How to Set Document Expiration Dates in PandaDoc

Quick summary

PandaDoc lets you set document expiration dates directly from the document Settings menu, ensuring recipients can no longer access or sign a document after a specified deadline. This feature helps teams automate document lifecycle management and enforce time-sensitive contract or proposal deadlines without manual follow-up.

Steps

1. Open the document you want to set an expiration date for.
2. Click the three-dot menu in the top right corner of the document.
3. Select Settings from the dropdown menu.
4. Find the Expiration option and click on it.
5. Select the date when the document should expire.
6. Click Apply to save the expiration setting.
7. When sending the document, recipients will see the expiration notice, and your documents will be automatically managed based on deadlines.