PandaDoc Troubleshooting

Problem: When creating a proposal, the table gets too big and moves off of the page.

Solution: You can manually decrease the font size to get the table to a more appropriate size. See the video below for how.

Problem: Client cannot move forward on the contract because they are being prompted to fill something out on the payment form that they are not selecting.

Solution: They just need to select "no" at the very top of the payment method they do not want to use.