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CNC Job Quote Estimate Worksheet

Quotes lose money when a cost element is forgotten or run time is guessed. This worksheet breaks a CNC quote into material, programming, setup, run, finishing and outside services, and rolls it up into a lot price and a price per part.

Download:
Cost elementBasisQuantity or hoursRate or unit costLot cost
$1,600
$225
$213
$5,134
$440
$550
Direct cost for the lot
$8,162
Overhead and margin at 25 percent
$2,040
Quoted lot price
$10,202
Price per part at 250 pieces
$41
Change 250 to your quantity in your own copy after export.

Rates and the 25 percent markup are examples. Use your own machine hour rates and margin policy. Per part rows still use quantity times rate to give a lot cost, so enter the full lot quantity.

Compare quotes with actual job costs

Optional: a review of how quoted versus actual hours could be compared from your ERP job data.

Optional. The tool and every export work without this. No spam.

How to use the worksheet

List each cost element as a row. For material, enter pieces and cost per piece including scrap allowance. For labor and machine time, enter hours and your burdened hourly rate. For outside services, enter quantity and unit price from the vendor quote. The lot cost column multiplies quantity by rate, and the summary adds markup to get a quoted lot price and price per part. Edit the example rows, add your own, and export to Excel to keep a dated quote record.

How the estimate is built

Run time is the line most worth getting right: it is cycle time per part times quantity, divided by 60, and often needs an allowance for loading, tool changes and inspection. Setup is spread across the lot, so small lots carry a high per part burden. Use a machine hour rate that includes depreciation, power, maintenance and floor space, not just labor.

  • Material: include saw cuts, drop-off and a scrap allowance
  • Programming: charge once per lot or amortize across repeat orders
  • Setup: count first piece inspection and proveout time
  • Outside services: add freight and any minimum charge

Common mistakes

The usual mistakes are using a lathe or mill rate that ignores overhead, estimating cycle time from the program without handling time, and forgetting outside process minimums that dwarf small lots. Also check quantity breaks, since the price per part at 25 pieces is very different from 250. Revisit estimates against actuals after the job, and feed the real cycle time back into your next quote.

Frequently Asked Questions

What markup should I use?

It depends on your overhead structure and market. The 25 percent here is only an example. Calculate your own from overhead recovery and target margin rather than copying a figure.

Does run time include setup?

No. Setup is a separate row spread across the lot, which is why small quantities cost more per part.

How do I handle several quantity breaks?

Duplicate the worksheet per quantity, or export to Excel and add columns. Setup and programming stay constant while run time and material scale with quantity.

Should I add a scrap allowance?

Yes, usually in the material quantity or run hours. Base it on your history for the process and material rather than a fixed rule.

If you want estimates tied to ERP routings, machine rates and actual job costs, Netray can scope a read-only review. This worksheet needs none of that.