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Best answer

Limitations in document creation for PandaDoc through Zapier prevent auto quotes with multiple products.

  • 5 February 2024
  • 3 replies
  • 31 views
Paal15
Userlevel 1

Hi, I’m trying to set up auto quote generation in Zapier for PandaDoc. 
But in case if I have more than 1 product I get stuck.
Create Document in PandaDoc action allows me to insert information only for one product 


There is no + option as in Document Metadata for example.
I also tried to isert information separating by coma, but it didn’t work.

There is no sense to use looping, cause I don’t want to send info to PandaDoc, I want to generate one whole document with all the information. ​​​​​

icon

Best answer by Troy Tessalone 5 February 2024, 18:45

View original

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Paal15 

The data for the Products section needs to be formatted as an array of items for 2+ products.

 

Help article about using line items in Zaps:

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Paal15
Userlevel 1

Thanks @Troy Tessalone  it worked.

ken.a
Userlevel 7
Badge +6

That’s awesome @Paal15! Big thanks to Troy for pointing you in the right direction!

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗

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