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youll likely use the same quote proposal and contract templates over and over again the only difference being recipient details like names email addresses and other deal specific information roles and their associated s allow you to autofill all these different details into a document youre building from your preset template in docHub lets take a look at a sales proposal template at the end of the day every sales proposal is supposed to be signed by a real person your client and pretty much every time you send a sales proposal its going to a new client but when you build a template for your proposals instead of including specific clients information you add recipient placeholders called roles in docHub in this case every proposal we creates from this template will have the main role of client lets add this role well also set up a center role and an accounting role awesome every proposal has signature and date fields for the recipients to fill in on the template level you assi
