Predictika · Hospital device contract quotes: add-ons, extensions, upgrades, renewals and transport monitors

An AI sales agent's hospital contract quote, checked before it goes out

An AI sales agent quotes add-ons, extensions, upgrades and renewals for the hospital contracts of Solara Medical Instruments, in US dollars, with the total it expects. Before a quote goes out, the agent sends it to Predictika, which prices it from each contract's own terms (its proration method, price ramp, upgrade paths and renewal terms), compares the total the quote states with the computed one, and returns every finding together with the line-item quote. Solara, its hospitals, contracts and prices are fictional test data.

Scope: Hospital device contract quotes: add-ons co-termed to the contract end, term extensions, in-place upgrades, renewals and the battery budget of transport monitors. See everything this validator covers

This validator checks and prices quotes against five fictional hospital contracts, not just the scenarios shown below.

  • Add-ons — new lines co-termed to the contract end and prorated by the contract's own method, Day or Month, with the other method's total shown; a subscription line needs a contract and a quote date inside its term.
  • Term extensions — a new end date must extend the contract; each recurring line already on the contract is extended in the same pass.
  • Upgrades in place — a replaced line must be on this contract and may be upgraded only to the product its contract line names; the credit and the new charge are priced contract year by contract year.
  • Renewals — each contract line renews by its own method (uplift with a cap, fixed, same price, or a percent of another line), and a first-year discount is not carried into the renewal.
  • Transport monitors — each monitor needs a model; the modules fitted set the battery budget, and the validator either picks the smallest battery that covers it or lists the batteries that fit.
  • Stated total — the total the quote states is compared with the computed total once no other blocking finding remains.

Any Solara contract quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: pricing of the monitors themselves (a monitor is checked for its battery budget only), tax, freight, discounts outside the contract lines, and contracts other than the five in the model.

The AI sales agentBuilds the contract quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

8 scenarios in 4 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      
Waiting for the call.

Where rules-based CPQ gets it wrong

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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

What the validator caughtTypical rules-based CPQPredictika
Add-on co-termed to the contract end, prorated by the contract's own methodOnly with care
CPQ co-terms amendment lines to the contract end date, but subscription proration is a single setting for the whole org. A contract negotiated with Day proration and another with Month cannot both be priced right without a manual adjustment.
The proration method is a field on each contract. The same model prices both contracts correctly, and every answer shows what the other method would have charged.
Term extension that re-prorates every line on the contractOnly with workarounds
A CPQ amendment co-terms to the contract's existing end date. Moving the end date means an early renewal or custom work, and then re-quoting the add-on against the new term.
The extension and the add-on are one quote, priced in one pass; each recurring line already on the contract computes its own extension, and a new end date that does not extend is a finding.
Upgrade in place at the contract's negotiated step, priced year by yearOnly with workarounds
CPQ cannot change the product on a multi-dimensional quantity line in an amendment. The workaround is cancel-and-replace, which loses the link to the original line and leaves the ramp pricing to hand work.
One line replaces the contract line and points back to it. The rest of the term is priced contract year by contract year, with the credit and the charge shown; a line from another contract, or an upgrade the contract does not allow, is a finding.
Renewal on per-line terms with an uplift capOnly with care
CPQ supports a renewal method and an uplift percentage. A cap on the uplift, and different methods on different lines of one contract, need custom fields and price rules or Apex to enforce.
Each contract line declares its own method, uplift and cap, and the renewal is computed from them with the uplift compounding by year.
Battery budget of a transport monitor, summed from its modulesOnly with care
A product rule can compare a battery with a power budget, but the draw is a sum over a variable number of modules, so the rule has to be rebuilt whenever a module is added to the catalog.
The draw is summed from the modules on each monitor. The validator picks the smallest battery that covers it, or lists the batteries that fit.
Total that the agent states must match the computed oneOnly with workarounds
A validation rule can compare a stated figure with a calculated one only if the stated figure is a field on the quote, which it rarely is.
The stated total travels with the quote and is compared with the computed total on every call; a mismatch is its own block.
Several different problems on one quoteOnly with workarounds
Rules fire as a step is saved or completed, so a rep often fixes one error and meets the next; an error in a monitor, a line and a date are found on three different saves.
Every finding comes back in one answer, whatever order the choices arrived in, and the stated total is checked as soon as the blocking findings clear.

What this validator catches: findings from its test cases

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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

1Stated total does not match: the agent stated USD 42,150.00 and the validator computes USD 40,529.18.
2New end date Mar 31, 2028 does not extend contract C-1001 (ends Jun 30, 2028)
3Contract line CL-1003-02 (SVC-STD-PUMP) can be upgraded only to SVC-PRM-PUMP, not SW-DOSE-LIB
4Stated total does not match: the agent stated USD 139,621.07 and the validator computes USD 131,550.18.
5Stated total does not match: the agent stated USD 43,978.63 and the validator computes USD 43,967.74.
6Quote date Aug 15, 2028 is outside contract C-1001 (Jul 1, 2025 to Jun 30, 2028); nothing can be co-termed
7SVC-STD-PUMP is a subscription line but the quote has no contract; it cannot be co-termed
8Monitor MON-A modules draw 8.9 W in transport; battery BAT-STD budget is 6.0 W. Batteries that fit - BAT-EXT, BAT-HC
9Monitor config MON-C has no monitor model.
10Monitor MON-B draws 16.5 W in transport; no battery in the catalog covers that.
11A quote line has no product.
12Contract line CL-1001-05 is not on contract C-1003; it cannot be replaced on this quote
13Quote date Jan 15, 2029 is outside contract C-1003 (Jan 1, 2026 to Dec 31, 2028); nothing can be co-termed
14New end date Oct 31, 2028 does not extend contract C-1003 (ends Dec 31, 2028)
15Stated total does not match: the agent stated USD 24,650.96 and the validator computes USD 6,871.23.
16Stated total does not match: the agent stated USD 44,879.18 and the validator computes USD 87,059.18.
17Stated total does not match: the agent stated USD 17,000.00 and the validator computes USD 16,371.00.

Scenarios and results

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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

1. Harbor Point upgrade, monitors and dates: A Harbor Point quote with a swap that the contract does not allow, a line from another contract, a line with no product, an end date that does not extend, and three transport monitors that each fail differently

The agent's request. Quote for Harbor Point Medical Center on contract C-1003, dated Jul 1, 2027. The customer wants the contract to end on Jun 30, 2028. The quote swaps the 40 standard-service lines on contract line CL-1003-02 for 40 dose-error libraries, moves 30 pumps from contract line CL-1001-05 to premium service, and has a line of 5 units with no product. Three transport monitors are on the quote: MON-A, an SM-2200 with four modules on the standard battery; MON-B, an SM-2400 with eight modules; and MON-C, with two modules and no monitor model. The quote states a total of USD 9,000.00. It is ready to send.

Verdict: Blocked.

  • Monitor without a model. Monitor config MON-C has no monitor model.
  • Quote line without a product. A quote line has no product.
  • Upgrade not allowed by the contract. Contract line CL-1003-02 (SVC-STD-PUMP) can be upgraded only to SVC-PRM-PUMP, not SW-DOSE-LIB
  • Replaced line not on the contract. Contract line CL-1001-05 is not on contract C-1003; it cannot be replaced on this quote
  • No battery covers the monitor. Monitor MON-B draws 16.5 W in transport; no battery in the catalog covers that.
  • Battery too small for transport. Monitor MON-A modules draw 8.9 W in transport; battery BAT-STD budget is 6.0 W. Batteries that fit - BAT-EXT, BAT-HC
  • New end date does not extend. New end date Jun 30, 2028 does not extend contract C-1003 (ends Dec 31, 2028)

2. Harbor Point upgrade, monitors and dates: The agent resubmits after fixing the errors

The agent's request. Quote for Harbor Point Medical Center on contract C-1003, dated Jul 1, 2027: all 40 pumps move to premium service for the rest of the term, replacing contract line CL-1003-02, and the contract keeps its end date of Dec 31, 2028. The three transport monitors are corrected: MON-A moves to the extended battery, MON-B drops to four modules, and MON-C is an SM-2200. The quote states a total of USD 6,871.23. It is ready to send.

Verdict: Allowed.

  • Quote summary. Amendment to C-1003 (Day method) - new lines 6,871.23, extension 0.0, total 6,871.23; by the Month method the total would be 6,840.00 (difference -31.23)

3. Contract term extension: An add-on for Mercy Valley with the new contract end set before the current end

The agent's request. Quote for Mercy Valley Health: 10 more pumps with standard service and the dose-error library. The customer wants the contract to end at their fiscal year, so the new end date is set to Mar 31, 2028. The quote states a total of USD 87,059.18. It is ready to send.

Verdict: Blocked.

  • New end date does not extend. New end date Mar 31, 2028 does not extend contract C-1001 (ends Jun 30, 2028)

4. Contract term extension: The agent resubmits after fixing the errors

The agent's request. Quote for Mercy Valley Health: 10 more pumps with standard service and the dose-error library, and the contract extended by one year to Jun 30, 2029. The quote states a total of USD 87,059.18. It is ready to send.

Verdict: Allowed.

  • Quote summary. Amendment to C-1001 (Day method) - new lines 44,879.18, extension 42,180.00, total 87,059.18; by the Month method the total would be 87,060.83 (difference 1.66)

5. Renewal on per-line terms: A three-year Mercy Valley renewal with a flat 5 percent uplift on every line

The agent's request. Renewal quote for Mercy Valley Health, 3 years from Jul 1, 2028: the standard renewal uplift is 5 percent a year, so it is applied, compounding, to all three subscription lines. The quote states a total of USD 139,621.07. It is ready to send.

Verdict: Blocked.

  • Stated total does not match. Stated total does not match: the agent stated USD 139,621.07 and the validator computes USD 131,550.18.

6. Renewal on per-line terms: The agent resubmits after fixing the errors

The agent's request. Renewal quote for Mercy Valley Health, 3 years from Jul 1, 2028: each subscription line renews on the terms in its own contract line. The quote states a total of USD 131,550.18. It is ready to send.

Verdict: Allowed.

  • Quote summary. Renewal of C-1001, 3 year(s) - total 131,550.18

7. Proration method of the contract: An add-on for St. Brendan stated with the Day method figure

The agent's request. Quote for St. Brendan Medical Center: 10 more pumps with standard service and the dose-error library, co-termed to the contract end on Dec 31, 2028. The quote states a total of USD 43,978.63, prorated by days. It is ready to send.

Verdict: Blocked.

  • Stated total does not match. Stated total does not match: the agent stated USD 43,978.63 and the validator computes USD 43,967.74.

8. Proration method of the contract: The agent resubmits after fixing the errors

The agent's request. Quote for St. Brendan Medical Center: 10 more pumps with standard service and the dose-error library, co-termed to the contract end on Dec 31, 2028 and prorated by the contract's own method, which is by months. The quote states a total of USD 43,967.74. It is ready to send.

Verdict: Allowed.

  • Quote summary. Amendment to C-1002 (Month method) - new lines 43,967.74, extension 0.0, total 43,967.74; by the Day method the total would be 43,978.63 (difference 10.89)

Narration transcript

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The text of the narrated walkthrough, step by step.

  1. Welcome to a demo of Predictika's Validator. An AI sales agent quotes add-ons, extensions, upgrades and renewals for the hospital contracts of Solara Medical Instruments, in US dollars, with the total it expects. Before a quote goes out, the agent sends it to Predictika, which prices it from each contract's own terms (its proration method, price ramp, upgrade paths and renewal terms), compares the total the quote states with the computed one, and returns every finding together with the line-item quote. Solara, its hospitals, contracts and prices are fictional test data.
  2. Each tab is a different request. We will start with the first one.
  3. The agent says. Quote for Harbor Point Medical Center on contract C-1003, dated Jul 1, 2027. The customer wants the contract to end on Jun 30, 2028. The rest of the request is on screen. The quote states a total of USD 9,000.00.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with seven findings, all in one answer. Monitor config MON-C has no monitor model. A quote line has no product. Contract line CL-1003-02 (SVC-STD-PUMP) can be upgraded only to SVC-PRM-PUMP, not SW-DOSE-LIB. The other four are on screen.
  6. The validator returned seven blocking findings in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other.
  7. What this shows: for battery budget of a transport monitor, summed from its modules, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the line 1 to Premium service, per pump, quantity 40, replacing contract line CL-1003-02, the Monitor A to SM-2200, 4 modules, battery BAT-EXT, the Monitor B to SM-2400, 4 modules, battery left to the validator, the Monitor C to SM-2200, 2 modules, battery left to the validator and the stated total to $6,871.23. It removes the new contract end, line 2 and line 3.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. The validator also returns the line-item quote. It starts with Premium service; the other line is on screen.
  13. All seven earlier findings are cleared, and the validator's total, USD 6,871.23, matches the quote.
  14. Seven problems caught in one call, fixed in one pass, and a clean $6,871.23 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer.