Pre-Assign Roles to Create Documents Faster
When creating a template, you probably already know the importance of roles and why your template needs them:
- A place holder for future recipients
- Ability to assign fields to those future recipients
But, did you know you can pre-assign roles?
Why might you do this? The document might always need to go to a particular person or department.
Below, is an example of a Role for Accounting that we are pre-assigning to our accounting contact:
Besides pre-assigning other departments, you can pre-assign a typical role that might always go to whoever is creating or sending the document. In the example below, we have a Role for Sender - you can pre-assign this role to the Document Sender. So if I am the one clicking 'Create' then I will automatically be assigned to the Sender Role.
Here it is in action:
Notice, now the document creator only needs to add in the Client contact to the document.
Your Turn
How are you using the pre-assign contact to roles feature?
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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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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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