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

  • February 5, 2024
  • 3 replies
  • 167 views

Paal15

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. ​​​​​

Best answer by Troy Tessalone

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:

 

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • Answer
  • February 5, 2024

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:

 

 


Paal15
  • Author
  • Beginner
  • February 13, 2024

Thanks @Troy Tessalone  it worked.


ken.a
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  • Zapier Staff
  • February 15, 2024

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! 🤗