QuickStart

Start with the questionnaire, then run the setup wizard

No sales call. No API-key-first setup. Capture onboarding inputs in the questionnaire, then let the setup wizard translate them into actionable onboarding steps.

Questionnaire-firstSetup wizardSelf-serve

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Want the positioning narrative first? See The Autonomous EDI Platform. Sharing with a buyer or ops lead? Point them to EDI explained.

What is SignalEDI?

Definition

SignalEDI: SignalEDI is an AI-first EDI and API integration platform for small and mid-sized businesses that need fast, simple, affordable partner-mandate connectivity. QuickStart captures onboarding intent in a questionnaire and setup wizard before transport details — keeping SMB evaluation self-serve and connected to trial, docs, and pricing.

Key takeaways

Questionnaire-first onboarding — no API-key friction on day one.
Setup wizard translates answers into prioritized checklist actions.
Onboarding workspace keeps ops and integration teams on one path.

Activation checklist

Step 1
Start the trial and sign in
Open /trial to create your workspace and save onboarding progress.
Step 2
Complete the QuickStart questionnaire
Fill /onboarding/questionnaire with partner context, message flows, and onboarding constraints.
Step 3
Run the setup wizard
Continue to /dashboard/setup-cockpit?focus=guided to apply integration setup and next actions.
Step 4
Execute in onboarding workspace
Use /dashboard/onboarding to track status, validation steps, and partner readiness before first live traffic.

Recommended first-pass flow

Questionnaire captures onboarding intent and partner context.
Setup wizard converts responses into prioritized setup actions.
Onboarding workspace gives a single place to run and monitor progress.
API upload can be added after wizard completion when your team is ready.

QuickStart FAQ

Do I need API keys before QuickStart?

No. QuickStart is workflow-first: complete the questionnaire and setup wizard before transport and API details.

Where does the questionnaire save answers?

Responses attach to your signed-in workspace so the setup wizard and onboarding checklist can apply them without re-entry.

Can operations teams use QuickStart without developers?

Yes. The questionnaire and wizard are designed for onboarding owners and ops leads; developers can add API upload after the wizard when ready.

Ready to launch your first partner flow?

Start the trial, complete the questionnaire, and run the setup wizard when your team is ready.

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Explore SignalEDI

Continue on connected public paths

Pricing, checkout, solutions, support, partner requirements, and trust artifacts stay linked so buyers do not dead-end on a single page.