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This page helps you find the correct guide quickly, without jumping between unrelated articles.

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Start from your goal

If you want to…Start here
Launch quickly and avoid missed setup stepsQuick setup checklist
Install with code or WordPressInstallation
Configure widget behavior and SEOSettings
Configure quote flow and automationQuoting
Set up API access and integrationsAPI
Get direct help from the teamSupport

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Fast way to find the right article

1

Open the section overview first

Start from the section root page (for example, Installation or Quoting) to see what each sub-page is for.
2

Open one task page at a time

Follow one guide fully, validate the result, then continue to the next related guide.
3

Use troubleshooting only when needed

If the expected result does not appear, open the matching troubleshooting page instead of guessing.

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When to switch from docs to support

Open Support when:
  • You followed the relevant guide and the issue still happens.
  • You need account-specific help.
  • You need assisted setup (for example WordPress installation, styling, or custom sender domain setup).
Then follow Support request process so your first message includes everything the team needs.