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RFQ Template for Planetary Gear Motor OEM Projects
2026/05/06
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RFQ Template for Planetary Gear Motor OEM Projects

A practical RFQ template for B2B buyers sourcing planetary gear motors from China, including technical specs, quality requirements, and commercial terms.

An RFQ is not a price request only. For industrial motor sourcing, your RFQ is a control document that determines quote quality, sample speed, and production risk.

If the RFQ is vague, suppliers fill the gaps with assumptions. That is where delays and mismatched parts start.

For full sourcing context, read the parent guide first: How to Source Planetary Gear Motors from China.

RFQ structure at a glance

Use this 5-part structure:

  1. Application and operating context.
  2. Technical requirements and drawings.
  3. Quality and validation requirements.
  4. Commercial and logistics terms.
  5. Communication and timeline expectations.

1) Application and operating context

State the real operating scenario:

  • End-use: AGV, robotic arm, medical device, conveyor, access system, etc.
  • Duty profile: continuous/intermittent, load cycles, acceleration pattern.
  • Environment: ambient temperature, humidity, vibration, ingress risk.
  • Mechanical integration constraints: available envelope and installation limits.

This prevents catalog-based quoting when you need application-based engineering.

2) Technical requirements template

Copy this block into your RFQ:

ItemRequirement
Target output torque (rated/peak)
Target output speed
Input voltage range
Rated current / max current
Gear ratio target
Backlash requirement
Noise limit
Shaft type and dimensions
Mounting interface
Connector / cable requirement
IP rating requirement
Expected service life

Attach controlled drawing files (2D/3D) and reference revision IDs in the RFQ.

Filled example (reference only)

If your team is new to motor RFQs, start from a filled example and edit:

ItemExample input
ApplicationIndoor AGV traction module
Target output torque (rated/peak)8 Nm / 16 Nm
Target output speed120 rpm
Input voltage range24 VDC +/- 10%
Gear ratio target25:1 (+/- 10% alternative allowed)
Backlash requirement<= 1.5 deg at output shaft
Noise limit<= 55 dB at 1 m under rated load
IP rating requirementIP54
Expected service life>= 8,000 hours

Use example values only as a format guide. Replace with your real operating profile before issuing RFQ.

3) Quality and validation requirements

Include measurable checkpoints before you ask for quote confirmation.

Sample and quality checklist

  • Supplier confirms test methods for torque, speed, and temperature rise.
  • Supplier provides sampling plan and report format before prototype build.
  • Critical dimensions and tolerances are defined in RFQ attachments.
  • Incoming/in-process/final inspection checkpoints are acknowledged.
  • Packaging and shipment protection expectations are documented.

4) Commercial and logistics terms

Your quote comparison will be invalid unless this section is explicit.

Commercial itemBuyer input needed
Annual volume forecast
Pilot quantity / SOP quantity
Target sample lead time
Target mass-production lead time
Preferred IncotermEXW / FOB / CIF / DDP
DestinationPort/airport/city
Payment structureDeposit + balance terms

Need help choosing terms? Read Incoterms for OEM Motor Procurement.

The Free "Quote Normalizer" Cheat Sheet

Do not compare supplier quotes until this table is complete. If you just look at the bottom-line unit price, you will get hit with hidden fees at the pilot stage.

[!TIP] Engineering Efficiency Hack: Stop using unformatted emails for quote comparison. Copy the table below into your internal Google Sheets or Excel, and force every supplier to fill in every single column.

Normalization ItemSupplier ASupplier BSupplier C
Currency & Exchange Datee.g. USD (May 6, 2026)
Incoterm & DestinationFOB Ningbo
MOQ & Price-break500 pcs: $35.00
Sample Fee & Refund Rule$150 (Refundable at 1k pcs)
Tooling/NRE Costs$800 for custom shaft
Payment Milestone30% Deposit / 70% Before Ship
Warranty Scope12 Months (Parts replacement)

If one quote omits two or more line items, mark it as non-comparable and request a revision immediately.

The Taboo Topic: Tooling (NRE) vs. Unit Price

Many buyers get excited when Supplier A offers a $25 unit price while Supplier B offers $32. What they miss is that Supplier A is charging a $2,500 NRE (Non-Recurring Engineering) fee for a custom injection mold for the plastic connector, while Supplier B is using a standard off-the-shelf connector.

If your first run is only 200 units for a pilot test:

  • Supplier A Total Cost: (200 × $25) + $2,500 = $7,500 ($37.50 effective unit cost)
  • Supplier B Total Cost: (200 × $32) + $0 = $6,400 ($32.00 effective unit cost)

Rule of Thumb: Always amortize your tooling costs over your guaranteed Year 1 Volume, not your 3-year projection.

5) Communication and timeline expectations

Define the operating rhythm:

  • RFQ response SLA (for example: first response within 48 hours).
  • Engineering clarification cadence (email thread or weekly call).
  • Owner mapping (buyer engineer, buyer procurement, supplier PM, supplier engineer).
  • Issue escalation path and expected closure window.

RFQ disqualification triggers

Set hard stops before quotation review:

  • No formal deviation list to your specification.
  • No sample test method description for torque/speed/thermal checks.
  • No clear revision ownership for drawings and BOM.
  • Lead-time commitment provided without dependency assumptions.
  • Commercial terms missing Incoterm or destination basis.

Hard-stop rules reduce negotiation noise and protect project schedule.

Attachment naming convention (to reduce revision chaos)

Use a strict, searchable naming format:

[Project]-[DocumentType]-[PartNo]-[Rev]-[YYYYMMDD]

Example:

AGV24-RFQSpec-PGM42-R03-20260506.pdf

Common RFQ mistakes

  • Asking “best price” without defining technical baseline.
  • Missing duty-cycle context (continuous vs peak usage confusion).
  • Not defining pass/fail criteria for sample approval.
  • No revision control in drawing attachments.
  • Incoterm left undecided until after sample approval.

FAQ

How many suppliers should receive this RFQ?

For most industrial projects, 3 qualified suppliers are enough for a robust comparison.

Should we include target price in RFQ?

Yes, include a target range when possible. It helps suppliers suggest feasible alternatives faster.

Is a separate quality agreement needed?

For recurring OEM orders, yes. Use RFQ for baseline and finalize quality agreement before PO scale-up.

Start inquiry

  • Email: [email protected]

  • WhatsApp: +8618857971991

  • Open email app

  • Start inquiry with prefilled RFQ subject

  • Chat on WhatsApp

Next reading (Sourcing Playbook Series):

  • Incoming and Pre-shipment QC Checklist for Gear Motor Orders
  • How to Source Planetary Gear Motors from China
  • Pilot Sample Approval Plan for OEM Projects
  • Why Your NEMA Stepper Gear Motor is Losing Steps: A Troubleshooting Guide
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avatar for Jimmy Su
Jimmy Su

Categories

  • Company
  • Product
RFQ structure at a glance1) Application and operating context2) Technical requirements templateFilled example (reference only)3) Quality and validation requirementsSample and quality checklist4) Commercial and logistics termsThe Free "Quote Normalizer" Cheat SheetThe Taboo Topic: Tooling (NRE) vs. Unit Price5) Communication and timeline expectationsRFQ disqualification triggersAttachment naming convention (to reduce revision chaos)Common RFQ mistakesFAQHow many suppliers should receive this RFQ?Should we include target price in RFQ?Is a separate quality agreement needed?Start inquiry

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