Predictika · Data protection subscription quotes

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

An AI sales agent drafts a quote for a data protection subscription: the universal license edition, the backup repository, the number of sites, the protected workload count per site, the partner discount tier, add-ons and the subscription term in years. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of the edition and repository limits, the add-ons each edition offers and the discount authority, compares the net total the agent states with the one it computes, and reports every problem it finds in one pass.

Scope: Veeam style data protection subscription quotes: four license editions, three backup repository options, three partner discount tiers, protected workload count, add-ons and term. See everything this validator covers

This validator models Veeam style data protection subscription quotes: four universal license editions (Foundation, Advanced, Premium and Enterprise Plus), three backup repository options, three partner discount tiers, the number of sites, the protected workload count per site, a Kubernetes protection add-on, a premium 24x7 support plan and the term in years. It handles any quote made of these parts, not just the scenarios shown below.

  • Editions and repositories — A Foundation, an Advanced, a Premium and an Enterprise Plus universal license edition, with a standard disk, a hardened Linux and object or a cloud object tier repository, including the repositories that do not support the immutable backup features the two highest editions need.
  • Protected workload count — A protected workload count per site checked against the edition rating and the repository rating, with a workload audit review above 2,000 workloads per site.
  • Add-ons and partner tiers — A Kubernetes protection add-on and a premium 24x7 support plan by edition, and direct list, Silver partner and Gold partner discount tiers with their site minimums and discounts.
  • Subscription term, site count and stated total — Terms from 1 to 5 years, a finance review above 3 years, a multi-site deployment review above 8 sites, an approval band above 12 percent total discount, a limit at 20 percent, a deal desk review above USD 1,200,000, and a check that the net total the agent states matches the total the validator computes.

Any data protection subscription quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: other Veeam products such as backup for specific SaaS applications or standalone point products, real list prices, capacity sizing and recovery design decisions, or tax and multi-currency quoting.

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.

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
Click to expand
    
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 by editionOnly with care
Whether the Kubernetes protection add-on or the support plan is offered differs by edition, so option rules multiply with every edition.		Each edition lists the add-ons it offers; the check follows from the choices.
Workload limits per edition and repositoryOnly with care
Each edition and each repository has its own maximum protected workload count, and the immutable-backup exclusion adds a third rule, one validation rule per combination.		The limits are properties of the edition and the repository, checked on every call.
Discount stacking and approval bandsOnly with workarounds
Partner tier, volume and extra discounts add up across rules and approval levels, and the total is rarely checked in one place.		The discounts are added once and compared with both the rep authority and the limit.
Terms, site counts and reviewsOnly with care
Term, site count and workload review triggers sit in separate rules that are easy to miss when one input changes.		Term, site count and workload reviews are evaluated together with the price.
The total the agent statesOnly with workarounds
Comparing a stated total with a computed one means a separate rule per quote layout, and price rules rarely run on stated figures.		The stated net 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: findings from its test cases
Click to expand
    
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.

    
1A protected workload count per site of 150 is outside the 1 to 50 range of the Foundation edition.
2The Kubernetes protection add-on is not available on the Foundation edition.
3A protected workload count per site of 2,500 is above 2,000; a workload audit review is required.
4Order value of $1,282,340 is above $1,200,000 and needs a deal desk review.
5A contract of 6 years is outside the 1 to 5 years allowed.
6Total discount of 22 percent exceeds the 20 percent limit.
7A quantity of 22 is outside the 1 to 20 sites allowed.
8The Standard disk repository does not support the immutable backup features the Premium and Enterprise Plus editions need.
9A quantity of 2 is below the minimum of 3 for the Gold partner tier.
10The quoted net total of $99,576 does not match the $110,640 the validator computed.
11A quantity of 9 is above 8 sites; a multi-site deployment review is required.
12A contract of 4 years is longer than 3 years; finance must approve the price lock.
13Total discount of 13 percent is above the 12 percent a rep can give; sales director must approve.

  

  

    
Scenarios and results
Click to expand
    
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. Workloads and add-ons: The price is right; the configuration is not

    
The agent's request. This is for a regional healthcare group protecting about 150 workloads at each of three sites, including its Kubernetes clusters. 3 Foundation edition sites with the Standard disk repository for 150 protected workloads per site, plus the Kubernetes protection add-on. Direct list pricing, 2-year term. Net total $113,640. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Workload Range. A protected workload count per site of 150 is outside the 1 to 50 range of the Foundation edition.
    • 
      
  • Kubernetes Add-On. The Kubernetes protection add-on is not available on the Foundation edition.
    • 
    

    
2. Workloads and add-ons: The agent resubmits after fixing the errors

    
The agent's request. This is for a regional healthcare group protecting about 150 workloads at each of three sites, including its Kubernetes clusters. 3 Advanced edition sites with the Standard disk repository for 150 protected workloads per site, plus the Kubernetes protection add-on. Direct list pricing, 2-year term. Net total $185,640. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated price: $185,640 total for quantity 3 over a contract term; term in years: 2; $59,000 per site; $4,320 per year service; $185,640 before discount; 0 percent total discount.
    • 
    

    
3. Contract term and discount: The figures are right; the terms are not

    
The agent's request. This is for a managed services partner quoting five customer sites on its Silver partner tier, with the best discount it can get. 5 Advanced edition sites with the Standard disk repository on the Silver partner tier for 150 protected workloads per site, 6-year term, with a 14 percent extra discount. Net total $228,696. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Contract Term. A contract of 6 years is outside the 1 to 5 years allowed.
    • 
      
  • Total Discount Limit. Total discount of 22 percent exceeds the 20 percent limit.
    • 
    

    
4. Contract term and discount: The agent resubmits after fixing the errors

    
The agent's request. This is for a managed services partner quoting five customer sites on its Silver partner tier, with the best discount it can get. 5 Advanced edition sites with the Standard disk repository on the Silver partner tier for 150 protected workloads per site, 3-year term, with a 4 percent extra discount. Net total $239,008. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated price: $239,008 total for quantity 5 over a contract term; term in years: 3; $50,000 per site; $7,200 per year service; $271,600 before discount; 12 percent total discount.
    • 
    

    
5. The total the agent states: The agent's own total is checked too

    
The agent's request. This is for a small clinic network protecting 40 workloads at each of three sites, with 24x7 support included. 3 Foundation edition sites with the Standard disk repository for 40 protected workloads per site, plus the premium 24x7 support plan. Direct list pricing, 2-year term. Net total $99,576. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Quoted Net Total. The quoted net total of $99,576 does not match the $110,640 the validator computed.
    • 
    

    
6. The total the agent states: The agent resubmits after fixing the errors

    
The agent's request. This is for a small clinic network protecting 40 workloads at each of three sites, with 24x7 support included. 3 Foundation edition sites with the Standard disk repository for 40 protected workloads per site, plus the premium 24x7 support plan. Direct list pricing, 2-year term. Net total $110,640. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated price: $110,640 total for quantity 3 over a contract term; term in years: 2; $26,000 per site; $16,320 per year service; $110,640 before discount; 0 percent total discount.
    • 
    

    
7. Review by a person: Valid, but not final without a person

    
The agent's request. This is for a large financial institution protecting about 2,500 workloads at each of five sites. 5 Enterprise Plus edition sites with the Cloud object tier repository, direct list pricing, for 2,500 protected workloads per site, 2-year term. Net total $1,282,340. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Workload Audit Review. A protected workload count per site of 2,500 is above 2,000; a workload audit review is required.
    • 
      
  • Large Order. Order value of $1,282,340 is above $1,200,000 and needs a deal desk review.
    • 
      
  • Price summary. Estimated price: $1,282,340 total for quantity 5 over a contract term; term in years: 2; $250,000 per site; $36,000 per year service; $1,322,000 before discount; 3 percent total discount.
    • 
    

  

  

    
Narration transcript
Click to expand
    
The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent drafts a quote for a data protection subscription: the universal license edition, the backup repository, the number of sites, and more. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of the edition and repository limits, the add-ons each edition offers and the discount authority, compares the net total the agent states with the one it computes, and reports every problem it finds in one pass.
    2. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. This is for a managed services partner quoting five customer sites on its Silver partner tier, with the best discount it can get. 5 Advanced edition sites. Net total $228,696. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with two findings, all in one answer. A contract of 6 years is outside the 1 to 5 years allowed. Total discount of 22 percent exceeds the 20 percent limit.
    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.
    7. 
      
  7. What this shows: for discount stacking and approval bands, a rules-based CPQ can do this only with workarounds.
    8. 
      
  8. Now the agent resubmits.
    9. 
      
  9. The corrected request. It changes the term to 3 years, the extra discount requested to 4 percent and the net total stated on the quote to $239,008.
    10. 
      
  10. It calls the validator again.
    11. 
      
  11. This time the validator clears it.
    12. 
      
  12. The validator also returns the line-item quote, on screen.
    13. 
      
  13. Both earlier findings are cleared, and the validator's total, $239,008, matches the quote.
    14. 
      
  14. Two problems caught in one call, fixed in one pass, and a clean $239,008 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.