Predictika · Indirect tax software subscriptions

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

An AI sales agent prepares an annual subscription quote for Vertex O Series, with an ERP accelerator, add-ons such as Edge Deployment, Marketplace Tax Solutions, North America Compliance (Returns), Global VAT Compliance, E-Invoicing and Payroll Tax Calculation, the term, any extra discount and the annual fee the quote states. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the products and subscription rules and returns a verdict, every reason and the totals it computed.

Scope: Vertex O Series indirect tax subscription quotes: calculation volume, countries, legal entities, ERP accelerators and instances, the add-on products, term, discounts and the annual fee the quote states. See everything this validator covers

This validator models O Series subscription quotes, not just the scenarios shown below.

  • Volume, countries and entities — every quote starts from the yearly calculation volume, the countries and the legal entities, and volume bands, country counts and entity counts all move the price.
  • Accelerators and add-ons — an ERP accelerator needs its instances, SAP PLUS Tools need the SAP accelerator, Edge Deployment and Marketplace Tax Solutions need enough volume, Express Returns needs Returns, VAT Compliance needs more than one country, E-Invoicing countries must be within the tax countries and Payroll Tax Calculation needs enough employees.
  • Term, discounts and approvals — terms of one, two, three or five years, a combined discount capped at 20 percent, the annual fee the quote states, and approvals for very high volume, many countries or instances, a five-year term, an extra discount and Staff Augmentation.

Any O Series quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: other Vertex products such as Systax Brazil and Invoice IQ, communications tax and partner integrations. The product and add-on names come from public Vertex pages; the prerequisites, volume bands, limits, discounts, approval thresholds and every price are modeled from comparable products and are not published by Vertex, so all prices are illustrative.

The AI sales agentBuilds the annual 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
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 that depend on other choicesOnly with care
PLUS Tools need the SAP accelerator, Express Returns needs Returns and an ERP accelerator needs instances, so each dependency needs its own rule and a changed choice must also change what depends on it.		All the choices are fields of the request, so every dependency is checked on every call whatever order they were added in.
Add-ons that need enough volume or headcountOnly with workarounds
Edge Deployment, Marketplace Tax Solutions and Payroll Tax Calculation each have a minimum, so a change in volume or employees changes which add-ons are allowed.		Volume and employee counts are in the same request and every minimum is compared on every call.
Country counts that limit other productsOnly with workarounds
VAT Compliance needs more than one country and E-Invoicing countries cannot exceed the tax countries, so one count must be compared with another.		Both counts are fields of the request and are compared on every call, together with every other finding.
A combined discount with a capOnly with workarounds
The term saving and the extra discount add up, the total is capped at 20 percent and any extra discount needs approval, so the rules depend on figures that move with the term.		The combined discount is computed once from the request and the cap and the approval are separate findings returned together.
A stated annual feeOnly with workarounds
The annual fee depends on volume band, countries, entities, instances, add-ons and discount, so separate rules must recompute it and compare it with the stated figure.		The stated fee is a field of the request and is compared with the computed fee on every call, together with every other finding.

  

  

    
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.

    
1This quote model covers 1 to 5,000 million tax calculations a year; the quote has 0 million.
25,000 million calculations a year needs a deal desk review of volume pricing.
3Tax content for 195 countries needs a content team review.
4O Series covers 195 countries and territories; the quote has 196 countries.
5The quote needs at least 1 legal entity; it has 0.
6An ERP accelerator is selected but the number of ERP instances is 0.
72 ERP instances are listed but no ERP accelerator is selected.
86 ERP instances need a solution architect to confirm the integration plan.
9SAP PLUS Tools are quoted only with the SAP accelerator.
10Edge Deployment is quoted from 50 million calculations a year; the quote has 49 million.
11Marketplace Tax Solutions are quoted from 10 million calculations a year; the quote has 9 million.
12North America Compliance (Returns) needs at least 1 filing jurisdiction; the quote has 0.
1312 filing jurisdictions are listed but Returns is not in the quote.
14Express Returns is an add-on to North America Compliance (Returns), which is not in the quote.
15Global VAT Compliance needs at least 1 country besides the home country; the quote has 1 countries.
16E-Invoicing needs at least 1 country to report in; the quote has 0.
172 e-invoicing countries are listed but E-Invoicing is not in the quote.
183 e-invoicing countries exceed the 2 countries in the quote.
19Payroll Tax Calculation is quoted for 100 employees or more; the quote has 99.
2050 employees are listed but Payroll Tax Calculation is not in the quote.
21Subscription terms are 1, 2, 3 or 5 years; the quote has 4 years.
22A 5-year term carries a 9 percent saving and needs commercial approval.
23An extra discount of 5 percent beyond the term saving needs a sales director to approve.
24A combined discount of 21 percent is above the 20 percent maximum.
25Staff Augmentation Service is scoped and priced by professional services; a person should confirm it.
26The quote states an annual fee of 96,999 USD; the modeled prices give 97,000 USD.

  

  

    
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. Prerequisites, volume and term: A quote on the Oracle Cloud accelerator with PLUS Tools, Edge Deployment, Marketplace Tax Solutions, Express Returns and Payroll Tax Calculation on 8 million calculations and a 4-year term

    
The agent's request. Please quote an annual O Series subscription for 8 million tax calculations in 5 countries and 4 legal entities, with the Oracle Cloud ERP accelerator on 1 ERP instance, plus Edge Deployment, Marketplace Tax Solutions, Certificate Center, SAP PLUS Tools, Express Returns and Payroll Tax Calculation, with 60 employees for payroll tax, for 4 years and an annual fee of $146,240. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • PLUS Tools need SAP. SAP PLUS Tools are quoted only with the SAP accelerator.
    • 
      
  • Edge Deployment needs volume. Edge Deployment is quoted from 50 million calculations a year; the quote has 8 million.
    • 
      
  • Marketplace tax needs volume. Marketplace Tax Solutions are quoted from 10 million calculations a year; the quote has 8 million.
    • 
      
  • Express Returns needs Returns. Express Returns is an add-on to North America Compliance (Returns), which is not in the quote.
    • 
      
  • Payroll tax needs employees. Payroll Tax Calculation is quoted for 100 employees or more; the quote has 60.
    • 
      
  • Term not offered. Subscription terms are 1, 2, 3 or 5 years; the quote has 4 years.
    • 
    

    
2. Prerequisites, volume and term: The agent resubmits after fixing the errors

    
The agent's request. Please quote an annual O Series subscription for 60 million tax calculations in 5 countries and 4 legal entities, with the SAP accelerator on 2 ERP instances, plus Edge Deployment, Marketplace Tax Solutions, Certificate Center, SAP PLUS Tools, North America Compliance (Returns), Express Returns and Payroll Tax Calculation, with 25 filing jurisdictions and 900 employees for payroll tax, for 3 years and an annual fee of $219,349. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. 7 add-on(s); 219,349 USD a year after a 6 percent discount; 658,047 USD over the term (modeled prices, not Vertex prices).
    • 
    

    
3. Countries and discount: A quote with Global VAT Compliance and E-Invoicing in four countries on a single-country scope and a 20 percent extra discount

    
The agent's request. Please quote an annual O Series subscription for 20 million tax calculations in 1 country and 4 legal entities, with the SAP accelerator on 2 ERP instances, plus Certificate Center, Global VAT Compliance and E-Invoicing, with 12 filing jurisdictions and e-invoicing in 4 countries, for 3 years with an extra discount of 20 percent and an annual fee of $91,316. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Filing jurisdictions without Returns. 12 filing jurisdictions are listed but Returns is not in the quote.
    • 
      
  • VAT compliance needs 2 countries. Global VAT Compliance needs at least 1 country besides the home country; the quote has 1 countries.
    • 
      
  • E-Invoicing countries exceed tax countries. 4 e-invoicing countries exceed the 1 countries in the quote.
    • 
      
  • Combined discount too high. A combined discount of 26 percent is above the 20 percent maximum.
    • 
      
  • Extra discount requested. An extra discount of 20 percent beyond the term saving needs a sales director to approve.
    • 
    

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

    
The agent's request. Please quote an annual O Series subscription for 20 million tax calculations in 8 countries and 4 legal entities, with the SAP accelerator on 2 ERP instances, plus Certificate Center, Validator (VAT ID validation), Global VAT Compliance and E-Invoicing, with e-invoicing in 4 countries, for 2 years and an annual fee of $188,374. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. 4 add-on(s); 188,374 USD a year after a 3 percent discount; 376,748 USD over the term (modeled prices, not Vertex prices).
    • 
    

    
5. Instances, jurisdictions and stated fee: A quote on the SAP accelerator with no instances, Returns with no filing jurisdictions and a 4-year term

    
The agent's request. Please quote an annual O Series subscription for 20 million tax calculations in 5 countries and 4 legal entities, with the SAP accelerator, plus Certificate Center and North America Compliance (Returns), for 4 years and an annual fee of $100,000. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • ERP accelerator needs instances. An ERP accelerator is selected but the number of ERP instances is 0.
    • 
      
  • Returns need filing jurisdictions. North America Compliance (Returns) needs at least 1 filing jurisdiction; the quote has 0.
    • 
      
  • Term not offered. Subscription terms are 1, 2, 3 or 5 years; the quote has 4 years.
    • 
      
  • Stated annual fee does not match. The quote states an annual fee of 100,000 USD; the modeled prices give 75,000 USD.
    • 
    

    
6. Instances, jurisdictions and stated fee: The agent resubmits after fixing the errors

    
The agent's request. Please quote an annual O Series subscription for 20 million tax calculations in 5 countries and 4 legal entities, with the SAP accelerator on 3 ERP instances, plus Certificate Center and North America Compliance (Returns), with 30 filing jurisdictions, for 2 years and an annual fee of $120,765. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. 2 add-on(s); 120,765 USD a year after a 3 percent discount; 241,530 USD over the term (modeled prices, not Vertex prices).
    • 
    

  

  

    
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 prepares an annual subscription quote for Vertex O Series, with an ERP accelerator, add-ons such as Edge Deployment. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the products and subscription rules and returns a verdict, every reason and the totals it computed.
    2. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. Please quote an annual O Series subscription for 8 million tax calculations in 5 countries and 4 legal entities, with the Oracle Cloud ERP accelerator on 1 ERP instance. It is ready to send. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with six findings, all in one answer. SAP PLUS Tools are quoted only with the SAP accelerator. Edge Deployment is quoted from 50 million calculations a year; the quote has 8 million. Marketplace Tax Solutions are quoted from 10 million calculations a year; the quote has 8 million. The other three are on screen.
    6. 
      
  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.
    7. 
      
  7. What this shows: for add-ons that need enough volume or headcount, a rules-based CPQ can do this only with workarounds.
    8. 
      
  8. Now the agent resubmits.
    9. 
      
  9. The corrected request. It changes the calculations a year to 60 millions, the ERP accelerator to SAP, the ERP instances to 2, the add-ons to Edge Deployment, Marketplace Tax Solutions, Certificate Center, SAP PLUS Tools, North America Compliance (Returns), Express Returns, Payroll Tax Calculation and the annual fee stated on the quote to $219,349. Three more changes are on screen.
    10. 
      
  10. It calls the validator again.
    11. 
      
  11. This time the validator clears it.
    12. 
      
  12. All six earlier findings are cleared.
    13. 
      
  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.