Predictika · sales and knowledge software quotes

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

An AI sales agent prepares a quote for Upland Software subscriptions: Qvidian proposal software, RightAnswers and Panviva knowledge management, Kapost content, RightAnswers add-ons and integrations, a Premier Success Plan, the term and a discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the combinations and returns a verdict, every reason, a line-item quote and the figures it computed.

Scope: Upland Qvidian, RightAnswers, Panviva and Kapost subscriptions, RightAnswers add-ons and integrations, and the Premier Success Plan gold and platinum tiers. See everything this validator covers

This validator models Upland subscription quotes for these products, not just the scenarios shown below. Items marked with an asterisk (*) are illustrative.

  • Products and seats — Qvidian, RightAnswers, Panviva and Kapost sold per seat, each with a minimum number of seats, and a flag when two knowledge management products are quoted together.
  • Add-ons — Upland Analytics, machine translation, the chatbot and virtual assistant connector and the Salesforce, ServiceNow, NetSuite and Cherwell integrations for RightAnswers, and a Qvidian AI response assistant*, each checked against the product it belongs to.
  • Plan, term and discount — the Premier Success Plan gold and platinum tiers with the seat counts they need, one to three year terms prepaid annually, a term discount that goes to approval above the standard, a contract-size review, and a stated total compared with the priced lines.

Any Upland quote that touches these products and rules is in scope — not only the scenarios pictured here. Not covered: Upland's other products (such as InterFAX, Adestra, BA Insight, Cimpl and PowerSteering), volume-based overage billing, professional services, perpetual licenses, taxes and reseller margin. Seat minimums, prices, terms, discounts and thresholds are typical for this kind of product rather than published by Upland (see the note at the end).

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, the line-item quote and the computed figures.

8 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 minimums that differ by productOnly with care
A minimum-quantity rule per product line. It works, but each new product adds a rule that is easy to forget.		Every product is checked against its own minimum on every call.
Add-ons that only make sense with one productOnly with workarounds
An add-on has to be tied to the product it belongs to across separate quote lines, so a quote can carry an integration with no product behind it.		Each add-on is checked against the seats of its product in the same call.
Success plan tiers that depend on total seatsOnly with care
The tier depends on the sum of seats across several products, so a summary rule is needed and must be kept in step with the lines.		The total seats are computed first and compared with the tier requirement.
Overlapping products in one quoteOnly with workarounds
Nothing in a product list says two knowledge management products overlap; a custom rule has to be written for each pair.		The overlap is a rule in the model and is raised for approval whenever both appear.
Term discounts and approval thresholds that depend on the totalOnly with care
The standard discount depends on the term and the contract value on the lines, so price rules and approval rules must agree.		The total is computed first, then the discount is compared with the standard for the term.
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 no seats of any product.
24 Qvidian seats is below the minimum of 5.
39 RightAnswers seats is below the minimum of 10.
424 Panviva seats is below the minimum of 25.
59 Kapost seats is below the minimum of 10.
6A RightAnswers add-on or integration is quoted but the quote has no RightAnswers seats.
7The Qvidian AI response assistant* is quoted but the quote has no Qvidian seats.
8The Premier Success Plan gold tier is quoted for 20 seats; it needs at least 25.
9The Premier Success Plan platinum tier is quoted for 99 seats; it needs at least 100.
10RightAnswers and Panviva are both knowledge management products; a person should confirm the customer needs both.
11The term is 4 years; the terms quoted are 1, 2 or 3 years, prepaid annually.
12A discount of 16 percent is above the 15 percent maximum.
13One-year terms have no standard discount; a person should approve 5 percent.
14A discount of 8 percent is above the 5 percent that applies to this term; a person should approve it.
15Contracts of 250,$0 or more are reviewed by the sales team; a person should confirm $630,000.
16The quote states a total of $21,999.00; the priced lines give $22,000.00.

  

  

    
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. Sales operations team: Proposal and content seats ordered with the platinum success plan

    
The agent's request. Please quote an Upland subscription for 20 Qvidian seats and 6 Kapost seats, on a 1-year term prepaid annually, with the Premier Success Plan platinum tier. The quote states a total of $58,000.00. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Kapost below the minimum seats. 6 Kapost seats is below the minimum of 10.
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  • Platinum plan needs more seats. The Premier Success Plan platinum tier is quoted for 26 seats; it needs at least 100.
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2. Sales operations team: The agent resubmits after fixing the errors

    
The agent's request. Please quote an Upland subscription for 20 Qvidian seats and 12 Kapost seats, on a 1-year term prepaid annually, with the Premier Success Plan gold tier. The quote states a total of $46,000.00. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. 32 seats in total, $46,000 a year; list total $46,000, net total $46,000.00.
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3. Bank contact center: Contact center ordered with RightAnswers and Panviva together

    
The agent's request. Please quote an Upland subscription for 8 RightAnswers seats and 30 Panviva seats, on a 2-year term prepaid annually, with Upland Analytics for RightAnswers and the RightAnswers integration with ServiceNow. The quote states a total of $118,800.00. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • RightAnswers below the minimum seats. 8 RightAnswers seats is below the minimum of 10.
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  • Two knowledge management products. RightAnswers and Panviva are both knowledge management products; a person should confirm the customer needs both.
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4. Bank contact center: The agent resubmits after fixing the errors

    
The agent's request. Please quote an Upland subscription for 40 RightAnswers seats and 30 Panviva seats, on a 2-year term prepaid annually, with Upland Analytics for RightAnswers and the RightAnswers integration with ServiceNow. The quote states a total of $170,000.00. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Two knowledge management products. RightAnswers and Panviva are both knowledge management products; a person should confirm the customer needs both.
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  • Order summary. 70 seats in total, $85,000 a year; list total $170,000, net total $170,000.00.
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5. Bank contact center: The agent resubmits after fixing the errors

    
The agent's request. Please quote an Upland subscription for 40 RightAnswers seats, on a 2-year term prepaid annually, with Upland Analytics for RightAnswers and the RightAnswers integration with ServiceNow. The quote states a total of $86,000.00. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. 40 seats in total, $43,000 a year; list total $86,000, net total $86,000.00.
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6. IT services proposal team: Proposal team ordered with a few seats, the AI assistant and a one-year discount

    
The agent's request. Please quote an Upland subscription for 3 Qvidian seats, on a 1-year term prepaid annually, with the Qvidian AI response assistant*. The quote applies a 5 percent discount. The quote states a total of $3,847.50. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Qvidian below the minimum seats. 3 Qvidian seats is below the minimum of 5.
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  • Discount on a one-year term. One-year terms have no standard discount; a person should approve 5 percent.
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7. IT services proposal team: The agent resubmits after fixing the errors

    
The agent's request. Please quote an Upland subscription for 30 Qvidian seats, on a 3-year term prepaid annually, with the Qvidian AI response assistant*. The quote applies a 12 percent discount. The quote states a total of $106,920.00. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount above the standard for this term. A discount of 12 percent is above the 10 percent that applies to this term; a person should approve it.
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  • Order summary. 30 seats in total, $40,500 a year; list total $121,500, net total $106,920.00.
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8. IT services proposal team: The agent resubmits after fixing the errors

    
The agent's request. Please quote an Upland subscription for 30 Qvidian seats, on a 3-year term prepaid annually, with the Qvidian AI response assistant*. The quote applies a 10 percent discount. The quote states a total of $109,350.00. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. 30 seats in total, $40,500 a year; list total $121,500, net total $109,350.00.
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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 quote for Upland Software subscriptions: Qvidian proposal software, RightAnswers and Panviva knowledge management, Kapost content, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the combinations and returns a verdict, every reason, a line-item quote and the figures it computed.
    2. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. Please quote an Upland subscription for 20 Qvidian seats and 6 Kapost seats, on a 1-year term prepaid annually, with the Premier Success Plan platinum tier. The quote states a total of $58,000.00. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with two findings, all in one answer. 6 Kapost seats is below the minimum of 10. The Premier Success Plan platinum tier is quoted for 26 seats; it needs at least 100.
    6. 
      
  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.
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  7. What this shows: for seat minimums that differ by product, a rules-based CPQ is error-prone for this.
    8. 
      
  8. Now the agent resubmits.
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  9. The corrected request. It changes the kapost seats to 12, the add-ons and plan to The Premier Success Plan gold tier and the stated total to $46,000.00.
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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. The validator also returns the line-item quote. It starts with Qvidian and Kapost; the other line is on screen.
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  13. Both earlier findings are cleared, and the validator's total, $46,000.00, matches the quote.
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  14. Two problems caught in one call, fixed in one pass, and a clean $46,000.00 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    15.