Pre-Assign Roles to Create Documents Faster

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2 comments

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    Tom Ellis

    That's fantastic. I checked and saw I have already used this feature on my template so my sales team will be happy not to have to keep filling in sender details every time!

    If I wanted to automatically set the Client Signer too can I add variables/merge tokens from my CRM (Salesforce)?

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    Rocky Dohmen

    Hey Tom, 

    Yes, this can be set up in Salesforce. In the contact record, if you select a Role name for that contact and then make the Role in PandaDoc the same as the Salesforce role name, then the contact will automatically populate the Document. 

    For more information please follow this link

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