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  • How do I use Zapier to populate a PandaDoc pricing table with HubSpot line items?

Hi!

Is it possible to use the “Create Document” action from PandaDoc within Zapier to automatically populate a pricing table with HubSpot line items? 

Zap Setup would be: 

  1. Deal Property Change (HubSpot)
  2. Create Document (PandaDoc)
    1. Here i just used the template that we generally use for our manual quoting process, which already has a pricing table with a specific name. When quoting manually out of HubSpot using the PandaDoc integration this table is automatically populated with the line items from the corresponding deal
  3. Issue: Using the zap setup the pricing table does not populate automatically with the line items from the deal that is referred to in the trigger (Step 1). So Zapier does not connect the created document to the corresponding HubSpot deal. 

 

Is there any way to solve this?

Appreciate any help! 

Hi @RaphaelS 

PandaDoc help links with some bullets related to pricing tables: https://zapier.com/apps/pandadoc/help

For us to have more context, post screenshots with how your Zap steps are outlined and configured in EDIT mode along with any encountered errors from testing.

 

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