Predictika · Enterprise software licensing quotes

An AI sales agent's Microsoft 365 quote, checked before it goes out

An AI sales agent prepares a Microsoft 365 license quote under an Enterprise Agreement or an MCA-E: suites, Copilot seats, term, price level and discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the enrollment, term, add-on and true-up rules, returns a verdict and every reason, and builds the line-item quote from the same rules.

Scope: Microsoft 365 E3 and E5 (with and without Teams) and Copilot quotes under an Enterprise Agreement or an MCA-E: enrollment minimums, term, price level, add-ons, true-up, seat reductions and the discount. See everything this validator covers

This validator models Microsoft 365 licensing quotes, not just the scenarios shown below.

  • Enrollment and seats — the Enterprise Agreement minimum of 500 users and devices (250 in the public sector), suite seats against the users in the organization, and Copilot seats against the users who have a qualifying suite, including seats already on the enrollment.
  • Term and price level — a 36-month Enterprise Agreement term, MCA-E subscriptions of 12 to 36 months, the commercial price level that Microsoft stopped offering in November 2025 and the public-sector level that a specialist must confirm.
  • Add-ons, true-up and reductions — add-ons co-termed to the months remaining on the enrollment, the true-up order window of 60 to 30 days before the anniversary, no true-up under MCA-E, and seat reductions only at the anniversary.
  • Windows base, discount and stated figures — a Windows Pro base for the Windows Enterprise upgrade, a discount that needs approval or is above the limit, and the stated total and seat count against the ones the validator computes.

Any Microsoft 365 quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: Dynamics, Surface and other Microsoft products, partner programs, taxes and currency. Prices are Microsoft public US list prices used as estimates, and the discount limits are placeholders; negotiated Enterprise Agreement and MCA-E prices are not public.

The AI sales agentBuilds the license 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 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
Click to expand
    
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
Fixing one problem changes another: the term, the seats and the discount all feed the total and the seat countOnly with workarounds
Seat counts, term and discount each feed a stated total. Rules fired at save or step time rarely re-check the stated figures after a fix, so a rep corrects one error and meets the next.		Users, seats, Copilot, term, level and discount are recomputed on every call, so the total and seat count it returns after a fix are the ones the quote must state.
A price level that Microsoft stopped offering to commercial customers in November 2025, still quotedOnly with care
Legacy price books keep the level tiers. A rule has to switch them off by customer type and date, and each policy change means another rule to maintain.		The level is a field on the quote and is checked against the customer type on every call.
An add-on that must end with the enrollment, when the end date sits on the existing subscriptionOnly with workarounds
Co-terming reads the remaining months from another record. A quote rule can check it only if that number is copied onto the quote, and the price has to be prorated by hand.		Months remaining travel with the request; the add-on term is compared with them and the price is charged for exactly those months.
Rules that differ by program: true-up exists only under the Enterprise Agreement, terms are 36 months for one and 12 to 36 for the otherOnly with care
One set of product rules per program, each tied to the quote type. Works, but a rule written for one program can quietly fire for the other.		All of it follows from the program field; the findings come back together.
Copilot seats need a qualifying suite on each user, including seats already on the enrollmentOnly with workarounds
The count of existing seats lives in the install base, not on the quote, so a rule needs it copied in and kept current.		Existing seats travel with the request and are added to the quoted suite seats before the check.
A quote that states a total or seat count different from what its lines giveOnly with care
A validation rule can compare a stated figure with a calculated field, but only if the stated figure is a field on the quote, which it rarely is.		The stated total and seat count travel with the quote and are compared with the computed ones on every call.

  

  

    
What this validator catches: findings from its test cases
Click to expand
    
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.

    
1A new or renewing Enterprise Agreement needs at least 500 users and devices for this type of customer (500 commercial, 250 public sector); this enrollment has 400.
2A new or renewing Enterprise Agreement needs at least 250 users and devices for this type of customer (500 commercial, 250 public sector); this enrollment has 200.
31,200 Microsoft 365 suite seats (including seats already on the enrollment) exceed the 1,000 users in the organization.
4200 Microsoft 365 Copilot seats are quoted but only 100 users have a qualifying Microsoft 365 suite; Copilot is an add-on that needs a qualifying base license on each user.
5Price level B is quoted for online services to a commercial customer; since November 1, 2025 commercial online services are priced at Level A (list price), so Levels B, C and D no longer apply.
6Price level D is requested for a public-sector customer; public sector was exempt from the November 2025 change but the level thresholds are not public, so a licensing specialist must confirm it.
7An Enterprise Agreement enrollment runs 36 months; the quote specifies 12 months.
8MCA-E subscriptions run 12 to 36 months; the quote specifies 48 months.
9MCA-E subscriptions run 12 to 36 months; the quote specifies 6 months.
10MCA-E has no annual true-up; seats are added as new subscriptions with their own terms.
11The annual true-up order must reach Microsoft between 60 and 30 days before the anniversary; this order is 20 days before.
12The annual true-up order must reach Microsoft between 60 and 30 days before the anniversary; this order is 75 days before.
13An Enterprise Agreement add-on is co-termed to the enrollment; the add-on runs 12 months but 14 months remain on the enrollment.
14Seat reductions are allowed only at the anniversary of an enrollment or at the end of a subscription term, not mid-term.
15100 devices do not have a qualifying Windows Pro license; Windows Enterprise in Microsoft 365 is an upgrade license and needs a Windows Pro base.
16Online services are priced at list, so a discount of 5 percent is a negotiated exception and needs approval.
17A discount of 12 percent is above the 10 percent limit this validator allows even with approval (placeholder; Microsoft does not publish negotiation authority).
18The quote states a total of 1,234,567.00 USD; the validator computes 3,888,000.00 USD.
19The quote states 2,400 licensed suite seats; the lines add up to 2500.
204,000 Microsoft 365 Copilot seats are quoted but only 2,500 users have a qualifying Microsoft 365 suite; Copilot is an add-on that needs a qualifying base license on each user.
21Price level C is quoted for online services to a commercial customer; since November 1, 2025 commercial online services are priced at Level A (list price), so Levels B, C and D no longer apply.
22An Enterprise Agreement enrollment runs 36 months; the quote specifies 24 months.
23The quote states a total of 12,690,259.20 USD; the validator computes 13,793,760.00 USD.
24An Enterprise Agreement add-on is co-termed to the enrollment; the add-on runs 36 months but 17 months remain on the enrollment.
25A discount of 15 percent is above the 10 percent limit this validator allows even with approval (placeholder; Microsoft does not publish negotiation authority).
26Online services are priced at list, so a discount of 8 percent is a negotiated exception and needs approval.

  

  

    
Scenarios and results
Click to expand
    
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. A new enrollment with nine findings: A 450-user Enterprise Agreement quote with too few users, more seats than users, Copilot above the seats, a 24-month term, a removed price level, a discount over the limit, no Windows Pro base and two stated figures that do not match

    
The agent's request. Please quote a new enrollment under the Enterprise Agreement for a commercial customer with 450 users: 400 x Microsoft 365 E3 and 200 x Microsoft 365 E5, plus 700 Microsoft 365 Copilot seats, on a 24-month term at price level C, with a 15 percent discount. 100 devices do not have a Windows Pro license. The quote states a total of $1,166,400.00 and 450 suite seats. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Enterprise Agreement minimum users. A new or renewing Enterprise Agreement needs at least 500 users and devices for this type of customer (500 commercial, 250 public sector); this enrollment has 450.
    • 
      
  • More seats than users. 600 Microsoft 365 suite seats (including seats already on the enrollment) exceed the 450 users in the organization.
    • 
      
  • Copilot needs a qualifying suite. 700 Microsoft 365 Copilot seats are quoted but only 600 users have a qualifying Microsoft 365 suite; Copilot is an add-on that needs a qualifying base license on each user.
    • 
      
  • Price level no longer offered. Price level C is quoted for online services to a commercial customer; since November 1, 2025 commercial online services are priced at Level A (list price), so Levels B, C and D no longer apply.
    • 
      
  • Enterprise Agreement term. An Enterprise Agreement enrollment runs 36 months; the quote specifies 24 months.
    • 
      
  • Quoted total does not match. The quote states a total of 1,166,400.00 USD; the validator computes 991,440.00 USD.
    • 
      
  • Quoted seat count does not match. The quote states 450 licensed suite seats; the lines add up to 600.
    • 
      
  • Discount above the limit. A discount of 15 percent is above the 10 percent limit this validator allows even with approval (placeholder; Microsoft does not publish negotiation authority).
    • 
      
  • Windows Pro base needed. 100 devices do not have a qualifying Windows Pro license; Windows Enterprise in Microsoft 365 is an upgrade license and needs a Windows Pro base.
    • 
    

    
2. A new enrollment with nine findings: The agent resubmits after fixing the errors

    
The agent's request. Please quote a new enrollment under the Enterprise Agreement for a commercial customer with 900 users: 400 x Microsoft 365 E3 and 200 x Microsoft 365 E5, plus 500 Microsoft 365 Copilot seats, on a 36-month term at price level A. The quote states a total of $1,533,600.00 and 600 suite seats. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. List 1,533,600.00 USD, total 1,533,600.00 USD with no discount, charged for 36 months; 600 suite seats and 500 Copilot seats. List-price estimate from public Microsoft retail prices; negotiated Enterprise Agreement and MCA-E prices are not public.
    • 
    

    
3. Add-on co-terming: An add-on with a full 36-month term while 17 months remain, a removed price level and a 15 percent discount

    
The agent's request. Please quote an add-on to the existing enrollment under the Enterprise Agreement for a commercial customer with 9,000 users: 1,200 x Microsoft 365 E5, plus 1,000 Microsoft 365 Copilot seats, on a 36-month add-on term at price level B, with a 15 percent discount. The enrollment already has 6,000 suite seats and 17 months remaining. The quote states a total of $3,121,200.00 and 1,200 suite seats. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Price level no longer offered. Price level B is quoted for online services to a commercial customer; since November 1, 2025 commercial online services are priced at Level A (list price), so Levels B, C and D no longer apply.
    • 
      
  • Add-on term not co-termed. An Enterprise Agreement add-on is co-termed to the enrollment; the add-on runs 36 months but 17 months remain on the enrollment.
    • 
      
  • Discount above the limit. A discount of 15 percent is above the 10 percent limit this validator allows even with approval (placeholder; Microsoft does not publish negotiation authority).
    • 
    

    
4. Add-on co-terming: The agent resubmits after fixing the errors

    
The agent's request. Please quote an add-on to the existing enrollment under the Enterprise Agreement for a commercial customer with 9,000 users: 1,200 x Microsoft 365 E5, plus 1,000 Microsoft 365 Copilot seats, on a 17-month add-on term at price level A. The enrollment already has 6,000 suite seats and 17 months remaining. The quote states a total of $1,734,000.00 and 1,200 suite seats. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. List 1,734,000.00 USD, total 1,734,000.00 USD with no discount, charged for 17 months; 1,200 suite seats and 1,000 Copilot seats. List-price estimate from public Microsoft retail prices; negotiated Enterprise Agreement and MCA-E prices are not public.
    • 
    

    
5. True-up under MCA-E: A true-up asked under MCA-E, with devices that lack Windows Pro

    
The agent's request. Please quote an annual true-up under the MCA-E for a commercial customer with 800 users: 200 x Microsoft 365 E3 at price level A. The enrollment already has 500 suite seats. The order goes in 45 days before the anniversary. 50 devices do not have a Windows Pro license. The quote states a total of $93,600.00 and 200 suite seats. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • No true-up under MCA-E. MCA-E has no annual true-up; seats are added as new subscriptions with their own terms.
    • 
      
  • Windows Pro base needed. 50 devices do not have a qualifying Windows Pro license; Windows Enterprise in Microsoft 365 is an upgrade license and needs a Windows Pro base.
    • 
    

    
6. True-up under MCA-E: The agent resubmits after fixing the errors

    
The agent's request. Please quote an add-on to the existing enrollment under the MCA-E for a commercial customer with 800 users: 200 x Microsoft 365 E3, on a 24-month add-on term at price level A. The enrollment already has 500 suite seats. The quote states a total of $187,200.00 and 200 suite seats. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. List 187,200.00 USD, total 187,200.00 USD with no discount, charged for 24 months; 200 suite seats and 0 Copilot seats. List-price estimate from public Microsoft retail prices; negotiated Enterprise Agreement and MCA-E prices are not public.
    • 
    

    
7. Public-sector enrollment: A 200-user public-sector enrollment on a 12-month term at level D with a discount

    
The agent's request. Please quote a new enrollment under the Enterprise Agreement for a public-sector customer with 200 users: 150 x Microsoft 365 E3, on a 12-month term at price level D, with a 5 percent discount. The quote states a total of $66,690.00 and 150 suite seats. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Enterprise Agreement minimum users. A new or renewing Enterprise Agreement needs at least 250 users and devices for this type of customer (500 commercial, 250 public sector); this enrollment has 200.
    • 
      
  • Enterprise Agreement term. An Enterprise Agreement enrollment runs 36 months; the quote specifies 12 months.
    • 
      
  • Public-sector price level needs confirmation. Price level D is requested for a public-sector customer; public sector was exempt from the November 2025 change but the level thresholds are not public, so a licensing specialist must confirm it.
    • 
      
  • Discount needs approval. Online services are priced at list, so a discount of 5 percent is a negotiated exception and needs approval.
    • 
    

    
8. Public-sector enrollment: The agent resubmits after fixing the errors

    
The agent's request. Please quote a new enrollment under the Enterprise Agreement for a public-sector customer with 300 users: 150 x Microsoft 365 E3, on a 36-month term at price level A. The quote states a total of $210,600.00 and 150 suite seats. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. List 210,600.00 USD, total 210,600.00 USD with no discount, charged for 36 months; 150 suite seats and 0 Copilot seats. List-price estimate from public Microsoft retail prices; negotiated Enterprise Agreement and MCA-E prices are not public.
    • 
    

  

  

    
Narration transcript
Click to expand
    
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 365 license quote under an Enterprise Agreement or an MCA-E: suites, Copilot seats, term, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the enrollment, term, add-on and true-up rules, returns a verdict and every reason, and builds the line-item quote from the same rules.
    2. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. Please quote a new enrollment under the Enterprise Agreement for a commercial customer. The quote states a total of $1,166,400.00 and 450 suite seats. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with eight findings and one approval, all in one answer. A new or renewing Enterprise Agreement needs at least 500 users and devices for this type of customer (500 commercial, 250 public sector); this enrollment has 450. 600 Microsoft 365 suite seats (including seats already on the enrollment) exceed the 450 users in the organization. 700 Microsoft 365 Copilot seats are quoted but only 600 users have a qualifying Microsoft 365 suite; Copilot is an add-on that needs a qualifying base license on each user. The other five are on screen.
    6. 
      
  6. The validator returned eight blocking findings and one approval 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 copilot seats need a qualifying suite on each user, including seats already on the enrollment, a rules-based CPQ can do this only with workarounds.
    8. 
      
  8. Now the agent resubmits.
    9. 
      
  9. The corrected request. It changes the users in the organization to 900, the Microsoft 365 Copilot seats to 500, the term to 36 months, the price level to A, the quoted total to $1,533,600 and the quoted suite seats to 600. It removes the discount requested and devices without Windows Pro.
    10. 
      
  10. It calls the validator again.
    11. 
      
  11. This time the validator clears it.
    12. 
      
  12. The validator also returns the line-item quote. It starts with Microsoft 365 E3 and Microsoft 365 E5; the other line is on screen.
    13. 
      
  13. All nine earlier findings are cleared, and the validator's total, $1,533,600.00, matches the quote.
    14. 
      
  14. Nine problems caught in one call, fixed in one pass, and a clean $1,533,600 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer.
    15.