Creating & Using Variables

Creating & Using Variables

PandaDoc Variables are a powerful tool that can save you time and simplify your Document creation process. In this 15-minute course, you will learn how to add Variables to your Templates and Documents so that dynamic information is populated automatically either from PandaDoc or directly from your integrated software. (Learn more...)

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About this course

Creating & Using Variables
PandaDoc Variables are a powerful tool that can save you time and simplify your Document creation process. In this 15-minute course, you will learn how to add Variables to your Templates and Documents so that dynamic information is populated automatically either from PandaDoc or directly from your integrated software. This course consists of 4 multi-part lessons that include GIFs, processes, and a simulation for learners to practice.
 
This course is designed for:
All PandaDoc Users
 
After completing this course, you will be able to:
  • Explain how Variables function in your Document
  • List the types of Variables available in PandaDoc
  • Add Variables to your Template or Document
  • Add Variables from your CRM or HR integration (Optional)
 
Availability:
All PandaDoc Users

About this course

Creating & Using Variables
PandaDoc Variables are a powerful tool that can save you time and simplify your Document creation process. In this 15-minute course, you will learn how to add Variables to your Templates and Documents so that dynamic information is populated automatically either from PandaDoc or directly from your integrated software. This course consists of 4 multi-part lessons that include GIFs, processes, and a simulation for learners to practice.
 
This course is designed for:
All PandaDoc Users
 
After completing this course, you will be able to:
  • Explain how Variables function in your Document
  • List the types of Variables available in PandaDoc
  • Add Variables to your Template or Document
  • Add Variables from your CRM or HR integration (Optional)
 
Availability:
All PandaDoc Users