Predictika · Nonprofit software subscription quotes

An AI sales agent's Raiser's Edge NXT subscription quote, checked before it goes out

An AI sales agent prepares an annual subscription quote for a nonprofit: the edition tier, the named users and constituent records, the add-ons (volunteer management, prospect research, advanced wealth insights, Prospect Insights, Workflow Designer and the Financial Edge NXT link), the term, a discount and the net total the quote states. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of how those choices fit together and returns a verdict, every reason and the total it computed.

Scope: One Raiser's Edge NXT subscription quote: tier, named users, constituent records, add-ons, term, discount and the stated net total. See everything this validator covers

This validator models Raiser's Edge NXT subscription quotes, not just the scenarios shown below.

  • Tier, users and records — a Standard, Professional or Enterprise tier, each with its own ceiling on named users and constituent records, a number of users and records included, and a price for each user and each thousand records beyond them.
  • Add-ons and their dependencies — volunteer management, prospect research, advanced wealth insights, Prospect Insights, Workflow Designer and the Financial Edge NXT link; wealth insights and Prospect Insights need prospect research, and research, Workflow Designer and the Financial Edge link need Professional or Enterprise.
  • Term and discount — terms of one to three years, a discount that needs the sales director above 15 percent and is blocked above 25 percent.
  • Totals and reviews — the net total stated on the quote is compared with the total computed from the tier, users, records, add-ons, term and discount; 250 or more named users or 1,000 thousand or more records go to a deployment or data-migration review.

Any subscription quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: other Blackbaud products, services and implementation fees, and taxes. Product and add-on names follow public Blackbaud web pages; the tiers, limits, dependencies, discount thresholds and prices are modeled from comparable products and are illustrative, not published by Blackbaud.

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

5 scenarios in 2 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
Add-ons that depend on a tier or on another add-onOnly with care
Prospect research, Workflow Designer and the Financial Edge link need a higher tier, and wealth insights and Prospect Insights need prospect research, so each add-on needs its own product rule.		Every dependency is checked on every call, in whatever order the choices arrive.
Limits that change with the tierOnly with care
Named users, constituent records and the term each have a ceiling that depends on the tier, so one change of tier moves several limits at once.		The limits follow the tier chosen and are checked together.
A discount with an approval band and a hard limitOnly with workarounds
A discount above one threshold needs a person and above another is refused, so the rule has to tell the two bands apart for every quote.		Both bands are checked on every call and the approval is listed with its reason.
A stated total that must match the computed oneOnly with workarounds
The net total comes from the tier, extra users and records, add-ons, term and discount, so a rule must recompute it and compare it with the stated figure.		The total is computed inside the model and compared with the stated one.
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, so the agent can fix them in a single pass.

  

  

    
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.

    
111 named users is outside the 1 to 10 users this tier allows; choose a larger tier.
251 thousand constituent records exceed the 50 thousand this tier allows; choose a larger tier.
3The prospect research add-on is quoted with the Standard tier; it needs Professional or Enterprise.
4Advanced wealth insights is an add-on to prospect research, which is not on the quote.
5Prospect Insights (major gift prospect identification) needs the prospect research add-on, which is not on the quote.
6Workflow Designer is quoted with the Standard tier; it needs Professional or Enterprise.
7The Financial Edge NXT link is quoted with the Standard tier; it needs Professional or Enterprise.
8A term of 4 years is outside the 1 to 3 year terms offered.
9A discount of 26 percent is above the 25 percent limit.
10A discount of 20 percent needs sales-director approval.
11The quote states a net total of 1,000 dollars; the quoted lines come to 29,880 dollars.
12250 named users need a deployment and security review.
131,000 thousand constituent records need a data-migration review.

  

  

    
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. Standard tier request: A Standard-tier quote for 14 named users and 60 thousand records with research, wealth insights, Workflow Designer and the Financial Edge link, a four-year term, a 28 percent discount and a wrong total

    
The agent's request. Please quote Raiser's Edge NXT on the Standard tier for 14 named users and 60 thousand constituent records, on a 4-year term. It includes prospect research, advanced wealth insights, Workflow Designer and the Financial Edge NXT link. A discount of 28 percent is applied. The quote states a net total of $78,880. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Users above the tier limit. 14 named users is outside the 1 to 10 users this tier allows; choose a larger tier.
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  • Records above the tier limit. 60 thousand constituent records exceed the 50 thousand this tier allows; choose a larger tier.
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  • Prospect research needs Professional or above. The prospect research add-on is quoted with the Standard tier; it needs Professional or Enterprise.
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  • Workflow Designer needs Professional or above. Workflow Designer is quoted with the Standard tier; it needs Professional or Enterprise.
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  • Financial Edge link needs Professional or above. The Financial Edge NXT link is quoted with the Standard tier; it needs Professional or Enterprise.
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  • Term outside 1 to 3 years. A term of 4 years is outside the 1 to 3 year terms offered.
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  • Discount over the hard limit. A discount of 28 percent is above the 25 percent limit.
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  • Stated total does not match. The quote states a net total of 78,880 dollars; the quoted lines come to 82,080 dollars.
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2. Standard tier request: The agent resubmits after fixing the errors

    
The agent's request. Please quote Raiser's Edge NXT on the Professional tier for 14 named users and 60 thousand constituent records, on a 3-year term. It includes prospect research, advanced wealth insights, Workflow Designer and the Financial Edge NXT link. A discount of 20 percent is applied. The quote states a net total of $77,520. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount needs approval. A discount of 20 percent needs sales-director approval.
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  • Price summary. 32,300 dollars a year for 3 year(s), 96,900 dollars gross, 20 percent discount, 77,520 dollars net (illustrative prices).
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3. Standard tier request: The agent resubmits after fixing the errors

    
The agent's request. Please quote Raiser's Edge NXT on the Professional tier for 14 named users and 60 thousand constituent records, on a 3-year term. It includes prospect research, advanced wealth insights, Workflow Designer and the Financial Edge NXT link. A discount of 15 percent is applied. The quote states a net total of $82,365. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. 32,300 dollars a year for 3 year(s), 96,900 dollars gross, 15 percent discount, 82,365 dollars net (illustrative prices).
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4. Enterprise quote with large volumes: An Enterprise quote for 260 users and 1.1 million records with wealth insights, Prospect Insights, the Financial Edge link and volunteer management, a three-year term and a 22 percent discount

    
The agent's request. Please quote Raiser's Edge NXT on the Enterprise tier for 260 named users and 1,100 thousand constituent records, on a 3-year term. It includes advanced wealth insights, Prospect Insights, the Financial Edge NXT link and volunteer management. A discount of 22 percent is applied. The quote states a net total of $330,525. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Wealth insights needs prospect research. Advanced wealth insights is an add-on to prospect research, which is not on the quote.
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  • Prospect Insights needs prospect research. Prospect Insights (major gift prospect identification) needs the prospect research add-on, which is not on the quote.
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  • Discount needs approval. A discount of 22 percent needs sales-director approval.
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  • Large user count. 260 named users need a deployment and security review.
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  • Large database. 1,100 thousand constituent records need a data-migration review.
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5. Enterprise quote with large volumes: The agent resubmits after fixing the errors

    
The agent's request. Please quote Raiser's Edge NXT on the Enterprise tier for 260 named users and 1,100 thousand constituent records, on a 3-year term. It includes prospect research, advanced wealth insights, Prospect Insights, the Financial Edge NXT link and volunteer management. A discount of 22 percent is applied. The quote states a net total of $345,735. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount needs approval. A discount of 22 percent needs sales-director approval.
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  • Large user count. 260 named users need a deployment and security review.
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  • Large database. 1,100 thousand constituent records need a data-migration review.
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  • Price summary. 147,750 dollars a year for 3 year(s), 443,250 dollars gross, 22 percent discount, 345,735 dollars net (illustrative prices).
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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 an annual subscription quote for a nonprofit: the edition tier, the named users and constituent records, the add-ons (volunteer management, prospect research, advanced wealth insights, Prospect Insights, Workflow Designer and the Financial Edge NXT link), and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of how those choices fit together and returns a verdict, every reason and the total it computed.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. Please quote Raiser's Edge NXT on the Standard tier for 14 named users and 60 thousand constituent records, on a 4-year term. It includes prospect research, advanced wealth insights, Workflow Designer and the Financial Edge NXT link. The rest of the request is on screen. The quote states a net total of $78,880.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with eight findings, all in one answer. 14 named users is outside the 1 to 10 users this tier allows; choose a larger tier. 60 thousand constituent records exceed the 50 thousand this tier allows; choose a larger tier. The prospect research add-on is quoted with the Standard tier; it needs Professional or Enterprise. The other five are on screen.
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  6. The validator returned eight 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 and against the stated total.
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  7. What this shows: for a discount with an approval band and a hard limit, 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 tier to professional, the term to 3 years, the discount to 20 percent and the net total stated on the quote to $77,520.
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  10. It calls the validator again.
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  11. Not blocked, but held for a person.
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  12. The eight blocking findings are cleared; one approval remains for a person: discount needs approval.
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  13. The agent resubmits once more.
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  14. The revised request. It changes the discount to 15 percent and the net total stated on the quote to $82,365.
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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 earlier finding is cleared.
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  18. Eight problems caught in one call, fixed in two passes, and a clean $82,365 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    19.