Quotes with provenance
Every line, traceable
Lines hold the exact money and the rule that made them. Discounts, fees, tax, deposit and terms are recorded, not recomputed. A reopened quote never changes on its own.
Poly9 AI · everything behind the answer · Projects
From quote to shipment, with the buyer watching.
A quote is a contract, so Projects holds the money exact to the cent and the history complete: what was quoted, what was adjusted, who approved, what shipped. The buyer approves from the email in one click, and their replies land in the thread.
buyers approve from the email · your team runs it from a phone
A project thread: the quote, the approval, the deposit and the sampling milestone in one place. Real screen.
What it holds
The whole sale, in one thread.
Email-first
Approve with one click
The buyer gets the quote by email, approves in one click, and their replies land in the project thread instead of an inbox.
Order to shipment
Milestones the buyer can see
Sampling, production, shipment, with the buyer watching, and re-orders that start from the last quote.
Mobile
Runs from the factory floor
The admin is built for a phone: photos from the camera, status in two taps, a quote sent from the loading dock.
Your AI
Your AI on the project.
It drafts; you send. Nothing goes to a buyer without a person.
Turn this conversation into a quote for Dana.
Lines from the certified prices, terms from your profile, ready to send.
Summarize where the Lakeside project stands.
Approved, deposit received, sampling due Friday.
Draft the follow-up on the open quote.
A short note in your voice, for you to send.
FAQ
Can the buyer negotiate in the thread?
Yes. Replies are ingested into the project, and a revised quote keeps the same draft with the adjustment recorded, so nothing silently re-quotes at list price. The buyer approves the revision from the same email.
Does it integrate with our ERP?
Quotes and orders export cleanly with every line and its provenance. ERP integrations are scoped per customer on Showroom and Enterprise agreements; talk to sales with the system name.
Do projects cost credits?
No. Creating, sending, approving and managing projects is free on every plan. Only the AI drafting a quote, a summary or a follow-up is a sales action.
Works with
Better together across the platform.
Start free. It’s your AI from today.
Create your account, add your catalog or start with a sample one, and your projects is working for your AI before the end of the day. 250 sales actions free, no card, and the account stays yours.