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PCB Assembly Quote Package Checklist: Files Needed for PCBA RFQ

A fast PCBA quote depends on the quality of the information provided. When key files are missing, suppliers must guess. Those guesses can create price changes, schedule delays, or manufacturing issues after the order is placed. A complete RFQ package helps both sides move faster with fewer revisions.

Download the PCBA RFQ Package Checklist (PDF) Use this 4-page printable engineering checklist to prepare fabrication files, BOM data, test scope, quality records, quantity breaks, packaging, and delivery assumptions. Download the PCBA Traceability Field Template (XLSX) Define board ID, lot, material, process, test, firmware, disposition, and shipment fields before quotation and production handoff.

Prepared by PCBA PARTNER Manufacturing Engineering. Version 1.2, updated 25 August 2026. Core checklist content is available on this page without a form.

Quick answer for buyers:

Send Gerber or ODB++ files, a complete BOM, centroid data, assembly drawings, quantity breaks, test requirements, and delivery expectations. These files help a PCB assembly supplier check DFM risk, BOM sourcing, SMT/THT process scope, inspection depth, testing time, and export packaging before pricing.

Use the PCBA buyer decision center to connect this RFQ package with sourcing approval, test strategy, traceability, and box-build responsibility before the quotation is released.

Core files for assembly pricing

  • Gerber or ODB++ files for fabrication and paste-layer review
  • BOM with MPN, package, quantity per board, and approved alternates
  • Centroid, CPL, or pick-and-place file for placement programming
  • Assembly drawing showing polarity, connectors, labels, and special notes
  • Target quantity, batch schedule, and expected reorder plan

Required, helpful, and optional RFQ files

PCBA quote package file priorities and their effect on pricing accuracy
Priority Files or details Why it matters for a PCBA quote
Required Gerber or ODB++, BOM, centroid/pick-and-place data, assembly drawing, quantity Defines board fabrication, component sourcing, placement programming, assembly notes, and basic price breaks.
Helpful PCB stack-up, finish, panelization preference, test requirements, firmware loading notes, packaging rules Reduces engineering questions and helps include test, NRE, inspection, and logistics cost earlier.
Optional 3D files, enclosure drawings, historical yield notes, approved vendor list, previous supplier issues Useful when mechanical fit, supplier change, component alternates, or reliability records affect production risk.

Details that reduce engineering back-and-forth

Include board thickness, finish, solder mask color, impedance needs, panel requirements, conformal coating, programming, testing, and packaging instructions. If a product has mechanical constraints, share enclosure drawings or critical keep-out zones. Assembly is not isolated from the mechanical system.

Keep every RFQ file on the same revision

A complete package can still be unsafe when its files come from different design revisions. Give the package one release identifier and record the revision of the Gerber or ODB++, BOM, CPL, assembly drawing, firmware, and test procedure. If an exception is approved after release, document the affected file, approver, date, and lot instead of silently replacing an attachment.

Use the PCBA traceability field template to agree which identifiers and records must follow the board from incoming material through test and shipment.

How BOM quality affects quote quality

The BOM is often the biggest source of delay. Missing MPNs, vague package descriptions, obsolete parts, and unclear substitution rules make sourcing uncertain. If a component is safety-critical, calibrated, customer-approved, or firmware-sensitive, mark it as no-substitute. For passives and standard connectors, approved alternates can reduce cost and lead time.

A useful BOM should include manufacturer part number, reference designator, quantity per board, package, tolerance or rating, approved alternates, and any customer-controlled sourcing rule. If you already know a part is long-lead or hard to replace, mark it clearly before the supplier starts pricing.

Test scope changes the quote

Functional testing can be simple power-on verification or a full product-level procedure. Clarify firmware loading, test fixtures, communication interfaces, pass/fail limits, calibration steps, and test report format. Without this information, the quote may exclude important NRE or cycle-time costs.

Where to go after preparing your package

If your files are ready, submit them through the PCBA RFQ and PCB assembly quote page. Early builds can start from prototype PCB assembly, while mature projects can move into turnkey PCB assembly in China with sourcing, assembly, testing, and export delivery under one workflow.

After the server confirms receipt, a standard-scope inquiry receives an initial fit review within 48 working hours. That review identifies missing inputs and the appropriate next step; it is not free detailed engineering and is not a formal quotation. Request an NDA before sharing confidential design files.

Practical takeaway

The best circuit board assembly RFQ tells the factory what to build, how to inspect it, how to test it, and how to ship it. PCBA PARTNER can review incomplete packages too, but the fastest and most accurate quotes come from complete data shared at the start.

Related release gate: After the RFQ package is released, verify that the first assembled unit matches the controlled files and approved build setup. Use the PCBA First Article Inspection guide and editable checklist.