Fabrication RFQ Intake Checklist
A practical intake checklist for reviewing fabrication RFQ emails, drawings, quantities, materials, finishes, dates, and missing information before estimating.
What this resource is for
The first review should establish whether the RFQ contains enough current information to estimate responsibly. A fast acknowledgement is useful, but it should not be mistaken for a complete scope review.
The checklist separates supplied evidence from estimator assumptions. It helps the reviewer record what arrived, what revision controls the estimate, what remains unclear, and who owns each clarification.
Designed for: Estimators and quoting teams receiving fabrication, machining, sheet-metal, or structural-steel RFQs.
What is included
- RFQ identity and customer details
- drawing and file register
- scope and quantity review
- material and finish review
- delivery and programme prompts
- clarification register
- intake decision and owner
Fields and review points
How to use it
Register the evidence
List the email, drawings, models, spreadsheets, specifications, addenda, and supplier information received. Record the version or revision shown on each source.
Review commercial completeness
Check quantities, units, material, finish, tolerances, inspection, delivery, packaging, validity, and requested quote structure. Mark missing information rather than guessing.
Choose the next action
Proceed to estimate, request clarification, decline, or hold the RFQ. Record the decision owner and response date so incomplete requests do not disappear into the inbox.
Important review boundaries
- The checklist does not prove that supplied drawings are technically complete.
- Engineering, legal, quality, and contract reviews may still be required.
- Do not convert an unresolved field into a hidden estimating assumption.
Questions about this resource
Should every field be completed for every RFQ?
No. Mark non-applicable items clearly. The purpose is to expose relevant gaps, not to create administration that does not affect the quote.
Does this replace a drawing register?
No. It includes a compact received-file register for intake. Complex packages may still require a controlled project document register.
Use the editable version with your own reviewed data
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