Five workbooks for quoting, buying and testing a machine
Yellow cells are inputs; everything else calculates. Works in Excel and in Google Sheets.
XLSX
01
BOM Cost Roll-up
150 BOM lines, scrap allowance, cost by category, markup and longest lead time.
XLSX
02
RFQ and PO Tracker
200 lines, status list, overdue highlighting, open RFQs and value on order.
XLSX
03
Machine Quote Calculator
Labour, materials, contingency, margin-based price and payment milestones.
XLSX
04
FAT and SAT Checklists
Factory and site acceptance test sheets with pass/fail counting.
XLSX
05
Design Review Checklist
Gate review questions and an action log.
Who it is for
Small builders and workshops
- Machine builders that run projects in spreadsheets
- Engineers who quote, buy parts and run acceptance tests
- Teams that want one consistent format across projects
What it is not
Straight answers
- Examples to adapt, not a substitute for your engineering judgement.
- Check the numbers before you send a quote.
If a file does not work, we fix it or refund you
Email kits@proxom.co.uk within 30 days if a file will not open or is broken. We will send a working file or refund the payment. See the Terms.
The workbooks are tested for formula errors. Also see the Machinery Regulation 2023/1230 kit.