Weldment RFQ Review and Estimating Checklist
Most weldment quoting losses come from something missed on the drawing review: an unqualified procedure, a hidden NDE requirement, or a finish that blows the lead time. This checklist walks through what to confirm before you commit a price.
0 of 35 items complete
11 critical items still open - these are the highest-risk gaps.
Drawings and scope
Welding and process
Inspection and documentation
Finish, packaging and logistics
Commercial and risk
Aim to close every critical item before pricing. Open critical items should become written assumptions or clarification questions in your quote.
Structured RFQ review in your ERP
Optional review of capturing RFQ checks and assumptions as structured records linked to quotes.
Optional. The tool and every export work without this. No spam.
How to use it
Print or tick items on screen while you read the RFQ package. Treat critical items as gates: if you cannot close one, either get an answer from the customer or write the assumption into the quote. Export the completed list and attach it to the estimate record so the next person knows what was assumed.
What each group protects
Drawings and scope make sure you price the right revision. Welding and process covers qualification and the actual arc time and consumables. Inspection and documentation covers hidden costs such as radiography, source inspection and records. Finish and logistics catches long lead outside processes. Commercial and risk records the exposure you are taking.
- Qualification of procedures and welders can add weeks
- Percent NDE changes cost more than most weld details
- Galvanizing and paint queues often set delivery
Common mistakes
Quoting from a sketch without a governing code, assuming the customer will waive NDE, and ignoring distortion on long welded frames are the usual leaks. Another is pricing material at today's price on a long release schedule with no escalation language.
Frequently Asked Questions
Which code governs my quote?
The one named on the drawing or purchase order. Common ones are AWS D1.1 for structural steel, D1.2 for aluminum, D17.1 for aerospace fusion welding, and ASME Section IX for pressure work. If none is named, ask.
Why separate procedure qualification cost?
A WPS and PQR may need testing and lab work before production starts. Quoting it as its own line keeps the unit price clean and shows the customer the cost of the requirement.
How much NDE should I assume?
Only what the documents state. If the RFQ is silent, list your assumption in the quote, such as visual inspection only, so any added NDE becomes a priced change.
Does this replace contract review under ISO 9001?
It supports it. A formal contract review record is still needed under your quality system, and this checklist can serve as an input to that record.
If your quotes live in an ERP, Netray can help turn this review into a structured record that flags missing items before an estimate is released.
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