Core Workflow

Manage the RFQ dashboard

The RFQ dashboard is the main list of enquiries in the active workspace.

Use it to decide what needs attention, open an RFQ workspace, and keep completed work out of the active queue without losing its record.

Understand the columns

The dashboard can show information such as:

  • RFQ number;
  • customer company and requester;
  • project or package name;
  • priority;
  • status;
  • file count;
  • submission deadline.

Use search, sorting, and view controls to narrow a busy list.

Use statuses consistently

Kwantflow supports these RFQ statuses:

StatusSuggested meaning
DraftThe enquiry record is being prepared and is not ready for active estimating.
OpenThe enquiry is accepted into the active queue.
EstimatingScope review or pricing is underway.
QuotedA quote has been prepared or issued.
WonThe customer accepted the work.
LostThe opportunity will not proceed with your business.
ArchivedThe RFQ is removed from the active view but retained for reference.

The labels are shared by the product, but your team should agree on when each transition happens.

Set priority

Priority can be Low, Medium, High, or Critical.

Use priority for business urgency, not as a replacement for the deadline. A high-value opportunity due next month and a small quote due today may need different kinds of attention.

Review deadlines

Record the submission deadline supplied by the customer. If the date changes, update the RFQ and review whether the estimating plan or lead time must also change.

Active, archived, and all views

  • Active keeps current work visible.
  • Archived contains RFQs removed from the active queue.
  • All helps search across both.

Archive completed, cancelled, or dormant work when it no longer belongs in the daily queue. Restore an archived RFQ if work resumes.

Reorder and bulk actions

Active RFQs can be manually reordered when the list is not currently sorted by a column.

Use bulk actions carefully for archive, restore, or delete operations. Review the selected rows before confirming because one action can affect several RFQs.

A practical daily review

At the start of the day:

  1. Review critical and high-priority RFQs.
  2. Check deadlines due soon.
  3. Move active work into Estimating when review begins.
  4. Open RFQs waiting for files or clarification and update their notes.
  5. Archive work that no longer needs to remain active.