Every feature built for packaging converters
PolarQuote isn't generic quoting software with a packaging skin on it. Every feature, every data model, every AI prompt was built by people who know the difference between PET/Foil/LLDPE and BOPP/mPE.
v9.2
current version
60s
avg quote time
6
analytics tabs
100%
packaging-native
AI Quick Quote
Your salesperson describes what the customer needs in plain English. PolarQuote's AI parses the description, selects the optimal laminate structure (PET/Foil/LLDPE for coffee, BOPP/mPE for snacks — it knows the difference), calculates costs from real material prices, and returns three priced scenarios before the phone call ends.
- •Plain English input — no spec forms
- •AI selects optimal structure automatically
- •3 scenarios: Conservative / Recommended / Aggressive
- •Win probability on every scenario
Conservative
28%
$0.169/unit
Recommended
24%
$0.169/unit
Aggressive
20%
$0.169/unit
Market Trends
Real-time material price intelligence for resins, films, inks, adhesives, and solvents. Multi-material comparison charts, sparklines, directional alerts, and AI-generated observations like 'LLDPE risen 7.7% — consider shortening quote validity.' When prices move, active quotes are flagged before they go out the door with stale costs.
- •Live price tracking: LLDPE, PET, PP, foils, adhesives
- •AI observations computed from real price deltas
- •Auto-flags open quotes affected by price changes
- •Daily sync at 6AM UTC, dismissible alert banner
⚠️ LLDPE +7.7% — 3 open quotes affected
Analytics Suite
Six deep-dive analytics tabs rebuilt from the ground up. KPI cards with colored left borders and period-over-period deltas. Pipeline funnel visualization. Team leaderboard sortable by win rate, margin, velocity. Win/Loss Intelligence scatter plot (turnaround time vs win rate). Lost Quote Analysis table — the coaching tool. Revenue forecast with three scenarios.
- •6 KPI cards: Pipeline, Win Rate, Margin, Revenue, Velocity
- •Win/Loss scatter: see exactly where speed kills deals
- •Lost Quote Analysis: our margin vs estimated competitor margin
- •Revenue forecast: Conservative / Base / Optimistic
Pipeline
$532.9K
Win Rate
34%
Avg Margin
25.0%
Win Rate by Rep
Lost Quote Analysis
Ask AI
A conversational AI interface trained on your company's quotes, customers, margins, and win/loss patterns. Ask 'Which segment has the best win rate this quarter?' or 'What margins are we winning at with Heritage Snack Co.?' and get an instant, data-grounded answer. Insights sidebar surfaces proactive observations without you having to ask.
- •Natural language queries against your real data
- •Follow-up suggestion chips after every answer
- •Proactive insights: margin drift, stale quotes, underperforming segments
- •50 questions/day per user with full conversation history
PD Review Queue
A command center for your estimating team. Urgent quotes (7+ days unactioned) are surfaced with flame icons and large day counters. Color-coded priority badges, product type badges, days-open indicators. One-click assignment. All quotes organized into URGENT / NEEDS REVIEW / IN REVIEW / APPROVED sections, collapsible with chevron toggles.
- •Urgency tiers: flame (7d+), high (3-6d), normal (0-2d)
- •Product type badges color-coded by format
- •Quick Assign popover — no full-page navigation
- •Green 'All caught up' empty state when queue is clear
Awaiting
7
Urgent
2
Avg Days
1.4d
$47,200 · Stand-Up Pouch
✓ All caught up when queue is clear
Win/Loss Intelligence
The scatter plot that changes how your team thinks about quoting. Turnaround time on the X axis, win rate on the Y axis, bubble size by quote count. 24-hour target line and 72-hour industry benchmark. 'Speed Advantage' hero stat: how many additional deals per month if all quotes go out in 24 hours. This is the chart that makes the ROI undeniable.
- •Scatter plot: turnaround time vs win rate
- •Bubble size = quote count, color = speed bucket
- •24h target + 72h industry reference lines
- •Speed Advantage: +X estimated deals/month
+4.2
estimated additional wins/month if all quotes sent in 24h
The rest of the platform
Professional PDF Export
Customer-facing PDFs (pricing only) and internal PDFs (full 6-layer cost build-up) generated server-side. Executive Summary PDF for manager dashboards.
Role-Based Access Control
Salesperson, PD, Manager, Admin — each role sees exactly what it needs. Margin data hidden from reps by default. Enforced at the API layer.
Approval Workflows
Configurable margin floor rules by segment and product type. Quotes below floor auto-escalate to manager. Override button for managers. All decisions audit-logged.
Commission Tracking
Flat rate, tiered, or margin-based commission calculations. Reps see real-time earnings and 'bump to next tier' nudges. Finance gets clean reports.
Quote Velocity Tracking
Request→sent time tracked per rep, per week, vs last week, vs 30-day average. Industry benchmark (72h) reference. 'Your Advantage: X% faster' calculation.
Pricing Confidence Score
Every AI-generated quote gets a score (0-100%) based on historical data depth, material freshness, customer intel, and quote completeness.
Multi-Plant Cost Comparison
Side-by-side job cost comparison across facilities. Which plant produces this job most economically? With routing recommendation.
CRM & ERP Integrations
Dynamics 365, Salesforce, REST API, webhooks. Insight2Profit, Vendavo, PROS import support. SAP integration coming.
Customer Portal
Branded portal links instead of PDF emails. Customers view, compare, accept or request changes. Track open time and response.
On-Premises AI Deployment
Set AI_BASE_URL to route all AI inference to your local model. Zero code changes. Nothing leaves the building.
Production Actuals Feedback Loop
Enter real production numbers. PolarQuote feeds this into the AI. After 6 months, the AI knows your real costs better than your best estimator.
CRM Customer Import
4-step import wizard with Salesforce, HubSpot, and Dynamics auto-detection. Import your entire customer database in 10 minutes.
Analytics — Complete Ground-Up Rebuild
- ✓6 KPI cards with period-over-period deltas
- ✓Pipeline funnel with stage conversion rates
- ✓Team leaderboard sortable by any metric
- ✓Win/Loss scatter: turnaround vs win rate
- ✓Lost Quote Analysis coaching table
- ✓Revenue forecast: 3 scenario cards
See it all in a live demo
We'll show you PolarQuote with your actual products and materials — not a canned demo.