Shelby Parker I'm referring to the Sales proposal use the current date because if we use just a number of days it can take it to another month and face program changes that we cant control. we can also leave it adjustable so we can determine what number of days on our own. but with todays date by default

Thanks for raising this, Jose Lopez De Anda — totally understand why legal would want an expiration date called out. To make sure we’re scoping the right thing, could you clarify which specific worksheet/proposal in DriveCentric you mean (customer-facing sales proposal vs an internal worksheet vs another doc type)? Also, how should the expiration date be set (fixed number of days after creation/sending, a specific date, or triggered by another event)? And once it hits that date, what should the experience be on your side (simply show “expired,” block acceptance/signing, require a new version, etc.)?