| Release Added/ Modified | |
|---|
| September 2022 | REST APIs for Document |
| May 2022 | REST APIs for Document, Admin Config, Conga APIs, and Documents |
| December 2021 | No new features. API was modified to add Insight Analysis and Management endpoints, which remain under development. |
| Summer 2021 | REST APIs for iSearch, documents, administration, and provider configuration |
| Spring 2021 | REST APIs for Document Analysis and Config Discovery Management |
| Support for queries with NOT operator |
| Suppressed event notification triggers for irrelevant changes |
| Winter 2020 | Event notifications |
| Notification triggers for all active communication channels |
| Summer 2020 | Notification control center |
| Mobile notifications for Contract Management |
| Create agreements workflow |
| View approval chain |
| Reassign approval records |
| Max app within Slack directory |
| Create NDA shortcut in Slack |
| Out-of-the-box synonyms in Admin Console |
| Action buttons along with greeting message |
| Enhanced UI labels and help text on Admin Console |
| This one action button replaced with select action button |
| Spring 2020 | Lookup approvals |
| Edit tenants using Admin Console |
| Ability to define synonyms using Admin Console |
| Generate quote |
| Clone quote |
| Slack connectivity |
| Proactive notifications |
| Winter 2019 | Max Admin Console |
| Lookup accounts |
| Lookup contacts |
| Submit for approval |
| Update opportunity teams |
| Question answering: Yes/No questions |
| Enhanced rich content support |
| Enhanced query handling |
| Contextual referencing |
Summer 2019
| Getting started video cards |
| Updating quotes |
| Opportunity flow |
| Explain yourself |
| Recently modified records for generic lookup queries |
Spring 2019
| CPQ conversational flow |
| Verbose mode |
| Send feedback to Max |
| Proactive greeting in embedded mode |
Winter 2018
| Contract Management Lifecycle (CLM) workflow |
| Contextual help |
| Sending agreements for review and eSignatures |
Summer 2018
| Create NDA on Apttus Omni |
| Typing indicator |
| Enhancement to hands-free voice functionality |
| Max proactive notifications |
| Max embedded in Salesforce Lightning and Salesforce Mobile App |
| Spring 2018 MR | Max embedded in Apttus Omni applications |
| Hands-free voice (Beta) |
| Version Spring 2018 | Apttus Omni connectivity |
| File upload functionality |
| Max embed in the Salesforce UI |
| Usage tracking of Max conversations |
Summer 2017
| Updating opportunities |
| Combined instructions |
| Taking notes for opportunity |