How to write an equipment quote request a dealer can price

Six details that help a salesperson understand the machine, options, location and timing you need.

A clear request gives a salesperson enough detail to identify a suitable machine and ask useful follow-up questions. Include these six things.

The machine class, not only the brand. Say 20 ton excavator, 3 yard wheel loader, or 70 to 90 horsepower skid steer. If you need a specific brand, explain the reason: parts on hand, a fleet standard, or operator familiarity.

New, used, rebuilt or rental. Each can involve different inventory and terms. If used, say the hours you would accept and whether you want a service history.

The attachments and options. A thumb, a quick coupler, high-flow hydraulics, tracks instead of tires, or a cab with heat can change which unit fits.

Where it works and where it ships. Freight affects the total. Give the city or job site, and say if you can pick up.

When you need it. State whether you are ready to buy, planning a later project, or gathering budget information.

A budget band, if you have one. You do not have to share a number, but a range can help separate new, used and rental options.

Use these details when you call or email a listed dealer. Confirm that the branch received them and ask how follow-up will work.