A “complete herbal extraction line” quote is only as good as the inputs. Most RFQs fail because they don’t define:

  • batch rhythm (batches/day) and capacity matching

  • solvent ratio + solid–liquid ratio (selectivity + viscosity)

  • filtration bottlenecks

  • concentration & recovery duty

  • reflux condenser interface and vapor control

  • safety scope (flammable solvents) and documentation expectations

This page is designed to be copied into an email or RFQ form so you get faster and more accurate quotations.

If you want a process overview first: botanical extraction process

Copy/Paste Herbal Extraction Line RFQ Checklist

A) Material & product goal (must-have)

  1. Raw material

    • botanical name/type

    • form: cut / powder / granule / paste

    • moisture (% if known) and swelling/foaming tendency

    • particle size window (sieve cut)

  2. Target compounds + avoid list

    • target: ____ (phenolics/flavonoids/alkaloids/polysaccharides/oils, etc.)

    • avoid: ____ (chlorophyll, waxes, bitterness, gums)

  3. Final product form

    • tincture / liquid extract / thick extract (paste) / powder

    • quality targets: color, odor, assay, residual solvent limit

Helpful related reading (for defining specs):

B) Throughput & batch rhythm (must-have)

  1. Throughput target

    • ____ kg/day (dry basis preferred)

    • ____ operating hours/day

  2. Batch rhythm

    • ____ kg solids per batch

    • ____ batches/day

    • target extraction time per batch: ____ hours (or desired cycle time)

  3. Production mode

    • batch only / semi-continuous / continuous (if applicable)

Why we ask this: A line is limited by the slowest step. “kg/day” without “batches/day” is not enough to size filtration, evaporation, and recovery.

C) Solvent system & selectivity (must-have)

  1. Solvent system

    • water only / ethanol-water / other allowed solvents

    • ethanol-water ratio: ____ (or allowed range)

  2. Solid–liquid ratio

    • ____ L/kg (dry basis if possible)

    • single-stage or multi-stage washing?

  3. Temperature limit / sensitivity

    • extraction temperature target: ____ °C

    • max allowable temperature: ____ °C

    • heat-sensitive compounds? yes/no

If you extract near boiling with ethanol, reflux is usually needed:

D) Extraction module preference (choose one)

  1. Extraction method

  • agitated extraction tank/vessel (common)

  • reflux extraction

  • UAE intensification (ultrasound-assisted extraction)

  • Soxhlet (benchmark/exhaustive; less common for production)

E) Solid–liquid separation (often the real bottleneck)

  1. Separation method preference

  • bag filter / filter press / centrifuge / staged filtration

  1. Filtration target

  • target micron: ____ μm

  • target filtration rate: ____ L/h

  • known problems: clogging? gel/slime? high fines? yes/no

If clogging is already a pain point:

F) Concentration (if making thick extract or preparing for drying)

  1. Do you need concentration?

  • yes/no

  • target: liquid concentrate / thick paste

  1. Evaporation capacity / time target

  • ____ L/h (or complete within ____ hours per batch)

  1. Temperature ceiling during concentration

  • max ____ °C (important for heat-sensitive extracts)

G) Solvent recovery (almost always for ethanol systems)

  1. Do you need solvent recovery and reuse?

  • yes/no

  • reuse in same product only or across products?

  1. Solvent recovery expectations

  • expected recovery % (if you have a target)

  • recovered solvent quality requirement (water content / contamination constraints)

  1. Cooling utility for condensers

  • water/chilled water/chiller

  • inlet temperature range and available flow (if known)

Helpful related reading:

H) Drying (if final product is powder)

  1. Drying requirement

  • spray / vacuum / freeze drying

  • final moisture target: ____ %

  • powder properties needed (flowability, bulk density, solubility)

I) Automation, safety, and compliance scope

  1. Automation level

  • manual / semi-auto / PLC recipes

  • data logging required? yes/no

  1. Safety scope

  • flammable solvent? ethanol yes/no

  • installation environment: indoor/outdoor

  • explosion-proof requirement: yes/no/unknown

  • nitrogen blanketing required: yes/no

  1. Compliance / cleanliness

  • food/nutraceutical/pharma expectations?

  • cleaning approach: manual / CIP preferred?

If CIP is requested:

J) Documentation and acceptance testing (avoid misunderstandings)

  1. Documents required

  • datasheet + GA drawing

  • PFD / P&ID

  • electrical drawings

  • manuals + spare parts list

  • interlock list / I/O list (if PLC)

  1. Testing requirements

  • FAT required? yes/no

  • what must be demonstrated (leak test, cycle stability, recovery rate, temperature control)

  1. Services

  • installation/commissioning: remote / onsite

  • operator training: yes/no

“Minimum RFQ” (Short email version)

Copy/paste:

  • Material: ____ (form, moisture, particle size)

  • Target / avoid: ____ / ____

  • Solvent system: ____ ; ethanol-water ratio ____ ; S/L ratio ____ L/kg

  • Throughput: ____ kg/day; batch: ____ kg/batch; ____ batches/day

  • Extraction mode: tank / reflux / UAE / Soxhlet

  • Separation: ____ (micron ____, L/h ____)

  • Concentration: yes/no (target paste/liquid; time or L/h)

  • Solvent recovery: yes/no (cooling utility ____ )

  • Powder drying: yes/no (type ____ )

  • Safety/automation/docs: ____ (explosion-proof scope, PLC, PFD/P&ID, FAT)

FAQ (with answers)

1. Why do you ask for batches/day, not just kg/day?

Because sizing depends on the cycle rhythm. Filtration and evaporation must complete within the batch window or your line throughput collapses.

Missing solvent ratio + S/L ratio, missing filtration targets, missing cooling utility conditions, and undefined safety scope.

Not always. If you provide material, solvent constraints, throughput, and product form, a supplier can recommend tank vs reflux vs UAE—but you must provide the process constraints.

Because selectivity drives equipment and process choices (solvent ratio, temperature, purification). This directly affects filtration and downstream cost.

Fill Sections A–G fully (material, ratios, rhythm, separation, concentration, recovery). The rest can be refined later.

Send your RFQ and get a structured proposal

Paste your checklist answers and we’ll propose a balanced extraction line with matched capacities across filtration, concentration, and recovery.

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