Predictika · Annual Sales and Marketing platform quotes

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

An AI sales agent prepares an annual platform quote with a Sales plan and its seats, a Marketing plan, intent topics, Display Network use, extra credits, add-ons, the term 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 plan, seat, feature and credit rules and returns a verdict, every reason and the annual total it computed.

Scope: Annual Sales and Marketing platform quotes: the Professional, Copilot Advanced and Copilot Enterprise Sales plans, the Demand, ABM Lite and ABM Enterprise Marketing plans, seats, intent topics, Display Network, credits, add-ons, the term and the annual total the quote states. See everything this validator covers

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

  • Plans and features — which Sales plan carries buyer intent, website visitors, custom intent and sales activity automation, the seat minimums per plan, and which Marketing plan carries the Display Network and how many intent topics.
  • Limits and add-ons — the Display Network campaign and account limits, extra credits, Streaming Intent blocks, the Enrich API, Chorus seats against Sales seats, Chat, and terms of one to three years.
  • Price and referrals — the annual total stated against the annual total computed, and a person's review for a large seat count, a three-year term, a large credit purchase, an integration without bulk credits and a requested discount.

Any platform quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: Talent and Operations products, taxes and multi-year price schedules. The plan names, the plan features and some limits follow ZoomInfo's public pricing page; ZoomInfo does not publish prices, so every price, the seat minimums, the credits included per seat and the approval thresholds are modeled from comparable products, and every amount here is illustrative.

The AI sales agentBuilds the annual platform 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
Features that belong to some plans onlyOnly with workarounds
Buyer intent and website visitors come with the Copilot plans, custom intent and sales automation with Enterprise only, and the Display Network with the ABM plans, so every rule must read the plan together with the features chosen.		The plans and the features are fields of one request and are checked together on every call.
Limits that depend on the planOnly with care
The intent topic limit and the Display Network campaign and account limits differ between Demand, ABM Lite and ABM Enterprise, and the seat minimum differs between the Copilot plans.		Each limit is compared with the plan on every call, and all the findings are returned together.
Add-ons that depend on other fieldsOnly with care
Chorus seats cannot exceed Sales seats, and the Enrich API is reviewed unless enough extra credits come with it, so a rule must read several fields chosen independently.		Each dependency is a separate finding, and all of them are returned together.
A stated annual total that must match the build-upOnly with workarounds
The annual total chains the seats, the plan prices, the extra credits and the add-ons, so a separate rule must recompute it and compare it with the stated figure.		The stated total is a field of the request and is compared with the computed total on every call.
Referrals for large or unusual dealsOnly with workarounds
A review depends on the seat count, the term, the credit purchase, the integration and the discount 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.

    
1The quote has neither a Sales plan nor a Marketing plan.
23 Sales seats do not fit the chosen Sales plan; a Sales plan needs at least 1 seat and seats need a Sales plan.
30 Sales seats do not fit the chosen Sales plan; a Sales plan needs at least 1 seat and seats need a Sales plan.
42 seats are below the modeled minimum for this Copilot plan (3 for Advanced, 5 for Enterprise).
54 seats are below the modeled minimum for this Copilot plan (3 for Advanced, 5 for Enterprise).
6Buyer intent signals come with Copilot Advanced or Copilot Enterprise, not with this Sales plan.
7Website visitor identification comes with Copilot Advanced or Copilot Enterprise, not with this Sales plan.
8Custom intent signals are part of Copilot Enterprise only.
9Sales activity automation is part of Copilot Enterprise only.
1026 intent topics are quoted; the Marketing plan allows 25.
11101 intent topics are quoted; the Marketing plan allows 100.
1260 intent topics are quoted; the Marketing plan allows 0.
13The ZoomInfo Display Network is part of ABM Lite and ABM Enterprise, not of this Marketing plan.
14ABM Lite allows 10 active Display Network campaigns and 10K accounts; the quote has 11 campaigns and 8K accounts.
15ABM Lite allows 10 active Display Network campaigns and 10K accounts; the quote has 6 campaigns and 11K accounts.
1611 Chorus seats are quoted for 10 Sales seats.
17A term of 4 years is outside the 1 to 3 year terms quoted.
18The quote states an annual total of $89,999; the modeled price list gives $90,000.
19The quote states an annual total of $90,500; the modeled price list gives $90,000.
20More than 100 Sales seats need an enterprise agreement; a person should confirm it.
21A three-year term needs pricing confirmation by ZoomInfo sales.
22More than 500K extra credits are priced individually; a person should confirm it.
23Integrations typically require a minimum bulk credit purchase; fewer than 50K extra credits should be confirmed by a person.
24A discount is requested; discounts are agreed by ZoomInfo sales.
25The quote states an annual total of $100; the modeled price list gives $90,000.

  

  

    
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. Professional seats with Copilot features: A quote for twelve Professional seats with buyer intent and custom intent, Demand marketing and the Display Network

    
The agent's request. Please quote 12 ZoomInfo Professional seats with buyer intent and custom intent, the Demand Marketing plan with 40 intent topics, 5 Display Network campaigns across 8K accounts, 40K extra credits and 15 Chorus seats, for a term of 1 year. The annual total stated on the quote is $94,000. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Buyer intent needs Copilot. Buyer intent signals come with Copilot Advanced or Copilot Enterprise, not with this Sales plan.
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  • Custom intent needs Enterprise. Custom intent signals are part of Copilot Enterprise only.
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  • Too many intent topics. 40 intent topics are quoted; the Marketing plan allows 25.
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  • Display Network needs ABM. The ZoomInfo Display Network is part of ABM Lite and ABM Enterprise, not of this Marketing plan.
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  • More Chorus seats than Sales seats. 15 Chorus seats are quoted for 12 Sales seats.
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  • Stated total does not match. The quote states an annual total of $94,000; the modeled price list gives $61,000.
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2. Professional seats with Copilot features: The agent resubmits after fixing the errors

    
The agent's request. Please quote 12 Copilot Enterprise seats with buyer intent and custom intent, the ABM Lite Marketing plan with 40 intent topics, 5 Display Network campaigns across 8K accounts, 40K extra credits and 10 Chorus seats, for a term of 1 year. The annual total stated on the quote is $94,000. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. 12 Sales seats, estimated annual total of $94,000 at the modeled price list, 171K credits included.
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3. Copilot Advanced with too few seats: A quote for two Copilot Advanced seats with sales activity automation and a four-year term

    
The agent's request. Please quote 2 Copilot Advanced seats with buyer intent, website visitors and sales activity automation, the ABM Lite Marketing plan with 60 intent topics, 12 Display Network campaigns across 10K accounts, 20K extra credits, 1 Streaming Intent block and 2 Chorus seats, for a term of 4 years. The annual total stated on the quote is $51,800. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Below minimum seats. 2 seats are below the modeled minimum for this Copilot plan (3 for Advanced, 5 for Enterprise).
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  • Sales automation needs Enterprise. Sales activity automation is part of Copilot Enterprise only.
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  • Display Network cap exceeded. ABM Lite allows 10 active Display Network campaigns and 10K accounts; the quote has 12 campaigns and 10K accounts.
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  • Term out of range. A term of 4 years is outside the 1 to 3 year terms quoted.
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  • Stated total does not match. The quote states an annual total of $51,800; the modeled price list gives $44,400.
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4. Copilot Advanced with too few seats: The agent resubmits after fixing the errors

    
The agent's request. Please quote 4 Copilot Advanced seats with buyer intent and website visitors, the ABM Lite Marketing plan with 60 intent topics, 10 Display Network campaigns across 10K accounts, 20K extra credits, 1 Streaming Intent block and 4 Chorus seats, for a term of 2 years. The annual total stated on the quote is $51,800. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Order summary. 4 Sales seats, estimated annual total of $51,800 at the modeled price list, 95K credits included.
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5. A 120-seat Enterprise agreement: A quote for a 120-seat Copilot Enterprise agreement for three years with the Enrich API and a discount

    
The agent's request. Please quote 120 Copilot Enterprise seats with buyer intent, custom intent and sales activity automation, the ABM Enterprise Marketing plan with 400 intent topics, 30 Display Network campaigns across 200K accounts, no extra credits, the Enrich API and 20 Chorus seats, for a term of 3 years and with a discount requested. The annual total stated on the quote is $527,000. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Stated total does not match. The quote states an annual total of $527,000; the modeled price list gives $512,000.
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  • Large seat count. More than 100 Sales seats need an enterprise agreement; a person should confirm it.
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  • Three-year term. A three-year term needs pricing confirmation by ZoomInfo sales.
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  • Integration without bulk credits. Integrations typically require a minimum bulk credit purchase; fewer than 50K extra credits should be confirmed by a person.
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  • Discount requested. A discount is requested; discounts are agreed by ZoomInfo sales.
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6. A 120-seat Enterprise agreement: The agent resubmits after fixing the errors

    
The agent's request. Please quote 120 Copilot Enterprise seats with buyer intent, custom intent and sales activity automation, the ABM Enterprise Marketing plan with 400 intent topics, 30 Display Network campaigns across 200K accounts, 60K extra credits, the Enrich API and 20 Chorus seats, for a term of 3 years and with a discount requested. The annual total stated on the quote is $527,000. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Large seat count. More than 100 Sales seats need an enterprise agreement; a person should confirm it.
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  • Three-year term. A three-year term needs pricing confirmation by ZoomInfo sales.
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  • Discount requested. A discount is requested; discounts are agreed by ZoomInfo sales.
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  • Order summary. 120 Sales seats, estimated annual total of $527,000 at the modeled price list, 1,110K credits included.
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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 platform quote with a Sales plan and its seats, a Marketing plan, intent topics. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the plan, seat, feature and credit rules and returns a verdict, every reason and the annual total it computed.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. Please quote 12 ZoomInfo Professional seats with buyer intent and custom intent, the Demand Marketing plan with 40 intent topics. The annual total stated on the quote is $94,000. 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 six findings, all in one answer. Buyer intent signals come with Copilot Advanced or Copilot Enterprise, not with this Sales plan. Custom intent signals are part of Copilot Enterprise only. 40 intent topics are quoted; the Marketing plan allows 25. The other three are on screen.
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  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 and against the stated total.
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  7. What this shows: for a stated annual total that must match the build-up, 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 sales plan to Copilot Enterprise, the marketing plan to ABM Lite and the chorus seats to 10.
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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 six earlier findings are cleared.
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  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.