Predictika · Life sciences software subscriptions

An AI sales agent's Vault CRM Suite subscription quote, checked before it goes out

An AI sales agent prepares a subscription quote for a Veeva Vault CRM Suite, with Vault CRM users, Service Center, Key Account Management and Pharmacy Sales seats, modules such as Approved Email, Engage, Campaign Manager, Patient CRM, Align, Territory Designer, Network MDM, Nitro and PromoMats, the term, the discount requested and the annual total the quote states. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the modules and subscription rules and returns a verdict, every reason and the totals it computed.

Scope: Veeva Vault CRM Suite subscription quotes: Vault CRM seats, Service Center, Key Account Management, Pharmacy Sales, the add-on modules, term, earned and requested discounts and the annual total the quote states. See everything this validator covers

This validator models Vault CRM Suite subscription quotes, not just the scenarios shown below.

  • Seats and customer type — every quote starts from Vault CRM users, the other seat types cannot exceed them, and Pharmacy Sales seats are for commercial teams, not Medical Affairs.
  • Module dependencies — Approved Email, Engage and Campaign Manager need an approved content source, Campaign Manager needs Approved Email, Patient CRM needs a privacy review, Align needs Network MDM and Territory Designer needs Align.
  • Term, discounts and approvals — a term of one to five years, an earned discount from volume and term, a requested discount that may exceed it by only a few points, the annual total the quote states, an AI governance review for Agentic Call Report and executive approval for very large contracts.

Any Vault CRM Suite quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: other Veeva products, implementation services and support. The module names come from public Veeva pages; the module dependencies, seat limits, discounts, approval thresholds and every price are modeled from comparable products and are not published by Veeva, so all prices are illustrative.

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
Modules that depend on other modulesOnly with care
Campaign Manager needs Approved Email, Align needs Network MDM and Territory Designer needs Align, so each dependency needs its own rule and a removed module must also remove what depends on it.		All the modules are fields of the request, so every dependency is checked on every call whatever order they were added in.
A content source that any of three modules needsOnly with workarounds
Approved Email, Engage and Campaign Manager each need PromoMats or existing approved content, so one rule must look at any of the three and at either source.		The rule looks at all five choices at once on every call, so adding a module can never skip the check.
Seat types that are capped by another seat type and by customer typeOnly with workarounds
Three seat types are capped by the Vault CRM users, and Pharmacy Sales is blocked for Medical Affairs, so a change in one count or in the customer type changes what is allowed.		Counts and customer type are in one request and every cap is compared on every call.
Discounts earned from volume and term, with an approval bandOnly with workarounds
The earned discount comes from the list total and the term, a few points above it need approval and more is blocked, so the rules depend on figures that move with every module.		The earned discount is computed once from the request and the block and the approval bands are separate findings returned together.
A stated annual total and large-contract approvalsOnly with workarounds
The annual and contract totals depend on seats, modules, discount and term, so separate rules must recompute them and compare them with the stated figure and with the executive-approval threshold.		The stated total is a field of the request and is compared with the computed total on every call, together with every other finding.

  

  

    
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 Vault CRM user licenses; every other module is added on top of Vault CRM.
2Service Center, Key Account Management or Pharmacy Sales seats cannot exceed the 200 Vault CRM users on the quote.
3Approved Email, Engage and Campaign Manager need an approved content source; the quote has neither Veeva PromoMats nor existing approved content.
4Campaign Manager orchestrates journeys over email and other channels; Approved Email must be on the quote.
5Patient CRM holds protected patient data; a completed privacy review is required before it can be quoted.
6Align plans territories from the customer master; Network MDM must be on the quote.
7Territory Designer is quoted together with Align.
8Pharmacy Sales seats are for commercial field teams; a Medical Affairs quote cannot include them.
9The subscription term is 6 years; this model allows 1 to 5 years.
10The requested discount of 3 percent is above the earned 0 percent; a sales director must approve.
11The requested discount is 4 percent; the earned discount is 0 percent and at most 3 points more can be requested.
12The quote states an annual total of 350,000; the quoted modules and seats give 421,000.
13Agentic Call Report adds AI features to the field workflow; a customer AI governance review should be confirmed.
14The total contract value is 8,533,800; contracts over 6,000,000 need executive approval.

  

  

    
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. Dependencies, term and discount: A commercial quote for 200 Vault CRM users with 250 Service Center seats, Campaign Manager, Engage, Patient CRM and Align, a 6-year term and a 20 percent discount

    
The agent's request. Please quote a commercial Vault CRM Suite subscription for 200 Vault CRM users, with 250 Service Center, 40 Key Account Management and 60 Pharmacy Sales seats, plus Campaign Manager, Engage, Patient CRM and Align, for 6 years at a requested discount of 20 percent and an annual total of $1,000,000. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Add-on seats exceed Vault CRM users. Service Center, Key Account Management or Pharmacy Sales seats cannot exceed the 200 Vault CRM users on the quote.
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  • Content modules need an approved content source. Approved Email, Engage and Campaign Manager need an approved content source; the quote has neither Veeva PromoMats nor existing approved content.
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  • Campaign Manager needs Approved Email. Campaign Manager orchestrates journeys over email and other channels; Approved Email must be on the quote.
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  • Patient CRM needs a privacy review. Patient CRM holds protected patient data; a completed privacy review is required before it can be quoted.
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  • Align needs Network MDM. Align plans territories from the customer master; Network MDM must be on the quote.
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  • Term outside 1 to 5 years. The subscription term is 6 years; this model allows 1 to 5 years.
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  • Requested discount too far above earned. The requested discount is 20 percent; the earned discount is 7 percent and at most 3 points more can be requested.
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  • Stated annual total does not match. The quote states an annual total of 1,000,000; the quoted modules and seats give 1,089,960.
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  • Contract over 6,000,000. The total contract value is 6,539,760; contracts over 6,000,000 need executive approval.
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2. Dependencies, term and discount: The agent resubmits after fixing the errors

    
The agent's request. Please quote a commercial Vault CRM Suite subscription for 200 Vault CRM users, with 20 Service Center, 40 Key Account Management and 60 Pharmacy Sales seats, plus Campaign Manager, Approved Email, Engage, Patient CRM, Align, Network MDM and PromoMats, with a completed privacy review, for 3 years at a requested discount of 7 percent and an annual total of $1,158,780. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Annual list 1246000, earned discount 7 percent, annual net 1158780, contract net 3,476,340 over 3 year(s).
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3. Medical Affairs and reviews: A Medical Affairs quote with Pharmacy Sales seats, Territory Designer, Agentic Call Report and a discount above the earned level

    
The agent's request. Please quote a Medical Affairs Vault CRM Suite subscription for 150 Vault CRM users, with 10 Service Center, 30 Key Account Management and 20 Pharmacy Sales seats, plus Territory Designer and Agentic Call Report, for 1 year at a requested discount of 2 percent and an annual total of $378,500. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Territory Designer needs Align. Territory Designer is quoted together with Align.
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  • Pharmacy Sales is a commercial module. Pharmacy Sales seats are for commercial field teams; a Medical Affairs quote cannot include them.
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  • Discount above earned level. The requested discount of 2 percent is above the earned 0 percent; a sales director must approve.
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  • Agentic Call Report needs AI governance review. Agentic Call Report adds AI features to the field workflow; a customer AI governance review should be confirmed.
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4. Medical Affairs and reviews: The agent resubmits after fixing the errors

    
The agent's request. Please quote a Medical Affairs Vault CRM Suite subscription for 150 Vault CRM users, with 10 Service Center, 30 Key Account Management and 0 Pharmacy Sales seats, plus Align, Territory Designer, Network MDM and Agentic Call Report, with a completed AI governance review, for 1 year at a requested discount of 5 percent and an annual total of $576,175. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Annual list 606500, earned discount 5 percent, annual net 576175, contract net 576,175 over 1 year(s).
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5. Large contract and stated total: A five-year quote for 800 Vault CRM users with six modules and a 17 percent discount

    
The agent's request. Please quote a commercial Vault CRM Suite subscription for 800 Vault CRM users, with 100 Service Center, 200 Key Account Management and 300 Pharmacy Sales seats, plus Campaign Manager, Approved Email, Engage, Network MDM, Nitro and PromoMats, for 5 years at a requested discount of 17 percent and an annual total of $2,000,000. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Requested discount too far above earned. The requested discount is 17 percent; the earned discount is 12 percent and at most 3 points more can be requested.
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  • Stated annual total does not match. The quote states an annual total of 2,000,000; the quoted modules and seats give 2,204,400.
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  • Contract over 6,000,000. The total contract value is 11,022,000; contracts over 6,000,000 need executive approval.
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6. Large contract and stated total: The agent resubmits after fixing the errors

    
The agent's request. Please quote a commercial Vault CRM Suite subscription for 800 Vault CRM users, with 100 Service Center, 200 Key Account Management and 300 Pharmacy Sales seats, plus Campaign Manager, Approved Email, Engage, Network MDM, Nitro and PromoMats, for 2 years at a requested discount of 10 percent and an annual total of $2,254,500. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Annual list 2505000, earned discount 10 percent, annual net 2254500, contract net 4,509,000 over 2 year(s).
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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 subscription quote for a Veeva Vault CRM Suite, with Vault CRM users, Service Center. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the modules and subscription rules and returns a verdict, every reason and the totals it computed.
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  2. I will start with the first request by the agent.
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  3. The agent says. Please quote a commercial Vault CRM Suite subscription for 200 Vault CRM users, with 250 Service Center, 40 Key Account Management and 60 Pharmacy Sales seats. It is ready to send. 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 eight findings and one approval, all in one answer. Service Center, Key Account Management or Pharmacy Sales seats cannot exceed the 200 Vault CRM users on the quote. Approved Email, Engage and Campaign Manager need an approved content source; the quote has neither Veeva PromoMats nor existing approved content. Campaign Manager orchestrates journeys over email and other channels; Approved Email must be on the quote. The other five are on screen.
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  6. The validator returned eight blocking findings and one approval 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 and against the stated total.
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  7. What this shows: for a content source that any of three modules needs, 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 Service Center seats to 20, the modules to Campaign Manager, Approved Email, Engage, Patient CRM, Align, Network MDM, PromoMats, the privacy review completed to yes, the term to 3 years, the requested discount to 7 percent and the annual total stated on the quote to $1,158,780.
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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 nine earlier findings are cleared.
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  13. Nine problems caught in one call, fixed in one pass, and a clean $1,158,780 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.