Predictika · E-signature subscription quotes

An AI sales agent's eSignature plan quote, checked before it goes out

An AI sales agent prepares an annual quote for a team that wants an electronic signature subscription: which plan, how many users, how many envelopes, which features and which add-ons. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the published plans and pricing page and returns a verdict, every reason and the figures it computed.

Scope: DocuSign eSignature plan quotes at the published prices: Personal, Standard, Business Pro and Enhanced plans, with users, envelope allowance, plan-gated features and add-ons. See everything this validator covers

This validator models annual eSignature plan quotes as listed on the DocuSign eSignature plans and pricing page, not just the scenarios shown below.

  • Plans and prices — Personal ($132 a year, one user), Standard ($360 per user a year) and Business Pro ($540 per user a year), the annual list prices, with the quoted total equal to users times the per-user price. Enhanced plans have no published price and go to a person.
  • Users and envelopes — Personal is a single user; Standard and Business Pro support up to 50 users; the envelope allowance is 5 a month on Personal and 100 per user per year on Standard and Business Pro. Envelopes beyond the allowance are billed pay-as-you-go at a rate that is not published, so they go to a person.
  • Plan features — branding and shared templates start with Standard; Bulk Send, Web Forms, payment collection and the developer account and APIs start with Business Pro; access management and single sign-on are listed under Enhanced plans only.
  • Add-ons — SMS delivery and identity verification are listed with starting prices only, so a quote that includes them goes to a person.

Any eSignature plan quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: other DocuSign products, monthly (non-annual) billing, the one-time SMS and identity-verification allowances, pre-purchased envelope packs, Enhanced-plan features and prices, taxes and any negotiated discount. Assumptions: prices are the annual list prices per user as published, and the planned envelopes are compared with the yearly allowance. Prices are the list prices read in October 2026 and may change.

The AI sales agentBuilds the eSignature plan 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 3 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
Features that depend on the planOnly with care
Each feature needs its own product rule tying it to a plan tier, and every change to the plan page means editing those rules.		Plan and features are in one request; every feature is checked against the plan on every call.
A user limit that differs by planOnly with care
A separate limit rule for each plan, kept in step with the published seat limits.		The limit for the quoted plan is applied together with all the other rules.
Stated totals that must equal users times the plan priceOnly with care
A stated figure is a free-entry field; a rule can compare it with a computed total, but it has to be kept in step with the price page.		The stated total travels with the quote and is compared with the computed total on every call.
Envelope allowances that scale with the number of usersOnly with workarounds
The yearly allowance is 100 per user on some plans and a fixed monthly count on another, so a cross-field rule is needed for each case.		The allowance is computed from the plan and users, and planned envelopes are compared with it.
Terms that need a person, such as custom plans and starting-price add-onsOnly with care
These are not errors but need sign-off, and an approval step is easy to leave out.		The approval is raised when the quote asks for them, and the quote cannot be executed until it is approved.
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.

    
1The Personal plan is for a single user; the quote has 2 users.
2The quote has 0 users; at least 1 is needed.
3The Standard and Business Pro plans support up to 50 users; the quote has 51 users. Larger teams need an Enhanced plan.
4The quote plans 61 envelopes a year but the plan allows 60; each extra envelope is billed pay-as-you-go at a rate that is not published, so a person should confirm it.
5The quote plans 1,001 envelopes a year but the plan allows 1,000; each extra envelope is billed pay-as-you-go at a rate that is not published, so a person should confirm it.
6The quote plans 101 envelopes a year but the plan allows 100; each extra envelope is billed pay-as-you-go at a rate that is not published, so a person should confirm it.
7Custom branding is not included in the Personal plan; it starts with Standard.
8Shared templates are not included in the Personal plan; they start with Standard.
9Bulk Send is included from the Business Pro plan up; it is not in the quoted plan.
10Web Forms are included from the Business Pro plan up; they are not in the quoted plan.
11Payment collection is included from the Business Pro plan up; it is not in the quoted plan.
12The developer account and APIs are included from the Business Pro plan up; they are not in the quoted plan.
13Access management and single sign-on are listed under the Enhanced plans only.
14Enhanced plans are customized and have no published price; a person should confirm the price and envelope limits.
15The quote states an annual total of $3,599; the list prices give $3,600.
16The quote states an annual total of $5,401; the list prices give $5,400.
17The quote includes 100 SMS deliveries and 0 identity verification attempts; the published add-on prices are starting prices, so a person should confirm them.
18The quote includes 0 SMS deliveries and 20 identity verification attempts; the published add-on prices are starting prices, so a person should confirm them.
19The quote plans 2,000 envelopes a year but the plan allows 1,000; each extra envelope is billed pay-as-you-go at a rate that is not published, so a person should confirm it.
20The quote includes 50 SMS deliveries and 5 identity verification attempts; the published add-on prices are starting prices, so a person should confirm them.

  

  

    
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. Plan features: A 40-user Standard plan quoted with Bulk Send, Web Forms, payment collection and APIs

    
The agent's request. Please quote an annual DocuSign eSignature Standard plan for 40 users, sending about 3,600 envelopes a year, with Bulk Send, Web Forms, payment collection and the developer account and APIs. The quote states an annual total of $14,400. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Bulk Send needs Business Pro. Bulk Send is included from the Business Pro plan up; it is not in the quoted plan.
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  • Web Forms need Business Pro. Web Forms are included from the Business Pro plan up; they are not in the quoted plan.
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  • Payment collection needs Business Pro. Payment collection is included from the Business Pro plan up; it is not in the quoted plan.
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  • APIs need Business Pro. The developer account and APIs are included from the Business Pro plan up; they are not in the quoted plan.
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2. Plan features: The agent resubmits after fixing the errors

    
The agent's request. Please quote an annual DocuSign eSignature Business Pro plan for 40 users, sending about 3,600 envelopes a year, with Bulk Send, Web Forms, payment collection and the developer account and APIs. The quote states an annual total of $21,600. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 40 user(s), annual total of $21,600 at list prices (0 means no published price).
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3. Team size and single sign-on: A 60-user Standard plan with single sign-on

    
The agent's request. Please quote an annual DocuSign eSignature Standard plan for 60 users, sending about 5,000 envelopes a year, with custom branding, shared templates and single sign-on. The quote states an annual total of $21,600. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Standard and Business Pro limited to 50 users. The Standard and Business Pro plans support up to 50 users; the quote has 60 users. Larger teams need an Enhanced plan.
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  • Single sign-on needs an Enhanced plan. Access management and single sign-on are listed under the Enhanced plans only.
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4. Team size and single sign-on: The agent resubmits after fixing the errors

    
The agent's request. Please quote an annual DocuSign eSignature Standard plan for 50 users, sending about 5,000 envelopes a year, with custom branding, shared templates and single sign-on. The quote states an annual total of $18,000. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Single sign-on needs an Enhanced plan. Access management and single sign-on are listed under the Enhanced plans only.
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5. Team size and single sign-on: The agent resubmits after fixing the errors

    
The agent's request. Please quote an annual DocuSign eSignature Standard plan for 50 users, sending about 5,000 envelopes a year, with custom branding and shared templates. The quote states an annual total of $18,000. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 50 user(s), annual total of $18,000 at list prices (0 means no published price).
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6. Plan, envelopes and add-ons: A three-user Personal plan with Bulk Send and branding

    
The agent's request. Please quote an annual DocuSign eSignature Personal plan for 3 users, sending about 40 envelopes a year, with custom branding and Bulk Send. The quote states an annual total of $396. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Personal plan is single user. The Personal plan is for a single user; the quote has 3 users.
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  • Branding needs Standard or above. Custom branding is not included in the Personal plan; it starts with Standard.
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  • Bulk Send needs Business Pro. Bulk Send is included from the Business Pro plan up; it is not in the quoted plan.
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7. Plan, envelopes and add-ons: The agent resubmits after fixing the errors

    
The agent's request. Please quote an annual DocuSign eSignature Business Pro plan for 10 users, sending about 1,400 envelopes a year, with custom branding and Bulk Send, plus 500 SMS deliveries. The quote states an annual total of $5,400. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Envelopes beyond the plan allowance. The quote plans 1,400 envelopes a year but the plan allows 1,000; each extra envelope is billed pay-as-you-go at a rate that is not published, so a person should confirm it.
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  • Add-on pricing to confirm. The quote includes 500 SMS deliveries and 0 identity verification attempts; the published add-on prices are starting prices, so a person should confirm them.
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  • Quote summary. 10 user(s), annual total of $5,400 at list prices (0 means no published price).
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8. Plan, envelopes and add-ons: The agent resubmits after fixing the errors

    
The agent's request. Please quote an annual DocuSign eSignature Business Pro plan for 10 users, sending about 900 envelopes a year, with custom branding and Bulk Send. The quote states an annual total of $5,400. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 10 user(s), annual total of $5,400 at list prices (0 means no published price).
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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 quote for a team that wants an electronic signature subscription: which plan, how many users, how many envelopes, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the published plans and pricing page and returns a verdict, every reason and the figures it computed.
    2. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. Please quote an annual DocuSign eSignature Standard plan for 40 users, sending about 3,600 envelopes a year, with Bulk Send, Web Forms, payment collection and the developer account and APIs. The quote states an annual total of $14,400. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with four findings, all in one answer. Bulk Send is included from the Business Pro plan up; it is not in the quoted plan. Web Forms are included from the Business Pro plan up; they are not in the quoted plan. Payment collection is included from the Business Pro plan up; it is not in the quoted plan. The other one is on screen.
    6. 
      
  6. The validator returned four 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.
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  7. What this shows: for terms that need a person, such as custom plans and starting-price add-ons, a rules-based CPQ is error-prone for this.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the plan to Business Pro and the stated annual total to $21,600.
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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 validator also returns the line-item quote, on screen.
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  13. All four earlier findings are cleared, and the validator's total, $21,600, matches the quote.
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  14. Four problems caught in one call, fixed in one pass, and a clean $21,600 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer.
    15.