Predictika · Security platform subscription quotes
An AI sales agent prepares a PlexTrac subscription quote for a managed security provider or an enterprise security team: a Service Provider or Enterprise package at the Essential, Core or Premium level, tester and viewer seats, Plex AI, the Client Portal, ticketing, webhook and API integrations, Analytics, Assessments, Priorities, Workflow Automation, Procedures and Runbooks, SSO and SCIM, on the multitenant cloud, a private instance or a client-hosted deployment, with onboarding, a term and a discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the packages, capabilities and deployment options PlexTrac publishes and returns a verdict, every reason, a line-item quote and the figures it computed.
This validator models PlexTrac subscription quotes as described on the public plextrac.com pages, not just the scenarios shown below.
Any PlexTrac subscription quote that touches these packages, capabilities and deployment options is in scope — not only the scenarios pictured here. Not covered: professional services beyond onboarding, training, taxes, partner and reseller pricing, and regional price lists. PlexTrac does not publish prices or per-package limits, so every price and limit on this page is illustrative.
7 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch
Illustrative agent statement. The validator receives the structured request below.
Proposing agent: AI sales agent (scripted)
Before sending, the agent must call Recorded run
What this means
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 caught | Typical rules-based CPQ | Predictika |
|---|---|---|
| Capabilities that depend on other capabilities | Only with care Priorities needs Analytics and the Premium package, Runbooks needs Assessments and Premium, SCIM needs SSO and Premium, and Workflow Automation needs a ticketing connection or a webhook to run on. Product rules can express each of these, but every capability, package and dependency is a rule someone writes and keeps in step, and a missing one lets a quote through. | All the dependencies are checked together on every call, and each one is reported in plain words. |
| Limits that change with the package | Only with care Client Portal clients, ticketing connections, webhook endpoints, API integrations and tester seats each have a different limit per package, and a service provider can portal only the client accounts it has. A CPQ needs a lookup and a rule per limit, and the comparisons with the quantities on the quote are easy to miss. | Each limit comes from the chosen package and is compared with the quantity on every call. |
| Deployment against compliance and add-ons | Only with workarounds A FedRAMP requirement is a fact about the customer, not a product on the quote, and it decides which deployment is allowed. Plex AI works only on the cloud platform, and a private or client-hosted deployment needs a seat minimum and Enterprise-led onboarding. A flat quote has no place for the requirement and no rule that reads deployment, add-ons and onboarding together. | The requirement is an input, and the deployment, Plex AI, seat minimum and onboarding are checked against it in one pass. |
| Service provider and enterprise structure | Only with workarounds A provider quotes for its own clients: portal clients must be client accounts it actually has, and an enterprise subscription has no client accounts at all. Two customer types with different prices and rules usually become two product catalogs that drift apart. | Customer type, client accounts and portal clients are inputs, and the rules for each type are checked on the same call. |
| A discount whose authority depends on the term | Only with care Up to 10 percent is fine, more needs a sales director, more than 25 percent is never allowed, and more than 10 percent is allowed only on a term of 2 years or longer. Approval tiers are standard; tying a hard block to the term is another rule on top. | The discount percentage is computed from list charges, and the block, the approval and the term are checked together. |
| A stated total that has to agree with the quote | Only with workarounds Seats, add-ons, a private instance, onboarding, a discount and a three-year term make a total that can drift from what is typed on the quote without anyone noticing. | The total is computed from the choices and compared with the total the quote states. |
| Every problem returned in one answer | Only with workarounds Rules tend to fire as the quote is saved or a step is completed, so a person often fixes one error and meets the next. | All findings come back together, whatever order the choices arrived in. |
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.
| 1 | The quote has a term of 4 years; PlexTrac subscriptions are quoted for 1, 2 or 3 years. |
| 2 | The quote has 9 tester seats; the chosen package needs at least 10. |
| 3 | The term total is $11,107,800, above $2 million, so a person should confirm. |
| 4 | The quote has 2,000 tester seats, above 500, so a person should confirm capacity and onboarding. |
| 5 | The quote has 2,001 tester seats; the chosen package includes up to 2,000. |
| 6 | The quote has 26 tester seats and no onboarding; teams of more than 25 testers need Standard or Enterprise-led onboarding. |
| 7 | The quote has 24 tester seats; the chosen deployment option needs at least 25. |
| 8 | A private instance or client-hosted deployment needs Enterprise-led onboarding, and the quote has a different onboarding choice. |
| 9 | The customer requires FedRAMP, and only the client-hosted deployment, run in the customer environment, can meet it. |
| 10 | The quote has 61 Plex AI seats and only 60 tester seats; Plex AI is licensed to testers. |
| 11 | The quote has 10 Plex AI seats on a client-hosted deployment; Plex AI is available only on the cloud-based platform. |
| 12 | The quote has 5 client accounts for an enterprise customer; client accounts belong to service provider subscriptions. |
| 13 | The quote gives 81 clients a Client Portal, and the provider has 80 client accounts. |
| 14 | The quote has 501 Client Portal clients; the chosen package includes up to 500. |
| 15 | The quote has 11 Jira or ServiceNow ticketing connections; the chosen package includes up to 10. |
| 16 | The quote has 26 webhook endpoints; the chosen package includes up to 25. |
| 17 | The quote has 16 API integrations; the chosen package includes up to 15. |
| 18 | The quote includes Analytics on the Essential package; Analytics starts at Core. |
| 19 | The quote includes Assessments on the Essential package; Assessments start at Core. |
| 20 | The quote includes SSO on the Essential package; SSO starts at Core. |
| 21 | The quote includes Priorities on a package below Premium; Priorities is a Premium capability. |
| 22 | The quote includes Priorities without Analytics; Priorities tracks risk reduction through Analytics. |
| 23 | The quote includes Workflow Automation on a package below Premium; Workflow Automation is a Premium capability. |
| 24 | The quote includes Workflow Automation with no ticketing connection and no webhook endpoint to trigger or receive its workflows. |
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.
The agent's request. Please quote a PlexTrac Core Service Provider subscription on the private instance with 120 tester seats and 60 read-only viewer seats. The provider has 180 client accounts, with the Client Portal for 180 clients. Integrations are 8 Jira or ServiceNow ticketing connections and 12 API integrations. It includes Analytics, Priorities, Procedures and Runbooks, SSO and SCIM provisioning. The customer requires FedRAMP. Onboarding is Standard. The term is 3 years. The annual discount is $60,000. The quote states $551,400 over the term. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote a PlexTrac Premium Service Provider subscription on the client-hosted deployment with 120 tester seats and 60 read-only viewer seats. The provider has 180 client accounts, with the Client Portal for 180 clients. Integrations are 8 Jira or ServiceNow ticketing connections and 12 API integrations. It includes Analytics, Assessments, Priorities, Procedures and Runbooks, SSO and SCIM provisioning. The customer requires FedRAMP. Onboarding is Enterprise-led. The term is 3 years. The annual discount is $60,000. The quote states $882,400 over the term. It is ready to send.
Verdict: Needs approval.
The agent's request. Please quote a PlexTrac Premium Service Provider subscription on the client-hosted deployment with 120 tester seats and 60 read-only viewer seats. The provider has 180 client accounts, with the Client Portal for 180 clients. Integrations are 8 Jira or ServiceNow ticketing connections and 12 API integrations. It includes Analytics, Assessments, Priorities, Procedures and Runbooks, SSO and SCIM provisioning. The customer requires FedRAMP. Onboarding is Enterprise-led. The term is 3 years. The annual discount is $30,000. The quote states $972,400 over the term. It is ready to send.
Verdict: Allowed.
The agent's request. Please quote a PlexTrac Premium Enterprise subscription on the client-hosted deployment with 40 tester seats and 25 read-only viewer seats. The team needs the Client Portal for 12 clients. Plex AI is included for 30 testers. Integrations are 8 API integrations. It includes Priorities, Workflow Automation and SSO. Onboarding is Standard. The term is 1 year. The annual discount is $14,000. The quote states $128,470 over the term. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote a PlexTrac Premium Enterprise subscription on the private instance with 40 tester seats and 25 read-only viewer seats. The team needs the Client Portal for 12 clients. Plex AI is included for 30 testers. Integrations are 3 Jira or ServiceNow ticketing connections and 8 API integrations. It includes Analytics, Priorities, Workflow Automation and SSO. Onboarding is Enterprise-led. The term is 1 year. The annual discount is $14,000. The quote states $174,470 over the term. It is ready to send.
Verdict: Allowed.
The agent's request. Please quote a PlexTrac Essential Service Provider subscription on the multitenant cloud with 30 tester seats and 8 read-only viewer seats. The provider has 40 client accounts, with the Client Portal for 25 clients. Integrations are 1 Jira or ServiceNow ticketing connection. It includes Analytics and SSO. Onboarding is not included. The term is 1 year. The quote states $40,200 over the term. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote a PlexTrac Core Service Provider subscription on the multitenant cloud with 30 tester seats and 8 read-only viewer seats. The provider has 40 client accounts, with the Client Portal for 25 clients. Integrations are 1 Jira or ServiceNow ticketing connection. It includes Analytics and SSO. Onboarding is Standard. The term is 1 year. The quote states $74,700 over the term. It is ready to send.
Verdict: Allowed.
The text of the narrated walkthrough, step by step.