Gear Quote Checklist: Drawings & Requirements
A useful enquiry lets a manufacturer identify the part, understand its interfaces and review the required operations. This gear quote checklist helps you organise that information without guessing dimensions or promising a material that has not been approved.
1. Identify the part and drawing revision
Include the part number, drawing number and current revision. State the measurement units and keep all views consistent. If you send both a drawing and a model, identify which document controls dimensions and acceptance requirements. Flag any difference between the files before requesting a quote.
A photograph can help explain an existing component, but it does not establish tooth geometry, fits or tolerances. If you do not have a drawing, explain what information is available and what still needs to be determined.
2. Describe the teeth and mating parts
Start with the gear type. For spur gears, provide tooth count, module or diametral pitch, pressure angle, face width and mounting details. An outside diameter by itself does not define a compatible replacement.
For helical gears, include helix angle and hand, and state whether the dimensions use the normal or transverse system. For a worm wheel, provide the mating worm or worm shaft data, ratio and centre distance. If both members are being ordered, identify them as a pair.
3. Separate material, treatment and finishing requirements
Give the material grade and the standard used to identify it. List any required heat treatment, hardness or surface treatment. If the material is undecided, say so and describe the application; do not turn a possible option into an agreed specification.
If the drawing calls for ground teeth, identify the geometry or surface requirement and how it is to be inspected. Grinding is an operation, not a complete accuracy specification. State which surfaces and features the requirement applies to.
4. Specify quantities and acceptance checks
Separate the immediate order quantity from a possible repeat order. For example, label a prototype request as a prototype rather than presenting an unconfirmed annual estimate as a committed purchase.
Identify critical dimensions, drawing datums, inspection methods and any reports required with delivery. Ask the supplier to confirm the inspection scope in the quotation. General phrases such as “high precision” do not replace measurable acceptance criteria.
5. Include the delivery destination and requested timing
Provide the delivery country and location, along with your requested date. Distinguish the date you need the parts from a lead time the supplier has already confirmed. Manufacturing feasibility, processing and freight must be reviewed before delivery commitments are agreed.
Before you send
- One clear part reference and the latest drawing revision.
- Tooth geometry, mounting features and relevant mating-part information.
- Material and treatment requirements, with unknowns clearly identified.
- Order quantity and any separate prototype or repeat-order request.
- Inspection requirements, destination and requested timing.
- A contact email for technical questions.
Use the enquiry form to introduce the requirement, or contact Chris by email or WhatsApp. Drawing files can be shared through those contact channels; the website form does not upload files. The quotation scope is confirmed after reviewing your information.