Hydraulic RFQ Templates & Checklists

PROCUREMENT RESOURCES

Collect the right technical and commercial information before requesting a quote.

The workbook and printable checklists follow the same fields used by Hydraulic Match for model identification, compatibility review and shipment release.

EDITABLE EXCEL WORKBOOK

Hydraulic Match RFQ & Review Template

Includes an RFQ item list, model-code review sheet, pre-shipment checklist and instructions for distributors, repair companies and MRO buyers.

Line-by-line brand, model, quantity and destination fields
Valve, pump, cylinder and pump-part technical fields
Compatibility status and open-confirmation columns
Inspection, packing and document release checklist

Download Excel workbook

PRINTABLE WEB CHECKLIST

Model Identification Checklist

A fast checklist for nameplate, model code, shaft, flange, ports, connector and application evidence. Open printable checklist →

PRINTABLE WEB CHECKLIST

Pre-Shipment Inspection Checklist

Record model, quantity, markings, visible condition, interfaces, packing and agreed documents before shipment release. Open printable checklist →

INTERACTIVE TOOLS

Hydraulic Engineering Calculators

Estimate pump flow, shaft power, cylinder force and common unit conversions for RFQ preparation. Open hydraulic calculators →

CHOOSE THE RIGHT RECORD

Each file supports a different procurement decision.

Using one checklist for every stage can hide open technical points. Keep identification, quotation review and shipment release as separate records.

Resource	Use it when	What it records	What it cannot prove
RFQ workbook	Preparing one item or a mixed purchasing list	Codes, quantities, technical fields and open confirmations	Supplier availability or final compatibility
Identification checklist	The code is incomplete, damaged or ambiguous	Nameplate, interfaces, photos and application evidence	The identity of an unmarked internal part by itself
Pre-shipment checklist	An offered item is ready for inspection	Visible model, quantity, condition, interfaces and packing	Unperformed functional or material tests
Engineering calculators	Checking units or estimating a requirement	Input assumptions and calculated estimates	Product selection, safety factor or system suitability

RECOMMENDED RECORD FLOW

Preserve the evidence from inquiry to release.

Capture Record the original code exactly and attach uncropped photos.
Clarify Mark unknown fields instead of filling them with assumptions.
Compare Keep the offered code, known differences and supplier evidence together.
Release Inspect only against the written quotation and agreed checklist revision.

These resources are maintained by Hydraulic Match as procurement aids. They are not manufacturer documents, certificates, test reports or engineering approval. Save the completed file with the relevant RFQ or order number so later decisions can be traced to the evidence reviewed.