How do I send a document for electronic signature?

Once a document is created from a template via the skill, you use the send-document tool to dispatch it to defined recipients with a personalized subject line and message.

How does it handle pricing and line items?

The skill supports dynamic pricing tables, allowing you to programmatically add recurring service fees, one-time setup costs, and specific hardware line items with descriptions and quantities.

Does it support custom PandaDoc templates?

Absolutely. You can search for and use any existing PandaDoc template in your account by its ID or name, ensuring all documents match your company's branding and legal requirements.

What MSP documents can I create with this skill?

You can generate Managed Service Agreements (MSAs), Statements of Work (SOWs), hardware quotes, project proposals, and security assessment contracts using your existing PandaDoc templates.

Can I track the status of sent proposals in real-time?

Yes, you can list documents by status (draft, sent, viewed, completed) to see exactly when a client has opened or signed a proposal, helping you manage your sales pipeline effectively.

PandaDoc MSP Proposal Manager

Name: PandaDoc MSP Proposal Manager
Author: wyre-technology

bywyre-technology

•

生産性とワークフロー

Automates the creation, delivery, and tracking of MSP service agreements, project proposals, and hardware quotes using PandaDoc.

This skill empowers Managed Service Providers (MSPs) to streamline their entire sales lifecycle by integrating PandaDoc workflows directly into Claude. It facilitates the rapid generation of professional Managed Service Agreements (MSAs), Statements of Work (SOWs), and hardware quotes from standardized templates while automating token population and pricing table insertion. By providing real-time tracking of the proposal pipeline—from initial drafting to electronic signature—this skill helps MSPs reduce administrative overhead, maintain contract consistency, and accelerate the closing process for new business engagements.

主な機能

01Secure download and archival of signed agreements once completed

023 GitHub stars

03Real-time status tracking and pipeline management for sent and viewed proposals

04Dynamic population of content tokens for client, contract, and SLA details

05Programmatic generation of complex pricing tables for recurring and one-time services

06Automated document creation from MSP-specific PandaDoc templates

ユースケース

01Monitoring the sales pipeline to identify stale proposals and trigger follow-up actions

02Creating and sending a detailed Statement of Work for a cloud migration project with defined milestones

03Generating a standardized 36-month Managed Services Agreement for a new client including per-user pricing

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add wyre-technology/msp-claude-plugins proposals

For use in Claude.ai and ChatGPT

主な機能

01Secure download and archival of signed agreements once completed

023 GitHub stars

03Real-time status tracking and pipeline management for sent and viewed proposals

04Dynamic population of content tokens for client, contract, and SLA details

05Programmatic generation of complex pricing tables for recurring and one-time services

06Automated document creation from MSP-specific PandaDoc templates

ユースケース

01Monitoring the sales pipeline to identify stale proposals and trigger follow-up actions

02Creating and sending a detailed Statement of Work for a cloud migration project with defined milestones

03Generating a standardized 36-month Managed Services Agreement for a new client including per-user pricing