Downloadable RFQ checklist: a template to quote smoothly

How to use this checklist

1. Copy the template.
2. Fill in what you have.
3. If something isn’t decided yet, mark it as “TBD” and we’ll tell you the impact.

Quick checklist (so you don’t miss anything)

• Reference / internal name
• Piece type and intended use
• Material(s) and alloy(s)
• Metal colour (if applicable)
• Exact finish + visual reference
• Stones: type/calibre/quantity + supply model
• Target quantity (range) + variants (sizes/colours)
• CAD/STEP/STL files or dimensioned drawing
• Desired dates (prototype / production / delivery)
• Packaging/labelling (if applicable)
• Quality requirements and critical tolerances
• Destination market / logistics (if applicable)
• NDA / confidentiality (if applicable)

RFQ template (copy & paste)

1) Project details

• Brand / company:
• Contact person:
• Email / phone:
• Country / city:

2) Product

• Reference / SKU:
• Piece type:
• Short description:
• Intended use (daily/occasion/…):

3) Materials and finish

• Metal and alloy:
• Colour:
• Finish:
• Plating / treatments:

4) Stones (if applicable)

• Type:
• Calibre / cut:
• Quantity per piece:
• Supply model: (brand / supplier)
• Requirements: matching / certificates / tolerances:

5) Quantities

• Target quantity:
• Variants (sizes/colours) and distribution:
• Replenishment forecast (if any):

6) Files

• CAD/STEP/STL: (attached / link)
• Dimensioned drawing:
• Visual references (finish/quality):

7) Schedule

• Target prototype date:
• Target production date:
• Target delivery date:

8) Quality

• Critical tolerances:
• Non-acceptable defects:
• Finish standard (reference):

9) Packaging and logistics

• Packaging requirements:
• Labelling:
• Destination market / incoterms (if applicable):

10) Notes / priorities

• Main priority: (cost / time / quality)
• Notes: