Quickstart

This quickstart gives you the fastest path from a fresh install to a quote-ready workflow.

1. Create your workspace

1. Open Kwantflow.
2. Enter a workspace name, usually your company name.
3. Continue through first-time setup.
4. Skip setup import and Kwantflow AI if you want to explore first.

You can return to setup import and Kwantflow AI later. Read Workspaces first if you plan to keep separate business environments on the same device.

2. Create your first RFQ

1. Open the RFQ dashboard.
2. Create a new RFQ.
3. Add the job name, client or requester details, due date, and any notes you need.
4. Attach the initial drawings, schedules, specifications, spreadsheets, PDFs, or other tender files.
5. Save the RFQ.

3. Review tender files

1. Open the RFQ.
2. Review the files in the project file area.
3. Group related files into an Asset when they belong to the same part of the job.
4. Add later revisions or missing files through the RFQ file workflow when new information arrives.

4. Create an estimate

1. Open an Asset.
2. Start or open its estimate.
3. Add line items manually, from setup data, or from a template.
4. Check quantities, rates, units, classifications, and totals.

5. Use AI drafting when useful

If Kwantflow AI is configured, you can ask it to draft an estimate from the files and project context.

Always review the result. AI drafting is a starting point, not approval to quote without checking.

6. Prepare the quote

1. Open the quote area for the RFQ.
2. Choose which Asset estimates to include.
3. Review quote options, revisions, totals, and customer-facing details.
4. Export or share the quote output when it is ready.

Next steps

Read the full workflow: Create your first RFQ.

Use Common estimating scenarios for practical examples covering simple enquiries, multi-package RFQs, addenda, repeat work, email intake, and workspace separation.