Predictika · Cloud subscription quotes

An AI sales agent's cloud subscription quote, checked before it goes out

An AI sales agent prepares a one-year cloud subscription quote for Esker finance-automation solutions, with modules, an ERP connector, volumes and a discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the solutions and edition rules and returns a verdict, every reason and the annual total it computed, at illustrative prices.

Scope: Esker cloud subscriptions: Accounts Payable, Order Management, Accounts Receivable with its modules, Procurement, E-Invoicing, EDI, Synergy AI, the supplier portal and ERP connectors, with edition limits, volumes and a discount. See everything this validator covers

This validator models Esker cloud subscription quotes, not just the scenarios shown below.

  • Solutions and modules — the core solutions and the modules that depend on them: Cash Application, Credit Management and Collections Management need Accounts Receivable, and Procurement and the supplier portal need Accounts Payable.
  • Editions and limits — three modeled editions with limits on core solutions, legal entities, invoice volume and e-invoicing countries, and features such as Synergy AI, EDI and premium support that are not on the smallest edition.
  • ERP connector, discount and total — the ERP connector every quote needs, a discount checked against the subtotal, and the annual total the quote states against the total computed from the modeled prices.

Any Esker cloud subscription quote that touches these rules is in scope — not only the scenarios pictured here. Three situations are routed to a person: a discount over 15 percent, a custom connector for another ERP, and more than 25 e-invoicing countries. Not covered: other source-to-pay modules, services and implementation. The edition names and limits, all rules and every price are modeled for illustration; Esker publishes no pricing.

The AI sales agentBuilds the cloud subscription 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.

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 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 editionOnly with care
Synergy AI, premium support and the number of core solutions each need a rule keyed to the edition, and the list grows with every edition.		The edition and every module are fields of one request and are checked together on every call.
Modules that need another moduleOnly with care
Each dependent module needs its own rule that looks for the module it depends on.		The modules are in one request, so every dependency is checked on every call.
Volume and entity limits per editionOnly with care
Each limit needs a rule per edition that compares the quantity with the edition cap.		The quantities and the edition are fields of the request and are compared on every call.
A discount limit that depends on the subtotalOnly with workarounds
The subtotal has to be computed first and then compared with the discount, with an approval band beside a hard limit.		The subtotal is computed in the model, so the discount is checked against it with its approval and block thresholds.
A stated total that must match the computed totalOnly with workarounds
The total is built from many lines, so a separate rule is needed to recompute it and compare it with the stated figure.		The stated total is a field of the request and is compared with the computed annual total 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.

    
1The Essentials edition covers one core solution; the quote has 2.
2Esker Synergy AI needs the Professional or Enterprise edition.
3EDI needs the Professional or Enterprise edition.
4Cash Application, Credit Management and Collections Management are modules of Accounts Receivable, which is not on the quote.
5Procurement is matched against supplier invoices and needs Accounts Payable on the quote.
6The supplier portal shows invoice and payment status and needs Accounts Payable on the quote.
7E-Invoicing is quoted but no country is listed; E-Invoicing is priced per country.
8The quote has 11 e-invoicing countries; this edition allows at most 10.
9E-invoicing for 30 countries needs a compliance scoping review before the quote is sent.
10The quote covers 11 legal entities; this edition allows at most 10.
11The quote has 600 thousand invoices a year; this edition allows at most 500 thousand.
12An annual invoice volume is quoted but Accounts Payable is not on the quote.
13The quote has no ERP connector; Esker solutions are connected to the customer ERP and the connector must be on the quote.
14Premium support is available with the Professional and Enterprise editions only.
15The discount of $18,080 is over 15 percent of the $113,000 subtotal; a sales manager should approve it.
16The discount of $35,030 is over 30 percent of the $113,000 subtotal; discounts above 30 percent are not allowed.
17The customer ERP is not one of the standard connectors (SAP, Dynamics 365, Oracle, NetSuite); an integration scoping review should approve the custom connector.
18The quote states $100,000 a year; the quoted items and discount add up to $113,000.
19The quote has none of Accounts Payable, Order Management or Accounts Receivable; at least one core solution is needed.
20The quote covers 5 legal entities; this edition allows at most 2.

  

  

    
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. Edition limits and dependencies: A quote for an Essentials subscription with order management, Synergy AI, cash application and premium support

    
The agent's request. Please quote a one-year Esker Essentials cloud subscription with Accounts Payable, Order Management, Cash Application, Synergy AI, an ERP connector for SAP, premium support, 5 legal entities, 60 thousand invoices a year, 5 thousand orders a year, for a total of $136,500 a year. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • AR module without Accounts Receivable. Cash Application, Credit Management and Collections Management are modules of Accounts Receivable, which is not on the quote.
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  • Synergy AI not on Essentials. Esker Synergy AI needs the Professional or Enterprise edition.
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  • Essentials has one core solution. The Essentials edition covers one core solution; the quote has 2.
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  • Premium support not on Essentials. Premium support is available with the Professional and Enterprise editions only.
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  • Entities over the edition limit. The quote covers 5 legal entities; this edition allows at most 2.
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2. Edition limits and dependencies: The agent resubmits after fixing the errors

    
The agent's request. Please quote a one-year Esker Professional cloud subscription with Accounts Payable, Order Management, Accounts Receivable, Cash Application, Synergy AI, an ERP connector for SAP, premium support, 5 legal entities, 60 thousand invoices a year, 5 thousand orders a year, for a total of $176,500 a year. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Subtotal $176,500 a year, discount $0, total $176,500 a year (illustrative prices).
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3. Dependencies and e-invoicing: A quote for procurement, a supplier portal and e-invoicing without accounts payable

    
The agent's request. Please quote a one-year Esker Professional cloud subscription with Order Management, Procurement, E-Invoicing, Supplier Portal, an ERP connector for SAP, standard support, 3 legal entities, 20 thousand orders a year, E-Invoicing in 0 countries, for a total of $87,000 a year. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Procurement needs Accounts Payable. Procurement is matched against supplier invoices and needs Accounts Payable on the quote.
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  • Supplier portal needs Accounts Payable. The supplier portal shows invoice and payment status and needs Accounts Payable on the quote.
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  • E-Invoicing needs AP or AR. E-Invoicing is added to Accounts Payable or Accounts Receivable, and neither is on the quote.
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  • E-Invoicing without countries. E-Invoicing is quoted but no country is listed; E-Invoicing is priced per country.
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  • Stated total does not match. The quote states $87,000 a year; the quoted items and discount add up to $92,000.
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4. Dependencies and e-invoicing: The agent resubmits after fixing the errors

    
The agent's request. Please quote a one-year Esker Professional cloud subscription with Accounts Payable, Order Management, Procurement, E-Invoicing, Supplier Portal, an ERP connector for SAP, standard support, 3 legal entities, 20 thousand orders a year, E-Invoicing in 4 countries, for a total of $130,000 a year. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Subtotal $130,000 a year, discount $0, total $130,000 a year (illustrative prices).
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5. Volume, connector and discount: A quote for a large invoice volume with no ERP connector and a deep discount

    
The agent's request. Please quote a one-year Esker Professional cloud subscription with Accounts Payable, Supplier Portal, no ERP connector, standard support, 3 legal entities, 600 thousand invoices a year, and a discount of $106,950, for a total of $238,050 a year. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Invoice volume over the edition limit. The quote has 600 thousand invoices a year; this edition allows at most 500 thousand.
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  • No ERP connector. The quote has no ERP connector; Esker solutions are connected to the customer ERP and the connector must be on the quote.
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  • Discount over 30 percent. The discount of $106,950 is over 30 percent of the $345,000 subtotal; discounts above 30 percent are not allowed.
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6. Volume, connector and discount: The agent resubmits after fixing the errors

    
The agent's request. Please quote a one-year Esker Enterprise cloud subscription with Accounts Payable, Supplier Portal, an ERP connector for SAP, standard support, 12 legal entities, 600 thousand invoices a year, and a discount of $37,100, for a total of $333,900 a year. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Subtotal $371,000 a year, discount $37100, total $333,900 a year (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 a one-year cloud subscription quote for Esker finance-automation solutions, with modules, an ERP connector, volumes and a discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the solutions and edition rules and returns a verdict, every reason and the annual total it computed, at illustrative prices.
    2. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. Please quote a one-year Esker Essentials cloud subscription with Accounts Payable, Order Management, Cash Application, Synergy AI, an ERP connector for SAP. It is ready to send. 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 five findings, all in one answer. Cash Application, Credit Management and Collections Management are modules of Accounts Receivable, which is not on the quote. Esker Synergy AI needs the Professional or Enterprise edition. The Essentials edition covers one core solution; the quote has 2. The other two are on screen.
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  6. The validator returned five 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 volume and entity limits per edition, 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 edition to professional, the solutions to Accounts Payable, Order Management, Accounts Receivable, Cash Application, Synergy AI and the annual total stated on the quote to $176,500.
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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. All five earlier findings are cleared.
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  13. Five problems caught in one call, fixed in one pass, and a clean $176,500 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    14.