Generate and Download Estimate order documents as PDF and CSV
Generate downloadable Material List or Work Order documents (PDF + CSV) for an Estimate, then pull them into a CRM or other system.
In the Hover UI these are the files from the Download PDF / CSV flow on an Estimate. Via API, each create produces an order document that includes both a PDF and a CSV for the line-item type you request (MATERIAL or LABOR).
Recommended Workflow
- Listen for an Estimate webhook, e.g. project-management-production-list-created or project-management-production-list-manual-sync.
- POST Create Order Document with that estimate’s project_management_production_list_id.
- Save the returned order document id.
- GET Show Order Document on a short interval until state is complete or failed.
- When complete, download pdfLink and/or csvLink.
Order documents are snapshots of the Estimate at create time. For a PDF/CSV that matches the latest Estimate after a sync, always create a new order document, don’t reuse an old id.