Predictika · Electronic signature plan quotes

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

An AI sales agent prepares a monthly quote for a jSign-style electronic signature plan: the plan, the number of users, envelopes a month, document size, upload formats, savable templates, the Client Admin Portal and the monthly price. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the published plan limits and returns a verdict, every reason and the figures it computed.

Scope: jSign Basic, Plus and Pro plan quotes: users, envelopes, document size, upload formats, templates, Client Admin Portal and monthly price. See everything this validator covers

This validator models jSign Basic, Plus and Pro plan quotes, not just the scenarios shown below.

  • Plan limits — users (1 on Basic and Plus, 2 on Pro), envelopes a month (25, 50 and 75) and maximum document size (5, 15 and 20 MB).
  • Formats, templates and portal — PDF and Word files only on Basic, presentation, spreadsheet and image uploads on Plus and Pro, 3 savable templates on every plan, and the Client Admin Portal on Pro only.
  • Price and Corporate — a stated monthly price that must match the plan ($9.99, $14.99 and $19.99), and a quote beyond the Pro limits, which belongs to the Corporate plan priced by quote.

Any Basic, Plus or Pro quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: the Corporate plan itself (priced by quote), the free plan, annual billing, taxes, and eFax products from the same company.

The AI sales agentBuilds the 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.

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
Limits that differ by planOnly with care
Each plan has its own user, envelope and size limit, so every limit is a table of plan by value that needs its own rule and upkeep.		The plan and every quantity are in one request; limits are computed from the plan on every call.
Features on one plan onlyOnly with workarounds
Formats and the Client Admin Portal each depend on the plan chosen on another line, so they need cross-line rules that interact.		Every choice is in one request, so a conflict is found whichever order the choices arrive in.
Quotes beyond the self-serve plansOnly with workarounds
Deciding that a request belongs to a quote-only plan means testing several quantities against the top plan, and the plan rules must not double-report it.		One rule recognizes the Corporate case and the plan rules stay quiet, so the rep gets a single clear reason.
Stated price that must match the planOnly with care
A stated price is a free-entry field; a rule can compare it with the plan price, but someone has to write and maintain that comparison.		The stated price travels with the quote and is compared with the plan price 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 has 2 users but this plan includes 1.
2The quote needs 3 users, 75 envelopes a month and documents up to 20 MB; more than 2 users, 75 envelopes or 20 MB takes the Corporate plan, which is priced by quote.
3The quote has 26 envelopes a month but this plan includes 25.
4The quote has 51 envelopes a month but this plan includes 50.
5The quote needs 2 users, 76 envelopes a month and documents up to 20 MB; more than 2 users, 75 envelopes or 20 MB takes the Corporate plan, which is priced by quote.
6Documents up to 6 MB are needed but this plan takes up to 5 MB.
7Documents up to 16 MB are needed but this plan takes up to 15 MB.
8The quote needs 2 users, 75 envelopes a month and documents up to 21 MB; more than 2 users, 75 envelopes or 20 MB takes the Corporate plan, which is priced by quote.
9The quote needs presentation, spreadsheet or image uploads, but the Basic plan accepts PDF and Word files only.
10The Client Admin Portal is included with the Pro plan only.
11The quote asks for 4 savable templates; every plan includes 3.
12The quote needs at least 1 user and 1 envelope a month.
13The quote states a monthly price of 1,000 cents, but this plan costs 999 cents a month.
14The quote states a monthly price of 998 cents, but this plan costs 999 cents a month.
15The quote states a monthly price of 999 cents, but this plan costs 1,499 cents a month.
16The quote states a monthly price of 1,499 cents, but this plan costs 1,999 cents a month.
17The quote needs 3 users, 80 envelopes a month and documents up to 25 MB; more than 2 users, 75 envelopes or 20 MB takes the Corporate plan, which is priced by quote.
18The quote asks for 5 savable templates; every plan includes 3.
19The quote states a monthly price of 1 cents, but this plan costs 999 cents a month.

  

  

    
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. Two users and mixed file formats: A Basic plan quote with 2 users, 40 envelopes a month, 12 MB documents and mixed file formats

    
The agent's request. Please quote the Basic plan for 2 users with 40 envelopes a month, documents up to 12 MB and 3 savable templates, with presentation, spreadsheet and image uploads. The quote states a monthly price of $9.99. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • More users than the plan allows. The quote has 2 users but this plan includes 1.
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  • More envelopes than the plan allows. The quote has 40 envelopes a month but this plan includes 25.
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  • Documents larger than the plan allows. Documents up to 12 MB are needed but this plan takes up to 5 MB.
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  • Extended formats on the Basic plan. The quote needs presentation, spreadsheet or image uploads, but the Basic plan accepts PDF and Word files only.
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2. Two users and mixed file formats: The agent moves the quote to the Plus plan and leaves the price as it was

    
The agent's request. Please quote the Plus plan for 2 users with 40 envelopes a month, documents up to 12 MB and 3 savable templates, with presentation, spreadsheet and image uploads. The quote states a monthly price of $9.99. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • More users than the plan allows. The quote has 2 users but this plan includes 1.
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  • Stated monthly price does not match. The quote states a monthly price of 999 cents, but this plan costs 1,499 cents a month.
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3. Two users and mixed file formats: The agent resubmits after fixing the errors

    
The agent's request. Please quote the Pro plan for 2 users with 40 envelopes a month, documents up to 12 MB and 3 savable templates, with presentation, spreadsheet and image uploads. The quote states a monthly price of $19.99. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Plan summary. This plan includes 2 users, 75 envelopes a month and documents up to 20 MB; the plan price is 1,999 cents a month.
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4. Portal and templates: A Plus plan quote with the Client Admin Portal and 5 savable templates

    
The agent's request. Please quote the Plus plan for 1 user with 50 envelopes a month, documents up to 15 MB and 5 savable templates, with presentation, spreadsheet and image uploads and the Client Admin Portal. The quote states a monthly price of $14.99. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Client Admin Portal without the Pro plan. The Client Admin Portal is included with the Pro plan only.
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  • More than 3 savable templates. The quote asks for 5 savable templates; every plan includes 3.
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5. Portal and templates: The agent moves the quote to Pro with 3 templates and leaves the price as it was

    
The agent's request. Please quote the Pro plan for 1 user with 50 envelopes a month, documents up to 15 MB and 3 savable templates, with presentation, spreadsheet and image uploads and the Client Admin Portal. The quote states a monthly price of $14.99. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Stated monthly price does not match. The quote states a monthly price of 1,499 cents, but this plan costs 1,999 cents a month.
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6. Portal and templates: The agent resubmits after fixing the errors

    
The agent's request. Please quote the Pro plan for 1 user with 50 envelopes a month, documents up to 15 MB and 3 savable templates, with presentation, spreadsheet and image uploads and the Client Admin Portal. The quote states a monthly price of $19.99. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Plan summary. This plan includes 2 users, 75 envelopes a month and documents up to 20 MB; the plan price is 1,999 cents a month.
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7. Beyond the self-serve plans: A Pro plan quote for 8 users and 300 envelopes a month

    
The agent's request. Please quote the Pro plan for 8 users with 300 envelopes a month, documents up to 20 MB and 3 savable templates, with presentation, spreadsheet and image uploads and the Client Admin Portal. The quote states a monthly price of $19.99. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Beyond the Pro plan limits. The quote needs 8 users, 300 envelopes a month and documents up to 20 MB; more than 2 users, 75 envelopes or 20 MB takes the Corporate plan, which is priced by quote.
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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 monthly quote for a jSign-style electronic signature plan: the plan, the number of users, envelopes a month, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the published plan limits and returns a verdict, every reason and the figures it computed.
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  2. I will start with the first request by the agent.
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  3. The agent says. Please quote the Basic plan for 2 users with 40 envelopes a month, documents up to 12 MB and 3 savable templates, with presentation, spreadsheet and image uploads. The quote states a monthly price of $9.99. 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 four findings, all in one answer. The quote has 2 users but this plan includes 1. The quote has 40 envelopes a month but this plan includes 25. Documents up to 12 MB are needed but this plan takes up to 5 MB. The other one is on screen.
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  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 limits that differ by plan, 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 plus.
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  10. It calls the validator again.
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  11. Still blocked, with two findings, all in one answer. The quote has 2 users but this plan includes 1. The quote states a monthly price of 999 cents, but this plan costs 1,499 cents a month.
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  12. Three findings cleared. Still blocking: more users than the plan allows. Newly found: stated monthly price does not match.
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  13. The agent resubmits once more.
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  14. The revised request. It changes the plan to pro and the stated monthly price to $19.99.
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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, on screen.
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  18. Both earlier findings are cleared, and the validator's total, $19.99 a month, matches the quote.
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  19. Four problems caught in one call, fixed in two passes, and a clean $19.99 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.