Predictika · Zscaler for Users bundle quotes

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

An AI sales agent prepares a Zscaler for Users bundle quote for a customer: bundle, user count, add-ons, support, term, discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the bundle contents, add-on, term, co-term and approval rules, returns a verdict and every reason, and builds an estimated line-item quote.

Scope: Zscaler for Users bundle quotes (Business, Transformation, ELA) with per-user add-ons, support, multi-year terms, co-term add-ons and discounts. See everything this validator covers

This validator models Zscaler for Users bundle quotes — not just the scenarios shown below. Any quote or co-term add-on for these bundles is in scope.

  • Bundles — Zscaler for Users Business, Transformation and ELA, priced per user per year.
  • Add-ons — Advanced Cloud Sandbox, Advanced Cloud Firewall, ZDX Advanced, Data Protection Advanced, Browser Isolation 100 percent and Source IP Anchoring: whether the bundle already includes the add-on, and that no add-on is quoted for more users than are licensed.
  • Support — Premium Support at 15 percent of the net subscription, the upgrade to Premium Support Plus above 30,000 USD a year, and Premium Support Plus already included in ELA.
  • Term and co-term — Terms of 1 to 5 years with the 5 percent uplift in years 4 and 5, checked against the term total the quote states; co-term add-ons prorated by the months left on the existing contract.
  • Discount authority — Who can approve a discount by deal size, and when it needs approval or is refused.

Not covered: the standalone ZIA, ZPA and ZDX editions, workload and server SKUs, test environments, professional services, and regional or partner pricing. Assumptions: prices are list estimates from Zscaler's public US government price list for fiscal year 2024, not necessarily current or commercial prices; the discount limits (5, 15 and 25 percent), the short co-term review under 12 months and the cap of add-ons at licensed users are placeholders and modeling assumptions.

The AI sales agentBuilds the bundle quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the estimated line-item quote.

7 scenarios in 4 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
An add-on the bundle already includes (Sandbox, Firewall, ZDX or data protection on Transformation, isolation on ELA)Only with care
Each bundle and add-on pair needs its own exclusion or validation rule, and every new bundle or add-on multiplies the pairs someone has to keep in step.
The bundle tier and the tier that already includes each add-on are data; the check runs for every add-on on every call.
Support that changes tier with spend (Premium becomes Premium Plus above 30,000 USD a year) and is already included in ELAOnly with care
The tier depends on a total that is itself calculated from the quote, so it takes a price rule plus a validation rule that must agree.
Annual support is computed first, then compared with the threshold in the same pass.
A multi-year term with a 5 percent uplift in years 4 and 5, and an agent that states a total without itOnly with workarounds
The uplift is added as separate lines by term, and the total the rep or agent states is usually not a field on the quote, so nothing compares it.
The stated annual and term totals travel with the quote and are compared with the computed ones on every call.
A discount ceiling by deal size: refuse above it, approve between the rep limit and the ceilingOnly with care
Approval chains route a request upward. Refusing one that no approver can grant takes a separate validation rule that repeats the deal-size thresholds.
The ceiling is computed from the deal; above it the validator blocks, between the limits it asks for approval.
A co-term add-on that depends on the months left on an existing contractOnly with workarounds
The months remaining live in the contract record, not on the quote, so a rule can only use them if they are copied onto the quote and kept current.
The months travel with the request; a missing or implausible value is a finding.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, 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

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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.

1Advanced Cloud Sandbox is already included in the Zscaler for Users Transformation bundle; remove it from the quote.
2Browser Isolation 100 percent is already included in the Zscaler for Users ELA bundle; remove it from the quote.
33,000 Advanced Cloud Sandbox subscriptions are above the 2,000 licensed users; add-ons are sold per licensed user.
4Premium Support Plus is already included in the ELA bundle; remove the separate support line.
5Annual support of $135,000.00 is above $30,000.00, so Premium Support is upgraded to Premium Support Plus; quote Premium Support Plus.
6A 6 year term is outside the 1 to 5 years the price list covers.
7The quote states a term total of $2,250,000.00; the validator computes $2,318,625.00.
8The quote states an annual total of $100,000.00; the validator computes $450,000.00.
9A co-term add-on needs the months left on the existing contract, between 1 and 59; the quote has 0.
1020 percent discount exceeds the 15 percent anyone can approve on a deal of $180,000.00 a year at list.
1112 percent discount is above the 5 percent a rep can give; approvable up to 15 percent on this deal ($180,000.00 a year at list).
12Only 8 months remain on the existing contract; a co-term this short is prorated and needs review.

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. Add-ons the bundle already includes: Transformation quote with add-ons it already includes

The agent's request. Please quote Zscaler for Users Transformation for Brightwater Health: 4,000 users on a new 3-year term, with Advanced Cloud Sandbox for 4,000 users, Advanced Cloud Firewall for 4,000 users, Browser Isolation 100 percent for 1,000 users and Source IP Anchoring for 1,000 users, Premium Support Plus and no discount. The quote states an annual total of $2,719,750.00 and a term total of $8,159,250.00. It is ready to send.

Verdict: Blocked.

  • Add-on already included in the bundle. Advanced Cloud Sandbox is already included in the Zscaler for Users Transformation bundle; remove it from the quote.
  • Add-on already included in the bundle. Advanced Cloud Firewall is already included in the Zscaler for Users Transformation bundle; remove it from the quote.

2. Add-ons the bundle already includes: The agent resubmits after fixing the errors

The agent's request. Please quote Zscaler for Users Transformation for Brightwater Health: 4,000 users on a new 3-year term, with Browser Isolation 100 percent for 1,000 users and Source IP Anchoring for 1,000 users, Premium Support Plus and no discount. The quote states an annual total of $2,259,750.00 and a term total of $6,779,250.00. It is ready to send.

Verdict: Allowed.

  • Quote summary. List $1,965,000.00 a year, net subscription $1,965,000.00, support $294,750.00, annual total $2,259,750.00; term total $6,779,250.00 over 36 months. Estimates from the public Zscaler government price list (FY24).

3. Five-year term uplift: Five-year total stated without the uplift

The agent's request. Please quote Zscaler for Users Business for Tallgrass Logistics: 1,500 users on a new 5-year term, with Advanced Cloud Sandbox for 1,500 users, no separate support and no discount. The quote states an annual total of $412,500.00 and a term total of $2,062,500.00. It is ready to send.

Verdict: Blocked.

  • Quoted term total does not match. The quote states a term total of $2,062,500.00; the validator computes $2,125,406.25.

4. Five-year term uplift: The agent resubmits after fixing the errors

The agent's request. Please quote Zscaler for Users Business for Tallgrass Logistics: 1,500 users on a new 5-year term, with Advanced Cloud Sandbox for 1,500 users, no separate support and no discount. The quote states an annual total of $412,500.00 and a term total of $2,125,406.25. It is ready to send.

Verdict: Allowed.

  • Quote summary. List $412,500.00 a year, net subscription $412,500.00, annual total $412,500.00; term total $2,125,406.25 over 60 months. Estimates from the public Zscaler government price list (FY24).

5. Support tier and discount authority: Wrong support tier and a discount beyond anyone’s authority

The agent's request. Please quote Zscaler for Users Transformation for Kestrel Foods: 2,500 users on a new 3-year term, with no add-ons, Premium Support and a 30 percent discount. The quote states an annual total of $905,625.00 and a term total of $2,716,875.00. It is ready to send.

Verdict: Blocked.

  • Wrong support tier for this spend. Annual support of $118,125.00 is above $30,000.00, so Premium Support is upgraded to Premium Support Plus; quote Premium Support Plus.
  • Discount beyond what anyone can approve. 30 percent discount exceeds the 25 percent anyone can approve on a deal of $1,125,000.00 a year at list.

6. Support tier and discount authority: The agent resubmits after fixing the errors

The agent's request. Please quote Zscaler for Users Transformation for Kestrel Foods: 2,500 users on a new 3-year term, with no add-ons, Premium Support Plus and a 20 percent discount. The quote states an annual total of $1,035,000.00 and a term total of $3,105,000.00. It is ready to send.

Verdict: Needs approval.

  • Discount above sales-rep authority. 20 percent discount is above the 5 percent a rep can give; approvable up to 25 percent on this deal ($1,125,000.00 a year at list).
  • Quote summary. List $1,125,000.00 a year, less $225,000.00 discount, net subscription $900,000.00, support $135,000.00, annual total $1,035,000.00; term total $3,105,000.00 over 36 months. Estimates from the public Zscaler government price list (FY24).

7. Co-term add-on: Co-term add-on with no months remaining and too many add-ons

The agent's request. Please add 400 Zscaler for Users Business licenses to the existing contract for Ironbridge Manufacturing on a co-term basis, with Advanced Cloud Sandbox for 600 users and Advanced Cloud Firewall for 400 users, no separate support and no discount. The quote states an annual total of $140,000.00. It is ready to send.

Verdict: Blocked.

  • More add-on subscriptions than users. 600 Advanced Cloud Sandbox subscriptions are above the 400 licensed users; add-ons are sold per licensed user.
  • Co-term months missing or out of range. A co-term add-on needs the months left on the existing contract, between 1 and 59; the quote has 0.

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 Zscaler for Users bundle quote for a customer: bundle, user count, add-ons, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the bundle contents, add-on, term, co-term and approval rules, returns a verdict and every reason, and builds an estimated line-item quote.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote Zscaler for Users Transformation for Brightwater Health: 4,000 users on a new 3-year term, with Advanced Cloud Sandbox for 4,000 users. The quote states an annual total of $2,719,750.00 and a term total of $8,159,250.00. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with two findings, all in one answer. Advanced Cloud Sandbox is already included in the Zscaler for Users Transformation bundle; remove it from the quote. Advanced Cloud Firewall is already included in the Zscaler for Users Transformation bundle; remove it from the quote.
  6. The validator returned one blocking finding 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. What this shows: for an add-on the bundle already includes (Sandbox, Firewall, ZDX or data protection on Transformation, isolation on ELA), a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the quoted annual total to $2,259,750 and the quoted term total to $6,779,250. It removes the Advanced Cloud Sandbox and Advanced Cloud Firewall.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. The validator also returns the line-item quote. It starts with Zscaler for Users Transformation and Browser Isolation 100 percent; the other line is on screen.
  13. The earlier finding is cleared.
  14. Two problems caught in one call, fixed in one pass, and a clean $2,259,750 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.