Configure options. Quote from your rules.
Store your compatibility rules, cost recipes and grade matrices once, and Poly9 AI configures and quotes each custom variant from them. A buyer asks for walnut veneer instead of oak, or grade F upholstery. Your AI checks the options fit, prices the variant from your rules and sends a quote page. A missing rule returns price on request with the configuration drafted for you.
Why slow costing kills the order.
Manual recalculation delays every variant. A buyer wants walnut veneer instead of oak stain, 42 inches instead of 36, soft-close hinges instead of standard. Your estimator reopens the Excel costing sheet, updates wood cost, width upcharge, and hardware line, rechecks all dependent line items, and emails the revised quote hours later. The buyer has already ordered from the competitor whose configurator calculated the configured variant.
Compatibility knowledge exists only in your lead estimator's head. One person knows which drawer hardware fits undermount slides, which wood finishes are available in custom depths, which hinge types work with shaker versus slab door profiles, which handle lengths fit within rail widths. When that estimator is away, colleagues guess at compatible configurations, and production rejects orders because the chosen cup pulls require more clearance than the shaker door rail provides.
Buyers approve what they can see. Your competitor's configurator shows the chair in grade F linen on a screen before displaying the cost. You email a PDF listing line items with no visual of the configured piece. They approve the option they can picture.
Before and after
| Before | With Poly9 AI |
|---|---|
| Buyer emails asking for walnut veneer on 42-inch depth with soft-close hardware | Buyer configures variant on your site; AI verifies hardware compatibility |
| Estimator reopens Excel costing, manually recalculates veneer cost and upcharges | Configurator applies veneer recipe, depth upcharge, hardware cost automatically |
| PDF listing line items arrives hours later, zero visuals of configured cabinet | Rendered variant displays walnut veneer on 42-inch depth with chosen hardware |
| Follow-up thread goes dormant | Single exchange: configuration question, validated answer, approval |
One lounge chair in four upholstery colorways, in a Poly9 demo workspace. AI renders.
Answer. Configure. Price. Quote.
Four steps from buyer question to configured quote. Your AI answers from the product record, verifies that chosen options are compatible (shaker doors work with this hardware, walnut veneer comes in this width), assembles the variant, applies cost recipes and grade matrices, and generates a quote page with visual. Every line cites the source rule. Missing rules return price-on-request with drafted inquiry, never estimates.
Answer
Your AI answers from the product record. Which veneers are stocked (walnut, oak, maple), what the MOQ is for custom widths, how long fabrication runs, and whether the 42-inch cabinet width they want is standard or requires custom manufacturing.
Configure
It verifies hardware-to-door compatibility before assembling. If the buyer selects shaker-style doors with cup pulls that only fit on slab fronts, your AI explains why that hardware choice does not work with shaker profiles, before displaying any cost.
Price
It applies stored cost recipes and grade matrices. Uncosted combinations (walnut veneer on a 48-inch depth you have not priced yet) trigger price-on-request, never estimated figures, with a drafted inquiry capturing the full configuration.
Quote
The buyer opens the configured quote page on their phone. Each line cites the applied rule (walnut veneer cost recipe, width upcharge matrix, undermount hardware). One tap approves, and the approval lands in the project next to the quote lines.
Who this is not for.
- Standard products sold at fixed pricing with no configurable options (no wood choices, no hardware selections, no dimensional variants).
- Order workflows that require multi-level approval routing built into the ERP, where configuration and quoting must occur inside that locked system.
- Operations where cost recipes and grade matrices change daily and require dedicated full-time rule maintenance staff.
- Buyers who order exclusively from static catalogs without asking configuration questions (no finish swaps, no size adjustments).
Questions about configure and quote.
What if a pricing rule is missing?
How is this different from Excel?
How is this different from a CPQ?
Can it handle MOQ and lead time rules?
What industries does this work for?
Where this leads.
Cost recipes, buyer currency and certified quotes from the factory floor.
How cost recipes, grade matrices and price on request work together.
What a CPQ does better, who should keep one, and where Poly9 AI fits.
Count the hours your team spends rebuilding quotes by hand.
Start free. See it work on your catalog.
Create your account, load your configurator with product options (wood species, hardware, dimensions), write one compatibility rule, and test with configuration questions: walnut instead of oak, soft-close hinges. 250 sales actions free for 30 days, no card, and the account stays yours.