The Document Due Date is a deadline field that can be added to documents within a booking. It helps teams track important document timelines, such as when a proposal needs to be accepted, a contract needs to be signed, or a Banquet Event Order (BEO) needs to be finalized.
This feature supports internal follow-up and helps ensure clients, sales teams, and event coordinators stay aligned on important deadlines.
Where to Find the Document Due Date
The Document Due Date is available within the Document Details section of a document.
It appears alongside other document information, such as:
Status
Language
Linked Events
Document Type
Adding a Document Due Date
When creating a new document:
Create a new document from within a booking.
Select the desired Document Due Date during the document creation process.
Complete the document setup as usual.
Adding a due date to an existing document:
Open the document from the booking.
Navigate to the Document Info tab.
Add or update the Document Due Date.
Save your changes.
Important Notes
Document Due Dates may be optional depending on your document template or document type.
Updating a Document Due Date does not automatically notify clients. The document must still be sent or shared separately.
Clients can still sign documents after the Document Due Date has passed.
Dates displayed through merge fields in documents will follow your organization’s locale settings.