Core Workflow

Create your first RFQ

Start a new job from the dashboard.

An RFQ is the top-level job in Kwantflow. Use it to collect tender information, attach initial files, organise assets, build estimates, and prepare quote output.

You can start an RFQ manually from the dashboard or prepare one from a connected email when the request arrives through Gmail or Outlook.

Before you start

Have the basic job details ready:

  • job or project name
  • requester or client
  • due date
  • project notes or scope summary
  • initial tender files when they are already available

Create an RFQ

  1. Open the RFQ dashboard.
  2. Choose the action to create a new RFQ.
  3. Enter the job details.
  4. Attach the initial files you want stored with the RFQ.
  5. Save the RFQ.

Typical details to capture

Good RFQ records usually include:

  • job or package name
  • client or requester
  • due date
  • site or project reference
  • scope notes
  • any early assumptions or exclusions
  • drawings, specifications, spreadsheets, emails, or other initial files

Common starting scenarios

  • A builder sends a tender package with drawings, schedules, and due date.
  • A repeat customer asks for pricing on a known material or fabricated part.
  • A supplier or subcontractor forwards a package that needs fast review.
  • An email arrives first, and you prepare the RFQ from the message before saving it.

Expected result

The RFQ opens with the reviewed details and any saved initial files ready for asset grouping and estimating work.

Next: Create an RFQ from email or Add and review files.