Predictika · Software agreement quotes

An AI sales agent's software agreement quote, checked before it goes out

An AI sales agent prepares a subscription quote for a fictional software vendor, Quillon Software: the program (a three-year Volume Subscription Agreement or a Flex Subscription), the type of order, suite and Assist seats, pricing tier, term, discount and the total it expects. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of the program rules and returns a verdict, every reason and the price it computed.

Scope: Quillon Workspace Plus and Premier (with and without Huddle) and Quillon Assist under a Volume Subscription Agreement or a Flex Subscription: enrollment minimums, pricing tier, term, add-ons, true-up, seat reductions, discount authority and the stated total. See everything this validator covers

This validator models a Quillon-style software agreement quote, not just the scenarios shown below.

  • Enrollment — a Volume Subscription Agreement needs at least 400 users and devices (200 in the public sector) and runs 36 months; a Flex Subscription runs 12 to 30 months and has no true-up.
  • Pricing tier — since March 1, 2026 commercial subscriptions are priced at list (Tier T1), so Tiers T2, T3 and T4 are blocked; a public-sector tier request needs a licensing specialist.
  • Add-ons, true-up and reductions — an add-on is co-termed to the months remaining and charged for those months, the annual true-up order must arrive 45 to 21 days before the anniversary, and seats can be reduced only at the anniversary.
  • Seats and Assist — suite seats, including those already on the enrollment, cannot exceed the users; Assist needs a qualifying suite on each user; Desktop Enterprise needs a Desktop Standard base.
  • Stated figures and discount — the total and the seat count on the quote must match what the validator computes; a discount of 1 to 8 percent needs approval and anything above 8 percent is blocked.

Any agreement quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: other products, services and support plans, taxes, currency and negotiated enterprise terms. Quillon Software, its products, prices and program rules are fictional; every price and limit is invented for illustration.

The AI sales agentBuilds the agreement 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.

12 scenarios in 5 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
A policy date that removes a pricing tierOnly with care
Whether Tier T3 is allowed depends on the customer segment and on a rule that changed on March 1, 2026; every tier and every segment needs its own condition, and the public sector is treated differently.		The segment, the tier and the date rule are fields of one request, checked together on every call.
Co-terming that changes the priceOnly with workarounds
An add-on must run exactly the months that remain on the enrollment, and the price is charged for those months, so a rep who fixes the term changes the total and the stated figure is wrong again.		The term, the months remaining and the price are recomputed together on every call, so a fix that moves the total shows up in the same answer.
Seat and Assist limits across old and new seatsOnly with care
The seat limit counts seats already on the enrollment plus the new lines, and Assist is limited by the suite seats; cutting seats to fit the headcount can leave Assist above its base.		Existing seats, new lines, Assist and headcount are compared in one pass, whatever order the choices arrive in.
Discount authority and the stated totalOnly with workarounds
A rule can compare the stated total and seat count with calculated ones only if they are fields on the quote, and the calculation has to include the term, the discount and every line.		The stated total and seat count travel with the quote and are compared with the computed figures on every call.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a rep often fixes one error and meets the next.		All findings come back together, whatever order the choices arrived in.

  

  

    
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.

    
1A new or renewing Volume Subscription Agreement needs at least 400 users and devices for this type of customer (400 commercial, 200 public sector); this enrollment has 330.
2A new or renewing Volume Subscription Agreement needs at least 200 users and devices for this type of customer (400 commercial, 200 public sector); this enrollment has 160.
31,050 Quillon Workspace suite seats (including seats already on the enrollment) exceed the 900 users in the organization.
4180 Quillon Assist seats are quoted but only 90 users have a qualifying Quillon Workspace suite; Assist is an add-on that needs a qualifying base license on each user.
5Pricing tier T2 is quoted for subscriptions to a commercial customer; since March 1, 2026 commercial subscriptions are priced at Tier T1 (list price), so Tiers T2, T3 and T4 no longer apply.
6Pricing tier T4 is requested for a public-sector customer; public sector was exempt from the March 2026 change but the tier thresholds are not published, so a licensing specialist must confirm it.
7A Volume Subscription Agreement enrollment runs 36 months; the quote specifies 12 months.
8Flex subscriptions run 12 to 30 months; the quote specifies 48 months.
9Flex subscriptions run 12 to 30 months; the quote specifies 6 months.
10Flex Subscription has no annual true-up; seats are added as new subscriptions with their own terms.
11The annual true-up order must reach Quillon between 45 and 21 days before the anniversary; this order is 14 days before.
12The annual true-up order must reach Quillon between 45 and 21 days before the anniversary; this order is 70 days before.
13A Volume Subscription Agreement add-on is co-termed to the enrollment; the add-on runs 12 months but 13 months remain on the enrollment.
14Seat reductions are allowed only at the anniversary of an enrollment or at the end of a subscription term, not mid-term.
1590 devices do not have a qualifying Quillon Desktop Standard license; Quillon Desktop Enterprise is an upgrade license and needs a Desktop Standard base.
16Subscriptions are priced at list, so a discount of 5 percent is a negotiated exception and needs approval.
17A discount of 12 percent is above the 8 percent limit this validator allows even with approval (invented limit for illustration).
18The quote states a total of 1,187,654 USD; the validator computes 4,199,040 USD.
19The quote states 2,150 licensed suite seats; the lines add up to 2,250.
203,500 Quillon Assist seats are quoted but only 2,250 users have a qualifying Quillon Workspace suite; Assist is an add-on that needs a qualifying base license on each user.
21Pricing tier T3 is quoted for subscriptions to a commercial customer; since March 1, 2026 commercial subscriptions are priced at Tier T1 (list price), so Tiers T2, T3 and T4 no longer apply.
22A Volume Subscription Agreement enrollment runs 36 months; the quote specifies 24 months.
232,680 Quillon Workspace suite seats (including seats already on the enrollment) exceed the 2,600 users in the organization.
24The quote states a total of 13,926,893.76 USD; the validator computes 15,137,928 USD.
25A Volume Subscription Agreement add-on is co-termed to the enrollment; the add-on runs 36 months but 15 months remain on the enrollment.
26A discount of 14 percent is above the 8 percent limit this validator allows even with approval (invented limit for illustration).
27Subscriptions are priced at list, so a discount of 6 percent is a negotiated exception and needs approval.

  

  

    
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. Add-on order: An add-on order for Cedarbrook Manufacturing with a tier no longer offered, a 36-month add-on term, more seats than users, Assist without a base, a 14 percent discount, devices with no desktop base and stated figures that do not match

    
The agent's request. Please quote an add-on order under a Volume Subscription Agreement for Cedarbrook Manufacturing, a commercial customer with 8,400 users, with 3,200 Workspace Premier seats and 8,800 Quillon Assist seats; 5,500 suite seats are already on the enrollment; the add-on runs 36 months and 15 months remain on the enrollment; pricing tier T3; 90 devices get Desktop Enterprise with no Desktop Standard base; the customer asks for a 14 percent discount. The quote states 3,400 suite seats and a total of $15,586,007.04. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • More suite seats than users. 8,700 Quillon Workspace suite seats (including seats already on the enrollment) exceed the 8,400 users in the organization.
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  • Assist without a qualifying suite. 8,800 Quillon Assist seats are quoted but only 8,700 users have a qualifying Quillon Workspace suite; Assist is an add-on that needs a qualifying base license on each user.
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  • Pricing tier no longer applies. Pricing tier T3 is quoted for subscriptions to a commercial customer; since March 1, 2026 commercial subscriptions are priced at Tier T1 (list price), so Tiers T2, T3 and T4 no longer apply.
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  • Add-on not co-termed. A Volume Subscription Agreement add-on is co-termed to the enrollment; the add-on runs 36 months but 15 months remain on the enrollment.
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  • Stated total differs from computed total. The quote states a total of 15,586,007.04 USD; the validator computes 16,941,312 USD.
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  • Stated seat count differs from the lines. The quote states 3,400 licensed suite seats; the lines add up to 3,200.
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  • Discount above the authority limit. A discount of 14 percent is above the 8 percent limit this validator allows even with approval (invented limit for illustration).
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  • Desktop Enterprise needs a Desktop Standard base. 90 devices do not have a qualifying Quillon Desktop Standard license; Quillon Desktop Enterprise is an upgrade license and needs a Desktop Standard base.
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2. Add-on order: The agent resubmits after fixing the errors

    
The agent's request. Please quote an add-on order under a Volume Subscription Agreement for Cedarbrook Manufacturing, a commercial customer with 8,400 users, with 2,900 Workspace Premier seats and 8,800 Quillon Assist seats; 5,500 suite seats are already on the enrollment; the add-on runs 15 months and 15 months remain on the enrollment; pricing tier T1; the customer asks for a 14 percent discount. The quote states 2,900 suite seats and a total of $15,586,007.04. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Assist without a qualifying suite. 8,800 Quillon Assist seats are quoted but only 8,400 users have a qualifying Quillon Workspace suite; Assist is an add-on that needs a qualifying base license on each user.
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  • Stated total differs from computed total. The quote states a total of 15,586,007.04 USD; the validator computes 6,780,240 USD.
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  • Discount above the authority limit. A discount of 14 percent is above the 8 percent limit this validator allows even with approval (invented limit for illustration).
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3. Add-on order: The agent resubmits after fixing the errors

    
The agent's request. Please quote an add-on order under a Volume Subscription Agreement for Cedarbrook Manufacturing, a commercial customer with 8,400 users, with 2,900 Workspace Premier seats and 6,000 Quillon Assist seats; 5,500 suite seats are already on the enrollment; the add-on runs 15 months and 15 months remain on the enrollment; pricing tier T1. The quote states 2,900 suite seats and a total of $6,372,000. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated price from invented list prices; list 6,372,000 USD, total 6,372,000 USD after 0 percent discount, charged for 15 months; 2,900 suite seats and 6,000 Assist seats.
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4. Flex true-up: A Flex Subscription customer asks for an annual true-up and the total is priced for three years

    
The agent's request. Please quote an annual true-up under a Flex Subscription for Ashgrove Freight, a commercial customer with 1,500 users, with 450 Workspace Plus seats; 900 suite seats are already on the enrollment; the order is placed 35 days before the anniversary; pricing tier T1. The quote states 450 suite seats and a total of $758,160. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Flex has no true-up. Flex Subscription has no annual true-up; seats are added as new subscriptions with their own terms.
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  • Stated total differs from computed total. The quote states a total of 758,160 USD; the validator computes 252,720 USD.
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5. Flex true-up: The agent resubmits after fixing the errors

    
The agent's request. Please quote an add-on order under a Flex Subscription for Ashgrove Freight, a commercial customer with 1,500 users, with 450 Workspace Plus seats; 900 suite seats are already on the enrollment; the add-on runs 12 months; pricing tier T1. The quote states 450 suite seats and a total of $252,720. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated price from invented list prices; list 252,720 USD, total 252,720 USD after 0 percent discount, charged for 12 months; 450 suite seats and 0 Assist seats.
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6. Public-sector renewal: A public-sector renewal on a 24-month term at pricing tier T4

    
The agent's request. Please quote a renewal under a Volume Subscription Agreement for Harlow County Schools, a public-sector customer with 2,400 users, with 1,200 Workspace Plus without Huddle seats and 800 Workspace Premier without Huddle seats; the term is 24 months; pricing tier T4. The quote states 2,000 suite seats and a total of $2,237,760. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Enrollment term is 36 months. A Volume Subscription Agreement enrollment runs 36 months; the quote specifies 24 months.
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  • Public-sector pricing tier needs a specialist. Pricing tier T4 is requested for a public-sector customer; public sector was exempt from the March 2026 change but the tier thresholds are not published, so a licensing specialist must confirm it.
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7. Public-sector renewal: The agent resubmits after fixing the errors

    
The agent's request. Please quote a renewal under a Volume Subscription Agreement for Harlow County Schools, a public-sector customer with 2,400 users, with 1,200 Workspace Plus without Huddle seats and 800 Workspace Premier without Huddle seats; the term is 36 months; pricing tier T1. The quote states 2,000 suite seats and a total of $3,356,640. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated price from invented list prices; list 3,356,640 USD, total 3,356,640 USD after 0 percent discount, charged for 36 months; 2,000 suite seats and 0 Assist seats.
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8. Discount authority: A renewal for Northfield Retail Group with a 14 percent discount

    
The agent's request. Please quote a renewal under a Volume Subscription Agreement for Northfield Retail Group, a commercial customer with 6,500 users, with 4,600 Workspace Plus seats, 1,400 Workspace Premier seats and 700 Quillon Assist seats; the term is 36 months; pricing tier T1; the customer asks for a 14 percent discount. The quote states 6,000 suite seats and a total of $10,566,028.80. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Discount above the authority limit. A discount of 14 percent is above the 8 percent limit this validator allows even with approval (invented limit for illustration).
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9. Discount authority: The agent resubmits after fixing the errors

    
The agent's request. Please quote a renewal under a Volume Subscription Agreement for Northfield Retail Group, a commercial customer with 6,500 users, with 4,600 Workspace Plus seats, 1,400 Workspace Premier seats and 700 Quillon Assist seats; the term is 36 months; pricing tier T1; the customer asks for a 6 percent discount. The quote states 6,000 suite seats and a total of $11,548,915.20. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount is a negotiated exception. Subscriptions are priced at list, so a discount of 6 percent is a negotiated exception and needs approval.
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  • Price summary. Estimated price from invented list prices; list 12,286,080 USD, total 11,548,915.20 USD after 6 percent discount, charged for 36 months; 6,000 suite seats and 700 Assist seats.
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10. Discount authority: The licensing desk approves the discount

    
The agent's request. Please quote a renewal under a Volume Subscription Agreement for Northfield Retail Group, a commercial customer with 6,500 users, with 4,600 Workspace Plus seats, 1,400 Workspace Premier seats and 700 Quillon Assist seats; the term is 36 months; pricing tier T1; the customer asks for a 6 percent discount. The licensing desk has approved the discount. The quote states 6,000 suite seats and a total of $11,548,915.20. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount is a negotiated exception. Subscriptions are priced at list, so a discount of 6 percent is a negotiated exception and needs approval.
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  • Price summary. Estimated price from invented list prices; list 12,286,080 USD, total 11,548,915.20 USD after 6 percent discount, charged for 36 months; 6,000 suite seats and 700 Assist seats.
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11. True-up window: A true-up order 14 days before the anniversary with devices that have no desktop base

    
The agent's request. Please quote an annual true-up under a Volume Subscription Agreement for Westmere Health Partners, a commercial customer with 4,000 users, with 300 Workspace Plus seats and 100 Workspace Premier seats; 3,500 suite seats are already on the enrollment; the order is placed 14 days before the anniversary; pricing tier T1; 60 devices get Desktop Enterprise with no Desktop Standard base. The quote states 400 suite seats and a total of $254,880. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • True-up outside the order window. The annual true-up order must reach Quillon between 45 and 21 days before the anniversary; this order is 14 days before.
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  • Desktop Enterprise needs a Desktop Standard base. 60 devices do not have a qualifying Quillon Desktop Standard license; Quillon Desktop Enterprise is an upgrade license and needs a Desktop Standard base.
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12. True-up window: The agent resubmits after fixing the errors

    
The agent's request. Please quote an annual true-up under a Volume Subscription Agreement for Westmere Health Partners, a commercial customer with 4,000 users, with 300 Workspace Plus seats and 100 Workspace Premier seats; 3,500 suite seats are already on the enrollment; the order is placed 35 days before the anniversary; pricing tier T1. The quote states 400 suite seats and a total of $254,880. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated price from invented list prices; list 254,880 USD, total 254,880 USD after 0 percent discount, charged for 12 months; 400 suite seats and 0 Assist seats.
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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 prepares a subscription quote for a fictional software vendor, Quillon Software: the program (a three-year Volume Subscription Agreement or a Flex Subscription), the type of order, suite and Assist seats, and more. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of the program rules and returns a verdict, every reason and the price it computed.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. Please quote an add-on order under a Volume Subscription Agreement for Cedarbrook Manufacturing, a commercial customer with 8,400 users, with 3,200 Workspace Premier seats and 8,800 Quillon Assist seats; 5,500 suite seats are already on the enrollment; the add-on runs 36 months and 15 months remain on the enrollment; pricing tier T3; 90 devices get Desktop Enterprise. The quote states 3,400 suite seats and a total of $15,586,007.04. The rest of the request is on screen.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with seven findings and one approval, all in one answer. 8,700 Quillon Workspace suite seats (including seats already on the enrollment) exceed the 8,400 users in the organization. 8,800 Quillon Assist seats are quoted but only 8,700 users have a qualifying Quillon Workspace suite; Assist is an add-on that needs a qualifying base license on each user. Pricing tier T3 is quoted for subscriptions to a commercial customer; since March 1, 2026 commercial subscriptions are priced at Tier T1 (list price), so Tiers T2, T3 and T4 no longer apply. The other four are on screen.
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  6. The validator returned seven blocking findings and one approval 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 and against the stated total.
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  7. What this shows: for discount authority and the stated total, a rules-based CPQ can do this only with workarounds.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the Workspace Premier seats to 2,900, the add-on term to 15 months, the pricing tier to T1 and the suite seats stated on the quote to 2,900. It removes the devices without a Desktop Standard base.
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  10. It calls the validator again.
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  11. Still blocked, with three findings, all in one answer. 8,800 Quillon Assist seats are quoted but only 8,400 users have a qualifying Quillon Workspace suite; Assist is an add-on that needs a qualifying base license on each user. The quote states a total of 15,586,007.04 USD; the validator computes 6,780,240 USD. A discount of 14 percent is above the 8 percent limit this validator allows even with approval (invented limit for illustration).
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  12. Five findings cleared; still blocked on Assist without a qualifying suite, stated total differs from computed total and discount above the authority limit.
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  13. The agent resubmits once more.
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  14. The revised request. It changes the Quillon Assist seats to 6,000 and the total stated on the quote to $6,372,000. It removes the discount requested.
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  15. It calls the validator once more.
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  16. This time the validator clears it.
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  17. The validator also returns the line-item quote, on screen.
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  18. All three earlier findings are cleared, and the validator's total, $6,372,000, matches the quote.
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  19. Eight problems caught in one call, fixed in two passes, and a clean $6,372,000 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer.
    20.