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In this tutorial, Ben from the Pure Proposals Channel demonstrates how to add variable fields to document templates to pre-fill information from a CRM. This process can make editing documents quicker and easier. The tutorial shows a base template from Panda Doc with role variable fields for sender and client. You can also add email addresses, names, and other fields to populate in the role fields. Additionally, you are not limited to just the role fields and can use CRM fields as well.
