Problem When a proposal or document hits its expiration date, the current behavior is too rigid and it broke a live deal flow for us. Three specific failures: To extend an expired document, we have to move it back to Draft, which wipes the sent/viewed/signed state and forces us to resend from scratch. Expiration triggers on the exact clock time of the hour the document was sent (for example 2:47 PM on the expiry day), not end of day. Recipients who open it the morning it expires assume they have the full day and get locked out mid-afternoon. A document the recipient already signed cannot be countersigned by our user/sender once it has expired. So a fully agreed, recipient-signed contract becomes unexecutable just because the internal signer did not get to it in time. Impact This directly costs signed business. In our case a client signed, our side had not countersigned yet, the document expired, and there was no way to finish execution without voiding and restarting the whole thing. For an agency running this at scale across many sub-accounts, every one of these is a deal at risk and an avoidable support fire. Requested Settings (three independent toggles) Extend expiration without reverting to Draft Allow the expiration date to be edited/extended on a Sent, Viewed, or partially-signed document while preserving all existing state (sent status, view history, recipient signatures). No resend required. Expire at midnight, not at send-time-of-day Add a setting so expiration fires at 11:59 PM (account timezone) on the expiry date rather than at the exact hour/minute the document was originally sent. Recipients get the full final day. Allow post-expiration countersign (sender override) When a recipient has already signed but the document needs an internal user/sender signature, allow an authorized user to override the expiration and complete the countersign. The document should remain executable as long as the recipient signature is captured, with the override action logged for audit. Suggested Defaults Settings live at the account/sub-account level so agencies can standardize across clients. Recommended defaults: midnight expiry ON, extend-without-draft ON, countersign override available to Admin users with an audit log entry. Acceptance Criteria An expired or about-to-expire document can have its expiration extended with zero loss of recipient signatures or status. Expiration timing respects a midnight-vs-send-time setting at the account level. A recipient-signed, expired document can be countersigned by an authorized internal user, and that override is recorded in the document activity log.
