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PCBA Quotation Checklist: What to Prepare Before Contacting a Supplier

Use this PCBA quotation checklist to prepare Gerber files, BOM, quantity, pick and place data, testing requirements, photos, and shipping details.

Huitai Engineering Team/8 min read
PCBA quotation checklist with Gerber files, BOM, sample board, and testing requirements

PCBA Quotation Checklist: What to Prepare Before Contacting a Supplier

A PCBA quotation becomes faster and more accurate when the buyer prepares the right file package before contacting a supplier. The most important items are Gerber files, BOM list, quantity, PCB specifications, pick and place data if available, assembly drawings, testing requirements, and shipping destination.

Huitai reviews these files before quotation for complete PCBA delivery, including PCB fabrication, component sourcing, SMT assembly, optional DIP assembly, inspection, testing, and finished PCBA shipment.


Quick Answer

Prepare Gerber files, BOM list, quantity, PCB specifications, pick and place data, assembly drawings, sample photos, testing requirements, expected lead time, and shipping destination. You can upload them through the RFQ form.


Core Quotation Checklist

ItemRequired?Notes
Gerber and drill filesYesNeeded for PCB fabrication
BOM listYesNeeded for component sourcing
QuantityYesAffects setup and sourcing
PCB specificationsHelpfulThickness, copper, finish, material
Pick and place fileHelpfulImproves placement review
Testing requirementsImportantNeeded for functional test scope
Shipping destinationHelpfulHelps logistics planning

BOM and Component Notes

Include MPNs, designators, quantities, package, values, and approved alternatives. If parts cannot be substituted, mark them clearly. This supports BOM Sourcing and PCB Assembly.


PCB and Assembly Notes

Gerber files support PCB Fabrication and Assembly. Assembly drawings, polarity notes, photos, and placement data reduce mistakes, especially for connectors, LEDs, IC orientation, and mechanical constraints.


Testing and Acceptance Criteria

If you need functional testing, provide firmware, test steps, fixture requirements, communication protocol, or pass/fail criteria. Without this, the supplier may only quote basic inspection.


Before You Submit

Compare this checklist with What files are needed for a PCBA quote?. Then send the package for turnkey PCBA manufacturing review.


FAQ

Can I request a quote before all files are ready?

Yes. Send what you have and Huitai can identify missing information before final quotation.

What file is most important for component sourcing?

The BOM list is most important, especially manufacturer part numbers and quantities.

Do I need to provide testing requirements?

Yes if you expect functional testing. Testing scope depends on customer-provided instructions, firmware, fixtures, or acceptance criteria.

Should I include sample photos?

Photos are helpful when orientation, connectors, mechanical fit, or final assembly requirements may be unclear.

Where should I submit the checklist package?

Upload your Gerber files, BOM, drawings, photos, and test notes through the contact/RFQ page.


Send Your Files for Review

Need a PCBA quote? Send your Gerber files, BOM list, quantity, and testing requirements through the RFQ form. Huitai will review your project before quotation and confirm what information is still missing.