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In this tutorial, Ben from Pure Proposals shows how to add variable fields to document templates to save time when pre-filling information from your CRM. The tutorial demonstrates using role variable fields in a Panda Doc template, where sender and client roles are already populated. It also shows how to add email addresses, first names, and other fields to populate in the role fields. Additionally, it mentions that you are not limited to role fields and can use CRM fields as well.
