Guide

Custom Screw RFQ Checklist: Drawings, Threads, Materials and Finishes

Use this custom screw RFQ checklist to define drawings, head and drive type, thread, material, finish, tolerances, samples and production quantities.

Finished custom screws prepared for drawing, thread, material and finish review

What should be included in a custom screw RFQ?

A useful custom screw RFQ should identify the controlled drawing or standard, head and drive geometry, complete thread, material, mechanical requirements, finish, critical tolerances, quantity, inspection scope and packing. If the part is based on a sample, the buyer should explain which features must be copied and which requirements still need to be defined.

The goal is not to make the inquiry look technical. The goal is to give each supplier the same information so their quotations can be compared. “Please quote this stainless steel screw” may produce a fast price, but it rarely produces a controlled manufacturing proposal.

This checklist is for OEM buyers, equipment builders, distributors and maintenance teams sourcing custom cold-headed screws, thread-rolled screws, special fasteners and non-standard hardware from China.

Start with one controlling document

The RFQ should say which document defines the part. This may be:

  • A buyer drawing with part number and revision.
  • An ISO, DIN, ASME or other recognized standard plus stated variations.
  • A physical sample supported by measurements and application notes.
  • A supplier drawing created from the buyer's sample and approved before tooling.
Avoid mixing an old sample, a new sketch and several email changes without stating which one controls. Put changes into a revised drawing or a written deviation list. When suppliers quote different revisions, the prices are not comparable.

If confidentiality matters, use the buyer's normal document-control and confidentiality process before sharing proprietary drawings. MAVORIX can coordinate supplier communication, but the buyer should decide which technical files may be released.

Custom screw drawing checklist

Drawing itemInformation to define
Part controlPart number, drawing number, revision, units and scale note
Overall geometryOverall length, under-head length, shank, shoulder and point
HeadHead style, diameter, height, bearing surface and under-head radius
DriveRecess or drive type, size, depth and applicable gauge requirement
ThreadSystem, nominal diameter, pitch, class or fit, length, lead and start count if non-standard
Point or endFlat, dog, cone, drill, tapping or drawing-specific geometry
MaterialExact grade, approved equivalent route and document requirement
Mechanical propertiesProperty class, hardness or other required performance basis
FinishPlating, passivation, coating, color, thickness or corrosion requirement where applicable
TolerancesGeneral tolerance plus clearly identified critical dimensions and geometry
InspectionGauge, measurement method, sampling or report requirements
PackingQuantity per bag or box, labels, lot separation and export packing
Do not apply a tight tolerance to every dimension without a functional reason. Unnecessary precision can change the manufacturing route, tooling, inspection time and price. Mark the dimensions that control assembly, sealing, alignment, feeding or safety.

Define the head and drive as functional features

Head style affects clearance, bearing area and how the screw seats in the assembly. A countersunk screw needs the correct head angle and mating-hole relationship. A flange head changes bearing area. A low head may solve a clearance problem but can affect drive depth and mechanical behavior.

The drive is also more than a visual description. State whether it is Phillips, Pozidriv, hex socket, six-lobe, slot or another form, and define the size or governing standard. For automatic assembly, driver engagement and feeding orientation may need sample testing.

If the original part has a damaged recess, do not use it as the only reference. Send an unused sample or the mating driver specification where possible.

Write the complete thread requirement

“M6 thread” is not always enough. A thread specification may need:

  • Metric or inch system.
  • Nominal diameter and pitch.
  • Coarse, fine or drawing-specific pitch.
  • External thread tolerance class or required fit.
  • Threaded length and unthreaded shank length.
  • Full thread or partial thread.
  • Point style and any thread-forming function.
  • Left-hand thread, multiple start or other special direction.
  • Gauge or inspection requirement.
For ISO general-purpose metric threads, the ISO 965 series defines the tolerance system. The applicable edition, thread standard and required class should be selected by the buyer's engineer rather than inferred by the supplier. A mating nut, tapped hole or application sample can help confirm fit during the sample stage.

Thread rolling forms the external thread by displacing material with profiled dies. Our guide to cold heading and thread rolling shows how the headed blank and thread are produced. The manufacturing route still depends on geometry, material, quantity and supplier review.

Material and mechanical requirements are separate decisions

“Steel,” “stainless” and “brass” are material families, not complete specifications. State the required grade or the governing product standard. If alternatives are acceptable, ask the supplier to identify the proposed grade in the quotation instead of approving a silent substitution.

Mechanical property requirements may include a property class, hardness range, tensile or proof requirement, torsional performance or an application-specific test. These requirements do not automatically follow from the material name. For example, carbon and alloy steel fastener property classes are addressed by standards such as ISO 898-1 within its stated scope, but not every custom head geometry or product type is covered in the same way.

Countersunk, low-head and unusual screws deserve careful review because head geometry can affect the applicable test and failure mode. The drawing and purchase specification should state the required basis rather than copying a property class from a different fastener.

Specify the finish for the application

Finish may be needed for corrosion resistance, appearance, electrical behavior, friction control or assembly. Common descriptions include zinc plating, nickel plating, black oxide, passivation and organic coatings, but these terms alone may not define the required result.

Where relevant, state:

  • Coating or treatment standard.
  • Type and color.
  • Thickness range.
  • Corrosion-test requirement and acceptance basis.
  • Passivation or sealing requirement.
  • Thread allowance after coating.
  • Appearance limits for visible parts.
  • Friction or torque-tension requirement for controlled joints.
  • Baking or hydrogen-embrittlement control requirements for susceptible high-strength steel parts.
Do not choose a finish only from a product photo. Bright zinc, stainless steel and nickel-plated parts can look similar on screen. Surface appearance does not identify the base material.

Tell the supplier the real quantities

Custom screw price depends heavily on tooling and production quantity. Provide more than one number:

Quantity fieldWhy suppliers need it
Prototype or sample quantityHelps select machining, soft tooling or production-tool sample route
First production orderEstablishes the immediate quotation basis
Expected annual demandHelps evaluate cold-heading tooling and repeat-production economics
Order frequencyAffects batch planning, material purchasing and inventory discussion
Spare or service quantityImportant when the screw supports equipment already in the field
A supplier may machine a few samples and cold-head the production batch. Those samples do not prove the final production process is stable. Ask which route is used at each stage.

Separate tooling, samples and production in the quotation

A clear quotation should show:

  • Unit price and quantity basis.
  • Forming dies, thread-rolling dies and other tooling charges.
  • Whether tooling is one-time, reusable and controlled for the buyer's part.
  • Sample price and sample lead time.
  • Production lead time after approval.
  • Included material and finish.
  • Inspection reports or certificates included in the price.
  • Packing and trade term.
  • Tool maintenance or replacement assumptions for repeat orders where relevant.
One supplier may include tooling and gauges while another quotes only the finished part. Compare the full commercial scope before selecting the lowest unit price.

Approve samples against the drawing revision

The sample stage should answer defined questions. Typical checks include head dimensions, drive fit, overall length, thread gauges, material documents, visible condition, finish, coating thickness where specified and assembly with the mating component.

Record the sample number, drawing revision and approval result. If the buyer accepts a deviation, update the drawing or deviation record before production. Otherwise, the next batch may be made to the original requirement while both sides remember the sample differently.

Application testing remains important. A screw can pass dimensional inspection and still perform poorly in automatic feeding, clamp load, sealing, vibration or a special mating material. The buyer should define and approve tests that depend on the final assembly.

Plan batch inspection before placing the order

Inspection requirements affect production and price, so include them in the RFQ. Depending on risk, the scope may cover:

  • Lot identity and quantity.
  • Drawing revision.
  • Critical dimensions.
  • Thread plug or ring gauge results.
  • Drive gauge or driver fit.
  • Material and mechanical-property documents.
  • Finish appearance and coating checks.
  • Burrs, cracks, mixed parts and damaged threads.
  • Packing count, labels and lot traceability.
A photograph of a batch is useful evidence that parts exist, but it does not establish material grade, hardness, thread tolerance or mechanical performance. Agree the measurement and document scope in writing.

A copy-ready custom screw RFQ template

Buyers can use this short structure for the first supplier inquiry:

RFQ fieldBuyer input
Part and revisionPart number, drawing number and current revision
Product descriptionCustom screw or fastener application
Head and driveStyle, size and governing detail
ThreadDiameter, pitch, class, length and point
MaterialGrade and approved-alternative rule
Mechanical requirementProperty class, hardness or test basis
FinishTreatment, thickness, color and corrosion requirement
Critical tolerancesList or mark on drawing
QuantitiesSamples, first batch and annual demand
InspectionGauges, reports and sampling requirements
PackingUnit count, labels, lot control and export packing
DestinationCountry and requested trade term
Leave unknown fields marked “to be proposed” or “to be confirmed.” That invites a visible supplier proposal. Guessing creates requirements that nobody knowingly approved.

How MAVORIX supports custom screw sourcing

MAVORIX is a China-side sourcing and coordination partner. We help overseas buyers organize custom fastener RFQs, identify suitable suppliers, compare tooling and production assumptions, follow drawing questions, coordinate samples and collect agreed inspection information. We do not present every workshop or supplier as a MAVORIX-owned factory.

Review our custom cold-headed screw capability page for typical product and process scope. For quotation review, send the drawing, sample photos, material, finish, quantities, application and destination through the contact page.

FAQ

Can a custom screw be quoted from a physical sample?

Yes, but a sample does not reveal every original requirement. Geometry can be measured, while material, heat treatment, coating, tolerances and mechanical properties may need separate definition and buyer approval.

What drawing formats can be used for a custom screw RFQ?

PDF is useful for controlled dimensions and notes. STEP, STP, DWG or DXF files may help supplier review depending on the part and process. The RFQ should identify which file and revision controls acceptance.

Is there a minimum order quantity for custom cold-headed screws?

There is no universal quantity. Geometry, material, tooling complexity, machine setup and annual demand affect the practical minimum. Ask suppliers to separate sample, tooling and production quantities.

Should tooling cost be included in the unit price?

Either approach can work, but the quotation should state it clearly. Buyers should compare total tooling, sample and production cost rather than unit price alone.

Can MAVORIX manufacture custom screws?

MAVORIX coordinates sourcing and supplier communication in China. Production is carried out by the selected supplier under the agreed drawing, quotation and approval process.

Need Industrial Sourcing Support from China?

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