Machine Shop RFQ Checklist and Brief

A working template for buyers and shop teams. Adapt it to the receiving supplier’s actual requirements.

Use non-confidential information. This file does not upload drawings, send an RFQ or contact KriXis. Keep technical approvals and file transfers in your approved process. Entries are not automatically saved. Download a completed copy or print, then check the saved result before closing.

Save your working copy before closing or refreshing.

1. Request and responsible contacts

Request reference and planning dateBuyer organization and business contactTechnical question owner and approved reply routeReceiving shop and public websitePurpose: preliminary discussion, budgetary indication or quotation reviewCurrent brief version and person authorized to update it

2. Item records

Use one record per requested item. Keep forecasts and preliminary requirements clearly identified. Add your own approved technical documents separately.

Item 1Item identifier, description, drawing revision and model revisionFile list, status and approved transfer route (no files are attached here)Material, condition, specification source and stock supply responsibilityQuantity to quote now; separate any forecast or quantity-break requestTechnical scope, included operations and unresolved requirementsInspection, material records, packaging or other documentation requested

Item 2Item identifier, description, drawing revision and model revisionFile list, status and approved transfer route (no files are attached here)Material, condition, specification source and stock supply responsibilityQuantity to quote now; separate any forecast or quantity-break requestTechnical scope, included operations and unresolved requirementsInspection, material records, packaging or other documentation requested

Item 3Item identifier, description, drawing revision and model revisionFile list, status and approved transfer route (no files are attached here)Material, condition, specification source and stock supply responsibilityQuantity to quote now; separate any forecast or quantity-break requestTechnical scope, included operations and unresolved requirementsInspection, material records, packaging or other documentation requested

3. Dates, destination and response structure

Quotation response date and why it mattersRequested delivery milestone: target, required or not yet confirmedDelivery destination and meaning of the requested dateResponse format: item, revision, quantities, scope and exclusionsQuestions on one-time charges, assumptions and lead-time basisWhat is still unknown, and who can confirm it?

4. Open questions and handoff

Open question 1: issue / source or revision / responsible person / next action / review dateOpen question 2: issue / source or revision / responsible person / next action / review dateOpen question 3: issue / source or revision / responsible person / next action / review dateInternal receiving owner and route to technical reviewCurrent next step: clarify, agree a preliminary discussion or route for quotation reviewHow a changed requirement will be identified and communicated

5. Readiness discussion

A checked box records your review; it does not approve engineering, price, delivery, supplier suitability or an order.

Purpose of the request is clearItem identifiers and intended revisions are listedFile conflicts are resolved or assigned as questionsAccepted formats and transfer route have been confirmedMaterial requirements or unknowns are explicitCurrent quantity is separate from forecastsTechnical scope and documentation needs are identifiedQuote-response date is separate from delivery expectationsResponsible buyer and receiving contacts are namedOpen questions have an owner and next actionThe shop has confirmed which review route it can supportSaved copy checked before closing

6. Record the next review

Current status, owner and next review dateChanges made since the previous briefRemaining decisions for technical or purchasing owners

Original KriXis planning resource. This is not a supplier quotation, technical approval or purchase order. Confirm requirements with the responsible people. Your browser controls local downloads and printing; no information is sent to KriXis.