Max is a conversational, intelligent virtual assistant for the Middle Office.  It is available embedded within the Salesforce web, Salesforce1 mobile app as well as on mobile devices through other communication channels such as Microsoft Team.

Conga Max allows a user to perform the following tasks:

  • Lookup Quotes and Fields
  • Perform follow-up actions on quotes:
    • View more details
    • Search for particular fields
    • Email your quote
  • Email Proposal Reports
  • Update Quotes
    • Quote Header Fields
    • Quantity
    • Discount Percentage
  • Submit a Quote for Approval
  • Create an agreement - NDA
  • Change NDA Parameters
    • Name
    • Format
    • Template
  • Send Agreement for eSignature
  • Send Agreement for review
  • Lookup Agreements and Fields
  • Email Agreements
  • Submit an agreement for Approval
  • Lookup Opportunity and Fields
  • Perform Follow-up actions on opportunities
    • Sort
    • View more details
    • Show related quotes
    • Show opportunity products
    • Search for fields
    • Email an opportunity
  • Update Opportunity
  • Lookup Accounts
  • Perform follow-up actions on accounts:
    • View more details
    • show related quotes
    • show related opportunities
    • Search for particular fields
    • Email it to you
  • Lookup Contacts
  • Perform follow-up actions on contacts:
    • View more details
    • show related quotes
    • show related accounts
    • show related opportunities
    • Search for particular fields
    • Email it to you
  • Ask Max for help
  • Give Feedback to Max