Question

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

  • 7 November 2023
  • 1 reply
  • 12 views

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.

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