DocHub is an excellent alternative to PandaDoc, offering a broad set of PDF editing tools and a straightforward interface. Get the most out of this robust solution for online document management at the most attractive prices.
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Ben from the Pure Proposals Channel explains how to add variable fields to document templates to pre-fill information from your CRM. This will help make editing documents quicker and easier before sending them out. Using a base template from Panda Doc, Ben demonstrates how to populate role variable fields and add additional information such as email addresses and first names. You are not limited to role fields and can also use CRM fields to further customize your templates.
