/proposals

name: "PandaDoc Proposals"
description: >
  MSP proposal workflows in PandaDoc: proposal types and typical values (MSA,
  SOW, hardware quote, project proposal, security assessment, cloud migration),
  the standard MSP content-token set, managed-services and hardware pricing-table
  structures, mapping document statuses to sales-pipeline stages, and pipeline
  and stale-proposal tracking.
when_to_use: >-
  When drafting, sending, or tracking an MSP proposal or agreement, or reporting on the
  proposal pipeline. Use when: pandadoc proposal, msp
  proposal, managed services agreement, msa, statement of work, sow, hardware quote, project
  proposal, proposal pipeline, sales pipeline, proposal tracking, or client proposal.

PandaDoc MSP Proposal Workflows

Overview

MSPs use PandaDoc to create, send, and track proposals for managed services engagements. The proposal workflow covers the full lifecycle from initial client interest through signed contract -- creating professional proposals from templates, populating with client-specific content and pricing, sending for e-signature, and tracking the pipeline. PandaDoc's template system, content tokens, and pricing tables make it ideal for standardizing the MSP sales process while personalizing each proposal.

Anti-triggers

• **Document mechanics rather than the sales motion** — the status enum,

transition rules, and pricing-table schema are `pandadoc-documents`.

• **The pipeline as the CRM sees it** — proposal status is a proxy for deal

stage, not the system of record; use `hubspot-deals` or `salesbuildr-opportunities`.

• **Producing the priced quote the proposal wraps** — use `salesbuildr-quotes`,

`connectwise-cpq-quotes`, or `kaseya-quote-manager-quotes`.

MCP Tools

Available Tools

| Tool | Description | Key Parameters | |------|-------------|----------------| | `pandadoc-list-templates` | Find proposal templates | `q`, `tag`, `count`, `page` | | `pandadoc-get-template` | Review template tokens and fields | `id` (required) | | `pandadoc-create-document` | Create a proposal from template | `template_uuid`, `name`, `recipients`, `tokens`, `pricing_tables` | | `pandadoc-send-document` | Send proposal for signature | `id`, `message`, `subject` | | `pandadoc-list-documents` | Track proposals by status | `status`, `q`, `tag`, `count`, `order_by` | | `pandadoc-get-document` | Get proposal details and recipient status | `id` (required) | | `pandadoc-get-document-status` | Quick status check | `id` (required) | | `pandadoc-download-document` | Download signed proposal | `id` (required) |

Key Concepts

MSP Proposal Types

| Proposal Type | Description | Typical Value | Template | |---------------|-------------|---------------|----------| | Managed Services Agreement (MSA) | Ongoing IT management contract | $3,000-$50,000/month | MSA template with pricing table | | Statement of Work (SOW) | Project-based engagement | $5,000-$100,000 one-time | SOW template with milestones | | Hardware Quote | Equipment and licensing proposal | $1,000-$500,000 | Quote template with line items | | Project Proposal | IT project scope and pricing | $10,000-$250,000 | Proposal template with phases | | Security Assessment | Cybersecurity evaluation proposal | $2,500-$25,000 | Security template | | Cloud Migration | Cloud migration project scope | $15,000-$200,000 | Migration template with phases |

Content Tokens for MSP Proposals

Standard tokens to define in MSP proposal templates:

| Token | Description | Example Value | |-------|-------------|---------------| | `Client.Company` | Client company name | Acme Corporation | | `Client.Name` | Client contact name | John Smith | | `Client.Title` | Client contact title | CEO | | `Client.Email` | Client email | john@acme.com | | `Client.Address` | Client address | 123 Main St, Springfield, IL 62704 | | `Client.Phone` | Client phone | (555) 123-4567 | | `Client.UserCount` | Number of users/endpoints | 50 | | `MSP.Company` | Your MSP company name | TechForce IT Solutions | | `MSP.Contact` | MSP contact name | Sarah Johnson | | `MSP.Email` | MSP contact email | sarah@techforce.com | | `MSP.Phone` | MSP phone | (555) 987-6543 | | `Contract.StartDate` | Agreement start date | March 1, 2026 | | `Contract.Term` | Agreement duration | 36 months | | `Contract.RenewalTerms` | Auto-renewal language | 12-month auto-renewal periods | | `SLA.ResponseTime` | SLA response time | 15 minutes for critical, 1 hour for high | | `SLA.Uptime` | Uptime guarantee | 99.9% | | `Proposal.ValidUntil` | Proposal expiration | March 15, 2026 | | `Proposal.Number` | Proposal reference number | PROP-2026-0047 |

Pricing Tables for MSP Services

Managed Services Pricing Table

{
  "pricing_tables": [
    {
      "name": "Managed Services",
      "sections": [
        {
          "title": "Monthly Recurring Services",
          "rows": [
            {
              "data": {
                "name": "Managed IT Services - Per User",
                "description": "24/7 monitoring, helpdesk, patching, endpoint management",
                "price": 125.00,
                "qty": 50
              }
            },
            {
              "data": {
                "name": "Managed Security - Per User",
                "description": "EDR, email security, DNS filtering, SIEM",
                "price": 45.00,
                "qty": 50
              }
            },
            {
              "data": {
                "name": "Backup & Disaster Recovery",
                "description": "Cloud backup, 1-hour RPO, 4-hour RTO",
                "price": 500.00,
                "qty": 1
              }
            },
            {
              "data": {
                "name": "Microsoft 365 Management",
                "description": "License management, configuration, support",
                "price": 15.00,
                "qty": 50
              }
            }
          ]
        },
        {
          "tit