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Question

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

  • November 7, 2023
  • 1 reply
  • 19 views
Danielle_PH

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?

Did this topic help you find an answer to your question?

1 reply

Troy Tessalone
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Hi @Danielle_PH 

Good question.

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

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

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