We would like to have the sales representative's name or initials added to our invoices.

πŸ” Problem Statement

Invoices generated by Pelcro do not include the sales representative's name or initials. Sales teams that need rep attribution on invoices for commission tracking or client transparency have no way to include this information.


πŸ’‘ User Story

As a Pelcro admin, I want to add a sales representative name or initials to invoices, so that invoices reflect who closed the deal for commission tracking and client transparency.


🎯 Definition of Done (DoD)

A feature is done when:

βœ”οΈ Given a subscription or invoice, when a sales representative is assigned, then their name or initials appear on the generated invoice PDF and are available via the API.

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Upvoters
Status

Backlog

Board
πŸ’‘

Pelcro Product

Tags

Product Board

Date

9 months ago

Author

Kristyn Chrouch

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