PandaDoc: Using the Document Expire Date Variable

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Rocky Dohmen

• September 21, 2020 14:31
• Edited

PandaDoc has had the ability to set an expiry date on a template or on the document level for a while now, but we now have the ability to add the expiration date to the document - no more manually adding the expiration date to a document for the recipient! 🎉🥳

To se this up on new templates, be sure the expiration date is set on the template:

Once this is done, you can then add the Expire Date Variable:

After this, create the document like normal. When the document is created the Variable will not be filled in with the date until the document is sent. 

Once sent, this is what the client will see:

Your Turn

How would you use this new Variable?

2

• Official comment

  

  Christopher Ragland

  • December 27, 2022 19:55

  Hello George,

  Thank you for your comment here. I understand the ability to customize the exact expiration date and time is important for your team. After consulting with my team, I can confirm this functionality isn’t available at this time. I do apologize for the trouble here.

  A feature request that aligns with this functionality has been submitted in our ideal portal to our product team. You may submit another vote for the request and subscribe to receive updates regarding the status here. 

  We appreciate this feedback so we can continue to improve the product to better serve you. 

  Thank you for choosing PandaDoc!

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• 

  George Usi

  • December 24, 2022 18:03

  What we consider as a requirement is a customization of exact expiry date and time in our own time zone... for example, instead of, "The document will expire on January 1, 2023," what would be preferred is the ability to specify in expiration so the template message reads, and the document actually expires at an exact time on a specific date referencing a specific time zone.  For example: "The document will expire at 1700 hours Pacific Time on January 1, 2023."  Any references to support links that help me make that happen are greatly appreciated.  If unable, I would like to request that Pandadoc make this a critical "fix" since it puts certain industries at legal risk in public sector conditions when RFPs requires that a proposal be available and honored for contracting by "close of business" (ie: 5pm) in a specific time zone when utilizing leveraged procurement master terms and conditions required by the public sector entity being sold to. 

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