Trouble in mapping Qwilr proposal items to the PandaDoc lookup table.

  • 7 November 2023
  • 1 reply

I have created a zap that triggers on Project Accepted in Qwilr, runs a loop and then populates a PandaDoc document with the items selected in the proposal.


Step 2 creates the lookup table;


For some reason, Step 2 is outputting Descriptive Text from the Qwilr proposal as Product Options. This is what it looks like on the Qwilr proposal - 


So each ITEM included under the Product Name is outputting as a selection in the Lookup Table for PRODUCT, rather than just the item in Product Name field.


Any thoughts on why this might be happening? How can I restrict the step so that it only pulls in items in the Product Name field and not in the description?

1 reply

Userlevel 7
Badge +14

Hi @Danielle_PH 

Good question.

We would need to see screenshots with how each Zap step is configured to have more info.