Planning and performance

Packaging machinery RFQ checklist

Prepare a machinery request for quotation covering product, pack, output, quality, site, controls, safety, documentation, testing and commercial scope.

Updated for current UK production and machinery buying guidance on 25 August 2026.

Production environment relating to packaging machinery rfq checklist

Direct answer

A packaging machinery RFQ should state the required production result and constraints clearly enough for suppliers to propose and price comparable solutions. Include representative samples, a product-and-pack matrix, measurable performance, site information, responsibilities, documentation and acceptance.

Key takeaways

  • Define mandatory, desirable and future requirements.
  • Provide enough evidence for a realistic proposal.
  • Structure supplier responses for comparison.
  • Carry the approved RFQ into the order package.

Set a measurable objective

Separate what the machine must do at acceptance from options that may be added later. Use unique requirement numbers so suppliers can respond without rewriting the document.

  • List every product, pack and planned future format
  • State sustained output and quality limits
  • Identify mandatory standards and documents
  • Mark options and phase-two interfaces

Measure the current production condition

Include drawings, photographs, videos, samples, safety data, current production records and a scaled site plan. Identify variation rather than only nominal dimensions.

  • Provide minimum, maximum and hardest samples
  • Record product temperature and behaviour
  • Measure current output, waste and stops
  • Survey access, utilities and environment

Plan the work in a controlled sequence

Ask suppliers to complete a compliance matrix, identify exceptions, state assumptions and price options separately. Set a clarification period and control revisions.

  • Request process description and rate calculation
  • Ask for layout, utilities and interface list
  • Require sample-trial and acceptance proposals
  • Separate equipment, delivery, installation and support pricing

Hold the improvement after handover

Resolve exceptions and clarifications before order. The final requirement, proposal, drawings, test plan and responsibility matrix should be controlled together.

  • Freeze the accepted revision
  • Record deviations and agreed alternatives
  • Link payment milestones to defined deliverables
  • Use change control after order

Comparison table

StageCustomer decisionEvidence
ObjectiveDefine mandatory, desirable and future requirements.A numerical target and owner
BaselineProvide enough evidence for a realistic proposal.Representative production records
ActionStructure supplier responses for comparison.A timed plan with responsibilities
ControlCarry the approved RFQ into the order package.Approved standard work and review data

Free working templates

Download these files and adapt them to the actual machine, product, site and acceptance plan.

Related buyer guides and tools

Relevant machinery and support routes

Use the guide to define the requirement, then compare the specialist routes below against representative product, packaging and output evidence.

Questions customers also ask

Common questions about this decision

Use these answers to prepare the evidence needed for a useful comparison.

What information belongs in a machinery RFQ?
Product, pack, range, output, quality, cleaning, changeover, site, utilities, controls, safety, documentation, testing and commercial requirements.
Should I specify the machine technology?
Specify the required result and constraints. State a preferred technology only where there is a justified reason, while allowing suppliers to explain alternatives.
How detailed should dimensions be?
Provide nominal and tolerance data for every pack feature that affects handling, filling, closure, labelling or sealing, plus representative samples.
Should budget be disclosed?
A budget can help screen unsuitable concepts, but it should not replace a clear scope. Use internal procurement policy to decide what is shared.
How many suppliers should receive the RFQ?
Enough to compare credible approaches without creating an unmanageable clarification process. Pre-qualify suppliers for the application and support need.
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