Problem solved

Stop rebuilding quotes in Excel every week.

Custom manufacturers lose hours rebuilding the same quote in Excel: recalculating grades, checking MOQs, hunting for the right upcharge. Poly9 AI configures from certified rules and quotes with price on request when a rule is missing. You never guess in a sheet.

The cost of delay

Every rebuilt quote is time the buyer waits.

The buyer asks before the weekend. The rep opens the sheet when the week starts. By the time yours arrives, the buyer has other quotes and yours is the one that took the longest.

The Excel path

Rebuild every time

  1. Find last week's sheet
  2. Re-key the new options
  3. Check the grade matrix by hand
  4. Hunt for MOQ rules
  5. Copy formulas, hope nothing breaks
  6. Realize one upcharge was from March
  7. Start over

Result: the buyer waits

The Poly9 path

Configure from rules

  1. Buyer asks in plain language
  2. AI configures from the catalog
  3. Rules engine applies the grade matrix
  4. MOQ checked for you
  5. Missing rule? Returns price on request
  6. Quote shows every line's rule
  7. Buyer approves from a phone

Result: the buyer gets the quote

How it works

Write your rules once. Quote every time.

Poly9 AI stores cost recipes, grade matrices and option constraints. The buyer asks, the engine configures and prices from your rules, and you never rebuild the same logic twice.

  1. Step 1

    Load your rules

    Cost recipes for each product family. Grade matrices for COM. MOQ bands. Linear-foot pricing for cabinetry. Upcharges for finishes, sizes, substrate. All written in plain language, once.

  2. Step 2

    Buyer asks in words

    "Can we get that sofa in grade F linen, 96 inches, with nailheads?" The AI reads the catalog, configures the options, and hands the configured product to the pricing engine.

  3. Step 3

    Engine applies the rules

    Grade F upcharge from your matrix. Size band pricing. Nailhead add-on. If a rule is missing, say a new fabric you haven't priced, the engine returns price on request and logs the gap.

  4. Step 4

    Quote shows the math

    Every line traces to its rule. The buyer opens the quote on a phone, sees the breakdown, approves in one tap. You get the approval notification. No spreadsheet, no waiting for the rep to rebuild it.

Trust mechanism

Never guess. Never rebuild.

The difference between Poly9 AI and a spreadsheet: rules live in one place, applied the same way every time. Missing a rule? Price on request. You never send a number you can't defend.

01

One source of truth

Rules written once, checked by you, applied the same way each time. No hunting for last quarter's sheet.

02

Certified or POR

Every price comes from a rule you wrote. A missing rule triggers price on request, never a guess.

03

Traceable lines

The quote shows which rule produced each line. The buyer sees the breakdown. You defend the number.

Who this fits

Any manufacturer quoting custom options in Excel.

Choose Poly9 AI if
  • You rebuild quotes from scratch every time
  • Grade matrices live in your head or old sheets
  • Buyers ask for finish, size or COM quotes the same day
  • Excel formulas break when copied
  • You've sent a quote with the wrong upcharge
  • Your team needs one source of pricing truth
Not for you if
  • Your products have fixed prices and no options
  • Excel already automates everything for you
  • Quotes already happen at once and rules never change
  • You prefer quoting from a desktop app only

Questions about quoting without Excel

What if we are missing a rule?
Poly9 AI returns price on request and drafts the request for your team. You never send a guessed price. The missing rule becomes visible in your dashboard so you can add it, and the next buyer who asks for that option gets a certified quote.
How is this different from Excel?
Excel forces you to rebuild the same logic every quote. Poly9 AI stores your rules once, cost recipes, grade matrices, MOQs, and applies them each time a buyer asks. Your time goes to the buyer instead of the spreadsheet.
How long does it take to load our rules?
Manufacturers load their first rules the same day they create the account and can send a certified quote in that session. Products without a rule show price on request until you add one, so a partial price book is useful from the first day.
Can we still use multi-currency or FOB?
Yes. Poly9 AI supports multi-currency pricing and FOB terms from your rules. The buyer sees their currency; you see the FOB breakdown. A rule you have not loaded for a currency or port returns price on request rather than a converted guess.
What about products with complicated options?
That's what the rules engine is for. Grade matrices, linear-foot bands, substrate size upcharges, MOQ breaks: all written once in plain language and applied the same way on every quote, with the rule shown beside each line.
How does pricing work, credits or seats?
From the pricing page: one credit per sales action, $100 buys 1,000 credits, and 250 are free to start. Your whole team is included, designers, reps and dealers, and you pay for quotes sent, not logins.

Related: Pricing rules · For manufacturers · Quote speed calculator · Compare CPQ tools

Start free. Stop rebuilding quotes.

Create your account, load your first rules, and send a certified quote, or price on request when a rule is missing. 250 sales actions free, no card required.

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