# CNC Machining Quote Review Checklist > Source: https://netray.co/tools/cnc-quote-review-checklist-before-sending > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer Thirty-plus checks to run before a CNC quote goes out, from drawing and tolerance review to cost build, risk and terms. ## Category quality ## Industry CNC Machining ## Audience - Estimator - Quality engineer - Operations manager ## Tool **Kind:** checklist **Groups:** #### Drawing and requirements review **Items:** **Text:** Confirm the drawing revision and model revision match the RFQ **Critical:** true **Text:** Read every general note, including referenced specifications and flow-downs **Critical:** true Check for missing dimensions, conflicting views or unclear datums **Text:** Identify key and critical characteristics and required inspection methods **Critical:** true Confirm required certifications, test reports and documentation deliverables **Text:** Check for export-control or customer-marked restrictions before sharing files **Critical:** true Identify any customer-supplied material, tooling or gauges #### Tolerances and process feasibility **Items:** **Text:** List the tightest tolerances and confirm a capable machine and process **Critical:** true Check surface finish callouts against achievable machining methods Review GD&T callouts and plan datums and fixturing around them Flag deep pockets, thin walls and long slender features for distortion risk Check that internal corner radii match standard tool sizes Decide whether tolerances need grinding, honing, EDM or inspection in a controlled environment Review thread callouts and verify gauge availability #### Material and outside processing **Items:** **Text:** Confirm material specification, temper and certification requirements **Critical:** true Get current supplier pricing and lead time for stock, not an old price Compute blank size with allowance and check minimum buy quantities Include kerf, end drop and remnant in material cost Get written quotes for plating, anodize, heat treat and coatings **Text:** Confirm approved-source or special process approval requirements **Critical:** true Add outside processing transit time to lead time #### Cost build **Items:** **Text:** Estimate cycle time by operation, and sanity check against a similar past job **Critical:** true Include setup, first article and program time for new parts Use current burdened machine rates by work center Add tooling and consumables for hard materials or special tools Include deburr, cleaning, inspection and packaging time Add a scrap allowance appropriate to the part risk Calculate price breaks from setup amortization, not a flat percentage **Text:** Check margin on price at full cost and the variable floor **Critical:** true #### Risk, capacity and delivery **Items:** **Text:** Check machine and operator capacity for the proposed delivery date **Critical:** true Confirm lead time includes material, outside process and inspection Note first-time part risks and whether a prototype lot is advisable Consider cash flow impact for expensive material or long lead items Identify items that could change price, such as revision or tolerance changes #### Commercial terms and send-out **Items:** **Text:** State assumptions and exclusions in writing **Critical:** true **Text:** Include revision, quantity breaks, lead time and validity period **Critical:** true Confirm payment terms, shipping basis and tax or duty treatment Attach terms and conditions and any required certifications you actually hold Have a second person review any quote above your internal threshold Log the quote in your system with the cost build for later actual vs estimate review **Scoring Note:** Aim to complete every critical item before sending. For quotes above your internal review threshold, have a second person sign off. Review quote vs actual cost after the job to improve future estimates. ## Content **Intro:** Most underpriced jobs were not underpriced by arithmetic. They were underpriced by a missed note, a tight tolerance nobody planned for or a stale material price. This checklist is a pre-send gate for the items that most often go wrong. **Sections:** #### How to use the checklist **Body:** Work through the groups in order for every new part or revision. Mark each item done and treat the critical items as hard stops. For repeat parts with a recent quote, you can shorten the review to the revision, price and capacity checks. Export the completed list to keep with the quote record. It also becomes useful evidence of contract review activity if your quality system requires it, as AS9100 and ISO 9001 both expect a review of requirements before accepting an order. **Bullets:** - Run the checklist before you finalize pricing, not afterward - Assign owners if different people handle engineering, buying and cost - Keep completed lists with the quote for post-job comparison #### Where quotes most often go wrong **Body:** Missed notes and flow-downs lead the list: a special process requirement or a customer-specific inspection note that was not priced. Next come tolerances: a single tight bore can double a part's cycle time or require grinding. Material pricing follows, especially for titanium, nickel and copper alloys that move monthly. Then come setup and inspection time, which are the least visible costs when estimating from cut time alone. The checklist is ordered to catch these early, before time is spent on a detailed cost build. #### Using it with the other quoting tools **Body:** Pair the cost build section with the cycle time estimator, material blank cost calculator and multi-operation worksheet for the numbers, and the floor price calculator for the decision. Use the assumptions and exclusions template to put the results in writing. When a job is complete, compare actual hours and material to the estimate and update the realization factors, rates and scrap allowances you use. Over a year this feedback loop is worth more than any single formula. #### Common mistakes **Body:** Treating the checklist as paperwork instead of a decision gate is the main failure. Another is skipping the second-person review for large quotes because of time pressure. Teams also tend to skip the capacity item, then promise delivery that requires overtime. Finally, avoid hiding risk inside the price. If a requirement is uncertain, put it in the assumptions so the customer sees what the price depends on. **Cta:** If contract review and quote history are scattered across email and spreadsheets, Netray can help bring estimates, actuals and review records into one place alongside your ERP. **Faq:** #### Does this satisfy AS9100 contract review? **Answer:** It supports the activity but does not by itself satisfy a standard. Your quality system defines what records are required. Use this list as a prompt and retain the completed copy with the quote record. #### Which items should never be skipped? **Answer:** Drawing revision, flow-down notes, critical characteristics, material source and certification, capacity and the margin check. Missing any of these is the most common cause of costly surprises after an order is won. #### How often should the checklist be reviewed? **Answer:** Review it after each lost money job. If a problem was not caught by an existing item, add one. A short checklist tuned to your shop works better than a long generic one. #### Should customers see the checklist? **Answer:** Generally no, it is an internal tool. Share the resulting assumptions and exclusions instead, which communicate the same risks to the customer in a form they can respond to. ## Search terms cnc quote checklist, machining quote review, drawing review checklist quoting, rfq review checklist machine shop, contract review checklist as9100 quote, estimator checklist machined parts, quote risk review cnc, pre quote review --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json