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How to Set Document Expiration Dates in PandaDoc



Guide

  1. Open the document you want to set an expiration date for.

  2. Click the three dot menu in the top right corner.

  3. Select 'Settings' from the dropdown.

  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. Now your documents will be automatically managed based on deadlines.

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