ULTRA Equipment
Sourcing6 min readMarch 1, 2026

What to Include in a Heavy Machinery RFQ

Key fields, documentation requirements, and specifications that speed up the quoting process for heavy equipment procurement.

Writing an Effective Equipment RFQ

A well-structured Request for Quotation saves time for both buyer and supplier. It ensures you receive accurate, comparable quotes and reduces back-and-forth communication during the procurement process.

Here is what your heavy machinery RFQ should include.

1. Equipment Specifications

Be specific about what you need. Vague requirements lead to mismatched quotes.

Include:

  • Machine type and size class (e.g., "20-tonne class crawler excavator")
  • Minimum operating weight range
  • Engine power requirements (kW or HP)
  • Key performance specifications (digging depth, bucket capacity, rated load, etc.)
  • Required certifications (CE, EPA, Euro V, etc.)
  • Attachment requirements (hammer, auger, quick coupler, etc.)

Avoid:

  • "Send me your best excavator" — this results in the supplier choosing for you
  • Mixing multiple unrelated machine types without clear separation

2. Quantity and Configuration

  • Number of units per model
  • Whether units should be identical or can vary
  • Any custom configuration requirements (paint color, branding, special equipment)

3. Delivery Requirements

  • Destination: Port name or specific site address
  • Incoterms preference: FOB, CIF, CFR, DDP — specify what you expect
  • Required delivery date: Be realistic. Factory production typically requires 30-60 days.
  • Shipping mode preference: FCL container, flat rack, RoRo, or supplier's recommendation

4. Commercial Terms

  • Payment terms you require: T/T split, L/C, Trade Assurance
  • Warranty expectations: Minimum warranty period and coverage scope
  • Spare parts requirement: Initial spare parts package, long-term parts availability
  • Documentation requirements: Operator manual, parts catalog, maintenance schedule, certificates of origin

5. Compliance and Documentation

  • Import regulations for your destination country
  • Required certifications or homologation
  • Language requirements for documentation
  • Pre-shipment inspection requirements (PSI by SGS, Bureau Veritas, etc.)

6. Evaluation Criteria

Help the supplier understand how you will evaluate their proposal:

  • Price weighting
  • Delivery timeline weighting
  • Technical compliance
  • Warranty and after-sales support
  • Payment terms flexibility

7. Submission Format

Specify:

  • Response deadline
  • Format (email, portal, or specific template)
  • Contact person for technical questions
  • Whether partial quotes are acceptable

RFQ Template Checklist

Use this as a quick reference when preparing your next equipment RFQ:

  • Equipment type, class, and key specifications
  • Quantity per model
  • Custom configuration needs
  • Delivery destination and Incoterms
  • Target delivery date
  • Payment terms
  • Warranty requirements
  • Documentation and language requirements
  • Certification and compliance requirements
  • Pre-shipment inspection requirements
  • Response deadline and contact information

Submit Your RFQ to ULTRA

Our quote request process is designed to capture all of this information in a structured format. Submit your RFQ through our quote form, or email your requirements to [email protected] for a detailed proposal.

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