authenticate with OAuth 2.0 and create a proposal project in the SumoQuote API
domain: docs.sumoquote.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗
Steps
Contact SumoQuote support to request a client_id and register your redirect URI (or generate an API key from Configuration > Account Settings > API for simpler server-to-server use)
Redirect to the sumo-quote.auth0.com /authorize endpoint with your client_id, audience=https://api.sumoquote.com, and scope=offline_access to obtain an authorization code
POST the code to https://sumo-quote.auth0.com/oauth/token with your client_id/client_secret to receive an access_token (24-hour expiry) and refresh_token
Call POST https://api.sumoquote.com/v2/Project with the Bearer access token to create a new proposal project
Use GET /v2/Project/{id} to retrieve a project, or GET /v2/Project to search/list projects ordered by last-modified time
Known gotchas
Access tokens expire in 24 hours — use the refresh_token grant against the same /oauth/token endpoint rather than repeating the full authorize redirect
v1 and v2 Project endpoints coexist in the docs; use v2 for new integrations since it adds search, update, and delete support v1 lacks
There's no self-serve developer signup — API access requires SumoQuote support to manually provision a client_id first
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