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In this tutorial, Ben from Pure Proposals demonstrates how to add variable fields to document templates in Panda Doc. By adding variable fields, you can pre-fill information from your CRM, making it easier to edit and send out documents quickly. The tutorial shows how to populate role variable fields, such as sender and client roles, and how to add additional fields like email address and first name. This allows for customization beyond just role fields and includes the integration of CRM fields.
