Sheet Metal Quote Worksheet Template
A good fabrication quote states what is included, what it assumes and what quantity the price applies to. This template gives estimators a clear document with a cost build-up checklist, quantity breaks and space for assumptions.
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Sheet Metal Quote Worksheet Template
Quotation Q-2026-1042
From: Acme Precision Fabrication To: Northfield Equipment Ltd Date: 2026-10-20 Valid for: 30 days
Part and process
| Item | Detail |
|---|---|
| Part number / revision | BRK-2210 Rev B |
| Material | Mild steel CR |
| Thickness | 2.0 mm |
| Process | Laser cut and form |
| Finish | Deburr only |
Pricing by quantity
| Quantity | Unit price | Extended price |
|---|---|---|
| 50 | 5.40 | |
| 250 | 4.35 | |
| 1000 | 3.80 |
Internal cost build-up (remove before sending)
| Element | Per part | Basis |
|---|---|---|
| Material incl. scrap | Weight / nesting yield x price per kg | |
| Cutting or punching | Run time x machine rate | |
| Forming | Bends x time per bend x press rate | |
| Welding / hardware | Time or hardware cost | |
| Finishing / outside process | Vendor quote or internal rate | |
| Setup per part | Setup time x rate / quantity | |
| Inspection and packaging | ||
| Margin | Percent on cost |
Lead time
15 working days from approved order
Assumptions and exclusions
Material supplied by us to the specification above. Tolerances per ISO 2768-m unless noted. Tooling and first article inspection are included. Packaging is standard cartons on pallets.
Acceptance
A starting point, not legal advice. Add your own payment terms, warranty, tolerance and certificate requirements, and have contract terms reviewed locally. Delete the internal cost build-up block before you send a quote to a customer.
Connect estimating to your ERP
Optional: a short conversation about moving quotes into orders and routings without re-keying.
Optional. The tool and every export work without this. No spam.
How to use the template
Fill in the customer, part number and revision, material, thickness, process and finish, then add up to three quantity breaks with their unit prices. Write the assumptions and exclusions in the text field, since this is where most disputes are avoided. The internal cost build-up block is a prompt for your estimator and should be removed or kept internal before sending. Export to PDF or Word for the customer and keep the Excel or CSV for your records.
- Always quote against a drawing revision.
- State who supplies the material and to what specification.
- Show at least two quantity breaks to guide ordering.
What a sheet metal quote should cover
A complete quote covers material (including scrap), cutting or punching time, forming operations, welding or hardware insertion, finishing or outside processing, setup spread across the quantity, inspection, packaging and margin. It also states tolerances, certificates, lead time and validity. Missing items are the common source of margin loss. For repeat work, the cost build-up gives a consistent structure so two estimators price the same part in the same way.
- Material, cutting, forming, finishing and setup as separate lines.
- Outside processing priced from a current vendor quote.
- Lead time tied to order approval, not quote date.
Pricing by quantity
Unit price falls with quantity because setup, programming and first article work are spread over more parts, and because nesting improves. Use the laser cutting cost and nesting yield calculators on this site to estimate each element, then enter the prices at your chosen breaks. Many shops add a minimum order charge for small runs. Keep a record of quoted versus actual cost after each job to improve the next estimate.
- Quote breaks where setup effect flattens.
- Add a minimum order value for very small quantities.
Common mistakes
Quoting without a drawing revision, leaving out outside processing lead time, forgetting that material prices move, and not stating what happens if quantities change are the common problems. Set a short validity period when material is volatile. If you use an ERP, link the quote to the item, routing and revision so that an accepted quote becomes a sales order with the same assumptions.
- Tie validity to material price volatility.
- Convert accepted quotes into orders without re-keying.
Frequently Asked Questions
What should be on a sheet metal fabrication quote?
Customer and part details with revision, material and thickness, process and finish, unit price by quantity, lead time, validity, assumptions and exclusions, and any inspection or certificate requirements. Clear assumptions prevent most later disputes.
How do I price small quantities?
Spread setup, programming and first article inspection over the actual quantity, and add a minimum order value. A single piece can cost many times the unit price of a hundred, so show quantity breaks.
Should material price be fixed in a quote?
Only for a short validity period, or state that material is surcharged to the price at order. Metal prices move, and long validity with a fixed price transfers the risk to the fabricator.
Can I use this as a contract?
No. It is a quotation format and a starting point. Payment terms, warranty, liability and other contract clauses should be added and reviewed according to your local requirements.
If quotes are rebuilt in spreadsheets and re-keyed into the ERP, Netray can help connect estimating to your item, routing and order data, with on-prem options for sensitive customers.
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Guides
- ERP for Metal Fabricators: What the System Must HandleERP for metal fabricators and sheet metal shops: nested material, multi-level BOMs, heat number traceability, outside processing, and shop floor data.
- Sheet Metal Quoting Software for FabricatorsHow to choose sheet metal quoting software: DXF import, nest-aware material cost, bend and weld time, outside finishing, and a clean handoff to your ERP.
- AI for Sheet Metal Fabrication Shops: What Works TodayWhere AI helps a fabrication shop today: reading RFQs and prints, checking quotes against past jobs, answering ERP questions, and flagging late jobs.
AI on your ERP
- AI for E2 Shop System in Metal Fabrication: Quote History, Material Yield and Delivery RiskPrivate AI for E2 Shop System fabricators: sheet and plate quoting history, nesting yield, welding job costs and delivery risk, answered from your own data.
- AI for ERP in Metal Fabrication: Nesting, Traceability and QuotingPrivate AI on your ERP for fab shops: nesting yield, remnants, MTR and heat traceability, weld procedure records, outside processing and quote turnaround.