Starter kit for an RFQ pack
Use this checklist to make a quote draft from an RFQ pack. The directory entry names n8n and Claude. This checklist is a pattern. A shop did not time this pattern. A shop did not test this pattern. This checklist does not replace your quote procedure.
Fields in the RFQ pack
- Write the customer name.
- Write the RFQ number or the email reference.
- Write the part number.
- Write the revision.
- Write each quantity on a separate line.
- Write the material.
- Write the specification that names the material.
- Write the tolerances.
- Write the finish.
- Write the due date.
- Write each quality requirement that the RFQ pack states.
- Write the storage place of the email, the Portable Document Format (PDF) file, and the drawing.
Check the fields
- Compare each field with the RFQ pack.
- If the RFQ pack has no revision, do not make the quote draft.
- Ask the customer for the revision.
- If the RFQ pack has no quantity, do not make the quote draft.
- Ask the customer for the quantity.
- If a field is not in the RFQ pack, mark the field as not in the pack.
- Do not write a revision that the RFQ pack does not show.
- Do not write a quantity that the RFQ pack does not show.
- Do not write a price.
- At Gate 1, make sure that the fields are correct.
- Do not continue until Gate 1 is done.
Fields for similar past jobs
- Search only your data.
- Match the part family, the material, the process, and the quantity.
- Show the past job number.
- Show the revision that you made.
- Show the quantity.
- Show the storage place of the file.
- If a person does not permit it, do not show another customer's price.
- Select the similar past jobs that the quote draft names.
- Do not use data from other companies.
- Do not use a catalog price.
- Do not use a published win rate.
- If a row has no revision, do not use that row.
Gates for the quote draft
- Write each quote line from the fields that passed Gate 1.
- Leave the price field empty.
- Write the words "lead time not set" in the lead time field.
- Copy the terms from your standard quote form.
- Do not write new terms.
- At Gate 2, write the price.
- At Gate 2, write the lead time.
- At Gate 3, make sure that the quote draft is the same as the RFQ pack.
- At Gate 3, approve the quote.
- Send the quote only after you approve it.
- Do not send the quote from n8n.
This checklist does not set a price. This checklist does not set a lead time. This checklist does not send a quote. This checklist does not give a win rate. Count the time from the RFQ pack to the quote on your log. Count each quote that you correct.
Read the directory entry Make a quote draft from a customer RFQ pack.