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RFQ Checklist — 20-Point China Sourcing Template

20-point interactive RFQ checklist covering product specifications, quantity, budget, timeline, compliance, packaging, and logistics. Print-friendly with progress tracking. Tick items off as you prepare.

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Product Description & Category

Define your product clearly. What is it? What category does it belong to? Include reference images, drawings, or links to similar products if available.

Materials & Specifications

List all materials, dimensions, weight, colors, and technical specifications. The more detail you provide, the more accurate the factory quotes will be.

Packaging Requirements

Specify retail packaging, export packaging, or both. Include dimensions, materials (carton, blister, etc.), and any branding/printing requirements.

Target Quantity & Order Frequency

Define initial order quantity and expected reorder frequency. Bulk or phased delivery? Knowing this helps factories optimize pricing.

Target Budget & Pricing Model

Set your target unit price range and total budget. Specify whether you need FOB (Free on Board), CIF (Cost, Insurance, Freight), or EXW (Ex Works) pricing.

Target Timeline & Delivery Schedule

When do you need samples? When do you need the first shipment? A clear timeline helps factories prioritize your order and plan production capacity.

Shipping & Logistics Preferences

Preferred shipping method: ocean (FCL/LCL), air freight, or rail. Include destination port/address and any special handling requirements.

Incoterms Preference

Specify your preferred Incoterm: FOB (seller manages to port), CIF (includes insurance and freight), EXW (you pick up from factory), or DDP (delivered to your door).

Target Market Regulations

Identify required certifications for your target market: CE (Europe), FCC/UL (USA), RoHS, REACH, FDA, CPSIA, etc. This is critical for compliance.

Required Certifications & Documentation

List all documentation you need: test reports, certificates of compliance, material safety data sheets (MSDS), factory audit reports, etc.

Intellectual Property & Brand Protection

Do you need an NDA? Trademark registration in China? Anti-counterfeiting measures? IP protection should be addressed upfront, especially for OEM/custom products.

Quality Standards & Inspection Requirements

Define acceptable quality standards. Do you require AQL 2.5, 1.0, or 0.65? Specify in-line inspection, pre-shipment inspection, and any third-party testing.

Sampling Requirements

How many pre-production samples (PPS) do you need? Do you require approval samples before mass production? Who pays for sample shipping?

Defect Tolerance & Rejection Criteria

Define what constitutes a defect for your product. Set clear rejection criteria for visual defects, functional failures, dimension deviations, and material inconsistencies.

Preferred Payment Terms

Common structures: 30% deposit / 70% before shipment, T/T, L/C at sight. What payment terms are you comfortable with? What's your maximum deposit?

Contract & Legal Requirements

Do you need a formal purchase contract? Governing law preference? Dispute resolution mechanism (arbitration vs litigation)? Prepare your standard terms.

Insurance Requirements

Decide on cargo insurance coverage. Will you arrange your own or use the supplier's? What level of coverage (All Risks, WPA, FPA)?

Communication & Reporting Expectations

How often do you expect updates? Weekly production reports? Inspection photos? Define communication channels (email, WhatsApp, WeChat) and reporting cadence.

Factory Requirements & Preferences

Any preferred regions in China? ISO certifications required? Minimum factory size? Specialized industry experience? List deal-breakers and nice-to-haves.

Backup & Contingency Plan

What if the first factory fails quality? What if production is delayed? Have a contingency plan including alternative factories and timeline buffers.

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