Predictika · Zero trust bundle subscription quotes

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

An AI sales agent drafts a quote for a zero trust security subscription: the bundle, an optional add-on, the number of users, the term, whether it is a renewal and the discount. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of bundle and add-on levels, user minimums, renewal reductions, channel discount authority and large-order review, compares the net total the agent states with the one it computes, and reports every problem it finds in one pass.

Scope: Zscaler style zero trust bundle subscription quotes: bundle, add-on, users, term, renewal and channel discount. See everything this validator covers

This validator models Zscaler style zero trust subscription quotes with a bundle, an optional add-on, a user count, a term, an optional renewal and a channel discount. It handles any quote made of these bundles and add-ons, not just the scenarios shown below.

  • Bundles and add-ons — Business, Transformation and Elite bundles, each with a minimum user count, and Private Access, Digital Experience, Data Protection and Browser Isolation add-ons, each with a minimum bundle level and a minimum user count.
  • Term and volume pricing — One, three or five year terms with a multi-year discount, a one year term above 5,000 users sent to finance, and volume price tiers by user count, in an illustrative price build-up.
  • Renewals — A renewal needs the expiring user count; a reduction of more than 10 percent goes to the renewals desk and a reduction of more than 30 percent is blocked, and renewals carry a 4 percent uplift.
  • Channels and discounts — Discount limits by order size and channel (direct or partner), a rep discount authority and an approval path above it.
  • Large orders — A sales director review for net orders over USD 750,000.
  • The stated net total — A check that the net total the agent states matches the total the validator computes.

Any zero trust subscription quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: other Zscaler products, usage based pricing, multi-year ramps, co-term of mid-term additions, partner program terms or real list prices.

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.

7 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
Add-on needs a minimum bundle level and a minimum user countOnly with care
Product rules per add-on and bundle; works, but each new add-on needs its own rules.		Level and user minimums are data on each add-on; both checks follow from it.
Renewal reduction with a review band and a hard limitOnly with workarounds
A validation rule for the limit and a second threshold rule for the review band, both reading the expiring user count from the prior subscription.		Block and approval come from the same check on the expiring and requested user counts.
Volume tier, multi-year discount, renewal uplift and channel discount togetherOnly with workarounds
Price rules must run in the right order and the tiers change with every pricing update.		Tier, term, uplift and requested discount are applied in one calculation, and the approval follows.
Discount limit by order size and channel, with a rep authority below itOnly with workarounds
Needs per-channel and per-band limits plus a separate approval threshold.		The limit and the approval threshold are evaluated together and returned with the reason.
The net total the agent statesOnly with workarounds
Comparing a stated total with a computed one means a separate rule per quote layout, and price rules rarely run on stated figures.		The stated net total is a field in the request and is checked against the computed total.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as 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; everything else is computed.

    
1800 users is a reduction of more than 10 percent from the 1000 users on the expiring subscription; renewals desk must approve.
2Net order value of USD 5,273,100 is above USD 750,000 and needs a sales director review.
320 percent discount is above the 10 percent a rep can give; approvable up to 25 percent for this channel and order size.
460 users are below the minimum of 100 for Zero Trust Business Bundle.
5Digital Experience Add-on is not available with Zero Trust Business Bundle; it needs a higher bundle.
6Digital Experience Add-on needs at least 250 users; 150 were quoted.
7A term of 2 years is not offered; use 1, 3 or 5 years.
828 percent discount exceeds the 15 percent limit for this channel and order size.
9600 users is a reduction of more than 30 percent from the 1000 users on the expiring subscription.
10A renewal needs the number of users on the expiring subscription.
11A one year term for 6000 users is unusual for an order this size and finance must approve it.
12The quoted net total of USD 263,655 does not match the USD 292,950 the validator computed.

  

  

    
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-on and bundle level: The total is right; the add-on does not fit the bundle

    
The agent's request. This is for a company that wants secure internet access plus digital experience monitoring for 500 employees on a three year term. Zero Trust Business Bundle with the Digital Experience Add-on for 500 users on a 3 year term, sold direct. Net total USD 237,150. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Add-on and Bundle Level. Digital Experience Add-on is not available with Zero Trust Business Bundle; it needs a higher bundle.
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2. Add-on and bundle level: The agent resubmits after fixing the errors

    
The agent's request. This is for a company that wants secure internet access plus digital experience monitoring for 500 employees on a three year term. Zero Trust Transformation Bundle with the Digital Experience Add-on for 500 users on a 3 year term, sold direct. Net total USD 348,750. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated price: USD 348,750 net, USD 375,000 list. USD 250 per user per year after the 100 percent volume price tier, 7 percent multi-year discount, 0 percent renewal uplift, discount limit 15 percent, for 500 users.
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3. Renewal at a smaller size: The total is right; the reduction is too large

    
The agent's request. This is for an existing customer renewing its 1,000 user Transformation subscription for three years with fewer users after a staff reduction. Renewal of the Zero Trust Transformation Bundle for 600 users on a 3 year term, sold direct, replacing 1000 users on the expiring subscription. Net total USD 329,041.44. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Renewal Reduction Limit. 600 users is a reduction of more than 30 percent from the 1000 users on the expiring subscription.
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4. Renewal at a smaller size: Valid, but not final without a person

    
The agent's request. This is for an existing customer renewing its 1,000 user Transformation subscription for three years with fewer users after a staff reduction. Renewal of the Zero Trust Transformation Bundle for 800 users on a 3 year term, sold direct, replacing 1000 users on the expiring subscription. Net total USD 438,721.92. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Renewal Reduction Review. 800 users is a reduction of more than 10 percent from the 1000 users on the expiring subscription; renewals desk must approve.
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  • Price summary. Estimated price: USD 438,721.92 net, USD 453,600 list. USD 189 per user per year after the 90 percent volume price tier, 7 percent multi-year discount, 4 percent renewal uplift, discount limit 15 percent, for 800 users.
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5. Renewal at a smaller size: The agent resubmits after fixing the errors

    
The agent's request. This is for an existing customer renewing its 1,000 user Transformation subscription for three years with fewer users after a staff reduction. Renewal of the Zero Trust Transformation Bundle for 900 users on a 3 year term, sold direct, replacing 1000 users on the expiring subscription. Net total USD 493,562.16. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated price: USD 493,562.16 net, USD 510,300 list. USD 189 per user per year after the 90 percent volume price tier, 7 percent multi-year discount, 4 percent renewal uplift, discount limit 15 percent, for 900 users.
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6. The total the agent states: The agent's own total is checked too

    
The agent's request. This is for a company buying zero trust security for 500 employees on a three year term. Zero Trust Transformation Bundle for 500 users on a 3 year term, sold direct, no discount. Net total USD 263,655. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Quoted Net Total. The quoted net total of USD 263,655 does not match the USD 292,950 the validator computed.
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7. The total the agent states: The agent resubmits after fixing the errors

    
The agent's request. This is for a company buying zero trust security for 500 employees on a three year term. Zero Trust Transformation Bundle for 500 users on a 3 year term, sold direct, no discount. Net total USD 292,950. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated price: USD 292,950 net, USD 315,000 list. USD 210 per user per year after the 100 percent volume price tier, 7 percent multi-year discount, 0 percent renewal uplift, discount limit 15 percent, for 500 users.
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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 drafts a quote for a zero trust security subscription: the bundle, an optional add-on, the number of users, and more. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of bundle and add-on levels, user minimums, renewal reductions, channel discount authority and large-order review, compares the net total the agent states with the one it computes, and reports every problem it finds in one pass.
    2. 
      
  2. I will start with the first request by the agent.
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  3. The agent says. This is for a company that wants secure internet access plus digital experience monitoring for 500 employees on a three year term. Zero Trust Business Bundle with the Digital Experience Add-on for 500 users on a 3 year term, sold direct. The rest of the request is on screen. Net total USD 237,150.
    4. 
      
  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with one finding, all in one answer. Digital Experience Add-on is not available with Zero Trust Business Bundle; it needs a higher bundle.
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  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.
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  7. What this shows: for discount limit by order size and channel, with a rep authority below it, 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 bundle to Zero Trust Transformation Bundle and the net total stated on the quote to $348,750.
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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. The validator also returns the line-item quote, on screen.
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  13. The earlier finding is cleared, and the validator's total, USD 348,750, matches the quote.
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  14. One problem caught in one call, fixed in one pass, and a clean $348,750 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    15.