QuotedPartFree download, no email
CNC quote template for machine shops
An Excel worksheet that prices a machined part the way an estimator does: material, setup and run time for each operation at that machine's rate, outside processing, markup and a minimum charge, at three quantities. Type your job over the example; every total is a formula.
Works in Excel, Google Sheets and LibreOffice. Two sheets: Quote and Rates.
| Quantity | 10 | 25 | 50 |
|---|---|---|---|
| Setup and programming (once per lot) | $226.25 | $226.25 | $226.25 |
| Material | $72.00 | $180.00 | $360.00 |
| Run time | $369.17 | $922.92 | $1,845.83 |
| Outside processing: Anodize Type II, clear | $160.00 | $212.50 | $300.00 |
| Cost | $827.42 | $1,541.67 | $2,732.08 |
| Price for the lot (30% markup) | $1,075.64 | $2,004.17 | $3,551.71 |
| Price each | $107.56 | $80.17 | $71.03 |
How to use it
Fill in the yellow cells
- Rates first. On the Rates sheet, put your own hourly rate for each machine and the bench. Not sure what it should be? Work it out with the machine shop hourly rate calculator.
- Material. The stock weight per part, with machining allowance, and your price per pound.
- Operations. One row per operation: programming, each setup on each machine, deburr, inspection. Type the work center as the Rates sheet names it and its rate fills in. Setup minutes are paid once per lot; run minutes per part. No cycle time yet? Estimate one with the CNC machining time calculator.
- Outside processing. The finisher's lot charge and price per part.
- Markup, minimum and quantities. The price for each quantity, and each part, fills in below.
What to put on the quote you send
- Who and what
- Your shop, the buyer, the RFQ or quote number, the part number and revision you quoted, and the date.
- What you assumed
- Material and condition, finish and any outside processing, tolerances you are holding, and anything the print left open. It saves an argument later.
- Every quantity break
- Two or three quantities with the price each and for the lot. Setup is paid once, so bigger lots are cheaper each.
- Lead time
- Working days from the order, including outside processing.
- Terms
- How long the price holds, payment terms, shipping (FOB), and how the buyer accepts: a PO number or a signature.
Next to a spreadsheet
Most shops quote in a spreadsheet
In a CNCCookbook survey, spreadsheets led "by a wide margin", followed by the "eyeball guestimate"1. On Practical Machinist: "Excel or Open Office Calc are what most people use"2, and "there is no software in between spreadsheets and the big players like E2 and JobBoss"3.
What a spreadsheet does well
- It's free, and you already have it.
- It's set up with your own rates and the way you think about a job.
- It does exactly what you tell it, with no new tool to learn.
Keep it for what it's good at: QuotedPart exports quotes and orders as CSV and Excel.
What QuotedPart adds
- Reads the PDF drawing: part number, revision, material, finish, tolerances and notes.
- Measures the STEP model: stock size, holes, pockets, setups and turned features.
- Prices every quantity break, with lower run times on bigger lots.
- Sends a quote page with your logo, or a PDF. The buyer picks a quantity and accepts with a PO.
- Shows when the buyer opened the quote, and keeps won and lost quotes with the reason.
- Finds similar parts you quoted before.
- Every estimator prices from the same rates and formulas.
See the math a spreadsheet does, on your own part: free machining cost estimator.
Skip the typing
QuotedPart fills this in from the STEP file and PDF drawing, on your rates, and sends the quote. 14 days free, no card.