Setting an expiration date in PandaDoc ensures that recipients must sign the document within a specific timeframe. Here’s how you can do it:
- Open the document you want to set an expiration date for.
- Click the three dot menu in the top right corner.
- Select 'Settings' from the dropdown.
- Find the 'Expiration' option and click on it.
- Select the date when the document should expire.
- Click 'Apply' to save the expiration setting.
- When sending the document, recipients will see the expiration notice. Now your documents will be automatically managed based on deadlines.
