Free Machine Shop Quote Template

Price the part from the current drawing

Start with the drawing revision and the machining work it calls for. State the setup and material costs, then price the requested quantity.

Create your quote in minutes. Email it, print it or download it as a PDF.

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Create a machine shop quote online with Docelf

Price the job. Send the quote. Get back to work.

Machine Shop Quote Template Examples

Use these previews for layout ideas when quoting custom parts or machining work. Choose a style you like, then create your own in Docelf. Tie the price to the drawing and quantity, then state the lead time for the job.

Popular Machine Shop Quote Layouts

More Machine Shop Quote Layouts

Quote the Part Before the Machine Starts

Machine shop pricing depends on what is being made and what the customer expects to receive. Tie the quote to the correct drawing or revision. Then make setup and unit pricing clear, along with any special finishing or inspection requirement.

For a broader production order, use the manufacturing quote template. For fabricated welded work, use the welding quote template.

Machine Shop quote template ready to complete in Docelf

Create a Machine Shop Quote Ready for Release

Add the part and drawing revision. Docelf calculates the total. Review the lead time, then send the quote for release.

Create Free Quote

What Is a Machine Shop Quote?

A machine shop quote is a written offer for a defined machining job. It can cover a custom part or repair machining. It can also cover a modification or production run. The quote ties the price to the part definition and quantity, then states the operations and terms.

Use a quote when you have enough information to price the work. If a key requirement is still changing, state the assumption or wait until the scope is firm. Check the drawing revision and material first. Make the tolerance or inspection requirement clear when either one affects the price.

For repeat work, keeping setup and unit pricing clear can make quantity changes easier to discuss.

Machine Shop Quote, Estimate, or Invoice?

Use a quote when the drawing revision and machining scope are defined. If the job still depends on inspection or engineering, start with an estimate. Invoice approved work as it is completed.

Machine Shop Quote

Use a quote when the part definition, quantity, and machining scope are clear enough to offer a specific price.

Machining Estimate

Use an estimate when the drawing, repair condition, material, or process requirements could still change the final cost.

Machine Shop Invoice

Send an invoice when payment is due for the completed or billable work. Start it from the accepted quote.

How to Create a Machine Shop Quote

A machine shop quote should connect the price to the exact part and run you are offering. Follow these seven steps.

How to create a machine shop quote with Docelf
  1. Add Your Shop: Enter the machine shop name and the contact details your customer should use.
  2. Add Your Logo: Add your logo if you want the quote to match your other shop paperwork.
  3. Add the Customer and Part: Enter the customer, then identify the part with the part or drawing number and revision. Add the material when it affects the quote.
  4. Add the Quote Number and Dates: Add a unique quote number and issue date. Include a valid-until date when material or outside-process pricing may change.
  5. Price Setup and Machining: Show setup separately when it is a one-time cost. Then add the machining and unit price for the requested quantity. Include tooling or outside processes when they are separate charges.
  6. Add Quality and Delivery Terms: State the tolerance or inspection requirement the price is based on. Add finishing, packaging, lead time, or delivery assumptions when they matter.
  7. Review and Send: Check the revision and quantity first. Then review the operations, lead time, and total before you send the quote or download a PDF.

Before you send: Check the part and drawing revision first. Then verify the material and quantity. Review the setup, unit price, and lead time before the quote leaves the shop.

After You Send the Quote

  • See when your customer opens or accepts the quote
  • Revise the quote if the drawing, quantity, or specification changes
  • Reuse the accepted part and line items when you bill

Tie the Price to the Drawing Revision

A small specification change can change machining time or risk. Make the quoted assumptions easy to find so the customer knows which revision and requirements the price covers.

Reference the Drawing Revision

Put the drawing or part number and revision on the quote. If the customer changes the revision, review the price before treating the old quote as valid.

Separate Setup From Run Cost

Setup and programming are often one-time costs. Fixtures or first-article work may be too. Separating these charges can make repeat or larger-quantity pricing easier to explain.

Call Out Critical Requirements

Call out the quality requirements that change machining time or risk. That may include a tight tolerance, an inspection report, a material certification, or a special surface requirement.

Include Outside Processes and Delivery

Outside processes can sit apart from the main machining operation. Show heat treatment or plating separately when they are part of your offer. Do the same for grinding or inspection. Add packaging or freight when either one adds to the price.

What to Include in a Machine Shop Quote

Anchor the quote to the correct drawing revision and make the machining price easy to follow.

Reference the drawing and revision consistently. That matters more than a long generic description of the part.

Customer Released the Job? Build the Invoice From the Quote

When the work reaches a billable point, create the invoice from the accepted machine shop quote in Docelf. The customer and quoted line items carry over, so you can compare the invoice to the approved run.

For partial or staged billing, adjust the invoice line items to match what you are billing now while keeping the accepted quote as the reference.

Related Manufacturing and Shop Quote Templates

Use the machine shop template when machining details drive the price. Choose a broader manufacturing or production template when the order includes more than machining, or a welding template for welded fabrication and repair.

Other Quote Template File Formats

Use the format that fits how you prepare and share the quote.

See every option on the quote templates by format page.

Machine Shop Quote Template FAQs

Ready to Send Your Machine Shop Quote?

Create a free machine shop quote with Docelf

Reference the part and revision. Enter the machining price, then send the quote for release.

  • Email the quote or download a PDF
  • See when your customer opens or accepts it
  • Reuse the accepted run when you invoice
Create Free Quote

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