Predictika · Rubrik subscription quotes

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

An AI sales agent prepares a Rubrik subscription quote for a customer: program, edition, on-premises and cloud capacity, SaaS and identity coverage, Cloud Vault, term and discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the licensing rules and returns a verdict, every reason and the capacity it computed.

Scope: Rubrik Scale and Utility subscription quotes, workload and capacity bundling, term and co-term, add-on entitlements and discount approvals. See everything this validator covers

This validator models Rubrik subscription quotes and the programs they are sold under — not just the scenarios shown below.

Programs and terms — Scale Subscription, Scale True Forward and Utility: new terms of 36 to 60 months, renewals of 12 to 60 months, co-term for expansions and changes, no mid-term downgrade, a constant Utility metric.
Scale rules — e1000 appliances not allowed, True Forward on an approval basis with a Customer Resilience Manager and a 30 percent limit between hardware and software capacity, and no Rubrik hardware added to a third-party Scale term.
Workload capacity — On-premises and cloud capacity added up and compared with the capacity the quote states; front-end TB on premises goes to approval.
SaaS and identity — Universal SaaS license (100 GB per user, not for Microsoft 365 under Utility), SaaS users covering the licensed base, and identity recovery for the greater of the Active Directory and Entra ID users.
Rubrik Cloud Vault — Needs a Rubrik Security Cloud subscription, a one-year minimum, the tier, redundancy and cloud availability matrix, and minimum storage days.
Add-ons and discounts — A dependent add-on running past its base term, Agent Cloud term, and who can approve a discount by deal size.

Any Rubrik subscription quote that touches these programs, terms, entitlements or discounts is in scope — not only the scenarios pictured here. Not covered: prices of any kind (no public price list was used and the deal value is an input, so this validator produces no price build-up or line-item quote) and Rubrik's own CPQ platform and partner discount matrix. Assumption: the discount limits (5, 15 and 25 percent) are placeholders.

The AI sales agent (scripted)Builds 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 capacity.

6 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

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator

Waiting for the call.

What this means

Run the validator to see the outcome

The explanation appears here once the validator returns.

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 caught	Typical rules-based CPQ	Predictika
Cloud Vault tier, redundancy and cloud availability matrix	Only with care Nine tier and redundancy combinations, each offered on a different set of clouds. A product rule per combination works, but each new option is another rule to keep in step.	The matrix is data on the model; the quote is checked against it with no per-combination rule.
Term limits that differ by deal type and program, and add-on terms that must not outlast the base term	Only with workarounds The limits depend on the program and the deal type, and the base term lives on another line. It takes a chain of interacting rules, and a change to one tends to break another.	Every rule is checked on every call, whatever the deal type.
SaaS and identity coverage: users must cover the licensed base, and identity is the greater of two directories	Only with care A validation rule can compare two numbers, but the greater-of rule needs both directory counts on the quote, and the licensed base has to be copied there too.	The counts travel with the quote and are compared on every call.
A quote that states a capacity different from the sum of its workloads	Only with care A 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 capacity travels with the quote and is compared with the computed total.
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 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.

1	A new purchase on Scale Subscription must run between 36 and 60 months; the quote has 24 months.
2	Additions and changes are co-termed with the original subscription, which has 20 months left; the quote has 36 months.
3	E1,000 appliances may not be purchased as part of any Scale offering.
4	Scale True Forward requires a Customer Resilience Manager (CRM) on the order; none is included.
5	Scale True Forward allows at most 30 percent difference between Rubrik hardware capacity and software capacity; the quote has 100 TB of hardware and 200 TB of software.
6	Rubrik hardware cannot be added during the term of a Scale order that was placed for third-party hardware.
7	An active subscription can be upgraded but not downgraded in edition or quantity; the change lowers it from 200 TB on Enterprise edition.
8	The Utility metering metric (per TB or per user) must stay constant for the whole subscription and any renewal.
9	A Universal SaaS license covers up to 100 GB per user; 100 users cover 10,000 GB, the quote has 15,000 GB.
10	SaaS protection must cover the whole licensed user base; the quote has 400 users and the customer has 500.
11	Rubrik Cloud Vault requires a Rubrik Security Cloud subscription; the customer has none.
12	Rubrik Cloud Vault is not offered as Recovery tier, multi region, AWS.
13	Identity recovery is licensed for the greater of the enabled Active Directory and Entra ID users, 1,000; the quote covers 800.
14	The quote states 300 TB of licensed capacity; its workloads add up to 250 TB.
15	20 percent discount exceeds the 15 percent anyone can approve on a deal of $300,000.
16	A dependent add-on runs 48 months, past the 36 months of the subscription it depends on; if that is not renewed the add-on can lose functionality with no refund.