Hello everyone!
I know how to set an expiration date within the DocuSign template or sending process. However, for our business case we need a way to set an exact time. I.e. the offer should not be valid for several days but in most cases only today until x pm. Is it possible to set an exact expiry time?
I'd like to create an integration between Salesforce and Docusign to send expiration date and time information.
I would create a custom field in Salesforce for the Docusign Envelope object and then populate it with the values, send it to Docusign, receive it via a custom field, and send the document with an expiration date and time.
Does this make sense? Is it possible?
If not, what other approach can I take?
Today, just the date doesn't make sense for my client.
Thank you,
Arthur