CNC RFQ Quote Assumptions and Exclusions Template
Most disputes on machined-part orders trace back to something the quote did not say: the revision priced, what inspection was included, what was excluded. This template forces those items onto the page in a consistent format you can export.
Fill in
CNC RFQ Quote Assumptions and Exclusions Template
Quotation Q-26-1048
From: Acme Precision Machining Inc. To: Summit Hydraulics LLC, attention Dana Whitfield, Buyer Date: 2026-10-20 Valid for 30 days In response to: RFQ-7731
Part
| Item | Detail |
|---|---|
| Part number / revision | HV-2210 Rev C |
| Material | 6061-T6 aluminum, AMS-QQ-A-225/8 bar |
| Finish / secondary | Anodize Type II clear, MIL-A-8625, plus deburr and break edges |
Pricing
| Quantity break | Price each |
|---|---|
| Break 1 | $214.00 (qty 10) |
| Break 2 | $128.50 (qty 50) |
| Break 3 | $96.75 (qty 250) |
One-time charges and lead time
One-time charges: $350 fixture and program, waived on orders over 100 pieces Lead time: 4 weeks ARO for qty 10 and 50; 6 weeks ARO for qty 250
Inspection and quality
100 percent inspection of critical characteristics noted on the drawing. First article inspection report on first lot. Sample inspection per ANSI/ASQ Z1.4 for other characteristics.
Assumptions
Pricing is based on the drawing and model supplied at the revision shown. Material is commercially available stock with standard mill certification. Quantities are firm for the break selected. Customer-supplied gauges are not required.
Exclusions
Design changes after quote, special packaging, third-party certification, material testing beyond the mill certificate, expedited freight and any taxes or duties.
Commercial terms
Payment: Net 30 from invoice date, subject to credit approval Prices are in US dollars, ex works unless stated. Changes to drawing revision, quantity or material may require re-quote.
Acceptance
A starting point for quotes, not legal advice. Have your counsel review warranty, liability, IP and export control language before using it as binding terms. Attach your standard terms and conditions where required.
Generate quote documents from ERP estimates
Optional: we can discuss producing quote documents from approved estimates in your ERP.
Optional. The tool and every export work without this. No spam.
How to use the template
Fill in the customer and RFQ references, then the part number with revision, material specification and finish. Enter up to three quantity breaks with price each, one-time charges and lead time. Describe inspection scope, assumptions and exclusions in plain words, then add payment terms. The document updates as you type and exports to PDF or Word. Duplicate the quote for repeat orders and change only the lines that differ, such as removing fixture charges and shortening lead time.
- Always state the drawing revision that was priced
- Tie each lead time to a quantity break
- Attach your terms and conditions rather than rewriting them each time
Why assumptions and exclusions matter
A quote is a contract proposal. Stating assumptions fixes the basis of price: revision, material source, tolerance class, who supplies gauges. Exclusions prevent surprises such as third-party testing, special packaging or expedited freight being assumed to be included. Good practice is to list only what could realistically be disputed, in short sentences. If a requirement from the drawing notes will cost extra, such as source inspection or specific certifications, name it explicitly with its price or state that it is excluded.
What a good quote includes
At minimum: identification of the part and revision, material and finish specifications, price by quantity, one-time charges, lead time, validity period, inspection scope, payment and shipping basis. For regulated work, add the quality system context you operate under and the documents you will deliver, such as certificates of conformance, material certifications and inspection reports. Do not claim certifications you do not hold. If you cannot meet a flow-down requirement in the RFQ, say so in the exclusions rather than by silence.
Common mistakes
Quoting without a revision lets the customer later argue the price covered a different drawing. Leaving lead time blank invites assumptions. Another is bundling setup into every price break without saying so, which causes confusion when a repeat order arrives and the customer expects lower pricing. Finally, avoid vague exclusions like 'other costs'. Specific lists are easier to enforce and read as professional rather than defensive.
Frequently Asked Questions
How long should a quote stay valid?
Thirty days is common, shorter for volatile materials such as titanium, copper alloys or nickel alloys. State a validity period and a note that material surcharges may apply beyond it.
Should every quote list assumptions?
Yes. Even a short list protects both sides. It records the revision, material source and tolerances that the price assumes, and gives you a clear basis to re-quote if requirements change.
Can I use this for export-controlled parts?
You can, but add export control handling language reviewed by your compliance contact. The template does not cover ITAR or EAR obligations and makes no representation about registration or compliance.
Do I need to list every price break?
List the breaks the customer requested and any natural breaks where your cost changes, such as the quantity where fixture charges are waived. Three to four breaks is usually enough.
If quotes in your shop are generated from ERP data and re-typed into documents, Netray can help produce quote documents directly from approved estimates.
Related Tools
Multi-Operation CNC Machining Quote Worksheet
An editable routing-style quote sheet: one row per operation, setup and run cost computed, outside processing added, cost per piece rolled up.
Costing & FinanceCNC Quote Floor Price and Contribution per Spindle Hour Calculator
Check a quoted price against full cost, a variable-cost floor, a target margin price and throughput per spindle hour before you send it.
Quality & InspectionCNC Quote Review Checklist Before Sending
Thirty-plus checks to run before a CNC quote goes out, from drawing and tolerance review to cost build, risk and terms.
Industry TemplatesJob Shop Quote Cover Letter Template
A fill-in quote letter for machined parts with quantity price breaks, assumptions, exclusions and standard terms.
More Industry Templates tools
See all- Distributor Free Freight Policy Template
- Monthly Operations Review Meeting Pack Template
- OEE Improvement A3 Charter Template
- Sheet Metal Job Traveler Template
- Press Brake Setup Sheet Template
- Sheet Metal Cut List and Material Takeoff Worksheet
- Welding Wire Deposition Rate Calculator
- Shielding Gas Consumption and Cost Calculator
- Welder Duty Cycle Calculator
Keep exploring
Free tools
- Quote Assumptions and Exclusions TemplateA fill-in page that states what a manufacturing quote includes, what it assumes and what it leaves out, ready to attach to the price.
- Job Shop Quote Cover Letter TemplateA fill-in quote letter for machined parts with quantity price breaks, assumptions, exclusions and standard terms.
- CNC Job Quote Estimate WorksheetAn editable CNC quote worksheet that rolls material, setup, run time and outside services into a price per part.
Guides
- ETO Quote Template for Custom Machine Builders: What a Good Quote IncludesWhat a custom machine quote needs: scope, assumptions, exclusions, payment milestones, change order terms and acceptance criteria, with a structure you can copy.
- How to Quote CNC Machined Parts: A Step by Step MethodHow to quote CNC machined parts step by step: material, setup, cycle time, outside processing, quantity breaks and margin, plus common costly mistakes.
- How to Price Small-Lot and Prototype Work in a Job ShopHow job shops price prototypes and small lots: setup amortization, programming, first article, minimum lot charges, scrap allowance and quantity breaks that protect margin.