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Requirements & RFQs

How to Write an RFQ for Custom Packaging

By Nathan RobbPublished 3 min read

THE SHORT ANSWER

Writing an effective Request for Quotation (RFQ) for custom packaging requires providing suppliers with a common technical and commercial baseline. By detailing the application, exact specifications, and performance requirements, buyers can ensure quotations are comparable and free of hidden assumptions.

The Importance of a Controlled RFQ

In custom packaging procurement, quotations for apparently identical items often differ significantly. These discrepancies usually arise because suppliers make different assumptions about the component’s use, quality standards, or included accessories [1]. To avoid this, buyers must issue a controlled Request for Quotation (RFQ) that establishes a uniform baseline for all bidders.

A well-structured RFQ ensures that the first quotation exposes necessary decisions rather than hiding assumptions, allowing the procurement team to compare “apples to apples” when evaluating pricing and lead times [1].

Defining the Application Statement

A photograph and a quantity are insufficient for an accurate quote. To ensure the packaging performs as intended, the RFQ should begin with a comprehensive application statement. This describes the package as it will be used in the real world [1].

Key elements of an application statement include:

  • Product Details: What exactly is being packed?
  • Compatibility: Which container does the component fit into?
  • Process: How is the package filled and shipped?
  • End-User Experience: How does the final customer interact with and use the packaging?

It is critical to distinguish between essential requirements (non-negotiable specifications) and preferences. By doing so, suppliers can propose useful alternatives that may lower costs or improve performance without silently altering the required specifications [1].

Detailed Specifications by Component Type

Different packaging components require specific technical data to prevent errors in quoting. General descriptions often lead to incorrect SKU selection or functional failure.

Pumps and Closures

For dispensing solutions, the RFQ should specify:

  • The bottle finish and internal dimensions.
  • The intended dose per actuation.
  • Formula information for compatibility review.
  • Dip tube requirements and locking arrangements.
  • The specific actuator style [1].

Stoppers and Lids

For stoppers, provide the internal bottle finish and representative bottles. For tinplate lids, specify the jar finish, the proposed liner or compound, the filling process, and the required decoration [1].

Technical Documentation

Always provide named drawings and specific revision numbers. Attachments provided without a revision date or number can lead to avoidable disagreements during the production phase [1].

The RFQ Checklist: What to Request

To maintain consistency, every supplier should answer the same checklist. Any field left unanswered should be treated as an open issue rather than an assumed approval [1].

FieldWhat to Provide to SupplierWhat to Request Back
Component IdentityDrawings, references, revisions, and critical dimensionsProposed SKU and stated deviations
ApplicationProduct, bottle, process, and destination marketCompatibility review inputs and limitations
PerformanceRequired functions and proposed checksSample plan and acceptance proposal
AppearanceColor, finish, artwork, and approved referencesDecoration scope and proof process
SupplyOrder quantity, forecasts, and packing needsMOQ, lead time, carton details, and delivery basis
DocumentationSKU-specific evidence needed for the marketAvailable documents and gaps

Making Commercial Assumptions Visible

A low quotation is often a sign of less work being performed. To avoid hidden costs, require suppliers to provide a clear list of inclusions and exclusions [1].

Hidden Component Costs

For complex assemblies like pumps, verify if the quoted price includes:

  • The actuator and collar.
  • Dip tube cutting and clips.
  • Metal shells or decorative overlays shown in reference images [1].

One-Time vs. Recurring Costs

Distinguish between tooling or setup charges and the recurring unit price. This is particularly important for printed lids or custom molds. Additionally, ask whether the following are included in the unit price or billed separately:

  • Sample preparation.
  • Specialized packing requirements.
  • Inspection and quality documentation [1].

FAQ

Why do I receive different prices for the same packaging specifications?

Price differences usually occur because suppliers make different assumptions about the application, performance checks, or included accessories. A controlled RFQ with a strict checklist eliminates these assumptions.

What is an application statement in a packaging RFQ?

An application statement describes how the packaging will be used, including what is being packed, the filling process, how it is shipped, and how the end customer uses it.

FOLLOW THE INFORMATION

Sources & references

  1. STDPAK, Build a Packaging RFQ That Suppliers Can Quote Accurately, https://www.stdpak.com/buyer-guides/packaging-rfq-checklist/

Use this reference alongside your own requirements and the information provided by prospective suppliers. Suggest a correction.

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