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First-time setup

Set up your workspace and optional Kwantflow AI.

First-time setup prepares Kwantflow for your company’s estimating work.

1. Create a workspace

Your workspace is where your RFQs, setup records, estimates, quote work, email connections, and workspace AI guidance live.

  1. Open Kwantflow.
  2. Enter a workspace name.
  3. Continue into the workspace.

Use a name your team will recognise, such as your business name.

If you plan to keep separate operating environments on the same computer, read Workspaces.

2. Add business details

Your business profile is used for quote and document output.

Add details such as:

  • business name
  • country
  • contact details
  • address
  • tax or business identifier where relevant

You can update these later in Settings.

3. Import setup data if you already have it

Setup import helps seed reusable records such as companies, materials, rates, presets, templates, and classifications.

You can skip this during first-time setup and import later from setup pages.

4. Configure Kwantflow AI if you want drafting help

Kwantflow AI is optional during setup. It can download a large AI file and help with drafting and other AI tasks on your computer.

You can skip it at first and set it up later.

Expected result

You land on the RFQ dashboard and can create your first RFQ.

Next: Get around Kwantflow.