PandaDoc: Using the Document Expire Date Variable

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    George Usi

    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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    Christopher Ragland

    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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    Lisa Larson

    Why will the variable will not be filled in with the date until the document is sent? I'd love for users to be able to confirm the date without having to click into the settings > expiration on every doc to confirm or modify the expiration date. Can we please add this as a feature request to at a minimum see the date merge into the doc before it's sent? Ideally, they'd be able to then modify the expiration if the variable is on the page without clicking into the settings. 

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    Christopher Ragland

    Hello Lisa,

    Thank you for this feedback!

    I understand this provides unnecessary extra work for your team, and I apologize for the trouble. A feature request has been submitted to our product team. You can add another vote to the request, add any extra comments, and subscribe to receive updates regarding the status of the request as it changes over time. 

    Thank you for choosing PandaDoc.

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    Rosice Batsuli

    I totally agree with George. The verbiage in the reminder email causes confusion. This is a critical fix due to the issues I have had with clients being able to review contracts at the last minute but the expiration reminders and dates that the document will be unavailable are unclear.

    Here is an example in realtime:

    Proposal expires at 2/18/2024. Just to be specific I add 12:00 AM in front of the document cover next to the expiration variable to at least give a time so they are aware. Your reminder says this in the email: 

     

    The document sent by Rosice Batsuli is available for signing until Feb 18, 2024 and will expire thereafter.Please review and sign the document or contact the sender for more information.

    ----

    Do you see the confusion that is caused just by this one email. "Until Feb.18 and will expire thereafter". Your program actually doesn't allow them to get in on Feb 18 so giving a time would be very beneficial or cleaning up the language to say that the document will not be available on the 18th to make it clear. Dealing with an issue right now as we speak due to your language and lack of being able to edit the actually time that the documents will expire. This has also happened in the past with other clients. Please fix this. 

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    Christopher Ragland

    Hello Rosice,

    Thank you for this feedback. I have added your feedback to the open feature request about this functionality here. I would recommend you to subscribe to receive updates regarding the status of the request so you can receive real-time updates. 

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    George Usi

    Pandadoc team, as much as we appreciate your forum for feature requests, we have decided that the expiry requirement we requested over one year ago is critical for contract administration.  Regretably, we are preparing to cancel our Pandadoc service at renewal and go a different direction since this critical feature need seems to be a low priority.  Please reach out to via this forum thread if I am misunderstanding your priority and direction on the expiry requirement we face (especially in public sector contracts).

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