Connect PandaDoc to Milemarker

PandaDoc is used to create custom agreements, collaborate in real-time, automate workflows and capture signatures for wealth management firms. Milemarker connects to it and brings documents, signatures, contracts and proposals into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

PandaDoc is used to create custom agreements, collaborate in real-time, automate workflows and capture signatures for wealth management firms. Like every system in your stack it holds a slice of the firm — proposals, contracts, eSignatures and document metrics — under its own export limits, retention rules and terms governing what you may do with your own information. Milemarker starts with that question rather than with a pipeline. We help you establish what your PandaDoc agreement permits you to extract, store and reuse, then land documents, signatures, contracts and proposals over a secure API connection into a Snowflake environment your firm owns and administers, normalized into a model that stays stable even when the systems around it change. From there PandaDoc data is no longer a silo. It joins the records those documents belong to under one set of rules — row-level entitlements, PII masking and SOC 2 Type II controls you set, rather than the scope any one vendor happens to offer.

How it works.

We start by reviewing what PandaDoc holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over a secure API connection — documents, signatures, contracts and proposals — and is normalized into a model your firm owns inside its own Snowflake environment. Access is governed there: row-level entitlements, PII masking and audit trails applied per user and per field. From that point PandaDoc data can be combined with any other source you hold the rights to use.