Resource library

Manufacturing resources for a better quote request

Prepare clearer files and requirements before you submit. These practical guides help organize the information Pearson reviews for each manufacturing request.

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Prepare the request

Organize files, quantities, timing, and the context Pearson needs to begin review.

Files

CAD and drawing preparation checklist

A clean file package helps Pearson understand geometry, revision intent, and the details that are not carried by a model alone.

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Include the current drawing or CAD file when one is available.
Make the revision clear and remove superseded files from the package.
Call out units, quantities, and any dimensions that control function or fit.
Add a part photo or reference document when it explains an existing component or assembly.

The quote upload flow identifies currently supported file types. Files and project requirements are reviewed before a production path is confirmed.

Start with your files

Quote request

What to include with a quote request

Start with the information you know. Unknown details can be clarified with Pearson after the initial submission.

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Quantity or expected volume, including any useful quantity breaks.
Material preference, or a clear note when material selection is still open.
Critical dimensions, tolerances, finish, or inspection needs when known.
Desired timing and any project milestone that affects the request.

Submitting a request starts a human review. Process, equipment, tolerance, documentation, timing, and fulfillment are confirmed during quoting.

See the managed workflow

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Describe the requirement

Communicate material, tolerance, finish, inspection, and documentation needs clearly.

Materials

Common material selection basics

Material decisions often begin with function, environment, weight, wear, temperature, and finish rather than a grade name alone.

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Describe the part function and the conditions it will encounter.
Identify weight, corrosion, wear, conductivity, or temperature priorities.
Share a preferred grade when one is required by the design.
State whether substitutions may be discussed during review.

Material pages describe common examples. Grade, form, availability, certification, finish, and achievable tolerance are confirmed for each request.

Explore material examples

Part definition

Tolerances and finishes: what to communicate

Clear functional priorities help keep the review focused on the dimensions and surfaces that matter to the part.

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Identify mating features, fits, sealing surfaces, and critical datums.
Separate functional requirements from general drawing defaults.
Describe appearance, texture, coating, or post-process needs when known.
Note any surfaces that must remain free of finish or handling marks.

No tolerance, finish, inspection method, or process result is implied by this guide. Achievable requirements are confirmed per quote.

Explore process categories

Quality

Quality documents and certificate requirements

Documentation needs should be identified during quoting so Pearson can review the requested inspection and record package.

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List any inspection report, material document, or certificate your project requires.
Identify drawing characteristics that need recorded results.
Share customer-specific forms or acceptance criteria before quoting.
Clarify whether documents are required before shipment or with delivery.

Inspection and documentation requirements can be reviewed during quoting. No certification, registration, report, or document package is implied until confirmed.

Review the quality approach

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Plan the workflow

Understand customer-supplied material, sourcing context, and repeat-part requests.

Material custody

Customer-supplied material overview

When a buyer plans to provide material, the quote should identify what will arrive and how receiving, use, and remnants need to be handled.

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Describe the material, quantity, condition, and available documentation.
Identify who will ship it and the project it belongs to.
Share handling, traceability, or remnant instructions that need review.
Wait for project-specific receiving directions before sending material.

Receiving, custody, documentation, replacement, and remnant handling are confirmed for the specific job. Customer-supplied material is not treated as production-ready by default.

Describe a project

Sourcing context

Canadian manufacturing sourcing overview

Location can matter for communication, shipping, documentation, or commercial requirements, but it should be stated as a project need rather than assumed.

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Provide the delivery destination and any location-related requirement.
State whether origin documentation is required for the project.
Separate manufacturing-origin needs from material-origin needs.
Confirm pickup, delivery, and shipping expectations during quote review.

A Canadian quote request does not establish material origin, manufacturing origin, local availability, or geographic coverage. Those details are confirmed per project.

Review service-area guidance

Repeat work

Saved parts, history, and reorder requests

Authenticated buyers can use saved-part history to organize prior quote and job context when preparing another request.

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Confirm that the current revision matches the saved part information.
Review quantity, material, finish, inspection, and timing again.
Attach updated files when the design or requirements have changed.
Treat the reorder as a new request that still requires review.

Part history helps organize a repeat request. It does not guarantee unchanged pricing, availability, process, timing, or results.

Ready to share the requirement?

Submit what you have. Pearson can clarify unknown fields and confirm the supported project scope during review.

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