If you experience any issues with PandaDoc, these basic troubleshooting steps can help fix browser-related problems.

The easiest way to check whether an issue is browser-related is to repeat the actions in an incognito (private) window.

Incognito mode operates in a separate window. It disables the cache and extensions without the need to alter your actual browser window.

You’ll need to log in to PandaDoc in an incognito window.

Open an incognito window using these shortcuts:

Windows: Ctrl + Shift + N
Mac: Command + Shift + N

Alternatively, select the ellipsis (three dots) in the top right, then "New Incognito Window."

You can open a private window by pressing Shift + Command + N, or by selecting "File" in the menu at the top of the page, then "New Private Window."

Open an incognito window using these shortcuts:

Windows: Ctrl + Shift + N.
Mac: Command + Shift + N.

Alternatively, select the ellipsis (three dots) in the top right, then "New InPrivate Window."

Open an incognito window using these shortcuts:

Windows: Ctrl + Shift + P
Mac: Command + Shift + P

Alternatively, select the menu button at the top right, then “New Private Window.”

Open an incognito window using these shortcuts:

Windows: Ctrl + Shift + N
Mac: Command + Shift + N

Alternatively, right-click on the Opera icon, then select "New Private Window."

If everything works fine in the incognito window and you can no longer reproduce the issue, clearing browser data may help solve the issue in your browser tab.

Clearing your browser cache can help remedy performance issues with PandaDoc, especially slowness and glitches. This also applies to cases when a problem arises in a PandaDoc modal window within a CRM.

After clearing data, you’ll need to log in to PandaDoc again.

For smooth performance, we recommend using the most recent version of your browser. Find more information about supported browsers here.

To check if Chrome needs to be updated, open the browser and look in the top right corner. When you see the “Update” button near the ellipsis (three dots), an update is required.

If you don't see this button, select the vertical ellipsis, hover over “Help”, then select “About Google Chrome.” Your browser will then check for an update and automatically begin installing it. Select “Relaunch” to complete the update.

If you don’t see an “Update Google Chrome” button, you have the latest version.

The most recent version of macOS automatically includes the latest version of Safari. Make sure you regularly update your macOS.

To check if your macOS is up to date, select the Apple menu in the top left corner of your screen, then “System preferences.” “Software Update” will then open in a pop-up window.

Next, click the “Update Now” or “Upgrade Now” button to install the latest version of macOS.

Updating will might take up to an hour.

Select the Menu icon at the top right, then “Settings.” Go to the “General” tab, scroll down to “Firefox Updates,” then select “Check for updates.” If you have the latest version, you will see a message that says “Firefox is up to date.”

Additionally, you can allow Firefox to automatically install updates (this is recommended). You can also select “Check for updates,” with the option to choose if you’d like to install them.

On Mac, select Opera in the menu bar (or the red Opera icon in the top left, if you use Windows), then “Update & Recovery”. Next, select “Check for Update.” If the browser doesn’t require an update, you’ll see “Opera is up to date.”

In case an update is necessary, it will be downloaded automatically. Simply select “Update” once the update is downloaded.

If you're using PandaDoc with a CRM, third-party cookies must be allowed for the integration to work correctly.

Select the ellipsis (three dots) in the top right, then select “Settings.” In the “Privacy and Security” tab, select “Cookies and other site data,” then "Allow all cookies.”

On your Mac, in the top menu, select “Safari” and go to Preferences. In the new window, click the Privacy tab, then uncheck “Block all cookies.”

Additionally, you may need to allow cross-site tracking in Safari. On your Mac, in the top menu, select “Safari” and go to Preferences. In the new window, click the Privacy tab, then uncheck “Prevent cross-site tracking.”

Select the ellipsis (three dots) icon in the top right of the browser, then select “Settings.” Under “Cookies and Site permissions,” select “Manage and delete cookies and site data,” then turn off “Block third-party cookies.”

Select the Menu icon in the top right, select “Settings,” then go to “Privacy & Security” and check “Standard.”

Click Opera at the top panel > Preferences, then select “Privacy and security,” and click “Cookies and other site data,” then check “All cookies.”

Pop-ups and redirects must be allowed in your browser to download PandaDoc documents and to use PandaDoc with a CRM.

In Chrome, select the ellipses (three dots) in the top right, then Settings. Under the “Privacy and Security” tab, select “Site settings,” then “Pop-ups and redirects.” Finally, select “Sites can send pop-ups and use redirects.”

On your Mac, in the top menu, select Safari and go to Preferences. In the new window, go to Websites. At the bottom, choose “Allow” from the dropdown menu near “When visiting other websites.”

Select the ellipses (three dots) in the top right of the browser, then Settings. Under “Cookies and Site permissions,” select “Pop-ups and redirects.” Next, turn off “Block (recommended).”

Select the Menu icon at the top right, then Settings. Next, go to “Privacy & Security,” scroll down to the “Permissions” section, and uncheck “Block pop-up windows.”

Click Opera at the top panel > Preferences and scroll down to “Privacy and security”. Then select “Site settings.” Next, select “Pop-ups and redirects,” then check “Sites can send pop-ups and use redirects.”

Open this page to learn about advanced troubleshooting steps before submitting a product bug.