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
- Open the document you want to set an expiration date for.
- Click the three-dot menu in the top right corner of the document.
- Select Settings from the dropdown menu.
- 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, and your documents will be automatically managed based on deadlines.
