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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

Production Job Notes area on Job Orders - not visible to customer

A notes field for internal notes about an order for production that is not visible to the Customer. All current note fields in Pressero job currently are visible in the Job Status window. There is not a place to write information that is needed fo...
Guest about 5 years ago in Pressero 3 New Idea

Ability to Mark an Item "out of stock" so it can't be ordered but don't have to rmeove it from the site.

We have a customer that has swag items online that we keep inventory for. We have added inventory into the system, but there have been a few times when we only have 1 item but the customer tries to add 15 to the order and gets an error message say...
Guest almost 5 years ago in Pressero / Inventory / Products 1 New Idea

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

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 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

Allow EDDM route selection

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

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

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