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Email Notification Builder

We like for all of our email notifications to look branded. The email notification builder needs to have something similar to the Layout Builder making it easy to make custom email notifications. Adding borders, images, text, etc... by dragging an...
Jennifer Thomas over 3 years ago in Pressero / Email Notifications 2 New Idea

Allow A Customer To Upload more than the first page in a pdf

More programs are able to create high quality PDF's, but customers are not able to spilt pages in a pdf. I would like Edoc to allow a user to upload a multiple page pdf into their into an their "My Images" and have them displayed as multiple uploa...
Guest about 3 years ago in eDocBuilder 1 New Idea

Allow EDDM route selection

Integrated EDDM
Guest over 5 years ago in Pressero / Products 1 New Idea

Applying Promo Codes after Checkout

We use promo codes for special projects or promotions that our client then needs to gather data on. If the user has trouble implementing that promo code or misses the promo code altogether, we would like the ability to apply the applicable promo c...
Olivia MacLachlan about 3 years ago in Pressero 5 In Planning Phase

Add "budget code" into the order summary/job detail report

Add "budget code" into the order summary/job detail report on the backend so you can see what budget someone picked when placing the order if they have multiple budgets to pick from.
Guest almost 5 years ago in Pressero / Budgets & Promotions / General Settings / Reporting 1 In Development

Add field to show original order date in cases where an approval/payment is not made immediately

Customers that use an approval process for orders need a method to determine when the order was initially placed. Since the new checkout process was added in 2021, the order date that is shown in reports when editing the order as well as what is i...
Dave Voght almost 3 years ago in Pressero / Orders - Orders List View 0 New Idea

Add ##CSRFullName## and ##SalesRepFullName## tag for notifications Estimate, Order Acknowledgement, Estimate Rejected

When sending an estimate or order confirmation notification, it would be interesting to display the name of the salesman or CSR to inform the customer. Is it possible to implement this feature? Thank you.
Thomas Barbier over 1 year ago in PrintJobManager / Estimates 0 New Idea

Ability to add more pages to form based edoc

To have the ability to add new pages to edoc builder would be great as often ill need to do this to some previously made designs. Which instead of just being able to add a new page i have to recreate the entire edoc
Ethan Jarrett almost 5 years ago in eDocBuilder 0 New Idea

The Progress Bar should change color depending on status of job.

Currently in PJM, the Progress bar is red if 'cancelled', and green if any other status is listed. Green should be for 'completed' jobs only, and another color should be used for jobs that are still being worked on. This would help in being able t...
Guest about 2 years ago in PrintJobManager / List View 0 New Idea

Multi-Factor Authentication (MFA)

Can we have Multi-Factor Authentication (MFA)? This would be a great feature to have as we've had many clients with concerns on security.
David Lu over 3 years ago in Pressero / Admin 1 New Idea