Sheet Metal Quote Review Checklist Before You Send
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.
0 of 36 items complete
11 critical items still open - these are the highest-risk gaps.
Drawings and requirements
Material and nesting
Laser, punch and cut operations
Forming, welding and hardware
Finishing and outside processing
Price, terms and release
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.
Automate contract review records
Optional review of how quote review checks could be captured inside your ERP workflow.
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How to use the checklist
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.
- 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
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
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
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.
Frequently Asked Questions
Is quote review required by AS9100 or ISO 9001?
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?
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?
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?
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.
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.
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