Predictika · window and patio door set quotes: venting kit, wholesale program, peak hot water demand, options and plan years

An AI sales agent's window and patio door set quote, checked before it goes out

An AI sales agent prepares a window and patio door set quote for a fictional customer. Before it goes out, the agent sends it to Predictika’s validator, which checks it against the product, venting kit and wholesale program rules, compares the net total the agent states with the one it computes, and returns a verdict with every reason.

Scope: Andersen style window and patio door set quotes: window and door types, glazing packages and dealer programs, with illustrative values in US dollars. See everything this validator covers

This validator models Andersen style window and patio door set quotes: four window and door types, three glazing packages and three dealer programs, the number of sets, the design wind pressure in psf, the between-glass blinds and extended glass warranty options, the warranty term in years and discounts. It handles any quote made of these products, glazing packages and programs, not just the scenarios shown below.

  • Window and door types and glazing — A casement window set, a double-hung window set, a picture window set and a hurricane-rated sliding patio door set, with standard double-pane, low-E argon or laminated impact glass. The standard glass cannot meet the impact rating the patio door needs.
  • Design wind pressure — The design wind pressure in psf must be within the limit of the window or door type and of the glazing package, and above 50 it needs a structural engineering review.
  • Options and dealer programs — Between-glass blinds and the extended glass warranty plan are only available on the types that offer them. Standard, preferred and builder dealer programs each have their own set minimum and discount.
  • Term and order size — A warranty term of 1 to 5 years, with a finance review above 3 years. An order is limited to 120 sets and above 40 sets it needs a builder desk review.
  • Discounts and order value — Dealer program, volume and extra discounts add up: a rep can give up to 12 percent in total, a sales director must approve above that, and 20 percent is the limit. An order above USD 250,000 needs a deal desk review.
  • The stated net total — A check that the net total the agent states matches the contract value the validator computes.

Not checked: other Andersen products such as doors outside the patio door line, hardware lines or installation services, real list prices, local building code or egress decisions, or tax and multi-currency quoting. Built by Predictika from general public knowledge; prices, limits and percentages are illustrative estimates, not Andersen figures.

The AI sales agentBuilds the window and patio door set 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

Illustrative agent statement. The validator receives the structured request below.

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
Glass and door compatibilityOnly with workarounds
A pairwise compatibility between two catalogs usually becomes one rule per combination.		Compatibility is a property of the door and the glass, checked on every call.
Design pressure against two limitsOnly with care
A number that must fit both a product limit and a glazing limit spans several validation rules.		Both limits and the review band are evaluated together.
Options by product typeOnly with care
Option rules per product type, extended for every new type or option.		The product lists which options it offers; the check follows from the choices.
Discount stacking and approval bandsOnly with workarounds
Dealer program, volume and extra discounts add up across rules and approval levels, and the total is rarely checked in one place.		The discounts are added once and compared with both the rep authority and the limit.
The total the agent statesOnly with workarounds
Comparing a stated total with a computed one means a separate rule per quote layout, and price rules rarely run on stated figures.		The stated net total is a field in the request and is checked against the computed total.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved, 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.

    
1The quoted net total must match the contract value the validator computes.
2The glass package must be compatible with the window or door type.
3The between-glass blinds and warranty plan options must be offered by the window or door type.
4A warranty longer than 3 years needs finance approval of the price lock.
5A total discount above 12 percent needs sales director 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. The total the agent states: Stated total below computed

    
The agent's request. The casement windows with low-E argon glass for 6 window sets on the standard dealer program, design wind pressure 20 psf, 2 year warranty. Net total USD 33,307.20. Ready to send.

    
Verdict: Blocked.

    
    
      
  • Quoted Net Total. The quoted net total of USD 33307.2 does not match the USD 37008.0 the validator computed.
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2. The total the agent states: Stated total corrected

    
The agent's request. The casement windows with low-E argon glass for 6 window sets on the standard dealer program, design wind pressure 20 psf, 2 year warranty. Net total USD 37,008. Ready to send.

    
Verdict: Allowed.

    
3. Options by product type: Blinds on the picture window

    
The agent's request. The picture windows with low-E argon glass for 6 window sets on the standard dealer program, design wind pressure 20 psf, 2 year warranty, with between-glass blinds. Net total USD 38,808. Ready to send.

    
Verdict: Blocked.

    
    
      
  • Blinds Option. The between-glass blinds is not available on the Picture window set.
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4. Options by product type: Blinds on the casement window

    
The agent's request. The casement windows with low-E argon glass for 6 window sets on the standard dealer program, design wind pressure 20 psf, 2 year warranty, with between-glass blinds. Net total USD 43,608. Ready to send.

    
Verdict: Allowed.

    
5. Glass and door: Patio door with standard glass

    
The agent's request. The hurricane-rated sliding patio doors with standard double-pane clear glass for 6 window sets on the standard dealer program, design wind pressure 15 psf, 2 year warranty. Net total USD 36,540. Ready to send.

    
Verdict: Blocked.

    
    
      
  • Glass Compatibility. The Standard double-pane clear glass cannot meet the impact rating the hurricane-rated sliding patio door needs.
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6. Glass and door: Patio door with low-E glass

    
The agent's request. The hurricane-rated sliding patio doors with low-E argon glass for 6 window sets on the standard dealer program, design wind pressure 15 psf, 2 year warranty. Net total USD 44,808. Ready to send.

    
Verdict: Allowed.

    
7. Review by a person: 4 year warranty term

    
The agent's request. The casement windows with low-E argon glass for 6 window sets on the standard dealer program, design wind pressure 20 psf, 4 year warranty. Net total USD 38,016. Ready to send.

    
Verdict: Needs approval.

    
    
      
  • Warranty Term. A contract of 4 years is longer than 3 years; finance must approve the price lock.
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8. Review by a person: 8 percent extra discount

    
The agent's request. The casement windows with low-E argon glass for 8 window sets on the preferred dealer program, design wind pressure 20 psf, 2 year warranty and an extra 8 percent discount. Net total USD 42,929.28. Ready to send.

    
Verdict: Needs approval.

    
    
      
  • Total Discount Limit. Total discount of 13 percent is above the 12 percent a rep can give; sales director must approve.
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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 window and patio door set quote for a fictional customer. Before it goes out, the agent sends it to Predictika’s validator, which checks it against the product, venting kit and wholesale program rules, compares the net total the agent states with the one it computes, and returns a verdict with every reason.
    2. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. The casement windows with low-E argon glass for 6 window sets on the standard dealer program, design wind pressure 20 psf, 2 year warranty. Net total USD 33,307.20. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with one finding, all in one answer. The quoted net total of USD 33307.2 does not match the USD 37008.0 the validator computed.
    6. 
      
  6. The agent states a net total of USD 33,307.20. From the same choices the validator computes USD 37,008 and returns one blocking finding for the difference of USD 3,700.80. The window type, glass and dealer program raised nothing; only the stated figure is wrong. Because the agent's figure travels in the request as the Claim_Net field, the validator can compare it with its own calculation instead of relying on the agent's account of its own quote.
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  7. What this shows: for the total the agent states, 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 stated net as to 37,008.
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  10. It calls the validator again.
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  11. This time the validator clears it.
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  12. The quote is unchanged. The agent now states USD 37,008, equal to the total the validator computes, so the quote is allowed. The line items reconcile to the total. The release call that follows was accepted: the validator answered "EXECUTED: quote released to the customer." (it is in the raw response).
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  13. One problem caught in one call, fixed in one pass, and a clean quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
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