# Sheet Metal Quote Review Checklist Before You Send > Source: https://netray.co/tools/sheet-metal-quote-review-checklist-before-sending > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer A grouped checklist that catches the common quoting misses on drawings, material, cutting, forming, hardware, finishing and terms. ## Category quality ## Industry Sheet Metal Fabrication ## Audience - Estimator - Engineering manager - Quality manager ## Tool **Kind:** checklist **Scoring Note:** Aim for 100 percent of critical items and at least 90 percent overall before the quote leaves the building. Any unchecked critical item should be resolved or noted as an explicit assumption on the quote. **Groups:** #### Drawings and requirements **Items:** **Text:** Drawing number and revision match the RFQ and are on the quote **Critical:** true **Text:** STEP or DXF file matches the PDF drawing dimensions **Critical:** true **Text:** All notes and specifications on the drawing are read, including finish and inspection notes **Critical:** true General tolerance block and any tight tolerance callouts are identified Flat pattern verified or developed using the correct K-factor and bend deductions Quantity, release schedule and annual volume are confirmed **Text:** Customer special requirements (certs, FAI, flow-downs) are listed and priced **Critical:** true #### Material and nesting **Items:** **Text:** Material grade and thickness match the drawing and are available from supply **Critical:** true Sheet size and price per pound or per sheet are current Nest report supports the parts per sheet used in the quote Grain direction, protective film and surface finish requirements are considered Scrap credit is applied only where the scrap is actually recovered Material certifications and traceability costs are included if required #### Laser, punch and cut operations **Items:** Cut length and pierce count are taken from CAM or the nest report Cutting speed is taken from the technology table for the thickness and gas Pierce time and traverse time are included, not just cut time Assist gas type and cost per hour reflect the material Microjoint, part sort and part marking time are included Small features that need slow speeds or special tooling are flagged #### Forming, welding and hardware **Items:** **Text:** Bend count, flange sizes and minimum flange are checked against available tooling **Critical:** true **Text:** Press brake tonnage is within machine and tooling limits for the thickness **Critical:** true Setup time and tool changes are included and spread over the quantity Welding, grinding and cosmetic finish requirements are priced Hardware (PEM, studs, nuts) is listed with part numbers and insertion time Inspection time, first piece and in-process, is included #### Finishing and outside processing **Items:** **Text:** Finish specification, color code and film thickness are confirmed with the customer **Critical:** true Coated surface area is calculated, including edges and both sides if needed Masking, plugging and special racking are priced **Text:** Outside vendor quotes are current and include minimum lot charges and freight **Critical:** true Lead time includes outside processing turnaround #### Price, terms and release **Items:** **Text:** Margin is calculated on price, not as a markup, and meets the floor **Critical:** true Setup, programming and tooling charges are shown or amortized deliberately Quantity breaks reflect real changes in setup and material cost Quote validity, payment terms and delivery terms are stated **Text:** Assumptions and exclusions are written on the quote **Critical:** true A second person has reviewed quotes over your approval threshold ## Content **Intro:** Most expensive quoting errors are not arithmetic, they are things that were never checked: a revision change, a finish note, a tooling limit. This checklist walks through the review in the order the work flows through the shop. **Sections:** #### How to use the checklist **Body:** Run it after the price is built and before the quote is released. Work through each group, tick what is confirmed and leave unchecked anything you are unsure of. Critical items are the ones that most often cause a loss or a dispute, such as revision control, tooling capability and finish specification. For high-value or first-time customers, ask a second person to run it independently. Export the completed list to PDF to attach to the job file as evidence of contract review. **Bullets:** - Complete it for every quote above your approval limit. - Record unresolved items as assumptions on the quote. - Keep the completed list with the quote for audits. #### Why a review step pays **Body:** Quote review is also a requirement in many quality systems. ISO 9001 clause 8.2.3 and AS9100 require the organization to review requirements before committing to supply, and to keep records of that review. A checklist is a simple way to show the review happened and to make it repeatable. For sheet metal specifically, errors cluster in a few places: bend feasibility, finish area, outside processing minimums and material price movement. #### Reading your score **Body:** A score under 80 percent means too many unknowns to quote firmly. In that case ask the customer for clarification or quote with explicit assumptions and a shorter validity period. If a critical item cannot be confirmed, state it on the quote. Over time, compare the items you most often miss with the jobs that lost money; those items belong in your estimating procedure. #### Common mistakes **Body:** Rushing through the list for repeat customers is risky because revisions change. Another mistake is using the checklist only for large jobs when many margin losses happen on small recurring parts. **Cta:** Netray can help build contract review steps into your ERP quote workflow so the checks are recorded with each quote. Ask for an expert review if that is useful. **Faq:** #### Is quote review required by AS9100 or ISO 9001? **Answer:** Both require the organization to review requirements related to products before committing to supply, and to retain documented information about the review. The form of the record is up to you; a completed checklist is a common approach. #### Who should review a quote? **Answer:** The estimator completes the checklist and a second person, such as the engineering or operations manager, reviews quotes above a set value or with special requirements. Keep the approval threshold in writing. #### What are the most common sheet metal quoting errors? **Answer:** Wrong drawing revision, unpriced finish or inspection requirements, bend feasibility with available tooling, missing outside processing minimums, stale material prices, and margin calculated as markup instead of margin on price. #### Should I keep the checklist after the quote? **Answer:** Yes. Attach it to the quote record so that the review is traceable when the order arrives or a dispute arises. Retention periods follow your quality manual or customer contract. ## Search terms sheet metal quote checklist, estimating review checklist fabrication, contract review checklist AS9100, quote review before sending, fabrication quote mistakes, RFQ review checklist manufacturing, sheet metal estimator checklist, pre-quote engineering review --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json