Skip to main content
Question

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

  • November 7, 2023
  • 1 reply
  • 31 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?

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

1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • November 7, 2023

Hi @Danielle_PH 

Good question.

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