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Ben from Pure Proposals demonstrates how to add variable fields to document templates in order to streamline the process of populating information from a CRM or making edits. Using a Panda Doc template as an example, he shows how role variable fields can be added for sender and client information. Additional information such as email addresses and first names can also be added to populate the role fields. Ben emphasizes that users are not limited to role fields and can also incorporate CRM fields for a more customized document template.
