What to include in an ODM request for quotation

Create a brief that produces comparable proposals: product purpose, requirements, development scope, quantities, ownership, evidence and a clear cost breakdown.

A useful ODM RFQ gives suppliers enough context to describe an approach, identify assumptions and explain the work behind a quotation. It also gives your team a consistent basis for comparison.

Describe the product and the starting point

Explain the intended user, core function, operating environment and target markets. State whether you have an idea, a demonstration, engineering prototypes or a controlled production design. List the documents and revisions available for review.

Distinguish must-have requirements from preferences. If a decision is open, say so and ask for alternatives with their implications. An unknown marked clearly is more useful than a precise-looking assumption.

Make development scope explicit

Identify responsibility for architecture, mechanical and electrical engineering, firmware, prototypes, DFM, tooling and production test. Describe any specialist work that will be managed separately.

Ask what design files, software, tooling and fixtures will be delivered or made accessible. Record ownership and lifecycle support as topics to resolve in the commercial agreement rather than leaving them implied.

Separate quantities and cost elements

Provide distinct assumptions for development samples, pilot builds, an initial order and possible longer-term demand. Ask the supplier to state where quantity changes affect pricing or material commitments.

Request separate lines for development and NRE, tooling, fixtures, samples, recurring unit cost, test, packaging and shipping scope. Include currency, validity, payment assumptions and exclusions. A unit price without its conditions is difficult to compare.

Ask for capability and evidence

Request relevant project experience, engineering resources, critical processes and subcontracted activities. Describe the acceptance questions for samples and the next build. Ask the supplier to identify missing information and risks that affect its proposal.

Control clarifications

Give candidates the same released brief. Keep a log of questions, answers and revisions, including effects on scope, cost and timing. Where a clarification changes the comparison, ensure candidates are working from consistent information.

Before choosing a partner, review outstanding issues and decide which need qualification before the next commitment. The RFQ is the beginning of that process, not evidence that all proposed capability has been verified.

Download the editable RFQ template and comparison worksheet. If the brief itself needs work, use the six-question readiness review or discuss ODM selection with Zefinity.

What are you building next?

Tell us about your product, stage and manufacturing goals.

Discuss your project