| name | pandadoc-templates |
| description | Use this skill when working with PandaDoc templates - browsing the template library, finding the right template for a document type, understanding template fields and tokens, and using templates to create new documents. Covers MSP-specific templates for MSAs, SOWs, proposals, quotes, and contracts.
|
| when_to_use | When browsing the template library, finding the right template for a document type, understanding template fields and tokens, and using templates to create new documents |
| triggers | ["pandadoc template","pandadoc blueprint","pandadoc library","document template","template search","template list","msa template","sow template","proposal template","quote template"] |
PandaDoc Template Management
Overview
Templates in PandaDoc are reusable document blueprints that define the structure, layout, content, and fields of a document. MSPs use templates to standardize their business documents -- managed service agreements (MSAs), statements of work (SOWs), proposals, hardware quotes, and NDAs. Templates contain placeholders (tokens) for client-specific content, signature fields, and pricing tables that get populated when a document is created. A well-organized template library is the foundation of an efficient MSP sales process.
MCP Tools
Available Tools
| Tool | Description | Key Parameters |
|---|
pandadoc-list-templates | List and search templates | q (search query), count, page, tag, folder_uuid |
pandadoc-get-template | Get template details | id (required) |
List Templates
Call pandadoc-list-templates with optional parameters:
- Search by name: Set
q to a template name or keyword (e.g., "MSA", "proposal", "quote")
- Filter by tag: Set
tag to a template tag (e.g., "msp", "managed-services")
- Filter by folder: Set
folder_uuid to filter by a specific folder
- Paginate: Set
page (1-based) and count (up to 100)
Example: Find MSA templates:
pandadoc-list-templates with q=Managed Services Agreement, count=100
Example: Find all proposal templates:
pandadoc-list-templates with q=proposal, count=100
Example: List all templates:
pandadoc-list-templates with count=100, page=1
Get Template Details
Call pandadoc-get-template with the id parameter to get full template details including fields, tokens, roles, and pricing table structure.
Example:
pandadoc-get-template with id=tpl_abc123def456
Key Concepts
Template Structure
| Component | Description | Example |
|---|
| Layout | Page structure and design | Header, body sections, footer |
| Content blocks | Static text and formatting | Terms and conditions, scope descriptions |
| Tokens | Dynamic text placeholders | {{Client.Company}}, {{Contract.StartDate}} |
| Fields | Interactive form fields | Text inputs, checkboxes, dropdowns |
| Signature fields | E-signature placeholders | Signature, initials, date signed |
| Pricing tables | Line-item pricing | Services, hardware, recurring fees |
| Roles | Recipient roles | Client, MSP, Approver |
Common MSP Templates
| Template | Purpose | Key Tokens |
|---|
| Managed Services Agreement (MSA) | Long-term IT management contract | Client.Company, Contract.Term, Contract.Value, MSP.Company |
| Statement of Work (SOW) | Project-specific scope and deliverables | Project.Name, Project.Timeline, Project.Budget |
| Service Proposal | Proposed managed services with pricing | Client.Company, Services.Description, Pricing |
| Hardware Quote | Equipment and licensing quote | Client.Company, Quote.ValidUntil, Items |
| NDA | Non-disclosure agreement | Client.Company, Client.Name, Effective.Date |
| Change Order | Modifications to existing agreements | ChangeOrder.Number, Original.Agreement, Changes |
| Quarterly Business Review (QBR) | Review document for client meetings | Client.Company, Review.Period, Metrics |
Template Versioning
Templates in PandaDoc support versioning:
| Field | Description |
|---|
version | Current version number |
date_created | When the template was first created |
date_modified | When the template was last updated |
Important: When a template is updated, existing documents created from earlier versions are not affected. New documents will use the latest version.
Template Tags
Use tags to organize templates by category:
| Tag | Purpose |
|---|
msp | General MSP templates |
managed-services | Managed service agreements |
project | Project-based templates (SOWs) |
security | Security service templates |
compliance | Compliance-related documents |
onboarding | New client onboarding documents |
Field Reference
Template Fields
| Field | Type | Description |
|---|
id | string | Template unique identifier |
name | string | Template display name |
date_created | datetime | When the template was created |
date_modified | datetime | When the template was last modified |
version | string | Template version number |
tags | array | Template tags for organization |
folder_uuid | string | Folder the template belongs to |
roles | array | Recipient roles defined in the template |
tokens | array | Content tokens (dynamic variables) |
fields | array | Interactive form fields |
pricing_tables | array | Pricing table structures |
Token Fields
| Field | Type | Description |
|---|
name | string | Token name (e.g., "Client.Company") |
value | string | Default value (if any) |
Common Workflows
Find the Right Template
- Call
pandadoc-list-templates with q set to the document type (e.g., "MSA", "proposal", "SOW")
- Review the returned templates for the best match
- Call
pandadoc-get-template with the id to review template details, tokens, and fields
- Use the template ID to create a new document with
pandadoc-create-document
List All Available Templates
- Call
pandadoc-list-templates with count=100 and page=1
- If more than 100 templates exist, paginate through additional pages
- Compile a list of template names, IDs, and tags
Use a Template to Create a Document
- Find the template with
pandadoc-list-templates using q
- Get template details with
pandadoc-get-template to identify required tokens and fields
- Call
pandadoc-create-document with template_uuid, name, recipients, and tokens
- Verify the document was created with
pandadoc-get-document
Audit Template Usage
- Call
pandadoc-list-documents with template_id set to a specific template UUID
- Count the documents created from each template to identify most/least used templates
- Review documents by status to see conversion rates (draft -> sent -> completed)
Response Examples
Template List:
{
"results": [
{
"id": "tpl_abc123def456",
"name": "Managed Services Agreement (MSA)",
"date_created": "2025-06-15T10:00:00.000000Z",
"date_modified": "2026-01-20T14:30:00.000000Z",
"version": "5",
"tags": ["msp", "managed-services"]
},
{
"id": "tpl_ghi789jkl012",
"name": "Statement of Work (SOW)",
"date_created": "2025-08-01T09:00:00.000000Z",
"date_modified": "2026-02-10T11:15:00.000000Z",
"version": "3",
"tags": ["msp", "project"]
}
]
}
Template Details:
{
"id": "tpl_abc123def456",
"name": "Managed Services Agreement (MSA)",
"date_created": "2025-06-15T10:00:00.000000Z",
"date_modified": "2026-01-20T14:30:00.000000Z",
"version": "5",
"tags": ["msp", "managed-services"],
"roles": [
{"name": "Client"},
{"name": "MSP"}
],
"tokens": [
{"name": "Client.Company", "value": ""},
{"name": "Client.Name", "value": ""},
{"name": "Client.Address", "value": ""},
{"name": "Contract.StartDate", "value": ""},
{"name": "Contract.Term", "value": "12 months"},
{"name": "MSP.Company", "value": "TechForce IT Solutions"}
]
}
Error Handling
Common Errors
| Error | Cause | Resolution |
|---|
| Template not found | Invalid template ID | Verify the ID with pandadoc-list-templates |
| No results | Search term too specific | Try a shorter or broader search term |
| Folder not found | Invalid folder UUID | Verify the folder exists in PandaDoc |
Best Practices
- Standardize naming - Use consistent naming for templates (e.g., "MSA - Managed Services Agreement")
- Use tags - Tag every template for easy filtering and organization
- Use folders - Organize templates into folders by category (Agreements, Proposals, Quotes)
- Define all tokens - Include tokens for every variable field to avoid manual editing
- Set default values - Pre-fill tokens with sensible defaults (e.g., your MSP company name)
- Include pricing tables - Use structured pricing tables rather than static text for pricing
- Define roles - Set up recipient roles (Client, MSP, Approver) in templates for consistent workflows
- Version templates - Update templates when terms change rather than creating new ones
- Review regularly - Audit template usage quarterly and archive unused templates
- Test before using - Create a test document from any new or updated template before using with real clients
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