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Technical guide

What to Include in a CNC Machining RFQ

For buyers and engineers sending drawings out for quotation.

A complete request lets suppliers price the same part under the same conditions, while unrelated material slows the review down. This guide lists what to include, what to leave out and how to compare the answers you receive.

What a Machining Quote Has to Price

A machining quote is built from material, set-ups and machine time, secondary operations such as finishing or heat treatment, inspection and documentation, packaging and delivery. Each of these depends on information in your request. If one is missing, the supplier either asks, which takes time, or assumes, which leaves quotes from different suppliers describing different scopes.

The aim is a request that fixes every cost driver once, in writing, for each part number. That does not mean sending everything you have. A full product data pack, unrelated assembly files or internal test results add review time without changing the price, and they spread design information further than necessary.

Related: Small-batch production

The Core Package for Each Part

For every part number, the items below cover the decisions that change price and acceptance. Put them on the drawing where possible, since an email can be lost between quotation and order, and keep one file set per revision so nobody quotes from an outdated copy of the part.

Drawing and model

a 2D drawing and a 3D model at the same revision, with a statement of which governs if they disagree.

Quantities

the quantity for this release and likely repeat quantities as separate price breaks.

Material

grade, temper or condition, and whether equivalents are acceptable.

Finish

specification, class, thickness range and masked areas.

Acceptance

critical features, inspection reports and certificates required with delivery.

Delivery

required date, destination, packaging and marking.

How Each RFQ Item Changes the Price

Buyers sometimes leave items out because they seem obvious, or because they are still being decided. The table shows why each item changes the quote and how to state it so that every supplier prices the same scope, including the parts of the request that are still open.

RFQ itemWhy it changes the priceHow to state it
Drawing revisionA different revision may be a different partRevision on every file name and in the request text
QuantityProgramming and set-up are spread across the quantityA separate price for each quantity you may order
Material and conditionStock cost, availability and machinability varyExact designation and temper, plus acceptable alternatives
FinishAdds a process, masking and possibly two-stage inspectionSpecification, class, thickness range and coverage
Critical featuresTight features may need extra operations or special gaugingMarked on the drawing or listed by balloon number
Inspection and certificatesReports and certificates take inspection and administration timeReport type, coverage and certificate type, such as EN 10204 type 3.1
Packaging and deliveryProtection, labelling and documents add labourPacking requirements, labels and destination

Quantity breaks

ask for the quantity you will order now and one or two likely follow-on quantities. More breaks add work for the supplier without improving the decision.

Assemble the Request in a Fixed Order

Working through the request in the same order each time avoids the usual gaps.

Horizontal flow of six labelled steps from freezing the drawing revision to flagging open questions

Revision, critical features, quantities, material and finish, records, open questions — concept illustration

Freeze the revision first, because everything else refers to it. Then mark the features that decide fit and function, add quantities, material and finish, and define the records you need at receipt. Finish with the open questions and any confidentiality or export-control requirements, so they are handled before the files circulate.

Related: Contact the team

  1. 01
    Freeze

    confirm the drawing and model revision and the file names.

  2. 02
    Mark

    highlight critical features and datum faces.

  3. 03
    Quantify

    list the quantities to be priced and expected repeats.

  4. 04
    Specify

    material, condition and finish.

  5. 05
    Accept

    reports, certificates and any sampling plan.

  6. 06
    Flag

    open questions, acceptable alternatives and confidentiality requirements.

What to Leave Out or Send Later

A focused request is easier to review. Send the drawings of the parts being quoted, plus mating parts only where an interface needs to be understood. Leave out superseded revisions, marketing specifications, internal test data and system-level documentation that does not change how the part is made or accepted. Where a feature's purpose matters, a one-line explanation usually helps more than a full assembly file.

Confidentiality is a separate decision. If a non-disclosure agreement, a restricted file channel or export-control screening is required, raise it before sending the drawings rather than after. Removing sensitive title-block information, or sending only the parts in scope, reduces exposure without weakening the request, because the supplier still sees every feature it has to price.

Related: Drawing confidentiality and file handling · Contact the team

Requests for more data

when a supplier asks for extra information, ask which cost or acceptance question it answers. That keeps the exchange focused on the part.

Flag Open Questions Instead of Hiding Them

Many requests go out before the design is final. That is workable when the request says what is still open: a tolerance under review, a sharp corner that might accept a radius, a thin wall that could be thickened, a finish not yet chosen. A supplier can then quote the current drawing and comment on the alternatives, instead of guessing which version you will order.

Specialised parts benefit most. On RF housings, waveguides and cavity parts, a short note on which surfaces affect electrical performance, and whether RF testing stays with your team, helps the supplier focus its manufacturing review on the features that carry the risk and price them accordingly.

Related: RF and microwave machining · Reviewing thin-wall parts · Defining waveguide drawing requirements

Compare the Quotes You Receive

A quote is comparable only when it answers the same request. Before ranking prices, read each quote against your package and note where it differs. Differences are not necessarily problems; they are decisions you need to make before ordering and then record in the purchase order.

Revision and part number: quoted against the files you actually sent.

Quantities: the same price breaks, with set-up or tooling charges shown separately if they apply.

Inclusions: finishing, inspection reports, certificates and packaging, each included or excluded.

Deviations and assumptions: changes to tolerances, material, finish or process the supplier needs.

Validity: how long the price holds and what triggers a new quote, such as a revision change.

Questions About Preparing an RFQ

Is a STEP model enough without a 2D drawing?

A model defines geometry, but usually not tolerances, finish, material condition or inspection requirements. Some suppliers can quote from a model plus a separate requirements sheet, yet a drawing remains the clearest place for those requirements. If you send both, state which one governs where they differ, and keep them at the same revision.

Should we send the whole assembly?

Usually not. Send the parts being quoted and the mating parts for any interface whose function is not obvious from the drawing. A short note on what each critical feature does is often enough for the manufacturing review. Sending less also limits how widely your design data circulates outside your organisation.

Which drawing conventions should the request state?

State the units, the projection method and the standard that governs geometric tolerances and general tolerances, for example ASME Y14.5 or the ISO GPS series with a named general tolerance class. The same symbol or default can be read differently under each system, so naming them on the drawing prevents two suppliers from quoting two interpretations.

What if some tolerances are not final yet?

Say so and mark them. Ask for a quote on the current drawing and, where useful, a comment on how a tighter or looser value would affect cost or route. The supplier then prices what exists, and you get information for the design decision instead of a price based on a guessed final version.

Can we add inspection reports or certificates after the quote?

You can, but they may change the price and the schedule, because inspection time and paperwork are part of the cost. State report types, coverage and certificate types in the request, even as a draft, so they are included from the start and different quotes cover the same documentation.

Discuss Your Next RFQ

Send the drawing and model at the same revision, the quantities you want priced, and the material and finish.

Sales contact photo to be confirmed

Sales contact (pending)

Name, role and photo to be confirmed

Drawings are optional for an initial discussion.

Start with the information you have; file exchange can be arranged afterward.

Name to be confirmed

Sales, company name to be confirmed

  • Add the reports or certificates you need at receipt and anything still undecided.
  • If the files are not ready, a short description of the part is enough to start.

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