Adapt sentence in the PandaDoc Sample Sales Proposal

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Delegate permissions and roles to particular fillable fields.
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How to Adapt sentence in the PandaDoc Sample Sales Proposal

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[Music] if you frequently send documents that are similar one to another docHub templates will save you a tremendous amount of time most of your companys proposals contracts agreements and other collateral likely use the same wording docHub allows for generating these documents faster than youve ever done before lets take a look at a standard nda template in docHub the areas highlighted in yellow brackets are called autofill tokens these are very helpful time savers that can be automatically merged with data from your crm erp or any other backend software you can even create your own custom tokens and fill them out when youre ready to send your documents docHub automatically replaces the tokens with your custom information throughout the document if a document is generated from within a crm or erp tokens are auto filled with that system data docHub allows for defining roles and placing actionable fields in a template both roles and fields can be predefined within a templ

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