Is PandaDoc Templates safe to install?

SaferSkills independently audited PandaDoc Templates (Agent Skill) and scored it 100/100 (green). The audit ran 55 deterministic rules across Security, Supply Chain, Maintenance, Transparency, and Community; it found 0 high-severity and 0 lower-severity findings. The full rule-by-rule trace and per-finding evidence are below. Free, methodology-open.

CategoryWeightCategory scoreContribution

Securityprompt, exec, net, exfil, eval

35%

100

35.0 pts

Supply chainhash, typosquat, maintainer, lockfile

20%

100

20.0 pts

Maintenancestaleness, pinning, CI

15%

100

15.0 pts

TransparencySKILL.md, perms, README

15%

100

15.0 pts

Communityinstalls, verify, response

15%

100

15.0 pts

Findings & checks · 0 flagged

Securityscore 100 · 0 findings

✓—All security checks passedNo findings in this category for the latest scan.pass

Supply chainscore 100 · 0 findings

✓—All supply chain checks passedNo findings in this category for the latest scan.pass

Maintenancescore 100 · 0 findings

✓—All maintenance checks passedNo findings in this category for the latest scan.pass

Transparencyscore 100 · 0 findings

✓—All transparency checks passedNo findings in this category for the latest scan.pass

Communityscore 100 · 0 findings

✓—All community checks passedNo findings in this category for the latest scan.pass

The primary manifest — the file an agent reads to learn what this artifact does.

msp-claude-plugins/pandadoc/pandadoc/skills/templates/SKILL.md · 1 file

msp-claude-plugins/pandadoc/pandadoc/skills/templates/SKILL.md9.7 KB · Markdown

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

PandaDoc API Patterns - MCP tools reference and connection info
PandaDoc Documents - Creating documents from templates
PandaDoc Recipients - Managing recipients in documents
PandaDoc Proposals - MSP proposal workflows

PandaDoc Templates— agent skill

Is PandaDoc Templates safe to install?

PandaDoc Template Management

Overview

MCP Tools

Available Tools

List Templates

Get Template Details

Key Concepts

Template Structure

Common MSP Templates

Template Versioning

Template Tags

Field Reference

Template Fields

Token Fields

Common Workflows

Find the Right Template

List All Available Templates

Use a Template to Create a Document

Audit Template Usage

Response Examples

Error Handling

Common Errors

Best Practices

Audit the pieces. Scan the whole. Decide.

Is PandaDoc Templates safe to install?

PandaDoc Template Management

Overview

MCP Tools

Available Tools

List Templates

Get Template Details

Key Concepts

Template Structure

Common MSP Templates

Template Versioning

Template Tags

Field Reference

Template Fields

Token Fields

Common Workflows

Find the Right Template

List All Available Templates

Use a Template to Create a Document

Audit Template Usage

Response Examples

Error Handling

Common Errors

Best Practices

Related Skills

Audit the pieces. Scan the whole. Decide.