL, you will automatically be rerouted to that new URL to login. Be sure to bookmark it for easy access later!
• Invite Users/Salesperson: Invite individuals from different departments such as sales, customer service, accounting, and administrative or clerical staff to see how it meets the needs of all areas within your company. You will enter their name, email, and username.
• Importing Data: To truly understand the capabilities of the platform and see its full potential, we highly recommend incorporating actual, live data into the system. You can import existing data files using the import options within this wizard or skip this step and just manually enter some of your customers and contacts.
• Company Information: Enter your company billing information.