Transfer the ownership of the template
To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them
15
votes
AdminDaria Serebriakova
(Admin, PandaDoc)
shared this idea
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Jason Murray commented
it appears that when using zaps to create docs from templates, the sender defaults ONLY to the owner of the template, which is less than ideal; unless i'm not understanding the capabilities of the zaps, then it seems to be a significant gap in the product that you can't use zaps to create a template that default to a designated sender (as opposed to the owner of the template)