Getting Started with Printavo
1. Overview
2. Before Your First Quote
3. Building Your First Quote
- 3.1 Quoting in Printavo
- 3.2 Starting Your Quote
- 3.3 Customer Information
- 3.3a Billing Contact
- 3.4a Dates, Delivery Method, and Payment Terms
- 3.4b Contractor Profile (Premium)
4. Workflow Management
- 4.9 Payments, Refunds, and Deposits
- 4.1 Setting up Your Workflow
- 4.2 Customizing Job Statuses
- 4.3 Defining "Quote" vs. "Invoice"
- 4.4 Quote List: Manage & Win More Sales Opportunities
- 4.5 Invoice List: Easily Track Money Owed
5. Automation and Transparency
- 5.1 Creating a Consistent & Reliable Customer Experience
- 5.2 Third-Party Integrations
- 5.2a EasyPost
- 5.2b Twilio (Premium)
- 5.2c Zapier (Premium)
- 5.3 Automations
6. Growing Sales Using Printavo
- 6.1 Managing Sales & Growth in Printavo
- 6.2 Importing Existing Customers
- 6.3 How To: Make a Screen Printing Pricing Matrix
- 6.4 Understanding & Importing a Printavo Pricing Matrix
- 6.5 Converting More Sales
- 6.6 Expense Tracking
7. Printavo Merch: Online Stores and E-Commerce
- 7.4f Merch Order Notifications
- 7.1 What is Printavo Merch?
- 7.2 How To: Create a Printavo Merch Store
- 7.3 Printavo Merch Stores Overview Page
- 7.4 Printavo Merch Store Settings
- 7.4a Printavo Merch Settings: Store Information