Change the sender
Change the document sender to any email without using Send on behalf.
AdminYana Martynenko
(Admin, PandaDoc)
shared this idea
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After setting up the 'sender email' in the template level that they would like to send on behalf of (for example, marketing@pandadoc.com), when the user goes to send the document, they still have to manually change from *their* email (the doc creator) to the 'send on behalf' email - it does not update automatically. This is causing issues because users often may forget to manually change the email, and their recipients will not open the PandaDoc if they do not recognize the sender name.
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Cory Brester commented
This would also apply to forms for me. Today, I use forms for some HR workflows and it is awkward when HR isn't attached to certain types of forms that might involve compensation or disciplinary actions.
