"Build a machine-shop RFQ pipeline with an owner for every quote"
"Source","https://bluefinchadvisors.com/blog/build-a-machine-shop-rfq-pipeline-with-an-owner-for-every-quote"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"RFQ reference","Part and revision reference","Decision stage","Staff owner","Next-action date","Next action","Missing required fields"
"RFQ-EXAMPLE-1","Part-A-rev-B","Scope clarification","Estimator-A","2026-10-14","Confirm requested quantity with buyer","None"
"RFQ-EXAMPLE-2","Part-C-rev-A","Buyer decision pending","","2026-10-15","Assign owner for quoted delivery question","Staff owner"

"Use this worksheet"
"Examples are fictional and do not reserve production capacity."
"Keep drawings and personal contact details in approved business systems."
"Verify scope, accepted quote and production-release decisions outside this worksheet."

"Sources"
"Xometry: Information needed for a production quote","https://www.xometry.com/how-xometry-works/request-a-quote/"
"HubSpot: Set up and manage pipelines","https://knowledge.hubspot.com/object-settings/set-up-and-customize-pipelines"
"BlueFinch: Business dashboard scope and demo","https://bluefinchadvisors.com/toolbox/business-dashboard"