1. Create an app and API key
In the Customer Portal, go to Account Settings → Custom Apps and click Create App. Choose the Internal app type — it authenticates with an API key and accesses your own account’s data. Your secret key (sk-...) is shown at creation and can be viewed again later
from the app’s details page. You can create additional keys or revoke
compromised ones from the same page.
2. Verify your credentials
3. Upload a document
Upload files ahead of time and reference them when creating quotes:id (upload_...) with status ready.
(You can also pass document URLs directly when creating the quote — see step 4.)
4. Create a quote
requested. Our team prices it and you receive a
quote.ready webhook (or poll GET /v1/quotes/{id}) when its status becomes
awaiting_payment.
5. Approve the quote
order.created webhook fires.