Template roles are used to help you pre-define fields and tokens for your recipient’s information. When you use template roles, you can easily assign your fields and customize your document with one click.
In your document, each field will automatically be assigned to the recipient in your Role. Role tokens will automatically populate your recipient’s information, so you don’t have to.
How to Use Template Roles
Create one role for each signer.
In your template, go to Roles > Add a new role (e.g. Decision Maker)
Assign the appropriate role to each of your fields.
Click on the field, then go to Settings > Assigned Role. Choose your role from the dropdown.
Use Role tokens to auto-populate information about your recipient.
Go to Content > Tokens. Then, click on a token to copy it to your clipboard, and paste it in your template.
Template Role Settings
Want to automatically assign a person to a role? Go to Roles > Click on your Role > Assign a person to this Role.
This is best used for situations where the same person is always assigned to a role. (e.g. an accountant, or manager.)
Using roles when creating documents
When you create a document, you can assign a role to any of your Contacts, or create a new contact with the recipient's email address.
Using Template Roles with integrations
You can use template roles to pass over some contact information when using a CRM integration. It is important to know that not all of the template roles tokens can pass information from the CRM. You can pass over First Name, Last Name, Email Address, and in some cases the Company name.
Warning:the phone number token does not pass data from the CRM to PandaDoc, this can only be used by updating your recipients contact information in PandaDoc.
The contact information will be populated when you click send document and assign a role using the integration. Here's an example with Hubspot:
This is a great way to pass over contact information that might not otherwise be available via standard tokens.