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Motor Enquiry Checklist: What to Specify Before Requesting a Quote

2026-09-28

What Information Do You Need for a Motor Quotation?

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To request a useful motor quotation, start with the driven    equipment, required output, supply voltage and frequency,    operating speed, mounting arrangement and site conditions.    Include any variable-speed or hazardous-area requirements,    together with the quantity and delivery destination.

If you are replacing an existing motor, a clear nameplate    photograph and a mounting drawing are particularly helpful.    If some details are unknown, mark them as “to be confirmed”    rather than guessing.

Essential Motor Enquiry Checklist

ItemWhat to Provide
ApplicationThe equipment being driven, such as a pump, fan,          compressor or conveyor, and whether this is a new          installation or a replacement.
Motor Model and OutputThe complete model designation, if known, and required          rated output in kW. State whether the power comes from          an existing nameplate or an equipment selection.
Voltage and FrequencyThe actual three-phase supply voltage and frequency.          For a replacement, include the voltage and connection          markings shown on the existing nameplate.
SpeedRequired motor shaft speed in rpm, pole count if known,          and the operating speed range for variable-speed duties.
Starting and Drive MethodWhether the motor will use direct-on-line starting,          star-delta starting, a soft starter or a variable-frequency          drive. Include available drive information.
Mounting and DimensionsMounting designation, such as IM B3, IM B5 or IM B35,          together with frame size, shaft dimensions and any          installation-space restrictions.
Operating DutyContinuous or intermittent operation, expected running          hours, starts per hour and any demanding starting          or load conditions.
EnvironmentIndoor or outdoor installation, ambient temperature,          altitude, humidity, dust and exposure to corrosive          substances or water.
Protection and CoolingRequired IP rating and cooling arrangement, if specified.          Include any ventilation restrictions or available          cooling-water information.
Efficiency and DocumentationRequired efficiency class or grade and the associated          standard, destination-market requirements, certificates          and test documents.
AccessoriesAny required winding or bearing temperature monitoring,          anti-condensation heaters or other project-specific items.
Order DetailsQuantity, delivery country and city, requested delivery          date and whether the requirement is for a sample,          a single project or repeat orders.

For Replacement Motors: Send More Than the Power Rating

Matching the kW rating alone is not enough to establish    interchangeability. The electrical requirements, operating    characteristics and mechanical interface also need to match    the equipment.

Where possible, include:

  • A clear photograph of the complete motor nameplate.

  • Photographs of the motor, driven equipment and coupling.

  • A dimensional drawing showing the shaft, mounting feet      or flange and available installation space.

  • Terminal box position, viewed from the drive end,      and cable-entry requirements.

  • Any problems with the existing installation, such as      difficult starting, overheating or insufficient space.

If a drawing is unavailable, provide photographs and measured    dimensions, clearly identifying which measurements are    approximate.

Additional Information for Different Motor Types

Variable-Speed Motors

For a variable-frequency-drive application, provide the drive    make and model if available, supply voltage, required speed    range and load characteristics. State whether the equipment    needs substantial torque at low speed and describe the    intended operating cycle.

Shangli’s catalogue includes dedicated variable-speed series    such as YPT3, YBBP and YFBBP3. Their application and protection    requirements differ, so the series should be selected for    the actual duty rather than on variable-speed capability alone.

Motors for Hazardous Areas

Include the hazardous-area classification and motor requirements    specified by the project engineer or responsible site authority.    Provide the required explosion-protection marking, ambient    temperature range, destination country and certification    requirements.

A request for an “explosion-proof motor” is not specific enough    to determine the correct configuration. The selected motor and    its certification must be checked against the application.    Do not infer coverage from a series name alone.

High-Voltage Motors

For high-voltage enquiries, include the site electrical    specification, starting method, driven-equipment data and    any limits on starting current. Provide load torque and    inertia information where available.

Shangli’s Y, YKS and YKK catalogue ranges use different    cooling arrangements. Describe the installation environment,    ventilation conditions and available cooling utilities so    that the appropriate arrangement can be reviewed.

Use the Exact Model, Not Just the Series Name

A series name identifies a product family, not a complete    specification. For example, the catalogue designation    YPT3-200L-4 identifies the YPT3 series, a 200 mm shaft centre    height, an L frame-length designation and four poles.    It does not, by itself, provide every electrical rating,    installation detail or accessory requirement.

Include the full model and rated data whenever available.    Treat catalogue tables as a starting point and confirm the    final configuration in the quotation and technical documents.

Copy This Checklist into Your Enquiry

  • Application / driven equipment:

  • New installation or replacement:

  • Motor model, if known:

  • Rated output, kW:

  • Supply voltage and frequency:

  • Required speed or speed range:

  • Starting method / VFD details:

  • Mounting arrangement and frame size:

  • Operating duty and starting conditions:

  • Ambient temperature, altitude and environment:

  • Required IP rating and cooling arrangement:

  • Hazardous-area requirements, if applicable:

  • Efficiency and certification requirements:

  • Accessories and documentation:

  • Quantity, delivery destination and required date:

  • Nameplate photographs or drawings available:

Discuss Your Motor Requirements with Shangli

You do not need to know every specification before contacting us.    Send the information you have and identify the points that    still need confirmation. Our team can review your enquiry    and clarify the information needed for motor selection    and quotation.

Email your requirements and available nameplate photographs    or drawings to    [email protected].

WhatsApp: +8615523831294 +8615523831294 [email protected]

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