Machine Shop Quote

Prepare an itemized estimate with quantities, pricing, taxes entered, and totals for customer review. Covers part/job specifications, machining scope…

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Complete and download the PDF before creating an account

Preview of Machine Shop Quote

When to use and what to include

Build and revise pricing online, then generate a client-ready quote PDF. Use this when a customer sends a drawing or part specification and needs pricing, lead time, and capability confirmation before placing an order.

What to include

  • Part identification: part number, revision, drawing reference, and quantity quoted with price breaks for different lot sizes.
  • Material specification including alloy grade (e.g., 6061-T6, 304 SS, 4140), form (bar, plate, casting), and whether material is customer-supplied or shop-supplied.
  • Critical tolerances and surface finish requirements called out explicitly, with any exceptions or deviations from the drawing noted and priced.
  • Itemized pricing for material, setup, machining (per-piece or per-hour), secondary operations (heat treat, plating, anodizing), inspection, and shipping.
  • Lead time from order confirmation to ship date, noting any factors that could affect delivery (material procurement, outside processing, inspection queue).

Common questions

Can I build and revise this Machine Shop Quote online before sending it?
Yes. Update scope of work, quantities, labor, and totals in your browser, then generate a polished Machine Shop Quote PDF.
Can I save this Machine Shop Quote and reuse it for similar jobs?
Yes. With an account, save the estimate in your history, edit it later, and reuse relevant line items and job details for similar work.
Can I export this Machine Shop Quote with finalized pricing and terms?
Yes. Download a clean PDF with the final scope of work, line items, totals, terms, and customer details ready to send.
Should I quote tooling costs separately?
Yes. List fixture and tooling costs as a one-time setup charge separate from per-piece pricing so the customer understands the first-order cost versus reorder cost.
How do I handle tight tolerances that increase cost?
Identify tolerances that require a different process, setup, inspection, or equipment, and show the related cost and lead-time impact as a line item for customer review.
Should I include inspection documentation in the quote?
List the inspection records included in the quote and separately price any first-article, PPAP, CMM, material-certificate, or other deliverable required by the customer's drawings, quality plan, or purchase order.
How do I make my estimates look professional?
Add your company details, itemized labor and materials, totals, schedule, and terms so the customer can review the full estimate in one PDF.
Should I email or text my estimates?
Download the formatted PDF and send it by email or message so the customer can open, print, and keep the complete job details.