Machine Shop RFQ Checklist and Brief Template

Use this free machine shop RFQ template to prepare a clearer machining request before asking a shop to review it. The checklist helps buyers organize requirements and helps shop owners write useful instructions beside their inquiry route.

Translucent sheets with registration marks held by a plum binder clip — Identify conflicting versions as questions for the responsible technical contact.

Download the free RFQ checklist and brief

The ZIP contains a self-contained HTML worksheet and short instructions. Extract it and open the HTML file in your browser. There is no account requirement or upload form. It is a planning resource; it does not submit an RFQ to KriXis or to a machine shop.

Build a brief around the next decision

Use the request section to identify the buyer contact, technical question owner and purpose of the discussion. State whether you want a preliminary conversation, budgetary indication or quotation review. The supplier decides what information it needs and which service it can support.

Three item records keep part references, revisions, file lists, materials, quantities and requirements together. Each includes a place for unknown information rather than encouraging you to complete a field with an assumption. Use the records as a starting point and add your organization’s approved technical documents separately.

The timing section distinguishes the quotation response date, requested delivery milestone and destination. Response-comparison prompts help identify scope, exclusions and other questions to clarify when suppliers describe their offers differently.

Keep files and permissions separate

The worksheet has no drawing uploader. Record a non-confidential document reference or approved file location when appropriate, then confirm the receiving shop’s accepted formats and transfer instructions. Do not place passwords, controlled files, proprietary drawings or personal records in a publicly shared copy.

An RFQ brief does not approve material substitutions, establish engineering requirements, certify supplier suitability or authorize an order. Keep those decisions with the responsible people and your normal purchasing process. Mark forecasts, target dates and preliminary requirements clearly.

Save and review your working copy

Complete the checklist locally. The worksheet includes text fields, item records, open-question owners and a final readiness check. Use Download completed copy to save an HTML copy with your current entries, or Print / Save to PDF if your browser supports it. Open the saved result and check it before closing the working tab.

Entries are not automatically stored or sent to KriXis. Refreshing or closing an unsaved working copy can lose your changes. The file is self-contained and uses no external services; the browser controls downloads and printing.

Download the free RFQ checklist and brief

Use the machine shop RFQ template with your inquiry process

Read the machine shop RFQ checklist guide for explanations and a clearly fictional example. For public intake-page design, see the RFQ form guide.

If you run a machine shop and want help aligning the checklist with your website’s receiving process, discuss an RFQ readiness review. You can also review KriXis RFQ Growth for the flagship service’s current scope and rollout availability.

See what needs work, from website to quote.

Start with the page buyers use to reach you. Check it regularly, give fixes an owner, and see what changes. When a quote request comes in, keep the inquiry, owner, and next step in the same KriXis workspace.

After you authorize a public page, KriXis runs its first check and schedules repeat checks. No website password is needed for this part of the service.

Track important pages

Know when a key page needs another look.

Add up to three public HTTPS pages. KriXis saves the first readable check as a baseline and schedules repeat checks about once a day.

See a simple example

Track your homepage, a machining service page, and your quote-request page. If one can’t be reached, the portal records the failed attempt and keeps the last readable evidence.

Plan and recheck fixes

Give each finding a next step and an owner.

Turn a flagged observation into a plan. After the work is done, mark it ready to recheck. A fresh check can show whether the flag cleared on the same page.

See a simple example

If a service page has no search description, assign someone to write one. After they publish it, check again to see whether the new description is present.

See what changed

Bring evidence to the next review.

Compare the baseline with the latest readable check. Download a print-ready change brief or CSV history without internal action notes.

See a simple example

Show that a page title was added and an indexing flag appeared. The record shows what the public page returned and when.

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Action plans & blockers

Know what happens next and what is holding it up.

Save a next-action plan and blocker on each inquiry, with an owner and date. Download a daily action brief for work due now, blocked, or missing a plan.

See a simple example

Waiting on a drawing revision? Save the blocker, name who will ask the buyer, and set the next date. Completing a follow-up keeps the completed action in activity and lets you record a new one.

Quote watch

Know which recorded quotes need another look.

See open quotes grouped by days since the first recorded Quote sent stage. Filter by age and owner, then open the inquiry or download the list.

See a simple example

A quote was first marked sent 18 days ago. Review its saved history and decide whether a check-in is useful; the date does not prove the buyer has been silent.

Outcome review & results briefs

Know what was recorded, then choose what to improve.

Save win/loss reasons on an inquiry. Review outcomes by UTC close date, owner, and recorded source, then download a printable results brief or CSV for the current filters.

See a simple example

A buyer says a project is delayed. Record Timing on the Lost inquiry, then bring that reason to the monthly review. Unknown reasons stay Not recorded; the report does not guess what caused a decision.

Buyer history

Start the next conversation with the story in view.

Open an inquiry to see the same company’s saved requests, stages, next dates, and recorded outcomes within that shop. Download the matching history when useful.

See a simple example

A repeat buyer sends a new request. See their earlier recorded inquiries without merging different company spellings or mixing real inquiries with samples.

Follow-up starters

Start with useful wording instead of a blank page.

From Quote watch, choose a review or timing check-in and copy or download an unsent template using the saved request. Your team reviews, edits, and sends it through its approved mailbox.

See a simple example

Ask whether the buyer has questions or whether timing changed. Preparing a starter does not change the saved response, approve it, or send an email.

Opportunity priorities

Know which inquiries need attention.

Find due or overdue follow-ups, missing owners or dates, incomplete intake details, and saved responses needing review in one focused list.

See a simple example

A quote is still open, but its follow-up date has passed. Open the record and agree the next action.

Estimator handoff

Give your estimator the context, not another search task.

Download a printable brief from a saved inquiry: buyer details, entered requirements, missing-detail questions, owner, and next date. Pricing and feasibility stay with your estimator.

See a simple example

Material grade is missing. The brief keeps it visible as a question instead of guessing the answer.

Weekly action pack

Turn the review meeting into a work plan.

Download a printable list or CSV of the current filtered open inquiries, with owners, dates, and reasons for attention. Bring the same list to the team review.

See a simple example

Agree who will act on each open request and when. Record the outcome back in the inquiry workspace.

Available now: public page tracking after setup, saved improvement plans, check history and change briefs, plus the inquiry, quote, and follow-up tools below.

The service, price, and rollout—in plain English

Planned managed service: $2,499.99 USD per company per month. KriXis and your team agree the workload, AI allowance, responsibilities, monthly summary, and 20-minute operating review before paid enrollment.

Public page checks read what a page returns. Visitor analytics, Search Console, automatic inbox intake, AI connections, website publishing, and paid enrollment require separate setup and verification.

Priority lists and packs use up to the workspace’s recent-record limit and the filters you choose. Entered quote amounts are not revenue or expected wins. Customer exports should stay with authorized colleagues.