Predictika · Quotes for Tacton’s own product suite: products, users, connectors, support, term and discount authority

An AI sales agent's quote for Tacton's products, checked before it goes out

An AI sales agent prepares a quote for a fictional customer buying Tacton’s own suite: CPQ, Configuration Lifecycle Management, Configured Order Fulfillment, Design Automation, add-on modules, users, connectors, support and a contract term. Before it goes out, the agent sends it to Predictika’s validator, which checks it against the product and discount rules, compares the contract total the agent states with the one it computes, and returns a verdict with every reason.

Scope: quotes for Tacton’s own suite of products: modules, users, connectors, support, term and discount authority. See everything this validator covers

This validator models quotes for Tacton’s own suite: CPQ, Configuration Lifecycle Management, Configured Order Fulfillment, Design Automation and their add-ons. It handles any combination of these modules, users, seats, connectors, support plans and terms, not just the scenarios shown below. Module dependencies follow Tacton’s public product descriptions where they are stated and Predictika’s own reading where they are not.

  • Core products and module dependencies — CPQ, Configuration Lifecycle Management, Configured Order Fulfillment and Design Automation, with the add-on modules and what each one needs.
  • Users, seats and connectors — Sales, partner and admin users, CAD seats, anonymous web sessions, CRM, ERP, PIM, BI and storefront connectors and their prerequisites.
  • Pricing — Graduated sales-user tiers, the connected-suite discount, support plans and multi-year term discounts, as line items that add up to the contract total.
  • Discount authority and budget — The extra discount a rep may give by term length, deal desk approval above it, the maximum, and a customer budget check.
  • The stated total — A check that the contract total the agent states matches the total the validator computes.

It does not price or configure any other vendor’s products, and it does not know real Tacton prices, which are not published; all prices on this page are illustrative.

The AI sales agentBuilds the quote from the conversation and says it is ready.
Predictika validatorChecks the quote against the product and contract rules and returns every finding it has.

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

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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ or Revenue Cloud) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

What the validator catchesTypical rules-based CPQPredictika
Module dependencies in any orderOnly with care
Each dependency is a separate rule in each direction; a rep who adds Layout Planning first, then turns Visual Configuration off, can hit a conflict that is reported late or not at all.
Dependencies are checked together, so a contradiction is reported with the choice that caused it.
A short list of requirements across product familiesOnly with care
Core product, CAD seats, admin users and connector prerequisites are simple validation rules, but each fires on its own as the quote is saved.
All of them are evaluated at once and returned together.
Discount authority that depends on term lengthOnly with workarounds
The rep cap changes with the term (10, 15 or 20 percent) and a separate maximum applies; changing the term silently changes who must approve.
The cap is computed from the term on every call, and the verdict says which limit applies.
Graduated tiers, suite discount, support and term discountsOnly with care
Doable in price rules, but the order in which the discounts apply matters and is easy to get wrong when a rate changes.
Every figure is computed from the same inputs and returned as quote lines that reconcile.
The contract total the agent statesOnly with workarounds
Comparing a stated total with the computed one needs a separate rule per quote layout, and price rules rarely run on a figure the agent typed.
The stated total is a field in the request and is checked against the computed total.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved, 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

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Every rule is checked on every call, in whatever order the choices arrive, and one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

RuleEffectWhat it checks
1computedEvery module and connector dependency is enforced in both directions, in any order the choices arrive (for example Layout Planning needs Visual Configuration, which needs CPQ; Power BI needs Analytics)
2computedUsers, CAD seats and web sessions imply the module they run on (sales and partner users need CPQ, CAD seats need Design Automation, anonymous sessions need Self-Service Channels)
3blockAt least one core product is required: CPQ, Configuration Lifecycle Management, Configured Order Fulfillment or Design Automation
4blockDesign Automation needs at least 1 CAD seat
5blockCPQ and Configuration Lifecycle Management need at least 1 admin or modeler user
6blockAn Oracle or Infor ERP connector needs CPQ or Configured Order Fulfillment
7blockThe Inriver PIM connector needs CPQ or Configuration Lifecycle Management
8noteMore than 50 sales users per admin is flagged
9noteMore than 500 thousand anonymous web sessions a year on Essential support is flagged
10noteConfigured Order Fulfillment without Configuration Lifecycle Management is flagged
11computedSales users are priced in graduated tiers: first 50, 51 to 200, 201 and up
12computedConnected-suite discount when CPQ, CLM and Configured Order Fulfillment are all chosen; support plan fee as a share of the subscription; 3-year and 5-year term discounts
13approval, then blockExtra discount: a rep may give up to 10 percent on a 1-year term, 15 on 3 years, 20 on 5 years; above that needs deal desk approval; above 35 percent is blocked
14noteAnnual net above the customer budget is flagged
15blockThe contract total the agent states must match the validator total within $1

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. Core product, admins and connectors: Oracle connector only

The agent's request. Quote for one Oracle ERP connector, 1-year term. Total contract value $8,000.00. Ready to send.

Verdict: Blocked.

  • No core product chosen. No core product selected. Choose at least one of CPQ, Configuration Lifecycle Management, Configured Order Fulfillment or Design Automation.
  • ERP connector with nothing to connect to. An ERP connector (Oracle or Infor) needs CPQ or Configured Order Fulfillment, and neither is chosen.

2. Core product, admins and connectors: CPQ added, no admin

The agent's request. Quote for Tacton CPQ with 25 sales users and the Oracle ERP connector, 1-year term. Total contract value $105,500.00. Ready to send.

Verdict: Blocked.

  • No admin user for CPQ or CLM. CPQ and Configuration Lifecycle Management need at least 1 admin or modeler user; none were chosen.

3. Core product, admins and connectors: Admin users added

The agent's request. Quote for Tacton CPQ with 25 sales users, 2 admin users and the Oracle ERP connector, 1-year term. Total contract value $105,500.00. Ready to send.

Verdict: Allowed.

4. Extra discount and term: 18 percent, 1-year term

The agent's request. Quote for Tacton CPQ with 60 sales users and 2 admin users, 1-year term, with an 18 percent extra discount. Total contract value $120,540.00. Ready to send.

Verdict: Needs approval.

  • Extra discount needs deal desk approval. A 18 percent extra discount is above the 10 percent a rep can give on a 1-year term. Deal desk approval required.

5. Extra discount and term: 18 percent, 5-year term

The agent's request. Quote for Tacton CPQ with 60 sales users and 2 admin users, 5-year term, with an 18 percent extra discount. Total contract value $530,376.00. Ready to send.

Verdict: Allowed.

6. The contract total the agent states: Suite quote, stated total

The agent's request. Quote for Tacton CPQ, Configuration Lifecycle Management and Configured Order Fulfillment for 150 sales users and 4 admin users, with the SAP and Oracle connectors and Priority support, 3-year term. Total contract value $1,098,209.52. Ready to send.

Verdict: Blocked.

  • Stated contract total differs from the validator total. The contract total the agent states ($1098209.52) differs from the contract total the validator computes ($1168308.0).

7. The contract total the agent states: Suite quote, right total

The agent's request. Quote for Tacton CPQ, Configuration Lifecycle Management and Configured Order Fulfillment for 150 sales users and 4 admin users, with the SAP and Oracle connectors and Priority support, 3-year term. Total contract value $1,168,308.00. Ready to send.

Verdict: Allowed.

8. Customer budget: Over the customer budget

The agent's request. Quote for Tacton CPQ with Visual Configuration and Analytics for 80 sales users and 2 admin users, with the Dynamics 365 connector, 1-year term. Total contract value $223,000.00. Ready to send.

Verdict: Allowed.

  • Over the customer budget. Annual net $223000.0 is over the customer budget of $150000.

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 quote for a fictional customer buying Tacton’s own suite: CPQ, Configuration Lifecycle Management, Configured Order Fulfillment, and more. Before it goes out, the agent sends it to Predictika’s validator, which checks it against the product and discount rules, compares the contract total the agent states with the one it computes, and returns a verdict with every reason.
  2. I will start with the first request by the agent.
  3. The agent says. Quote for one Oracle ERP connector, 1-year term. Total contract value $8,000.00. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with two findings, all in one answer. No core product selected. Choose at least one of CPQ, Configuration Lifecycle Management, Configured Order Fulfillment or Design Automation. An ERP connector (Oracle or Infor) needs CPQ or Configured Order Fulfillment, and neither is chosen.
  6. The validator returned two 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 short list of requirements across product families, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the stated Contract Total to 105,500. It sets the Mod CPQ to yes and the Sales Users to 25.
  10. It calls the validator again.
  11. Still blocked, with one finding, all in one answer. CPQ and Configuration Lifecycle Management need at least 1 admin or modeler user; none were chosen.
  12. Two findings cleared, but the change brings a different blocking finding: no admin user for CPQ or CLM.
  13. The agent resubmits once more.
  14. The revised request. It sets the Admin Users to 2.
  15. It calls the validator once more.
  16. This time the validator clears it.
  17. The validator also returns the line-item quote. It starts with Tacton CPQ (configure, price, quote) and Oracle ERP connector; the other line is on screen.
  18. The earlier finding is cleared, and the validator's total, $105,500.00, matches the quote.
  19. Two problems caught in one call, fixed in two passes, 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.