How can I change the person who is sending the document to another team member?

Focus:  The focus of this self-help article is to provide steps and information to change the “Send from” when sending a document through PandaDoc.

Feature availability: Enabled for all Business and Enterprise plan by default. This feature is available in our in Add-on Store. Please go to the “Add-on Store” found on the bottom left of your account to locate and enable. Click here to learn  more about the Add-on Store.

Step 1: Prepare any document to Send. Click on the Send button

Step 2: Using the dropdown arrow next  to “From”. Now, you will see the “Send document” message window. Here you can click on the dropdown arrow in the “From” field and change this to a different person within your account.

Have questions? For faster support please:

  1. Log in to PandaDoc
  2. Then click on the help button
  3. Choose Contact Support option

Or feel free to contact us using our public form:

Contact Support