Predictika · EDI fulfillment subscription quotes

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

An AI sales agent prepares a monthly subscription quote for an SPS Commerce Fulfillment (EDI) customer: the plan, the number of trading partners, the document volume, how the customer connects, the optional add-ons, a discount, and the monthly list price it states. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the plans and add-ons and returns a verdict, every reason and the monthly list price it computed.

Scope: SPS Commerce Fulfillment subscriptions (Starter, Standard, Enterprise) with Analytics, Assortment, Order Central, E-Invoicing and Revenue Recovery, plus Web portal, ERP connector and API connections. See everything this validator covers

This validator models SPS Fulfillment subscription quotes, not just the scenarios shown below.

  • Plan and limits — the trading partners and the monthly document volume each plan allows, and the partners included before a per-partner charge starts.
  • Connection and add-ons — the web portal, ERP connector (only for systems with a pre-built integration) and API; Analytics, Assortment, Order Central, E-Invoicing and Revenue Recovery, with the plans each needs and Revenue Recovery requiring Analytics.
  • Discount and stated price — a discount that goes to sales leadership above 15 percent and is blocked above 30 percent, a person to confirm very large partner networks on Enterprise, and the monthly list price the agent states against the validator's own.

Any SPS Fulfillment quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: other SPS Commerce products, implementation services and taxes. Public versus modeled: the product names, the existence of the add-ons and of pre-built ERP integrations follow SPS Commerce's public material; the plan tiers, their limits, the rules and every price (in dollars a month) are modeled by Predictika from comparable EDI subscriptions and are not SPS Commerce plans, terms or prices.

The AI sales agentBuilds 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 figures.

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

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
Add-ons that depend on the plan or on another add-onOnly with care
Order Central and the API are not on Starter, and Revenue Recovery needs Analytics; each dependency needs its own rule beside the price rules.
The plan and every add-on are fields of one quote and are checked together on every call.
Limits that depend on the planOnly with care
Partners and monthly documents each have a different ceiling per plan, so every limit needs a rule that looks up the plan chosen in another field.
The plan, the partner count and the document volume are in one request and are compared on every call.
A stated list price that must equal the computed priceOnly with workarounds
The price is built from the plan, extra partners, the connection and the add-ons; checking a stated figure against it takes extra formulas that interact with the other rules.
The stated list price is a field of the request and is compared with the computed price.
Quotes that should go to a person rather than be blockedOnly with care
Mid-size discounts and very large networks need a person, and sit beside separate hard limits that must not overlap them.
Blocks and approvals come back together; approval-only quotes are not blocked.
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 11 trading partners; this plan allows at most 10.
2The quote has 61 trading partners; this plan allows at most 60.
3The quote expects 41 thousand documents a month; this plan allows at most 40 thousand.
4The ERP connector is only for systems with a pre-built integration; the customer system is not on that list.
5The API connection is not available on the Starter plan.
6Order Central is not available on the Starter plan.
7Revenue Recovery needs SPS Analytics on the same quote.
8The quote states a monthly list price of 1,900; the quoted items add up to 2,025.
9A discount of 20 percent needs sales leadership approval.
10A discount of 30 percent needs sales leadership approval.
11The quote has a 31 percent discount; the maximum is 30 percent.
12201 trading partners on Enterprise; a person should confirm onboarding capacity.
13The quote has 501 trading partners; this plan allows at most 500.
14501 trading partners on Enterprise; a person should confirm onboarding capacity.
15The quote has 12 trading partners; this plan allows at most 10.
16The quote expects 9 thousand documents a month; this plan allows at most 5 thousand.
17The quote has a 40 percent discount; the maximum is 30 percent.

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. Starter quote asking for everything: A Starter quote with an API connection, Order Central and Revenue Recovery, 12 trading partners and a 40 percent discount

The agent's request. Please quote a Starter Fulfillment subscription for 12 trading partners and 9 thousand documents a month, connecting through the API, with Order Central and Revenue Recovery, with a 40 percent discount, for a monthly list price of 1,200 dollars. It is ready to send.

Verdict: Blocked.

  • Trading partners over the plan limit. The quote has 12 trading partners; this plan allows at most 10.
  • Document volume over the plan limit. The quote expects 9 thousand documents a month; this plan allows at most 5 thousand.
  • API connection needs Standard or Enterprise. The API connection is not available on the Starter plan.
  • Order Central needs Standard or Enterprise. Order Central is not available on the Starter plan.
  • Revenue Recovery needs Analytics. Revenue Recovery needs SPS Analytics on the same quote.
  • Stated monthly list price does not match. The quote states a monthly list price of 1,200; the quoted items add up to 2,540.
  • Discount over the maximum. The quote has a 40 percent discount; the maximum is 30 percent.

2. Starter quote asking for everything: The agent resubmits after fixing the errors

The agent's request. Please quote a Standard Fulfillment subscription for 12 trading partners and 9 thousand documents a month, connecting through the API, with Analytics, Order Central and Revenue Recovery, with a 10 percent discount, for a monthly list price of 3,350 dollars. It is ready to send.

Verdict: Allowed.

  • Price summary. Monthly list price 3,350 dollars before discount; 12 trading partners, 9 thousand documents a month.

3. Large network and an unsupported ERP system: A Standard quote for 61 trading partners with an ERP connector

The agent's request. Please quote a Standard Fulfillment subscription for 61 trading partners and 20 thousand documents a month, connecting through an ERP connector, on an ERP system without a pre-built integration, for a monthly list price of 3,770 dollars. It is ready to send.

Verdict: Blocked.

  • Trading partners over the plan limit. The quote has 61 trading partners; this plan allows at most 60.
  • ERP connector needs a supported system. The ERP connector is only for systems with a pre-built integration; the customer system is not on that list.

4. Large network and an unsupported ERP system: The agent resubmits after fixing the errors

The agent's request. Please quote a Enterprise Fulfillment subscription for 61 trading partners and 20 thousand documents a month, connecting through an ERP connector, for a monthly list price of 4,430 dollars. It is ready to send.

Verdict: Allowed.

  • Price summary. Monthly list price 4,430 dollars before discount; 61 trading partners, 20 thousand documents a month.

5. Volume, Revenue Recovery and a discount: A Standard quote with Assortment, E-Invoicing and Revenue Recovery, 41 thousand documents a month and a 25 percent discount

The agent's request. Please quote a Standard Fulfillment subscription for 30 trading partners and 41 thousand documents a month, connecting through the web portal, with Assortment, E-Invoicing and Revenue Recovery, with a 25 percent discount, for a monthly list price of 4,025 dollars. It is ready to send.

Verdict: Blocked.

  • Document volume over the plan limit. The quote expects 41 thousand documents a month; this plan allows at most 40 thousand.
  • Revenue Recovery needs Analytics. Revenue Recovery needs SPS Analytics on the same quote.
  • Discount needs approval. A discount of 25 percent needs sales leadership approval.

6. Volume, Revenue Recovery and a discount: The agent resubmits after fixing the errors

The agent's request. Please quote a Enterprise Fulfillment subscription for 30 trading partners and 41 thousand documents a month, connecting through the web portal, with Analytics, Assortment, E-Invoicing and Revenue Recovery, with a 15 percent discount, for a monthly list price of 6,150 dollars. It is ready to send.

Verdict: Allowed.

  • Price summary. Monthly list price 6,150 dollars before discount; 30 trading partners, 41 thousand documents a month.

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 subscription quote for an SPS Commerce Fulfillment (EDI) customer: the plan, the number of trading partners, the document volume, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the plans and add-ons and returns a verdict, every reason and the monthly list price it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote a Starter Fulfillment subscription for 12 trading partners and 9 thousand documents a month, connecting through the API. It is ready to send. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with seven findings, all in one answer. The quote has 12 trading partners; this plan allows at most 10. The quote expects 9 thousand documents a month; this plan allows at most 5 thousand. The API connection is not available on the Starter plan. The other four are on screen.
  6. The validator returned seven 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.
  7. What this shows: for a stated list price that must equal the computed price, a rules-based CPQ can do this only with workarounds.
  8. Now the agent resubmits.
  9. The corrected request. It changes the plan to standard, the discount to 10 percent and the stated monthly list price to 3,350 dollars. It sets the analytics to yes.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. All seven earlier findings are cleared, and the validator's total, 3,350 dollars a month, matches the quote.
  13. Seven problems caught in one call, fixed in one pass, and a clean quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.