Predictika · Content management quotes

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

An AI sales agent prepares a subscription quote for Hyland Perceptive Content: per-user bundles, the base fee for small user counts and Interact for Outlook. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the contract price list and returns a verdict, every reason, a line-item quote and the figures it computed.

Scope: Hyland Perceptive Content subscriptions priced per user from the TX DIR contract price list: Document Management, ECM and Foundation user bundles, the base fee below 25 users, and Interact for Outlook seats and server. See everything this validator covers

This validator models Perceptive Content user-bundle subscription quotes built on the contract prices Hyland publishes in its TX DIR price list (contract DIR-CPO-6072, pricelist 12.16.25), not just the scenarios shown below.

  • User bundles — Document Management, ECM and Foundation bundles sold in blocks of 1, 5, 10, 25, 50, 100, 250 and 500 users, each block at its own monthly contract price, with the users licensed added up across blocks and compared with the users the customer needs.
  • Base fee — the list marks a base fee as required for fewer than 25 users for each bundle, so a quote licensing fewer than 25 users must carry it.
  • Interact for Outlook — per-seat users priced monthly, with the Interact for Outlook server marked as required whenever there are seats.
  • Totals and discounts — the monthly contract price (the list price less the 20 percent contract discount) is multiplied over the term and compared with the total the agent states; a further discount beyond the contract discount is not in the list and goes to approval.

Any Perceptive Content user-bundle quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: the other Hyland products on the same price list (OnBase, Alfresco, Content Innovation Cloud and others), add-on Perceptive modules, services and training, the 0.75 percent contract fee, maintenance and extended-support fees, and negotiated volume pricing. Assumptions: the Bundle and Expansion user SKUs carry the same prices in the list and are not distinguished, and the total is a contract-price estimate before the contract fee and taxes.

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.

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. Rules a CPQ handles easily, such as a required base fee or a required server, are left out.

    
What the validator caughtTypical rules-based CPQPredictika
Stated totals that must equal what the contract prices giveOnly with care
A stated figure is a free-entry field; a rule can compare it with a computed total, but the total depends on the bundle, every block line, the seats and the term, which have to be kept in step with the price list.		The stated total travels with the quote and is compared with the computed total on every call.
Users licensed across several block linesOnly with care
Each block size is its own line with its own price; the users needed are compared with a roll-up over all of them, which takes a summary field and a rule that must be kept in step as block sizes change.		The users are summed across every block line and compared with what the customer needs 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 quote licenses 24 users, fewer than 25, and has no base fee; the price list requires the base fee for fewer than 25 users.
2The quote licenses 1 user, fewer than 25, and has no base fee; the price list requires the base fee for fewer than 25 users.
3The customer needs 80 users; the quoted user bundles license 60.
4The quote has 40 Interact for Outlook seats but no Interact for Outlook server; the price list marks the server as required.
5The quote states a total of $4,666.00; the contract prices give $4,656.00.
6The quote asks for a further 5 percent discount on top of the 20 percent contract discount; the list publishes no further discount, so a person should approve it.

  

  

    
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. Small team: base fee and server: Document Management for 20 users with no base fee or Outlook server on the quote

    
The agent's request. Please quote Hyland Perceptive Content Document Management for the Larkspur County Clerk's office on a 12-month subscription. The customer needs 20 users, to be licensed as 2 bundles of 10 users, with 20 Interact for Outlook seats. The quote states a total of $3,499.68. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Base fee required below 25 users. The quote licenses 20 users, fewer than 25, and has no base fee; the price list requires the base fee for fewer than 25 users.
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  • Interact for Outlook server required. The quote has 20 Interact for Outlook seats but no Interact for Outlook server; the price list marks the server as required.
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  • Stated total does not match. The quote states a total of $3,499.68; the contract prices give $912.00.
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2. Small team: base fee and server: The agent resubmits after fixing the errors

    
The agent's request. Please quote Hyland Perceptive Content Document Management for the Larkspur County Clerk's office on a 12-month subscription. The customer needs 20 users, to be licensed as 2 bundles of 10 users, with the base fee, with 20 Interact for Outlook seats, with an Interact for Outlook server. The quote states a total of $3,499.68. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. 20 users licensed, a monthly contract price of $291.64 and $3,499.68 over 12 months, before the 0.75% contract fee.
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3. Agency rollout: users and server: ECM for 300 users with only 250 licensed and no Outlook server

    
The agent's request. Please quote Hyland Perceptive Content ECM for the Northfield State Revenue Agency on a 12-month subscription. The customer needs 300 users, to be licensed as 1 bundle of 250 users, with 150 Interact for Outlook seats. The quote states a total of $10,002.24. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Fewer users licensed than needed. The customer needs 300 users; the quoted user bundles license 250.
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  • Interact for Outlook server required. The quote has 150 Interact for Outlook seats but no Interact for Outlook server; the price list marks the server as required.
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  • Stated total does not match. The quote states a total of $10,002.24; the contract prices give $6,745.92.
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4. Agency rollout: users and server: The agent resubmits after fixing the errors

    
The agent's request. Please quote Hyland Perceptive Content ECM for the Northfield State Revenue Agency on a 12-month subscription. The customer needs 300 users, to be licensed as 1 bundle of 50 users, 1 bundle of 250 users, with 150 Interact for Outlook seats. The quote states a total of $10,002.24. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Interact for Outlook server required. The quote has 150 Interact for Outlook seats but no Interact for Outlook server; the price list marks the server as required.
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  • Stated total does not match. The quote states a total of $10,002.24; the contract prices give $7,602.24.
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5. Agency rollout: users and server: The agent resubmits after fixing the errors

    
The agent's request. Please quote Hyland Perceptive Content ECM for the Northfield State Revenue Agency on a 12-month subscription. The customer needs 300 users, to be licensed as 1 bundle of 50 users, 1 bundle of 250 users, with 150 Interact for Outlook seats and an Interact for Outlook server. The quote states a total of $10,002.24. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. 300 users licensed, a monthly contract price of $833.52 and $10,002.24 over 12 months, before the 0.75% contract fee.
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6. School district: extra discount: Foundation for 120 users with a discounted total and a further 15 percent discount

    
The agent's request. Please quote Hyland Perceptive Content Foundation for the Cedar Hollow School District on a 12-month subscription. The customer needs 120 users, to be licensed as 2 bundles of 10 users, 1 bundle of 100 users, with 60 Interact for Outlook seats and an Interact for Outlook server. The customer asks for a further 15 percent discount. The quote states a total of $4,541.04. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Stated total does not match. The quote states a total of $4,541.04; the contract prices give $5,342.40.
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  • Discount beyond the contract discount. The quote asks for a further 15 percent discount on top of the 20 percent contract discount; the list publishes no further discount, so a person should approve it.
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7. School district: extra discount: The agent resubmits after fixing the errors

    
The agent's request. Please quote Hyland Perceptive Content Foundation for the Cedar Hollow School District on a 12-month subscription. The customer needs 120 users, to be licensed as 2 bundles of 10 users, 1 bundle of 100 users, with 60 Interact for Outlook seats and an Interact for Outlook server. The customer asks for a further 15 percent discount. The quote states a total of $5,342.40. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount beyond the contract discount. The quote asks for a further 15 percent discount on top of the 20 percent contract discount; the list publishes no further discount, so a person should approve it.
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  • Order summary. 120 users licensed, a monthly contract price of $445.20 and $5,342.40 over 12 months, before the 0.75% contract fee.
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8. School district: extra discount: The agent resubmits after fixing the errors

    
The agent's request. Please quote Hyland Perceptive Content Foundation for the Cedar Hollow School District on a 12-month subscription. The customer needs 120 users, to be licensed as 2 bundles of 10 users, 1 bundle of 100 users, with 60 Interact for Outlook seats and an Interact for Outlook server. The quote states a total of $5,342.40. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. 120 users licensed, a monthly contract price of $445.20 and $5,342.40 over 12 months, before the 0.75% contract fee.
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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 subscription quote for Hyland Perceptive Content: per-user bundles, the base fee for small user counts and Interact for Outlook. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the contract price list and returns a verdict, every reason, a line-item quote and the figures it computed.
    2. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. Please quote Hyland Perceptive Content ECM for the Northfield State Revenue Agency on a 12-month subscription. The customer needs 300 users, to be licensed as 1 bundle of 250 users, with 150 Interact for Outlook seats. The rest of the request is on screen. The quote states a total of $10,002.24.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with three findings, all in one answer. The customer needs 300 users; the quoted user bundles license 250. The quote has 150 Interact for Outlook seats but no Interact for Outlook server; the price list marks the server as required. The quote states a total of $10,002.24; the contract prices give $6,745.92.
    6. 
      
  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 and against the stated total.
    7. 
      
  7. What this shows: for stated totals that must equal what the contract prices give, a rules-based CPQ is error-prone for this.
    8. 
      
  8. Now the agent resubmits.
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  9. The corrected request. It sets the bundles of 50 users to 1.
    10. 
      
  10. It calls the validator again.
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  11. Still blocked, with two findings, all in one answer. The quote has 150 Interact for Outlook seats but no Interact for Outlook server; the price list marks the server as required. The quote states a total of $10,002.24; the contract prices give $7,602.24.
    12. 
      
  12. One finding cleared. Still blocking: Interact for Outlook server required and stated total does not match.
    13. 
      
  13. The agent resubmits once more.
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  14. The revised request. It sets the interact for Outlook server to yes.
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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 validator also returns the line-item quote. It starts with ECM user bundle and ECM user bundle; the other two lines are on screen.
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  18. Both earlier findings are cleared, and the validator's total, $10,002.24, matches the quote.
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  19. Three problems caught in one call, fixed in two passes, and a clean $10,002.24 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    20.