Predictika · endpoint security bundle quotes: bundle, add-on module, endpoints, deployment, term, channel and discount

A sales agent's endpoint security quote, checked before it goes to the customer

A sales agent prepares an endpoint security quote with a Falcon-style bundle, an optional add-on module, an endpoint count, a deployment, a term and a sales channel, and says it is ready to send. Before it goes out, the agent sends it to Predictika's validator, which checks bundle, add-on, deployment, term, channel, discount and the stated net total against each other and reports every problem it finds in one pass.

Scope: Falcon-style endpoint security quotes on the Go, Pro, Enterprise and Elite bundles, with Identity Protection, LogScale and Complete add-on modules, sold direct or through registered, Elite, Premier and managed service provider channels. Illustrative prices in US dollars per endpoint per year; not affiliated with or endorsed by CrowdStrike. See everything this validator covers

This validator checks any quote made of these bundles and add-ons, not just the scenarios shown below.

  • Bundles and endpoints — each bundle has an endpoint limit, and a quote above 90 percent of it needs a sales engineering review.
  • Add-on modules — each module has a minimum bundle level and a minimum endpoint count.
  • Deployment — the government cloud needs Enterprise or Elite, and the managed service provider program does not resell Falcon Go.
  • Term, volume and channel pricing — one to three year terms with a multi-year discount, volume price tiers by endpoint count, discount limits by channel, and a deal registration bonus for partners only.
  • Large orders and the stated total — a sales director review above USD 500,000 net, and a check that the net total the agent states matches the validator's total.

Any quote that touches these rules is in scope, not only the scenarios pictured here. Not checked: other CrowdStrike products and modules, renewal uplift, ramp deals and consumption pricing, partner program terms, multi-currency quoting, or real list prices.

The sales agentPrepares the endpoint security quote for the customer and says it is ready to send.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

6 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The sales agent says

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

Proposing agent: sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      
Waiting for the call.

Where a rules-based quoting tool gets this wrong

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Our assessment of what a typical rules-based quoting tool (product rules, price rules and validation rules, one rule per field) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

What the validator caughtA rules-based quoting toolPredictika
An add-on that needs a minimum bundle level and endpoint countOnly with care
Product rules per add-on and bundle work, but each new module needs its own rules.
Level and endpoint minimums are data on each add-on; both checks follow from it.
A deployment restriction that depends on the bundleOnly with care
A product rule on the bundle level for each deployment, kept in step by hand.
The deployment and the bundle are fields of the same request and checked together.
Volume tier, multi-year discount and channel discount togetherOnly with workarounds
Price rules must run in the right order, and the tiers change with every pricing update.
Tier, term and requested discount are applied in one calculation, and the approval follows.
A stated net total that does not match the computed oneOnly with workarounds
The agent's number is typed into a field, and nothing recomputes the price to compare it.
The validator computes the net total itself and blocks the quote when the stated total differs by more than USD 1.

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.

1Falcon Complete managed detection and response is not available with Falcon Pro; it needs a higher bundle level.
2Falcon Complete managed detection and response needs at least 100 endpoints.
3Endpoints above the bundle limit need an enterprise agreement.
4More than 90 percent of the bundle limit needs a sales engineering review.
5The government cloud deployment needs Falcon Enterprise or Elite.
6Falcon Go cannot be resold through the managed service provider program.
7Deal registration applies only to partner sales; a direct sale cannot register a deal.
8A term of 4 years is not offered; use 1, 2 or 3 years.
9A discount may not exceed the limit for the channel.
10A discount above the 10 percent a rep can give needs approval, up to the channel limit.
11A net order value above USD 500,000 needs a sales director review.
12The net total the agent states must match the total the validator computes (within USD 1).

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 module and bundle level: Falcon Complete on Falcon Pro

The agent's request. Please check this quote for Northgate Credit Union: Falcon Pro with the Falcon Complete managed detection and response add-on for 400 endpoints on a one year term, sold direct, net total USD 70,200. It is ready to send.

Verdict: Blocked.

  • Add-on needs a higher bundle. Falcon Complete managed detection and response is not available with Falcon Pro; it needs a higher bundle level.
  • Computed price. The validator computed USD 70,200 net at USD 175.50 per endpoint per year for 400 endpoints, after the 90 percent volume price tier and no multi-year discount. The stated total matches, so the price is not the problem.

2. Add-on module and bundle level: The agent resubmits after fixing the errors

The agent's request. Please check the revised quote for Northgate Credit Union: Falcon Enterprise with the Falcon Complete managed detection and response add-on for 400 endpoints on a one year term, sold direct, net total USD 88,200. It is ready to send.

Verdict: Allowed.

  • Computed price. The validator computed USD 88,200 net at USD 220.50 per endpoint per year for 400 endpoints, after the 90 percent volume price tier and no multi-year discount. It matches the stated total.

3. Government cloud: Government cloud on Falcon Pro

The agent's request. Please check this quote for the Marlowe County Health Department: Falcon Pro for 300 endpoints deployed in the government cloud on a one year term, sold direct, net total USD 27,000. It is ready to send.

Verdict: Blocked.

  • Government cloud needs a higher bundle. The government cloud deployment needs Falcon Enterprise or Elite; Falcon Pro was quoted.
  • Computed price. The validator computed USD 27,000 net at USD 90.00 per endpoint per year for 300 endpoints, after the 90 percent volume price tier and no multi-year discount. The stated total matches.

4. Government cloud: The agent resubmits after fixing the errors

The agent's request. Please check the revised quote for the Marlowe County Health Department: Falcon Enterprise for 300 endpoints deployed in the government cloud on a one year term, sold direct, net total USD 40,500. It is ready to send.

Verdict: Allowed.

  • Computed price. The validator computed USD 40,500 net at USD 135.00 per endpoint per year for 300 endpoints, after the 90 percent volume price tier and no multi-year discount. It matches the stated total.

5. A stated net total that does not match: A net total that is USD 6,750 too low

The agent's request. Please check this quote for Ellison Freight: Falcon Enterprise for 500 endpoints on a one year term, sold direct, net total USD 60,750. It is ready to send.

Verdict: Blocked.

  • Stated net total. The quoted net total of USD 60,750 does not match the USD 67,500 the validator computed.
  • Computed price. The validator computed USD 67,500 net at USD 135.00 per endpoint per year for 500 endpoints, after the 90 percent volume price tier and no multi-year discount.

6. A stated net total that does not match: The agent resubmits after fixing the errors

The agent's request. Please check the corrected quote for Ellison Freight: Falcon Enterprise for 500 endpoints on a one year term, sold direct, net total USD 67,500. It is ready to send.

Verdict: Allowed.

  • Computed price. The validator computed USD 67,500 net at USD 135.00 per endpoint per year for 500 endpoints, after the 90 percent volume price tier and no multi-year discount. It matches the stated total.

Narration transcript

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The text of the narrated walkthrough, step by step.

  1. Welcome to a demo of Predictika's Validator. A sales agent prepares an endpoint security quote with a Falcon-style bundle, an optional add-on module, an endpoint count, a deployment. Before it goes out, the agent sends it to Predictika's validator, which checks bundle, add-on, deployment, term, channel, discount and the stated net total against each other and reports every problem it finds in one pass.
  2. I will start with the first request by the agent.
  3. The agent says. Please check this quote for the Marlowe County Health Department: Falcon Pro for 300 endpoints deployed in the government cloud on a one year term. It is ready to send. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with one finding, all in one answer. The government cloud deployment needs Falcon Enterprise or Elite; Falcon Pro was quoted.
  6. The validator returned one blocking finding 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 an add-on that needs a minimum bundle level and endpoint count, a rules-based quoting tool is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the bundle to Falcon Enterprise and the stated net total to USD 40,500.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. The earlier finding is cleared, and the validator's total, USD 40,500, matches the quote.
  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.