Problem solved

Quote while the buyer is on the call.

Buyers call for a custom finish, size or fabric. They expect a price before the day ends. Poly9 AI configures from your catalog, prices from certified rules, and returns the quote while the call is fresh, with price on request when a rule is missing.

The cost of delay

The buyer who waits shops around.

A buyer calls Tuesday morning for a custom quote. You promise to send it. By Thursday they have three other quotes and yours is the one that took the longest.

The waiting path

Promise and delay

  1. Buyer calls for custom finish and size
  2. You write down the options
  3. Check if you have the rules
  4. Find the spreadsheet or call someone
  5. Rebuild the math from last time
  6. Send the quote Wednesday or Thursday
  7. Buyer already has two other quotes

Result: the buyer shopped around

The same-day path

Configure and quote

  1. Buyer calls for custom finish and size
  2. You ask Poly9 AI from the catalog
  3. AI configures the options
  4. Rules engine prices from certified recipes
  5. Missing rule returns price on request
  6. Quote sent before lunch
  7. Buyer approves from their phone

Result: the buyer got the quote

How it works

Configure, price from rules, quote same day.

Poly9 AI reads your catalog and configures the custom options. It applies the pricing rules you wrote once. Every line on the quote carries the rule that produced it, or price on request when a rule is missing.

  1. Step 1

    Buyer asks in plain words

    "Can we get this dining table in walnut, 84 inches, with a matte finish?" The question comes by phone, email or WhatsApp. You hand the question to Poly9 AI with your catalog context.

  2. Step 2

    AI configures the custom options

    The AI reads your catalog and finds the base product. It applies the custom finish, size and coating options, then hands the configured product to the pricing engine.

  3. Step 3

    Rules engine prices from recipes

    Your pricing rules apply: wood grade upcharge, linear pricing for the size band, finish add-on. If a rule is missing, say a new finish you have not priced, the engine returns price on request for that line.

  4. Step 4

    Quote shows every rule

    The buyer gets a quote with each line traced to its rule: base product, wood upcharge from your grade matrix, size band pricing, finish. They open it on their phone, see the breakdown, approve in one tap. You get the notification before the day ends.

Trust mechanism

Certified or price on request. Never a guess.

The difference between Poly9 AI and a spreadsheet: rules live in one place, applied the same way every time, with the source shown beside each line. Missing a rule? Price on request, never a guessed number.

01

Certified pricing rules

Your cost recipes, grade matrices and option constraints written once and applied the same way on every quote. No hunting for the right spreadsheet or last quarter's email.

02

Price on request when needed

A missing rule triggers price on request, not a guess. The buyer sees the configuration and knows a real number is coming. You add the rule, and the next buyer who asks gets a certified quote.

03

Traceable quote lines

Every line on the quote shows which rule produced it. The buyer sees the breakdown. You defend the number. Sales and production both read from the same rules.

Who this fits

Anyone quoting custom options by phone or email.

Choose Poly9 AI if
  • Buyers call or email for custom quotes
  • You quote finish, size, fabric or grade the same day
  • Rules are in your head or scattered in old sheets
  • You lose quotes to faster competitors
  • Your team needs one source of pricing truth
  • You want to quote from phone, email or WhatsApp
Not for you if
  • Your products have no custom options
  • Fixed prices only, no configure-to-order
  • Quotes already happen in real time
  • Buyers never ask for custom variations

Questions about same-day quoting

How fast can we quote after the call?
The configure-and-price step happens as fast as you can read the AI response, typically within a question-and-answer turn. The buyer gets the quote link by email or text. You control when you send it; the AI does not send quotes on its own.
What if we are missing a pricing rule?
Poly9 AI returns price on request for that line rather than guessing, and routes the inquiry to your team. You add the rule once, and the next buyer who asks for that option gets a certified quote. You never send a guessed price.
Can we quote from WhatsApp or the phone?
Yes. The AI reads questions from email, WhatsApp or your quoting interface. You can ask from your phone while on the call with the buyer, get the configured quote, and send the link before the call ends.
How is this different from a spreadsheet?
A spreadsheet forces you to rebuild the same logic on every quote. Poly9 AI stores your rules once, cost recipes, grade matrices, size bands, and applies them each time a buyer asks. Your time goes to the buyer instead of the spreadsheet.
What about MOQ or lead time rules?
Poly9 AI supports MOQ bands, lead time by product family, and other constraint rules. The quote shows the MOQ and lead time for each line, traced to your rule. A missing constraint returns price on request rather than a wrong promise.

Related: Stop rebuilding quotes in Excel · Pricing rules · CPQ for custom products · For manufacturers

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