[Bulk action] Ability to customize/disable expiration date for several documents at the same time
Ability to add a specific expiration date for several documents at the same time
Valeria Pochapskaya
shared this idea
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Ross Bellaci commented
For multiple quotes to be sent via the document bulk send, there needs to be a way to have varying expiration dates for each quote/document. Each document should be fully customizable individually. The expiration date is just as important as the price and line items and makes the software very clunky and more difficult and time consuming for the document producer and customer. The result is just downloading the quotes to PDF and sending without the (only) good feature which is the visibility and analytics. I am not trying to send a customer 5 separate emails for different options/expirations. Hopefully it is just me and there is a way to do this.
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AdminMargarida Teles (Admin, PandaDoc) commented
Extend expiration available for multiple docs (currently we need to do it 1 by 1) and it would be helpful to do it in Bulk specially for docs expiring on weekends.
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Be able to change the expiration date of multiple documents at a time
