Welcome back to the Pinnacle Perspective, the podcast where we cover the latest updates inside Pinnacle AI CRM to help you move faster, stay organized, and get more done. Today's update is all about documents and contracts templates, and it's a big improvement for anyone sending agreements that need more than one signature. Previously, templates gave you a consistent way to keep contracts ready to go, but if a document had multiple signers, you still had to manually add each person's details every time you sent it. Now, Pinnacle AI CRM supports up to six roles per template, so you can define the people involved in a document ahead of time and reuse those roles whenever that template is sent. Here's how it works. When you're creating a new template in the documents and contracts area under payments, you can add your fillable elements, then choose who each element should be signed by. From there, you can add a new role and enter details like first name, last name, and email. You can also use custom values for those fields, which makes the template more flexible for different contacts and deals. Once those roles are set up, the template carries them forward. So instead of rebuilding signer information for every multi-party agreement, your roles are already in place. This is especially useful for more complex deals. If an agreement needs multiple signatures, you can send it in one flow and use workflows so each signer receives the document according to the order and role you've defined. And when you use the send document action with a multi-role template, the roles will auto-populate. You can still adjust the signer's name, email, or phone at that stage if needed, and those updated values will take priority over the template defaults. The biggest benefit here is fewer manual steps and fewer mistakes. Since role values can be saved on the template and filled automatically, there's less risk of missing signer information or mistyping details. Pinnacle AI CRM will also alert you if emails are missing or duplicated. So, if your business regularly sends contracts, agreements, or documents that involve multiple people, this update makes the process much smoother. You can build templates that match your real business needs, support multiple signer roles, and keep your document workflows moving with less manual work. That's it for this update on the Pinnacle Perspective. Thanks for listening, and we'll be back soon with more improvements from Inside Pinnacle AI CRM.