We have to set the quote validity on the document so the customer is aware. We have a standard document expiration time on our templates. However, the salesperson can change the validity as the need arises. So if they change it from the standard, the validity promised to the customer and the validity on the document will not be consistent.

We try to limit the number of changes a salesperson has to make on a PandaDoc document once generated, to help save them time. Asking them to remember to change the document validity on the PandaDoc document does not work us because the need is infrequent and more likely than not, they will forget, putting our business at risk.

Please find a way to pass document validity from Salesforce to PandaDoc. Maybe allow the template creator to identify the field that will determine the dynamic document validity, and require the value to be a number up to PandaDoc's limit.