RFQ intake checklist
Capture drawing revision, quantity break, due date, material callout, tolerance notes, finish requirements, and customer risk before estimating.
Professional quoting templates
Job Shop Quoting Pack 2026
A practical quoting packet for CNC job shop owners and estimators who need defensible shop-rate, setup, cycle-time, margin, and RFQ review assumptions before a bid leaves the shop.
Gumroad opens in a new tab. Use the free calculators and guides below to test live assumptions, then move the final numbers into the quoting packet.
Purchase note: the package is for planning and estimating support. It does not guarantee quote accuracy, margin, customer acceptance, or business results, and it is not legal, tax, accounting, engineering, quality, safety, or financial advice.
What the pack includes
Each module is designed to make quote assumptions visible before the final price is sent, not after the job has already exposed hidden cost.
Shop-rate worksheet
Separate machine burden, labor, overhead, utilization, tooling, and margin so every quoted hour has a defensible cost basis.
CNC quote builder spreadsheet
Combine setup amortization, cycle time, load/unload, material, tooling, secondary ops, overhead, margin, and batch sensitivity before drafting the customer quote.
Customer quote template
Draft quote number, customer, part revision, line item, unit price, total price, validity, terms, exclusions, and acceptance fields from reviewed workbook inputs.
Machining-time estimate template
Structure cut time, rapid motion, tool changes, handling, inspection, setup allocation, and estimator confidence in one quote-ready sheet.
Setup-time and SMED worksheet
Turn internal versus external setup, stopwatch logs, fixture readiness, and quick-change savings into per-part setup cost.
Quote-vs-actual calibration log
Compare quoted time, actual time, rework, scrap, and final gross margin so the next quote improves instead of repeating the miss.
Quote workflow inside the pack
- 1Screen the RFQ for missing drawings, tolerance risk, material availability, and quantity breaks.
- 2Build the cycle-time basis with machining, handling, setup, inspection, and confidence factors separated.
- 3Apply the shop-rate model, overhead allocation, tooling burden, secondary operations, and target margin.
- 4Run the bid review page before sending the number, especially for rush work or first-time customers.
Delivery package
shop-rate worksheet
editable .xlsx CNC quote builder spreadsheet
RFQ adequacy and evidence source register
machining-time estimate template
setup-time and SMED worksheet
quote terms builder
release-gated customer quote template
no-bid scorecard
printable RFQ evidence and bid authorization worksheets
quote-vs-actual calibration log and summary
batch sensitivity table
complete sample quote and manual recalculation walkthrough
audit-grade formula map
margin and risk assumptions
Best fit
- High-mix CNC job shops quoting repeat and first-article work
- Owners who need a repeatable quote review before sending bids
- Estimators who want cycle-time and setup assumptions visible instead of buried
- Small teams moving from spreadsheet fragments to one controlled quoting packet
Not meant to be
- Not automated CAD quoting software from uploaded models
- ERP, MRP, or payment processing
- Not a substitute for measured shop data and calibrated shop-floor actuals
- No guarantee of quote accuracy, margin, customer acceptance, legal, tax, accounting, engineering, quality, or safety outcome
Questions before buying
What file formats are included?
The download package includes Job_Shop_Quoting_Workbook_2026.xlsx, Job_Shop_Quoting_Pack_2026_Guide.pdf, Job_Shop_Quoting_Checklists_2026.pdf, Job_Shop_Quoting_Formula_Map_2026.pdf, README_START_HERE.md, and LICENSE_AND_USE_NOTES.txt.
How is this different from the free calculators?
The free calculators help model one decision at a time. The paid pack organizes those assumptions into a repeatable RFQ-to-bid workflow with review gates and calibration logs.
Does this replace measured shop data?
No. Use it to structure the quote, then calibrate shop rate, cycle time, setup, scrap, and inspection assumptions against your own job history.
Where does checkout happen?
The Gumroad link opens the dedicated Job Shop Quoting Pack product page in a new tab for checkout and delivery.