Poly9 AI · Playbook for multi-brand showrooms

Quote while the client is on your floor

Multi-brand mood board to priced collection. Honest price on request for the pieces you have not loaded. Send before they reach the elevator.

Published 18 September 2026 · Product facts from the showrooms page

Showroom floor quoting means building the collection while the designer and client are still walking the floor. Each piece is priced from its own brand's rules, the rest is marked price on request, and the link is sent before they leave. The decision happens on the floor. A quote that arrives days later meets a client who is already reading two other proposals.
Why this playbook exists

The decision happened on your floor

Every showroom knows the visit. The designer and the client walk the floor, fall in love with a room, and leave saying "let's put this together." By the time you send the quote days later, the moment is gone. The client is looking at two other proposals. Your curated collection lands as a long PDF they open once and forget. This playbook is how you send the quote while the client is still thinking about the linen headboard, before they reach the elevator.

What this playbook is for
  • Multi-brand showrooms where a designer brings a client to the floor
  • Collections that mix brands with different pricing rules (grade matrix, net plus markup, POR)
  • The short window after "let's do this" and before the client leaves
  • Honest price on request for pieces you have not loaded yet
  • Sending a quote the client opens on their phone on the way home
What this playbook is not
  • A factory configurator. If the client needs every dimension validated before a price exists, keep the tool you have.
  • A replacement for designer-only work sessions. This is for the visit when the client is present and the decision happens now.
  • A way to quote before any rules are loaded. Start with your highest-velocity brand; POR covers the rest until you are ready.
The five steps

Send the collection before the elevator

  1. 01

    Listen for the room, not the SKU.

    When the designer says "coastal primary bedroom, king, dove grey and natural linen," they are giving you the collection outline. Your job is to hear the mood, the scale and the palette before you think about catalog numbers. Poly9 AI prices from rules, but it starts with the story.
  2. 02

    Build the collection by name or photo as you walk.

    Point at the piece or say its name: this bed frame, the linen headboard, those nightstands. Poly9 AI pulls the record, shows the product and prices it from your loaded rules. If you carry it from three brands, it knows which one you mean because you told it once. The client sees the mood board taking shape as you walk.
  3. 03

    Let price on request carry the pieces you have not loaded.

    When a piece has no rule yet, the line says price on request and Poly9 AI drafts the request to the brand with the specs from the conversation. The client knows you are being honest, you know you will not lose money on a guess, and the rest of the collection is priced and ready to approve. POR is a feature, not a blocker.
  4. 04

    Send the quote before the client leaves.

    Minutes after "let's put this together," the client has the link on their phone. They see the collection, the pieces that are priced, the pieces that need a follow-up, and a total for everything you could price today. No "I will send it Tuesday," no PDF that dies in the spam folder, no lost momentum.
  5. 05

    Follow up in the same thread when the POR numbers land.

    The brand replies with the custom piece price. You open the quote, update the line, and the client sees the new total in the same thread they approved the rest from. One conversation, one document, one approval flow. The client never has to reconcile a "revised quote v3 final" with the version they already said yes to.
Common mistakes

The four pitfalls that kill floor momentum

"I will send the quote Tuesday" loses the decision they made on your floor.

The client walked your showroom, fell in love with a room, and left with "I will think about it." By Tuesday the moment is cold. The mood board is a memory and the quote is a spreadsheet. Send it before they reach the car and the approval happens on the train home.

Guessing a price to fill the gap costs more than saying price on request.

If you do not have the rule for the custom ottoman, do not invent a number that sounds right. The client approves it, the brand quotes higher, and you absorb the difference or lose the trust. POR is the honest answer, and it keeps the deal alive while you get the real number.

Treating every brand as if they price the same way creates errors the client sees.

Brand A uses grade matrices, Brand B gives you dealer net, Brand C is POR for anything custom. If you run them all through one formula, the numbers are wrong and the client notices. Keep the rules separate, let Poly9 AI apply the right one to each piece, and the collection is accurate across brands.

Waiting until every SKU is loaded before you start using it.

Load your highest-velocity brand first and start quoting with it today. Add the next brand next week. Use POR for the ones you have not loaded. A tool that works for part of your floor today beats one that works for all of it never.

How multi-brand pricing works

Three brands, three rules, one honest total

Brand A uses a grade matrix you have loaded. Brand B gives you dealer net plus your standard markup. Brand C is price on request for anything custom. Poly9 AI applies the right rule to each piece, shows POR for the custom ottoman, and the client sees one curated collection with honest pricing across all three brands. No guessed numbers, no "let me get back to you on the whole room."

Sample collection
Linen headboard (Brand A, grade E)Certified, from the grade matrix
Walnut nightstands, pair (Brand B)Certified, dealer net plus markup
Custom ottoman (Brand C)Price on request
Priced todayTwo of three lines

The client sees what you can price today and knows the custom piece follows. No guessed numbers.

Questions about quoting on the showroom floor

What if we do not have a rule loaded for one of the pieces the client loves?
The line shows price on request and Poly9 AI drafts the request to the brand with the specs from the conversation. The client sees the rest of the collection priced honestly, approves the direction, and you follow up with the missing number in the thread. It beats sending nothing, or guessing a price that costs you money.
Can we quote across brands we carry, even if their pricing works differently?
Yes. Each brand's rules stay separate: one uses grade matrices, another uses dealer net plus your standard markup, a third is price on request for everything custom. Poly9 AI applies the right rules to each piece and combines them into one collection the client approves in one place.
How fast can we get a quote out during the visit?
Once your first brand's rules are loaded, you can build and send a collection in the same conversation. The designer describes the room and you add pieces by name or photo. Poly9 AI prices what it can and marks the rest POR. You send the quote before the client reaches the elevator.
Do we have to load every single SKU before we can use it?
No. Start with your highest-velocity brands or the ones with the clearest pricing rules. Load them first, quote with those at once, and add the rest as you go. Price on request keeps you honest for the pieces you have not loaded yet, and the client still sees a curated, priced-where-possible collection the same day.
What if the designer wants to make changes after the client leaves?
The quote is a live document. The designer opens it from the email, swaps one piece for another, adjusts quantities, and you send an updated version. Every change is logged, the client sees the new total, and the approval flow stays in one thread instead of a chain of revised PDFs.
Can the client approve the collection from their phone on the way home?
Yes. The quote opens as a page, not a PDF, so they see it on the train, tap to approve the collection or individual pieces, and reply with questions in the same thread. You see the approval in Projects and start the next step without waiting for "let me think about it" to turn into weeks of silence.

Start quoting on your showroom floor today.

Create your account, load your first brand's pricing rules, and send your first floor quote before the client reaches the elevator. 250 sales actions free for 30 days, no card, and the account stays yours.

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