Template Roles and Why You Need Them

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4 comments

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    Bruce Fillmore

    How to delete roles not being used?

    How to add additional variables to roles?

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    Rocky

    Hi Bruce,

    You can delete roles from within a Template, click on 'Manage' near the top right of the screen, click on the role, and then select 'Delete'

    Roles variables are already pre-set and tied to the Contact card found in contacts, so there is no way to add additional variables that will actually automatically populate (unless you are using a CRM). But you can just create roles any time by typing a left bracket and then the word/phrase followed by a right bracket. For example: [Client.ShoeSize] - more on custom variables can be found here

    Cheers!

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    Roderick Carabott

    Hi my template has roles for client 1 and client 2 and then another role for me as provider. I push data to panda doc from our crm but not all my agreements has 2 clients. Sometimes I only have 1 client. What happens to Client 2 if it’s left unfilled from the Crm? Will I get an error, or panda doc just disregard it?

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    Christopher Ragland

    Hello Roderick,

    Thanks for reaching out via the Forums!

    If you have fields assigned to the Client 2 role, then you would have to assign a recipient to those fields before sending the document. If you don't have a recipient for the Client 2 role, then you can remove them from the document and send it. 

    If you have variables that are assigned to that Client 2 role that are not being used, then you can choose 'Replace unfilled variables with blanks' upon sending or delete them before sending. 

    Thank you for choosing PandaDoc!

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