Next to what you use today.
Three comparisons, each with what the other category does better and who should keep it. CPQ tools price per seat and run approvals; chatbots answer anything and guess prices; configurators build the exact product and need the jamb depth first. Poly9 AI answers, configures, prices, quotes and presents from your own rules.
CPQ for custom products: when each fits.
Keep classic CPQ if orders must be entered and approved inside the ERP. Choose Poly9 AI if your team rebuilds quotes in Excel, buyers ask on your site, or price on request beats a guessed number.
Chatbots for FAQ. Sales AI for quotes.
Keep the chatbot for FAQ, lead capture and drafting. Choose Poly9 AI when the buyer is configuring a custom product and the price must come from your rules.
The configurator builds it. Poly9 AI sells it.
Keep the configurator for the factory order. Choose Poly9 AI for the conversation in front of it: plain language, an installed total from your rules, price on request when a rule is missing, a quote the same visit.
When spreadsheets break. What works instead.
Keep spreadsheets for one-off estimates and internal cost tracking. Choose Poly9 AI when buyers ask for custom products with options, COM pricing or variants, and the quote must be certified and traceable.
Aftermarket CPQ: quoting accessories, parts and add-ons.
Choose generic CPQ for standard parts with fixed SKUs and ERP workflows. Keep spreadsheets for one-off estimates. Choose Poly9 AI when aftermarket products are custom-configured with options, materials or variants, and the price must come from your rules.
Promotional products CPQ: decorated merch, quoted.
Choose generic CPQ for catalog ordering with ERP workflows. Keep spreadsheets for one-off estimates. Choose Poly9 AI when promotional products are decorated to order with imprint methods, quantity breaks and custom configurations, and the price must come from your rules.
Signage CPQ: every job custom, quoted from rules.
Choose generic CPQ for standard sign products with fixed SKUs. Keep spreadsheets for rough internal estimates. Choose Poly9 AI when every sign job is custom-quoted from shop rates, substrate and finish options change the price, and the quote must reach the buyer before the other shop answers.
Windows & doors CPQ: dealer quoting with install.
Choose the factory configurator to build the unit. Keep spreadsheets for rough internal checks. Choose Poly9 AI when the dealer must quote in plain language at the kitchen table, priced installed from factory and dealer rules, with price on request instead of a guess.
Poly9 AI never guesses a price.
Whatever you compare it with, the price comes from your recipes and matrices through one engine, or it says “price on request”. That is the test to run on any tool: ask for an option you have not priced and see what it does.
Start free. Judge it on your own catalog.
Create your account, add your catalog or start with your industry’s sample catalog, and ask the question you would ask the other tool. 250 sales actions free, no card, and the account stays yours.