Turn every finish question into a priced quote before they leave the meeting
A meeting playbook — Answer · Configure · Render · Price · Quote · Present on your furniture & lighting catalog
How furniture & lighting sellers use this process
Illustrative composites of common sales conversations, not customer testimonials
“Finish, COM, and lead time used to kill the conversation. Now the pendant render and the certified price land before they leave the meeting.”
“I used to say "I'll email the quote tonight." Now I configure aged brass vs satin nickel in the chat and send the quote while they're still holding the sample.”
“Specifiers ask for three finishes and a size change mid-meeting. I show the render, confirm the grade rules, and leave with an approved path — not a follow-up chain.”
What's inside the guide
A playbook-first walkthrough — what YOU do, not what the software does
Why meetings die without a process
The gap between "I like this" and a signed purchase order — and why you need a repeatable meeting process.
Five sales moves you take
Answer · Configure · Show a visual · Price in the meeting · Send quote & share collection — the playbook.
Answer from your catalog
MOQ, lead time, grade, construction — answer in the conversation, not three emails later.
Configure options and show a visual
Size, finish, colorway, COM — render the configured product while they're still in the meeting.
Price from your approved rules
Per-foot, per-meter, grade matrix, MOQ breaks — certified price from your rules, never guessed.
Quote and share collection
Send a priced quote they can approve and share. Build multi-SKU collections buyers can walk through.
Run the visit faster
Fair booths, showroom walks, model-unit tours — quote before they leave, not overnight.
Next-meeting scenarios
What to do when they ask for three finishes, a size change, or "can you do this in my colorway?"
Poly9 reveal + trial
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Start Free TrialFrequently asked questions
How does this work for custom finishes and COM?
Your catalog includes all finish options and COM grades. In the meeting, you select the finish or COM, the AI applies your pricing rules, and sends a certified quote with the render.
Can I quote multiple finish options in one conversation?
Yes. Configure aged brass, then satin nickel, then oil-rubbed bronze — each gets a render and certified price. Send all three as a collection the buyer can compare and approve.
What if my lead times vary by finish?
Your catalog rules can set lead times per finish. The quote automatically shows the correct delivery window based on the selected finish.
Do I need to upload my entire furniture catalog?
Start with your best-selling 20-30 SKUs. You can add the rest of your catalog later. The AI works on whatever catalog you give it.