Sometimes you may face some odd behavior within PandaDoc. The most common unexpected issues are:
- PDF upload & download errors
- Document loading
- Limited or missing functionality
- 3rd party connection issues
Many cases regarding these oddities can be related to browser issues or network settings. These can be easily checked and fixed in just a few seconds.
The easiest way to make sure that the issue is (or is not) browser related is to repeat the actions in the Incognito window (also known as Private window). Incognito mode runs in a separate window and disables the cache and extensions without having to alter your actual browser window.
Please find the hotkeys below:
For Google Chrome and Microsoft Edge please use the following combinations: Ctrl-Shift-N (Windows) or Command-Shift-N (macOS).
For Mozilla Firefox a private browsing session can be called up using the combination Ctrl-Shift-P (Windows) or Command-Shift-P (macOS).
To open what Safari calls a Private Window on a Mac, you can do a three-key combination of Command-Shift-N, the same shortcut Chrome adopted.
One more great way to test if the issue is related to the browser settings is to see if it persists in the other browser.
PandaDoc supports the following browsers:
- Mac — Safari — Most recent stable version;
- Windows and Mac — Google Chrome — Most recent stable version;
- Windows and Mac — Mozilla Firefox — Most recent stable version;
- Windows 10 – MS EDGE — Most recent stable version.
You will be able to find more information on the following link.
If the issue can not be reproduced in another browser or Incognito mode, you may need to proceed with the steps described below.
Clear your cache. Here you will be able to find how to clear the cache on different browsers.
Disable extensions. All the details are mentioned in the following source.
If there are errors (marked in red), they may help to diagnose the problem.
The hotkeys for the console are as follows:
1. Google Chrome: Ctrl-Shift-J (on Windows) or Ctrl-Option-J (on Mac);
2. Safari: you can use Option-Ctrl-C, though note that you will need to enable the Develop menu in your Safari Preferences for this shortcut to work;
3. Microsoft Edge: to open the console on Edge, hit F12 to access the F12 Developer Tools. Once in the F12 Developer Tools, navigate to the Console tab;
4. Mozilla Firefox: Ctrl-Shift-K (on Windows) or Ctrl-Option-K (on Mac).
You are welcome to find more about how to open the developers console in different browsers on the following website.
Safari users: with Apple's release of Mac OS 11 Big Sur, they made Safari changes and how tracking works. It's a great privacy-focused feature; however, due to how PandaDoc and most 3rd party online applications work, having this turned on will result in things like integrations with your CRM not working.
To disable this open Safari and click on the word 'Safari' on the top left of the window then click on Preferences. From here, click on the Privacy tab and uncheck 'Prevent cross-site tracking'.
Do you know any other tricks that can be used to detect a browser related issue? Are you able to “read” the logs from the console?
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