Skip to main content

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:
The response includes a file id (upload_...) with status ready. (You can also pass document URLs directly when creating the quote — see step 4.)

4. Create a quote

The quote is created with status 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

Approval creates the order and bills it to your account’s open invoice (net-terms invoicing must be enabled on your account — contact support to set it up). The response contains the new order, and an order.created webhook fires.

6. Listen for progress

Register a webhook endpoint to follow the order through completion:
See the webhooks guide for event types and signature verification.