3D Printing Quote Checklist

Check the exact customer document against the agreed job and reviewed price. A quotation version identifies the offer; a model revision identifies geometry. Record both when either can change independently. Work through this checklist beside the customer document generator; neither a saved estimate nor a preview establishes agreed customer scope.

Identify the file and the intended job

Record the filename, model revision and relevant unit assumption. STL coordinates do not carry a declared unit, so a filename alone cannot establish the intended size. Describe any dimensions or fit requirements that still need agreement. If you repaired or replaced the supplied model, keep the proposed revision alongside the quotation instead of treating a clean mesh report as customer approval.

A quotation version and a model revision answer different questions. Quotation version 2 may change only delivery or price while still referring to model revision r2. Conversely, a new model export may require fresh slicing even if the customer's requested quantity has not changed.

Separate production assumptions from customer scope

Use complete slicer estimates and your own business costs before choosing a selling price. The internal worksheet can retain material use, machine time, labour, allowances and profit assumptions. The customer quotation should present the work offered and the customer charges. Sending an editable internal draft can expose information that the customer PDF deliberately omits.

State the number of parts, exact material and colour where agreed, finishing work and any included design changes or prototype iterations. ‘To be agreed’ is useful during preparation, but review every unresolved field before treating the document as ready to send. A clean STL does not establish material suitability, successful fit or the cost of finishing.

Check delivery, validity and exclusions

Say whether delivery is included in the order price or added separately. Do not charge it a second time because a production-cost worksheet already contains a shipping entry. Check the issue date, optional expiry and indicative lead time yourself. Software cannot establish your available production capacity or a carrier's delivery promise.

Write the work you include and any exclusions in ordinary language. If additional CAD work, testing, inserts or a replacement prototype would be charged separately, make that scope visible before sending the quote. InspectMesh does not calculate tax or validate your commercial terms; resolve any applicable tax requirements before using the document with a customer.

Keep the earlier quotation when the job changes

Retain the original and create a revised version when quantity, material, model, finishing or delivery changes. Summarise the change, review its effect on production and reconsider the selling price. Changing quantity in the quotation generator does not rerun your slicer or multiply the order price automatically.

For a hypothetical example, version 1 offers five PLA prototype spacers for an order price of £60.30 with delivery included. The customer requests ten parts in PETG. Version 2 should describe that new job and record the change. It should not assume that £60.30 remains appropriate or that doubling it produces the right price: setup, layout, material use and machine time may change differently. Re-slice and review the costs before entering the revised selling price. These figures illustrate document handling, not recommended market rates.

Review the document you will actually send

Open the exported PDF and check the customer, reference, version, model note, specification and charges. Read long scope text on every page and confirm that the total matches the included and additional charges. Keep the editable archive privately if you need to revisit earlier versions. Browser storage can be cleared and is not a backup.

Send the PDF through your normal business process. Saving a version or downloading a document does not establish customer receipt, acceptance or payment. Keep the customer's response with the matching quotation and model in your own records.

Before you send: printable review record

These are practical workflow instructions, not legal advice or a universal contract template. The five-part example uses invented details and hypothetical prices, not physical test results or recommended market rates.

Prepare the customer document. Review the production cost and selling price first. The pricing guide explains margin, fees and minimum prices.

Workflow basis and limitations

InspectMesh editorial workflow, 24 October 2026. This checklist describes the local quotation generator and its distinction between customer documents and private editable records. Model references are operator-entered. No physical fit, production capacity, customer receipt or legal acceptance has been tested or certified by this checklist.