Predictika · Work-management software plan quotes

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

An AI sales agent prepares a plan quote for a customer who wants Smartsheet Pro, Business, Enterprise or Advanced Work Management: the plan, the number of member seats, the free collaborators and the features and limits the customer needs. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of Smartsheet's published plan rules and returns a verdict, every reason and the figures it computed.

Scope: Smartsheet plan quotes: member-seat limits by plan, guests, Pro plan limits, and which features each plan includes. No prices. See everything this validator covers

This validator models plan packaging as described on Smartsheet's public pricing page and help-center articles (read October 5, 2026), not just the scenarios shown below.

  • Seats — Pro allows 1 to 10 members, Business needs at least 3, Enterprise lists 10 or more; every person who creates items or holds an admin role needs a Member seat; contributors are free; guests are available on Business and Enterprise but not on Pro.
  • Pro and Business limits — Pro: 250 automations a month, 10 widgets per dashboard, 1 source sheet per report, 20 GB of attachment storage and 30 MB per file; Business: 1 TB of attachment storage and 250 MB per file, with unlimited automations.
  • Features by plan — timeline view and workload tracking from Business; portfolios, scenario planning, SAML-based single sign-on and directory integrations from Enterprise; Control Center, Dynamic View, Data Shuttle, Connectors, DataMesh, Calendar App and Pivot App with Advanced Work Management. Enterprise and Advanced Work Management are custom priced, so they always go to Smartsheet sales for confirmation.

Any plan quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: prices (the public figures could not be verified consistently, and two plans are custom priced, so this validator produces no price build-up or line-item quote), add-on tiers and usage charges, premium support packages, the exact seat minimum for Advanced Work Management, and any negotiated discount.

The AI sales agentBuilds the Smartsheet 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
Seat limits that differ by planOnly with care
Each plan has its own minimum or maximum number of members, so each needs its own rule, and a quote can pass one rule and still break another.		Seat limits for every plan are checked together with the people who need Member seats.
Features that only some plans includeOnly with care
Each feature needs a plan-availability rule; with thirteen features across four plans the rule list grows and has to be kept in step with the pricing page.		Every requested feature is compared with the quoted plan on each call.
Plan limits that depend on usage, such as automations, widgets, storage and file sizeOnly with workarounds
The limits depend on figures the customer states, not on a product on the quote, so they usually become validation rules that a rep meets one at a time.		Every limit is checked against the stated need in the same pass.
Free collaborators that depend on the planOnly with workarounds
Guests are allowed on some plans and not on Pro, so a count on one line has to be checked against the plan on another.		Guests, contributors and members are all in one request and checked against the plan.
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 customer needs timeline view; the quoted plan does not include it, and Smartsheet lists it from Business.
2The quote has 11 members on Smartsheet Pro; Pro allows 1 to 10 members.
3The quote has 2 members on Smartsheet Business; Business needs at least 3 members.
4Smartsheet Enterprise and Advanced Work Management are custom priced and no price is published; Smartsheet sales should confirm the price and terms.
5The quote has 9 members on Smartsheet Enterprise; Enterprise lists 10 or more members.
6The quote has 0 members; at least 1 is needed.
7The quote has 4 members but 6 people need to create items or hold an admin role; each needs a Member seat.
8The quote includes 3 guests on Smartsheet Pro; guests are not available on Pro, only on Business and Enterprise.
9The customer needs 251 automations a month; Smartsheet Pro includes 250 a month.
10The customer needs 11 widgets on a dashboard; Smartsheet Pro allows 10.
11The customer needs reports that draw on 2 sheets; Smartsheet Pro allows 1 source sheet per report.
12The customer needs 21 GB of attachment storage; Smartsheet Pro includes 20 GB.
13The customer needs 1,500 GB of attachment storage; Smartsheet Business includes 1 TB.
14The customer needs attachments of 31 MB; Smartsheet Pro allows 30 MB per file.
15The customer needs attachments of 251 MB; Smartsheet Business allows 250 MB per file.
16The customer needs workload tracking; the quoted plan does not include it, and Smartsheet lists it from Business.
17The customer needs portfolios; the quoted plan does not include it, and Smartsheet lists it from Enterprise.
18The customer needs scenario planning; the quoted plan does not include it, and Smartsheet lists it from Enterprise.
19The customer needs SAML-based single sign-on; the quoted plan does not include it, and Smartsheet lists it from Enterprise.
20The customer needs directory integrations; the quoted plan does not include it, and Smartsheet lists it from Enterprise.
21The customer needs Control Center; the quoted plan does not include it, and Smartsheet lists it from Advanced Work Management.
22The customer needs Data Shuttle; the quoted plan does not include it, and Smartsheet lists it from Advanced Work Management.
23The customer needs Dynamic View; the quoted plan does not include it, and Smartsheet lists it from Advanced Work Management.
24The customer needs Connectors; the quoted plan does not include it, and Smartsheet lists it from Advanced Work Management.
25The customer needs DataMesh; the quoted plan does not include it, and Smartsheet lists it from Advanced Work Management.
26The customer needs Calendar App; the quoted plan does not include it, and Smartsheet lists it from Advanced Work Management.
27The quote has 14 members on Smartsheet Pro; Pro allows 1 to 10 members.
28The quote includes 5 guests on Smartsheet Pro; guests are not available on Pro, only on Business and Enterprise.
29The customer needs 900 automations a month; Smartsheet Pro includes 250 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. Team size and guests: Smartsheet Pro for a 14-member team that also wants guests

    
The agent's request. Please quote Smartsheet Pro for 14 member seats, with 12 people who create items or hold an admin role, 60 free contributors and 8 guests. The customer expects about 40 automations a month, 6 widgets on its largest dashboard, 10 GB of attachments and files up to 20 MB. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Pro plan over 10 members. The quote has 14 members on Smartsheet Pro; Pro allows 1 to 10 members.
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  • Guests on the Pro plan. The quote includes 8 guests on Smartsheet Pro; guests are not available on Pro, only on Business and Enterprise.
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2. Team size and guests: The agent resubmits after fixing the errors

    
The agent's request. Please quote Smartsheet Business for 14 member seats, with 12 people who create items or hold an admin role, 60 free contributors and 8 guests. The customer expects about 40 automations a month, 6 widgets on its largest dashboard, 10 GB of attachments and files up to 20 MB. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 14 member seat(s) and 60 free contributor(s) and 8 guest(s); no price is computed.
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3. Automation, storage and features: Smartsheet Pro for a 25-member team with heavy automation, large attachments, timeline view and workload tracking

    
The agent's request. Please quote Smartsheet Pro for 25 member seats, with 20 people who create items or hold an admin role, 20 free contributors and 0 guests. The customer expects about 900 automations a month, 5 widgets on its largest dashboard, 300 GB of attachments and files up to 150 MB. It also needs timeline view and workload tracking. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Pro plan over 10 members. The quote has 25 members on Smartsheet Pro; Pro allows 1 to 10 members.
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  • Pro automation limit exceeded. The customer needs 900 automations a month; Smartsheet Pro includes 250 a month.
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  • Pro attachment storage exceeded. The customer needs 300 GB of attachment storage; Smartsheet Pro includes 20 GB.
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  • Pro attachment size exceeded. The customer needs attachments of 150 MB; Smartsheet Pro allows 30 MB per file.
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  • Timeline view not in the plan. The customer needs timeline view; the quoted plan does not include it, and Smartsheet lists it from Business.
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  • Workload tracking not in the plan. The customer needs workload tracking; the quoted plan does not include it, and Smartsheet lists it from Business.
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4. Automation, storage and features: The agent resubmits after fixing the errors

    
The agent's request. Please quote Smartsheet Business for 25 member seats, with 20 people who create items or hold an admin role, 20 free contributors and 0 guests. The customer expects about 900 automations a month, 5 widgets on its largest dashboard, 300 GB of attachments and files up to 150 MB. It also needs timeline view and workload tracking. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. 25 member seat(s) and 20 free contributor(s) and 0 guest(s); no price is computed.
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5. Enterprise-level needs: Smartsheet Pro for a customer that needs single sign-on, portfolios and Control Center

    
The agent's request. Please quote Smartsheet Pro for 30 member seats, with 25 people who create items or hold an admin role, 20 free contributors and 0 guests. The customer expects about 100 automations a month, 5 widgets on its largest dashboard, 600 GB of attachments and files up to 20 MB. It also needs portfolios, SAML-based single sign-on and Control Center. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Pro plan over 10 members. The quote has 30 members on Smartsheet Pro; Pro allows 1 to 10 members.
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  • Pro attachment storage exceeded. The customer needs 600 GB of attachment storage; Smartsheet Pro includes 20 GB.
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  • Portfolios not in the plan. The customer needs portfolios; the quoted plan does not include it, and Smartsheet lists it from Enterprise.
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  • SAML-based single sign-on not in the plan. The customer needs SAML-based single sign-on; the quoted plan does not include it, and Smartsheet lists it from Enterprise.
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  • Control Center not in the plan. The customer needs Control Center; the quoted plan does not include it, and Smartsheet lists it from Advanced Work Management.
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6. Enterprise-level needs: The agent resubmits after fixing the errors

    
The agent's request. Please quote Smartsheet Enterprise for 30 member seats, with 25 people who create items or hold an admin role, 20 free contributors and 0 guests. The customer expects about 100 automations a month, 5 widgets on its largest dashboard, 600 GB of attachments and files up to 20 MB. It also needs portfolios, SAML-based single sign-on and Control Center. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Control Center not in the plan. The customer needs Control Center; the quoted plan does not include it, and Smartsheet lists it from Advanced Work Management.
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  • Custom pricing to confirm. Smartsheet Enterprise and Advanced Work Management are custom priced and no price is published; Smartsheet sales should confirm the price and terms.
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7. Enterprise-level needs: The agent resubmits after fixing the errors

    
The agent's request. Please quote Smartsheet Advanced Work Management for 30 member seats, with 25 people who create items or hold an admin role, 20 free contributors and 0 guests. The customer expects about 100 automations a month, 5 widgets on its largest dashboard, 600 GB of attachments and files up to 20 MB. It also needs portfolios, SAML-based single sign-on and Control Center. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Custom pricing to confirm. Smartsheet Enterprise and Advanced Work Management are custom priced and no price is published; Smartsheet sales should confirm the price and terms.
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  • Quote summary. 30 member seat(s) and 20 free contributor(s) and 0 guest(s); no price is computed.
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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 plan quote for a customer who wants Smartsheet Pro, Business, Enterprise or Advanced Work Management: the plan, the number of member seats, the free collaborators and the features and limits the customer needs. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of Smartsheet's published plan rules and returns a verdict, every reason and the figures it computed.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. Please quote Smartsheet Pro for 25 member seats, with 20 people who create items or hold an admin role, 20 free contributors and 0 guests. The customer expects about 900 automations a month, 5 widgets on its largest dashboard, 300 GB of attachments and files up to 150 MB. 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 six findings, all in one answer. The quote has 25 members on Smartsheet Pro; Pro allows 1 to 10 members. The customer needs 900 automations a month; Smartsheet Pro includes 250 a month. The customer needs 300 GB of attachment storage; Smartsheet Pro includes 20 GB. The other three are on screen.
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  6. The validator returned six 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 plan limits that depend on usage, such as automations, widgets, storage and file size, a rules-based CPQ can do this only with workarounds.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the plan to Smartsheet Business.
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  10. It calls the validator again.
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  11. This time the validator clears it.
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  12. All six earlier findings are cleared.
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  13. Six 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.
    14.