Predictika · Microsoft licensing quotes

An AI sales agent's Microsoft licensing quote, checked before it goes out

An AI sales agent prepares a Microsoft licensing quote of the kind a reseller such as Insight sends: Microsoft 365, Office 365, Copilot or Dynamics 365 Sales through an Enterprise Agreement or a CSP subscription, with seats, commitment, true-up and discount, in US dollars. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the licensing rules, compares the total the quote states with the computed one, and returns every finding together with the line-item quote. This is an illustrative model built from public licensing information; it is not Insight's or Microsoft's internal rule set.

Scope: quotes for Microsoft 365 E3 and E5, Office 365 E3, Microsoft 365 Copilot and Dynamics 365 Sales sold through an Enterprise Agreement or a Cloud Solution Provider (CSP) subscription. See everything this validator covers

This validator models one product line: Microsoft licensing quotes as a reseller such as Insight would prepare them, covering Microsoft 365 E3 and E5, Office 365 E3, Microsoft 365 Copilot and Dynamics 365 Sales Enterprise, sold through an Enterprise Agreement (EA) or a CSP subscription. It handles any quote that combines these products with seat count, commitment, true-up and discount choices, not only the scenarios shown on this page. It does not cover other vendors a reseller sells or Microsoft products outside this set, such as Azure consumption or on-premises server licenses.

  • Covered: agreement eligibility — the 500-user minimum and three-year-only term for an Enterprise Agreement, against CSP monthly, annual or three-year commitments.
  • Covered: pricing — per-user monthly list price by product, the CSP commitment multiplier, and the line-item quote with the extra discount shown as a deduction.
  • Covered: true-up — true-up seats allowed only on Enterprise Agreements, with 1 or 2 remaining years, and approval above 20 percent of the base seats.
  • Covered: add-ons and approvals — Copilot's prerequisite base license, the CSP size above which a licensing desk reviews an EA alternative, and the 3 and 8 percent extra-discount limits.
  • Covered: stated total and release — the total the agent states against the computed total, and the release step, which is accepted only for an allowed quote or an approved one.
  • Not covered — other vendors and Microsoft product lines, negotiated EA or CSP prices, and real Microsoft or Insight discount schedules. Other areas can be added.
  • Labeled as assumptions — per-user prices are US list prices from Microsoft's public July 2026 pricing and are illustrative; the program rules (the 500-user minimum, the CSP multipliers, the 2,400-seat review threshold, the true-up threshold) and the discount limits are estimates from public licensing guides, not Microsoft or Insight policy.
The AI sales agentBuilds the licensing 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 4 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
Agreement eligibility: 500-user minimum and a three-year-only Enterprise Agreement termOnly with care
The minimum and the term are simple limits, but they depend on the agreement type chosen on the same quote, so each combination of agreement and commitment has to be covered by its own rule.		Agreement, commitment and seat count are checked together on every call; the finding says which one fails and what to use instead.
Pricing that depends on the agreement: CSP commitment multiplier against Enterprise Agreement listOnly with care
The same product is priced differently under the two agreements and by CSP commitment (monthly, annual or three-year). A price book can hold it, but the quote total has to be rebuilt each time the agreement changes.		The subscription line, the multiplier and the term are computed together, and the line-item quote reconciles to the total.
True-up allowed only on Enterprise Agreements, limited to 1 or 2 remaining years, with approval above 20 percent of the baseOnly with workarounds
Three conditions on one add-on line, one of which compares it with the base seat count. Rules-based CPQ usually handles this with custom code or leaves it to a reviewer.		All three conditions are checked on every call, and the true-up is priced as its own line.
Add-on that needs a base license held outside the quoteOnly with workarounds
Whether the customer already holds a qualifying Microsoft 365 license is a fact about the customer, not a line on the quote, so a product rule cannot see it unless it is captured as a field.		The base-license fact travels with the quote and is checked against the add-on on every call.
Stated total that must match the computed totalOnly with workarounds
A validation rule can compare a stated figure with a calculated one only if the stated figure is a field on the quote, which it rarely is.		The total the agent states travels with the quote and is compared with the computed total on every call.

  

  

    
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.

    
1Copilot is an add-on that needs a qualifying Microsoft 365 or Office 365 base license
2Extra discount above 8 percent is blocked
3Extra discount above the 3 percent rep limit, up to 8 percent, needs approval
4Enterprise Agreements are three-year commitments only
5CSP orders above 2,400 seats need a licensing-desk review of an EA alternative
6The total the agent states must match the validator's computed total (within $1)
7An Enterprise Agreement needs at least 500 users
8True-up above 20 percent of the base seats needs licensing-desk approval
9True-up applies only to Enterprise Agreements
10True-up remaining years must be 1 or 2 on a three-year agreement

  

  

    
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. Agreement choice: Enterprise Agreement for 300 users

    
The agent's request. Quote for Harborview Dental Group: Microsoft 365 E3 for 300 users on an Enterprise Agreement with a three-year term, no extra discount. The quote states a total of $421,200.00. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Too few users for an Enterprise Agreement. An Enterprise Agreement needs at least 500 users; 300 quoted. Use CSP.
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2. Agreement choice: Cloud Solution Provider subscription

    
The agent's request. Quote for Harborview Dental Group: Microsoft 365 E3 for 300 users on a Cloud Solution Provider subscription billed annually, no extra discount. The quote states a total of $140,400.00. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. Total $140,400.00: subscription $140,400.00.
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3. Add-on prerequisite: Copilot licenses

    
The agent's request. Quote for Pinecrest Legal Partners: 50 Microsoft 365 Copilot licenses on a Cloud Solution Provider subscription billed annually, no extra discount. The quote states a total of $18,000.00. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Add-on needs a qualifying base license. Microsoft 365 Copilot is an add-on and needs a qualifying Microsoft 365 or Office 365 base license.
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4. Add-on prerequisite: Copilot with a qualifying base

    
The agent's request. Quote for Pinecrest Legal Partners: 50 Microsoft 365 Copilot licenses for users who hold a qualifying Microsoft 365 license, on a Cloud Solution Provider subscription billed annually, no extra discount. The quote states a total of $18,000.00. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. Total $18,000.00: subscription $18,000.00.
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5. Discount authority: Ten percent extra discount

    
The agent's request. Quote for Redwood Logistics: Microsoft 365 E5 for 500 users on a Cloud Solution Provider subscription billed annually, with a 10 percent extra discount. The quote states a total of $324,000.00. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Discount above the maximum. Extra discount 10 percent exceeds the 8 percent maximum.
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6. Discount authority: Five percent extra discount

    
The agent's request. Quote for Redwood Logistics: Microsoft 365 E5 for 500 users on a Cloud Solution Provider subscription billed annually, with a 5 percent extra discount. The quote states a total of $342,000.00. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount needs approval. Extra discount 5 percent is above the 3 percent rep limit.
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  • Quote summary. Total $342,000.00 after the extra discount: subscription $360,000.00.
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7. Stated total: Stated total is off

    
The agent's request. Quote for Summit Retail Holdings: Microsoft 365 E5 for 800 users on a three-year Enterprise Agreement, with a true-up of 100 seats for the 2 years remaining and no extra discount. The quote states a total of $1,778,400.00. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Stated total does not match. Stated total does not match: the agent stated $1,778,400.00; the validator computes $1,872,000.00.
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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 Microsoft licensing quote of the kind a reseller such as Insight sends: Microsoft 365, Office 365, Copilot or Dynamics 365 Sales through an Enterprise Agreement or a CSP subscription. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the licensing rules, compares the total the quote states with the computed one, and returns every finding together with the line-item quote. This is an illustrative model built from public licensing information; it is not Insight's or Microsoft's internal rule set.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. Quote for Harborview Dental Group: Microsoft 365 E3 for 300 users on an Enterprise Agreement with a three-year term, no extra discount. The quote states a total of $421,200.00. 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 one finding, all in one answer. An Enterprise Agreement needs at least 500 users; 300 quoted. Use CSP.
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  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.
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  7. What this shows: for agreement eligibility: 500-user minimum and a three-year-only Enterprise Agreement term, 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 agreement to Cloud Solution Provider (CSP), the commitment to annual and the stated total to $140,400.
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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. The earlier finding is cleared, and the validator's total, $140,400.00, matches the quote.
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  14. One problem caught in one call, fixed in one pass, and a clean $140,400 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    15.