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multiple choice with Zapier

pull the information that client selected with multiple choice with Zapier

8 votes

AdminYuliya Tsiushkevich (Admin, PandaDoc) shared this idea · Dec 30, 2020 · Admin →

Idea · Jul 7, 2021

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Jonathan Bray commented · March 3, 2021 3:37 PM

I would second this, currently, there is no easy way to reference what the client signer has chosen from the radio select pricing table. We'd like to pass that data back into our CRM to process the selected order.

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Sarah O'Connor commented · March 3, 2021 3:36 PM

https://v2uploads.zopim.io/4/Y/j/4Yj1tUnZnoy4dvMfWSAnoiW5JtwMykBJ/50d69c104667082607ef513fb06a54827c32f5e8.png

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Sarah O'Connor commented · March 3, 2021 3:36 PM

it would be excellent on the Checkbox field to have a customizable text ID field that took a string parameter that could pass through Zapier, then back to our CRM to help find and indicate what the customer was checking off. user story is, we’d like to pay monthly vs. annually with a discount. or any other thing a potential new customer would be opting into or out of.

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