# Kwantflow | Documentation

## Instructions for AI Agents

- For clean Markdown of any page, append `.md` to the page URL
- For section-specific indexes, append `/llms.txt` to any section URL
- For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.kwantflow.com/_mcp/server

## Docs

- [Welcome](https://docs.kwantflow.com/getting-started/welcome.md): Kwantflow is a desktop estimating workspace for RFQs, files, estimates, quotes, and Kwantflow AI drafting.
- [Install Kwantflow](https://docs.kwantflow.com/getting-started/installation.md): Download and install the Kwantflow beta desktop app, then open it for the first time.
- [Quickstart](https://docs.kwantflow.com/getting-started/quickstart.md): A short guided path through the first useful Kwantflow workflow.
- [First-time setup](https://docs.kwantflow.com/getting-started/workspace-setup.md): Create your first workspace, import setup data if needed, and optionally configure Kwantflow AI.
- [Workspaces](https://docs.kwantflow.com/getting-started/workspaces.md): Understand what a workspace is, what stays inside it, and how switching affects your work.
- [Use Settings](https://docs.kwantflow.com/getting-started/use-settings.md): Learn what lives in Settings and when to use each area.
- [Configure business and quote defaults](https://docs.kwantflow.com/getting-started/configure-business-and-quote-defaults.md): Set the business identity, regional formats, numbering, tax, and reusable commercial wording for the active workspace.
- [Back up and restore workspaces](https://docs.kwantflow.com/getting-started/back-up-and-restore-workspaces.md): Learn how Kwantflow backups work, when automatic restore points happen, and what to expect when restoring a workspace.
- [Data and privacy](https://docs.kwantflow.com/getting-started/data-and-privacy.md): Understand what stays in a local workspace, what an account manages, and when external services are involved.
- [Get around Kwantflow](https://docs.kwantflow.com/getting-started/get-around-kwantflow.md): Learn how to move around Kwantflow without losing your place.
- [Keep Kwantflow updated](https://docs.kwantflow.com/getting-started/keep-kwantflow-updated.md): Learn how updates work and what to check after an update.
- [Create your first RFQ](https://docs.kwantflow.com/workflow/create-your-first-rfq.md): Create an RFQ so you can collect files, organise assets, estimate, and quote.
- [Manage the RFQ dashboard](https://docs.kwantflow.com/workflow/manage-the-rfq-dashboard.md): Track active and archived enquiries, use statuses and priorities consistently, and keep deadlines visible.
- [Daily estimating workflow](https://docs.kwantflow.com/workflow/daily-estimating-workflow.md): Use a practical daily routine to triage enquiries, progress estimates, review changes, and keep reusable data current.
- [Create an RFQ from email](https://docs.kwantflow.com/workflow/create-rfq-from-email.md): Use a connected Gmail or Outlook mailbox to prepare an RFQ from email before saving it into the workspace.
- [Work inside an RFQ](https://docs.kwantflow.com/workflow/work-inside-an-rfq.md): Understand the RFQ workspace and move an enquiry from received files to a reviewed quote.
- [Add and review files](https://docs.kwantflow.com/workflow/add-and-review-files.md): Review files attached to an RFQ and keep new tender information organised as it arrives.
- [Group files into assets](https://docs.kwantflow.com/workflow/group-files-into-assets.md): Group files into Assets so each part of the job can have its own estimate.
- [Organise project structure](https://docs.kwantflow.com/workflow/organise-project-structure.md): Break complex work into phases, levels, rooms, zones, trades, or custom sections and reuse proven structures.
- [Create and review an estimate](https://docs.kwantflow.com/workflow/create-and-review-an-estimate.md): Create estimate line items, check rates and quantities, and review totals.
- [Build takeoffs and costs](https://docs.kwantflow.com/workflow/build-takeoffs-and-costs.md): Create takeoff items, add cost components, reuse workspace rates, and review the arithmetic behind an estimate.
- [Use Kwantflow AI](https://docs.kwantflow.com/workflow/use-ai-drafting.md): Use Kwantflow AI to create a draft estimate from project context and files.
- [Ask Kwantflow AI](https://docs.kwantflow.com/workflow/ask-kwantflow-ai.md): Learn how to use Ask Kwantflow AI inside the desktop app.
- [Review AI record proposals](https://docs.kwantflow.com/workflow/review-ai-record-proposals.md): Learn how AI record proposals work, what they can change, and why nothing is written until you approve the group.
- [Prepare a quote](https://docs.kwantflow.com/workflow/prepare-a-quote.md): Prepare quote options, revisions, totals, and output from reviewed Asset estimates.
- [Quote options and revisions](https://docs.kwantflow.com/workflow/quote-options-and-revisions.md): Present alternative commercial choices, preserve issued quote history, and avoid confusing working edits with revisions.
- [Rewrite quote emails](https://docs.kwantflow.com/workflow/rewrite-quote-emails.md): Use Kwantflow AI to rewrite a quote email draft using the current quote and message context, then review it before sending.
- [Create an account](https://docs.kwantflow.com/account/create-an-account.md): Learn when you need a Kwantflow account and how account sign-in works.
- [Link your desktop app](https://docs.kwantflow.com/account/link-your-desktop-app.md): Learn how to link your installed desktop app to your Kwantflow account.
- [Seats, devices, and limits](https://docs.kwantflow.com/account/seats-devices-and-limits.md): Learn how seats, device links, workspace allowances, and trial limits work in Kwantflow.
- [Plans and pricing](https://docs.kwantflow.com/account/plans-and-pricing.md): Learn what Free includes and how Pro monthly and annual pricing works.
- [Manage billing](https://docs.kwantflow.com/account/manage-billing.md): Learn how to manage Kwantflow billing from your account dashboard.
- [Use the account dashboard](https://docs.kwantflow.com/account/use-account-dashboard.md): Review your plan, billing, linked desktop installation, and current account allowances.
- [Connect email](https://docs.kwantflow.com/account/connect-email.md): Learn what connected email enables, how mailbox isolation works, and how to disconnect it.
- [RFQ Detector with AI](https://docs.kwantflow.com/account/rfq-detector-with-ai.md): Learn how AI-supported RFQ detection helps review connected Gmail and Outlook messages.
- [Account linking issues](https://docs.kwantflow.com/account/account-linking-issues.md): Troubleshoot account linking between the Kwantflow desktop app and your account dashboard.
- [Companies](https://docs.kwantflow.com/setup-data/companies.md): Use Companies as shared workspace records across RFQs, rates, and quotes.
- [People and contacts](https://docs.kwantflow.com/setup-data/people-and-contacts.md): Record the people who request quotes, review work, approve pricing, and represent customer or supplier companies.
- [Materials and rates](https://docs.kwantflow.com/setup-data/materials-and-rates.md): Understand materials, labour rates, equipment rates, subcontract rates, presets, templates, and linked companies.
- [Materials](https://docs.kwantflow.com/setup-data/materials.md): Build a searchable material catalogue with consistent names, units, rates, specifications, aliases, and company relationships.
- [Labour rates](https://docs.kwantflow.com/setup-data/labour-rates.md): Create reusable labour rates for workshop, site, engineering, supervision, and other work activities.
- [Equipment rates](https://docs.kwantflow.com/setup-data/equipment-rates.md): Record reusable plant, machinery, vehicle, tooling, and equipment rates with clear units and operating context.
- [Subcontract rates](https://docs.kwantflow.com/setup-data/subcontract-rates.md): Record reusable external trade and service rates while keeping supplier relationships and job-specific scope clear.
- [Build reusable setup data](https://docs.kwantflow.com/setup-data/build-reusable-setup-data.md): Learn how to structure reusable setup data so future estimates get faster without filling the workspace with one-off records.
- [Templates and presets](https://docs.kwantflow.com/setup-data/templates-and-presets.md): Choose the right reusable starting point for project structures, estimates, cost bundles, and quote presentation.
- [Cost presets](https://docs.kwantflow.com/setup-data/cost-presets.md): Save and reuse a takeoff item's recurring cost rows across estimates in the same workspace.
- [Estimate templates](https://docs.kwantflow.com/setup-data/estimate-templates.md): Save and reuse a reviewed estimate structure for recurring types of work in the same workspace.
- [Workspace AI knowledge](https://docs.kwantflow.com/setup-data/workspace-ai-knowledge.md): Understand how workspace AI knowledge works, what takes priority, and how to remove outdated guidance.
- [Setup import](https://docs.kwantflow.com/setup-data/setup-import.md): Import companies, catalogues, rates, presets, templates, and classifications from CSV or XLSX files.
- [Classifications](https://docs.kwantflow.com/setup-data/classifications.md): Use classifications and cost codes to keep estimates consistent.
- [Common estimating scenarios](https://docs.kwantflow.com/examples/common-estimating-scenarios.md): See practical examples of how RFQs, files, assets, workspace records, estimates, quotes, email, and Kwantflow AI fit together.
- [Email RFQ to quote](https://docs.kwantflow.com/examples/email-rfq-to-quote.md): Follow an illustrative enquiry from a connected mailbox through intake, estimating, quote review, and customer response.
- [Multi-package tender](https://docs.kwantflow.com/examples/multi-package-tender.md): See how one large enquiry can be separated into practical assets, estimates, and quote options without losing the common RFQ context.
- [Repeat work with templates](https://docs.kwantflow.com/examples/repeat-work-with-templates.md): See how an estimator can reuse a proven structure and recurring cost patterns while still checking the current RFQ from first principles.
- [Supplier and rate review](https://docs.kwantflow.com/examples/supplier-and-rate-review.md): See how company relationships, reusable catalogue records, and current supplier information work together during estimating.
- [Install and update issues](https://docs.kwantflow.com/troubleshooting/install-and-update-issues.md): Troubleshoot installation, first launch, and update problems.
- [File and AI issues](https://docs.kwantflow.com/troubleshooting/file-and-ai-issues.md): Troubleshoot file preview, file support, and AI drafting readiness.
- [Import issues](https://docs.kwantflow.com/troubleshooting/import-issues.md): Troubleshoot spreadsheet import mapping, blocked rows, and ambiguous data.
- [Records and relationships issues](https://docs.kwantflow.com/troubleshooting/records-and-relationships-issues.md): Resolve missing catalogue choices, duplicate setup records, company-link problems, and protected record deletion.
- [Workspace and backup issues](https://docs.kwantflow.com/troubleshooting/workspace-and-backup-issues.md): Resolve the most common workspace switching, creation, deletion, backup, and restore problems.
- [Email and RFQ detection issues](https://docs.kwantflow.com/troubleshooting/email-and-rfq-detection-issues.md): Troubleshoot Gmail or Outlook connections, mailbox refresh, RFQ detection, message preview, and RFQ intake.
- [Estimate and quote issues](https://docs.kwantflow.com/troubleshooting/estimate-and-quote-issues.md): Diagnose incorrect totals, missing rates, unit problems, quote rollup differences, and revision confusion.
- [AI answer and proposal issues](https://docs.kwantflow.com/troubleshooting/ai-answer-and-proposal-issues.md): Respond safely when Kwantflow AI chooses the wrong record, repeats a tool step, omits a proposal, or produces an uncertain answer.
- [Frequently asked questions](https://docs.kwantflow.com/reference/frequently-asked-questions.md): Find concise answers about workspaces, RFQs, records, estimates, quotes, email, accounts, backups, and Kwantflow AI.
- [Supported files](https://docs.kwantflow.com/reference/supported-files.md): Learn which file families Kwantflow can upload, preview, and use for AI drafting.
- [Keyboard shortcuts](https://docs.kwantflow.com/reference/keyboard-shortcuts.md): A short reference for common keyboard shortcuts.
- [Glossary](https://docs.kwantflow.com/reference/glossary.md): Understand the main words used across Kwantflow.