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Ben from Pure Proposals explains how to add variable fields to document templates to streamline the process of filling in information from CRM systems or other sources. He demonstrates using a template from Panda Doc and highlights the role variable fields already in place. These fields, such as sender and client, can be customized with specific information like email addresses and names. Ben emphasizes the flexibility to add CRM fields and other customizable information to enhance document editing efficiency before sending them out.
