Tokens allow you to auto-populate key pieces of information into documents, making the personalization of your documents effortless while saving you time. For example, you can use tokens to autofill client contact information, such as first name, last name, company, and email address. Once it’s set up, tokens allow users to create custom, personalized documents quickly and easily while minimizing the potential for mistakes.
Predefined tokens: When used in conjunction with Roles, PandaDoc creates 4 tokens to make populating information easier. Tokens associated to roles include first name, last name, company name, and email address.
Custom tokens: You can easily create your own custom tokens to fill out data at the document level. All you need to do is to fill out the token one time and it’s then populated in all locations.
Integrate with your CRM: Make token auto-fill even faster with a CRM integration, such as Salesforce, Hubspot, Nutshell, Insightly, or PipeDrive. You can align your tokens with your CRM fields and push that data it right into PandaDoc without ever leaving your CRM.