Predictika · Reporting platform subscription quotes

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

An AI sales agent prepares an annual subscription quote for a financial and sustainability reporting platform, with the package, the solutions, a Better Together bundle, the entities, the custom integrations, the support level, the term, the discount and the annual price the quote states. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the package and solution rules and returns a verdict, every reason and the annual price it computed.

Scope: Reporting platform subscription quotes: the Good, Better and Best packages, the ten solutions, the three Better Together bundles, entities, custom integrations, support levels, terms, discounts and the annual price the quote states. See everything this validator covers

This validator models Workiva platform subscription quotes, not just the scenarios shown below.

  • Packages and solutions — SEC Reporting, Financial Reporting, Sustainability Reporting, Carbon Management, SOX Compliance, Internal Audit, Enterprise Risk Management, Policy Management, Wdata and Agent Studio, with the package each one needs.
  • Bundles and scale — the Assured Integrated Reporting, Sustainability Reporting with Assurance and Financial Reporting with Assurance bundles and the solutions each requires, the entities and custom integrations each package allows, and the support levels.
  • Price and referrals — the term, the discount limit, the annual price stated against the annual price computed, and a person's review for larger discounts, long-term discounts, large annual values and CSRD scope.

Any platform subscription quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: services, partner products, individual regional filings and renewals. The solution and bundle names and the unlimited seats follow Workiva's public pages; the Good, Better and Best package names, the rules for each package, the entity and integration limits, the discount and review thresholds and every price are modeled from comparable enterprise software and are not published by Workiva, so every figure here is 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
Solutions that need a higher packageOnly with care
Several solutions, the bundles, the support levels and Agent Studio are each allowed on some packages only, so every rule must test the package.		The package and every solution are fields of one request and are checked together on every call.
Bundles that need other solutions in the quoteOnly with workarounds
Each bundle needs a different set of solutions and a package above the lowest, so a rule must read several fields chosen independently.		The bundle and the solutions are compared on every call, whatever order they were chosen in.
Entities and integrations that scale with the packageOnly with care
Entities and custom integrations have an allowance and a cap for each package, with extra entities priced beyond the allowance.		Each cap is a separate finding, and all of them are returned together.
A stated annual price that must match the build-upOnly with workarounds
The price chains the package, the solutions, the entities, the bundle, the support, the term and the discount, so a separate rule must recompute it and compare it with the stated figure.		The stated price is a field of the request and is compared with the computed price on every call.
Referrals for value, term discounts and scopeOnly with workarounds
A review depends on the annual value, the term, the discount and the CSRD scope together, on top of the blocking rules.		The referrals are separate findings returned together with the blocking ones.

  

  

    
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.

    
1SEC Reporting is sold to SEC registrants and companies preparing an IPO; this customer is neither.
2The quote has no solution; choose at least one Workiva solution.
3Workiva offerings include unlimited seats, so a per-seat charge cannot appear on the quote.
4SOX Compliance, Internal Audit Management and Enterprise Risk Management need the Better or Best package.
5Carbon Management is sold together with Sustainability Reporting.
6Agent Studio needs the Best package.
7The Better Together assurance bundles need the Better or Best package.
8The chosen assurance bundle needs its solutions on the quote: Assured Integrated Reporting needs Financial and Sustainability Reporting, Sustainability Reporting with Assurance needs Sustainability Reporting, Financial Reporting with Assurance needs Financial or SEC Reporting.
9The quote covers 26 entities; the package allows 25.
1020 entities are in CSRD scope but the quote covers 15 entities.
1120 entities in CSRD scope; the regional sustainability team should confirm the reporting scope.
12CSRD reporting needs Sustainability Reporting on the quote.
135 entities in CSRD scope; the regional sustainability team should confirm the reporting scope.
1411 custom integrations are quoted; the package allows 10 beyond the 70+ prebuilt connectors.
15A dedicated Customer Success Manager needs Better or Best; Signature Customer Experience needs Best.
16A term of 4 years is not offered; choose 1, 2 or 3 years.
17The discount of 21 percent is outside the 0 to 20 percent range.
18A discount of 15 percent is above the 10 percent a sales representative can give; the sales vice president should approve it.
19A three-year term with a 8 percent extra discount needs finance to confirm the multi-year terms.
20An annual price of 425,000 dollars is at or over 400,000 dollars; deal desk should review the quote.
21The quote states an annual price of 111,111 dollars; the illustrative prices give 150,000 dollars.
22The quote covers 30 entities; the package allows 25.
23A term of 5 years is not offered; choose 1, 2 or 3 years.

  

  

    
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. Package, solutions and term: A Good package quote for an SEC registrant with Best-tier solutions, a bundle, a dedicated customer success manager and a four-year term

    
The agent's request. Please quote the Good package with SEC Reporting, Financial Reporting, Carbon Management, SOX Compliance, Internal Audit, Agent Studio, the Assured Integrated Reporting bundle and a dedicated customer success manager, for 30 entities on a 4-year term with a 5 percent discount. The customer is an SEC registrant. The annual price stated on the quote is 425,470 dollars. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Solution needs the Better or Best package. SOX Compliance, Internal Audit Management and Enterprise Risk Management need the Better or Best package.
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  • Carbon Management needs Sustainability Reporting. Carbon Management is sold together with Sustainability Reporting.
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  • Agent Studio needs the Best package. Agent Studio needs the Best package.
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  • Assurance bundle needs Better or Best. The Better Together assurance bundles need the Better or Best package.
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  • Bundle without its solutions. The chosen assurance bundle needs its solutions on the quote: Assured Integrated Reporting needs Financial and Sustainability Reporting, Sustainability Reporting with Assurance needs Sustainability Reporting, Financial Reporting with Assurance needs Financial or SEC Reporting.
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  • More entities than the package allows. The quote covers 30 entities; the package allows 25.
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  • Support tier needs a higher package. A dedicated Customer Success Manager needs Better or Best; Signature Customer Experience needs Best.
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  • Term not offered. A term of 4 years is not offered; choose 1, 2 or 3 years.
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  • Stated annual price does not match. The quote states an annual price of 425,470 dollars; the illustrative prices give 291,030 dollars.
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2. Package, solutions and term: The agent resubmits after fixing the errors

    
The agent's request. Please quote the Best package with SEC Reporting, Financial Reporting, Sustainability Reporting, Carbon Management, SOX Compliance, Internal Audit, Agent Studio, the Assured Integrated Reporting bundle and a dedicated customer success manager, for 30 entities on a 3-year term with a 5 percent discount. The customer is an SEC registrant. The annual price stated on the quote is 465,470 dollars. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Large annual value. An annual price of 465,470 dollars is at or over 400,000 dollars; deal desk should review the quote.
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  • Quote summary. Annual subscription 465,470 dollars (illustrative) for 7 solution(s); 11 percent total discount; unlimited seats.
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3. Package, support and discount: A Better package quote for a private company with SEC Reporting, Agent Studio, Signature support and a 21 percent discount

    
The agent's request. Please quote the Better package with SEC Reporting, Financial Reporting, Agent Studio and Signature Customer Experience, for 40 entities and 12 custom integrations on a 1-year term with a 21 percent discount. The annual price stated on the quote is 195,500 dollars. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • SEC Reporting needs a registrant or IPO. SEC Reporting is sold to SEC registrants and companies preparing an IPO; this customer is neither.
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  • Agent Studio needs the Best package. Agent Studio needs the Best package.
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  • More custom integrations than the package allows. 12 custom integrations are quoted; the package allows 10 beyond the 70+ prebuilt connectors.
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  • Support tier needs a higher package. A dedicated Customer Success Manager needs Better or Best; Signature Customer Experience needs Best.
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  • Discount outside 0 to 20 percent. The discount of 21 percent is outside the 0 to 20 percent range.
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  • Stated annual price does not match. The quote states an annual price of 195,500 dollars; the illustrative prices give 205,400 dollars.
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4. Package, support and discount: The agent resubmits after fixing the errors

    
The agent's request. Please quote the Best package with Financial Reporting, Agent Studio and Signature Customer Experience, for 40 entities and 12 custom integrations on a 1-year term with a 10 percent discount. The annual price stated on the quote is 220,500 dollars. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. Annual subscription 220,500 dollars (illustrative) for 2 solution(s); 10 percent total discount; unlimited seats.
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5. Term, integrations and discount: A Better package quote with a four-year term, 11 custom integrations and a 25 percent discount

    
The agent's request. Please quote the Better package with Financial Reporting, Sustainability Reporting, Carbon Management, the Sustainability Reporting with Assurance bundle and standard support, for 15 entities and 11 custom integrations on a 4-year term with a 25 percent discount. The annual price stated on the quote is 185,250 dollars. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • More custom integrations than the package allows. 11 custom integrations are quoted; the package allows 10 beyond the 70+ prebuilt connectors.
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  • Term not offered. A term of 4 years is not offered; choose 1, 2 or 3 years.
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  • Discount outside 0 to 20 percent. The discount of 25 percent is outside the 0 to 20 percent range.
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  • Stated annual price does not match. The quote states an annual price of 185,250 dollars; the illustrative prices give 155,250 dollars.
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6. Term, integrations and discount: The agent resubmits after fixing the errors

    
The agent's request. Please quote the Better package with Financial Reporting, Sustainability Reporting, Carbon Management, the Sustainability Reporting with Assurance bundle and standard support, for 15 entities and 10 custom integrations on a 3-year term with a 5 percent discount. The annual price stated on the quote is 200,250 dollars. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. Annual subscription 200,250 dollars (illustrative) for 3 solution(s); 11 percent total discount; unlimited seats.
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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 an annual subscription quote for a financial and sustainability reporting platform, with the package, the solutions. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the package and solution rules and returns a verdict, every reason and the annual price it computed.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. Please quote the Good package with SEC Reporting, Financial Reporting, Carbon Management, SOX Compliance, Internal Audit, Agent Studio, the Assured Integrated Reporting bundle and a dedicated customer success manager. The customer is an SEC registrant. The rest of the request is on screen. The annual price stated on the quote is 425,470 dollars.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with nine findings, all in one answer. SOX Compliance, Internal Audit Management and Enterprise Risk Management need the Better or Best package. Carbon Management is sold together with Sustainability Reporting. Agent Studio needs the Best package. The other six are on screen.
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  6. The validator returned nine 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 solutions that need a higher package, a rules-based CPQ is error-prone for this.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the package to best, the solutions to SEC Reporting, Financial Reporting, Sustainability Reporting, Carbon Management, SOX Compliance, Internal Audit, Agent Studio, the term to 3 years and the annual price stated on the quote to 465,470 dollars.
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  10. It calls the validator again.
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  11. Not blocked, but held for a person.
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  12. The nine blocking findings are cleared; one approval remains for a person: large annual value.
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  13. Nine problems caught in one call, fixed in one pass, and the corrected quote now goes to a person for approval. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    14.