Predictika · Software subscription quotes

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

An AI sales agent prepares a monthly Marketing Hub quote: the edition, the number of core seats, the marketing contacts the customer needs, add-ons, limit increases, onboarding and the monthly total it states. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of the list prices and terms in HubSpot's public Product and Services Catalog and returns a verdict, every reason and the figures it computed.

Scope: HubSpot Marketing Hub Professional and Enterprise: core seats, marketing contact tiers, add-ons, limit increases and onboarding, at the published list prices. See everything this validator covers

This validator models a monthly Marketing Hub Professional or Enterprise subscription, based on the Product and Services Catalog that HubSpot publishes, not just the scenarios shown below.

  • Edition and seats — the base price comes from the edition. Professional includes 3 core seats and Enterprise includes 5, and a quote with fewer seats than the edition includes is blocked. Seats above that are priced per seat.
  • Marketing contacts and sends — the contact tier is the edition's starting tier plus the contact bands on the quote, and it must cover the marketing contacts the customer needs. Monthly marketing email sends are compared with the sends allowed for the tier, unless a Dedicated IP add-on is on the quote.
  • Add-ons and limit increases — Brands and the SMS short code add-on are Enterprise only, as are the Custom Objects, Standard Sandbox, Domains and CRM Contact Record increases. The SMS add-ons are for U.S. customers only, the SMS limit increase needs an SMS add-on, the short code needs the SMS limit increase, and API limit increases are capped at 2.
  • Contact records and onboarding — the customer's total contacts are compared with the contact record limit (15 million, plus 1 million per CRM Contact Record pack on Enterprise, at most 35 packs). Required onboarding is a one-time fee kept outside the monthly total.
  • Stated figures — the monthly total and the contact tier the quote states must match what the list prices give. When the quote goes beyond four contact bands, the validator prices only the first four and sends the quote to a person.

Any Marketing Hub Professional or Enterprise quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: Marketing Hub Starter, other HubSpot hubs and bundles, discounts and negotiated prices, annual billing terms, taxes, the blended rate for contact bands beyond the fourth, and any price change HubSpot makes after the catalog was read.

The AI sales agentBuilds the 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.

7 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
Contact tiers that change by edition (different starting tier, band size, band price and send multiplier)Only with care
A price book keyed on the edition and the number of bands. It works, but each edition has its own numbers, so every change in the catalog is more rows to keep in step.
The edition and the bands arrive in one request and the tier, its price and its send limit are computed on every call.
Add-ons and limit increases that are allowed only on one edition, only in the U.S. or only together with another itemOnly with workarounds
These are cross-field conditions, not prices. They tend to live in several validation rules that a rep can skip or that fire one at a time.
Each condition is checked with the rest in any order, and every finding comes back together.
Email sends and contact records compared with limits that depend on the tier and the packsOnly with workarounds
The limit is a computed number, so the planned sends and total contacts have to be compared with a value that is itself derived from other fields.
The limit is computed in the model and the customer's planned figures are compared with it every time.
A stated monthly total checked against the list pricesOnly with workarounds
A stated total is a free-entry field, and rules tend to run as the quote is saved, so a person fixes one error and then meets the next.
The stated total travels with the quote and is compared with the computed total in the same call.
A tier past the published bands sent to a person instead of guessedOnly with care
It needs a rule that recognizes the case and routes it, and the total shown has to be labeled so nobody reads it as complete.
The quote is flagged for approval, and the summary says which bands are not priced.

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 quote has 2 core seats; the base price of this edition includes 3.
2The quote has 4 core seats; the base price of this edition includes 5.
3Onboarding is required for a one-time fee of $3,000 and the quote does not include it.
4The customer needs 12,001 marketing contacts; the tier on the quote covers 12,000.
5The customer needs 20,001 marketing contacts; the tier on the quote covers 20,000.
6The customer plans 120,001 marketing email sends a month; this edition allows 120,000 sends a month for the contact tier on the quote, and there is no Dedicated IP add-on.
7The customer plans 400,001 marketing email sends a month; this edition allows 400,000 sends a month for the contact tier on the quote, and there is no Dedicated IP add-on.
8The contact tier goes past the first published price band, where HubSpot states a blended rate that is not worked out here; a person should confirm the contact fee.
9The Brands and Marketing SMS Short Code add-ons are available only with Marketing Hub Enterprise; this quote is Professional.
10The Custom Objects, Standard Sandbox and Domains limit increases are available only to the Enterprise edition; this quote is Professional.
11The CRM Contact Record limit increase is available only to the Enterprise edition; this quote is Professional.
12The customer plans 15,000,001 contacts in total; the contact record limit with this quote is 15,000,000.
13The customer plans 20,000,000 contacts in total; the contact record limit with this quote is 19,000,000.
1436 CRM Contact Record packs would pass the maximum of 50 million contact records; at most 35 packs can be added to the 15 million included.
15The SMS add-ons and SMS limit increases are available for U.S. customers only.
16The SMS limit increase requires at least one Marketing SMS add-on (long code or short code); the quote has none.
17The Marketing SMS Short Code add-on requires the purchase of the SMS limit increase; the quote has none.
18The quote has 3 API limit increase packs; a customer may buy at most 2.
19The quote states a monthly total of $2,191; the list prices give $2,190.
20The quote states a contact tier of 10,000 marketing contacts; the edition and contact bands give 12,000.

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. Moving to Enterprise: Professional order with Enterprise-only add-ons and a short code with no SMS limit increase

The agent's request. Please quote Marketing Hub Professional for 10 core seats. The customer needs 18,000 marketing contacts, plans 150,000 marketing email sends a month and has 600,000 contacts in total, with 4 additional contact bands. Add-ons: Transactional Email, Brands, Marketing SMS Short Code. Limit increases: 1 Standard Sandbox. Onboarding is included. The quote states a monthly total of $6,090 and a contact tier of 22,000. It is ready to send.

Verdict: Blocked.

  • Enterprise-only add-on on Professional. The Brands and Marketing SMS Short Code add-ons are available only with Marketing Hub Enterprise; this quote is Professional.
  • Enterprise-only limit increase on Professional. The Custom Objects, Standard Sandbox and Domains limit increases are available only to the Enterprise edition; this quote is Professional.
  • Short code without an SMS limit increase. The Marketing SMS Short Code add-on requires the purchase of the SMS limit increase; the quote has none.

2. Moving to Enterprise: Moved to Enterprise, short code still without an SMS limit increase

The agent's request. Please quote Marketing Hub Enterprise for 10 core seats. The customer needs 18,000 marketing contacts, plans 150,000 marketing email sends a month and has 600,000 contacts in total, with 1 additional contact band. Add-ons: Transactional Email, Brands, Marketing SMS Short Code. Limit increases: 1 Standard Sandbox. Onboarding is included. The quote states a monthly total of $7,925 and a contact tier of 20,000. It is ready to send.

Verdict: Blocked.

  • Short code without an SMS limit increase. The Marketing SMS Short Code add-on requires the purchase of the SMS limit increase; the quote has none.

3. Moving to Enterprise: The agent resubmits after fixing the errors

The agent's request. Please quote Marketing Hub Enterprise for 10 core seats. The customer needs 18,000 marketing contacts, plans 150,000 marketing email sends a month and has 600,000 contacts in total, with 1 additional contact band. Add-ons: Transactional Email, Brands, Marketing SMS Short Code. Limit increases: 1 Standard Sandbox, 20 SMS. Onboarding is included. The quote states a monthly total of $8,225 and a contact tier of 20,000. It is ready to send.

Verdict: Allowed.

  • Quote summary. 20,000 marketing contacts in the tier, 10 core seats, monthly list price of $8,225, plus the one-time onboarding fee of $7,000.

4. Professional order: Professional order with a contact tier that is too small, sends over the limit and no onboarding

The agent's request. Please quote Marketing Hub Professional for 8 core seats. The customer needs 21,000 marketing contacts, plans 200,000 marketing email sends a month and has 400,000 contacts in total, with 3 additional contact bands. Add-ons: Custom SSL, Transactional Email. Limit increases: 2 Ads, 1 Reporting. Onboarding is not included. The quote states a monthly total of $2,990 and a contact tier of 17,000. It is ready to send.

Verdict: Blocked.

  • Required onboarding missing. Onboarding is required for a one-time fee of $3,000 and the quote does not include it.
  • Marketing contacts exceed the purchased tier. The customer needs 21,000 marketing contacts; the tier on the quote covers 17,000.
  • Email sends exceed the monthly limit. The customer plans 200,000 marketing email sends a month; this edition allows 170,000 sends a month for the contact tier on the quote, and there is no Dedicated IP add-on.

5. Professional order: The agent resubmits after fixing the errors

The agent's request. Please quote Marketing Hub Professional for 8 core seats. The customer needs 21,000 marketing contacts, plans 200,000 marketing email sends a month and has 400,000 contacts in total, with 4 additional contact bands. Add-ons: Custom SSL, Transactional Email. Limit increases: 2 Ads, 1 Reporting. Onboarding is included. The quote states a monthly total of $3,240 and a contact tier of 22,000. It is ready to send.

Verdict: Allowed.

  • Quote summary. 22,000 marketing contacts in the tier, 8 core seats, monthly list price of $3,240, plus the one-time onboarding fee of $3,000.

6. Large Enterprise order: Enterprise order for 65,000 marketing contacts with a small tier, high sends and a 24 million contact base

The agent's request. Please quote Marketing Hub Enterprise for 20 core seats. The customer needs 65,000 marketing contacts, plans 1,200,000 marketing email sends a month and has 24,000,000 contacts in total, with 4 additional contact bands. Add-ons: Custom SSL. Limit increases: 2 Reporting, 2 API, 2 Domains. Onboarding is included. The quote states a monthly total of $6,825 and a contact tier of 50,000. It is ready to send.

Verdict: Blocked.

  • Marketing contacts exceed the purchased tier. The customer needs 65,000 marketing contacts; the tier on the quote covers 50,000.
  • Email sends exceed the monthly limit. The customer plans 1,200,000 marketing email sends a month; this edition allows 1,000,000 sends a month for the contact tier on the quote, and there is no Dedicated IP add-on.
  • Total contacts exceed the record limit. The customer plans 24,000,000 contacts in total; the contact record limit with this quote is 15,000,000.

7. Large Enterprise order: The agent resubmits after fixing the errors

The agent's request. Please quote Marketing Hub Enterprise for 20 core seats. The customer needs 65,000 marketing contacts, plans 1,200,000 marketing email sends a month and has 24,000,000 contacts in total, with 6 additional contact bands. Add-ons: Custom SSL. Limit increases: 2 Reporting, 2 API, 2 Domains, 9 CRM Contact Record. Onboarding is included. The quote states a contact tier of 70,000 and no monthly total. It is ready to send.

Verdict: Needs approval.

  • Contact tier beyond the first price band. The contact tier goes past the first published price band, where HubSpot states a blended rate that is not worked out here; a person should confirm the contact fee.
  • Quote summary. 70,000 marketing contacts in the tier, 20 core seats, monthly list price of $22,125 for the base price, seats, the first four contact bands, add-ons and limit increases only (the contact bands beyond the fourth are not priced here), plus the one-time onboarding fee of $7,000.

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 monthly Marketing Hub quote: the edition, the number of core seats, the marketing contacts the customer needs, and more. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of the list prices and terms in HubSpot's public Product and Services Catalog and returns a verdict, every reason and the figures it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote Marketing Hub Professional for 10 core seats. The customer needs 18,000 marketing contacts, plans 150,000 marketing email sends a month and has 600,000 contacts in total, with 4 additional contact bands. The rest of the request is on screen. The quote states a monthly total of $6,090 and a contact tier of 22,000.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with three findings, all in one answer. The Brands and Marketing SMS Short Code add-ons are available only with Marketing Hub Enterprise; this quote is Professional. The Custom Objects, Standard Sandbox and Domains limit increases are available only to the Enterprise edition; this quote is Professional. The Marketing SMS Short Code add-on requires the purchase of the SMS limit increase; the quote has none.
  6. The validator returned three 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.
  7. What this shows: for add-ons and limit increases that are allowed only on one edition, only in the U.S. or only together with another item, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the edition to enterprise, the additional contact bands to 1, the stated monthly total to $7,925 and the stated contact tier to 20,000.
  10. It calls the validator again.
  11. Still blocked, with one finding, all in one answer. The Marketing SMS Short Code add-on requires the purchase of the SMS limit increase; the quote has none.
  12. Two findings cleared; still blocked on short code without an SMS limit increase.
  13. The agent resubmits once more.
  14. The revised request. It changes the stated monthly total to $8,225. It sets the SMS limit increase packs to 20.
  15. It calls the validator once more.
  16. This time the validator clears it.
  17. The earlier finding is cleared, and the validator's total, $8,225, matches the quote.
  18. Three problems caught in one call, fixed in two passes, and a clean $8,225 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer.