Quotation Preparation
CNC Machining RFQ Checklist
A complete CNC RFQ includes the current CAD model, controlled drawing, material, quantity, finish, critical tolerances, inspection documents, delivery destination and required date. Missing information creates assumptions, delays or quotations that cannot be compared fairly.
Minimum Information for Quotation
| Information | Why it is needed |
|---|---|
| 3D CAD | Geometry, volume, features and tool access |
| 2D drawing | Tolerances, threads, datums, roughness and notes |
| Material/grade | Stock, process, finish and certificate |
| Quantity | Setup, fixture, cycle and unit price |
| Surface finish | Allowance, masking, supplier and lead time |
| Inspection documents | Measurement scope, equipment and reporting time |
| Delivery data | Production target, freight and Incoterm |
Recommended Project Context
- Prototype, validation, bridge or repeat-production stage
- Annual demand and expected batch frequency
- Part function and critical mating interfaces
- Current supplier or manufacturing problem
- Target price where design alternatives are permitted
- Certification, export-control or confidentiality requirements
File Formats
Preferred 3D formats include STEP/STP and supported native or neutral CAD. Use PDF/DWG/DXF for controlled drawings. Image files can explain appearance but should not replace dimensional CAD and drawings.
Documents to Request Before Ordering
MTC, full-dimensional report, CMM, FAI, CoC, finish certificate, hardness, RoHS/REACH, PPAP, pressure/leak or other reports must be identified during RFQ. Some evidence cannot be recreated after material is consumed or parts are shipped.
Questions That Prevent Quote Comparison
- Are suppliers quoting the same material grade and condition?
- Is finishing included with the same thickness and test?
- Are inspection reports and freight included?
- Does lead time start from PO, drawing approval or material receipt?
- Are external-process and tooling charges separated?
Confidential Projects
Arrange the NDA and legal entities before sending sensitive files. The Formexi brand’s legal operating entity must be confirmed for contract execution.
Standards and Regulatory Sources Used on This Page
For CNC Machining RFQ Checklist, these primary sources define the scope of cited standards or regulations. They do not prove Formexi certification, a customer approval or project compliance; those require current, scope-matched records.
What Our Project Review Resolves Before Quoting CNC Machining RFQ Checklist
The purchasing issue behind CNC Machining RFQ Checklist is that buyers can overpay or lose datum consistency when a process is chosen from a machine label instead of the part geometry; as a result, unnecessary setups or an unjustified high-end route can add cost without improving the functional result. Our response is to compares rotational versus prismatic geometry, feature access, datum relationships, workholding, batch size and measurement access before selecting milling, turning or a combined route. The objective is to protect assembly and validation schedules while reducing preventable scrap, rework and supplier-change risk.
For the CNC Machining RFQ Checklist buying decision, before we confirm price or delivery, the buyer should send the 2D drawing and 3D model, overall size, material state, critical datums and tolerances, quantity, finish and inspection documents. If a requirement cannot yet be verified, we keep it as an open condition instead of presenting it as a guaranteed result.
Complete RFQ Inputs Before Supplier Comparison
| Input group | Information required before price and lead-time confirmation |
|---|---|
| Controlled files | 2D drawing, 3D CAD model, part number, drawing revision, units and any conflict between model and drawing |
| Material | Exact grade and standard, condition/temper/hardness, stock-form limits, certificate and lot-traceability requirements, and substitution approval rule |
| Demand | Prototype quantity, first batch, order quantity, annual demand, repeat schedule and target delivery date |
| Functional requirements | Critical dimensions, dimensional tolerances, GD&T and datums, threads, fits, surface roughness parameter and location, sealing, motion or assembly requirements |
| Special processes | Heat treatment, surface treatment or surface finish type/class/thickness/color, masking, post-process dimensions and approved-source requirements |
| Quality | Inspection requirements and inspection plan, frequency, first-article hold point, quality-document format, material certificate, special-process certificates and customer-specific or regulatory industry requirements |
| Commercial and logistics | Packaging requirements, labeling, cleanliness, delivery destination, Incoterm if required, NDA or confidentiality requirements and acceptable DFM changes or written-approval scope |
Missing information should be recorded as an open clarification, not converted into an assumed high-precision or premium-documentation requirement.