Lookup Quote and Fields

You can lookup Quotes or Quotes fields using conversational flows in Max.

The Lookup workflow is triggered by typing in lookup queries for Quotes or fields.

Lookup Quotes with Max

When you ask Max to lookup a Quote, Max performs the following steps:

Selects the candidate Quote. If there are no candidate quotes or the lookup query is too generic, Max displays the top 20 quotes sorted by the Last Modified Date.
Once Max selects the candidate quotes, it fetches the following details for each quote:
- Quote Name
- Account Name
- Primary Contact
- Proposal Id
- Opportunity Name
- Quote Status
- Net Price
- Payment Terms
- Created By & Created Date
- Owner
- Last Modified Date
After Max obtains all the information, it displays a summary of the retrieved quotes.

Conversational Flow: Lookup Quotes

The following table describes the possible conversational flow between the user and Max for looking up Quotes:

Type of Lookup	Conversational Input from User	Response from Max \| Result	Useful Tips
Single quote	show me the last Acme quote show me the most recent quote for the account Acme	Shows the last modified quote for the account named Acme	You can also use the following replacements for, 'Last': latest most recent past recent
Single quote	show me the first quote named testquote show me the first quote with the name testquote	Shows the oldest (modified) NDA with the name matching the substring testquote.	You can also use the following replacements for, 'First': top oldest earliest
Multiple quotes	show me the last 3 Acme quotes show me the 3 most recent quotes on account Acme	Shows at the most 3 most recently modified quotes on the account Acme.
Quotes created by you	show me the last 3 quotes that I created	Shows at the most 3 quotes most recently created by the user logged into the Conga CPQ system.	You can also use the term 'Authored' in replacement of the term 'Created'.
	show me the last 3 quotes that I updated pull up the last 3 proposals I worked on	Shows at the most 3 quotes most recently updated by the user logged into the Conga CPQ system.	You can also use the following replacements for, 'Updated': modified changed worked on
	show me the last 3 Acme quotes that I worked on show me the last 3 quotes on account Acme that were modified by me	Shows at the most 3 quotes associated with the account Acme most recently updated by the user logged into the Conga CPQ system.	You can also use the following replacements for, 'Worked on': engaged touched Worked on can also refer to objects that the account team or opportunity team has worked on.
Lookup quote within a specific time duration	show me the last 3 quotes that John Snow created in the past 2 months show me the last 3 quotes that John Snow created last Monday show me the last 3 quotes that John Snow created on 08/01/2018 show me the quotes John Snow created recently Pull up the quotes John Snow created between Jan 1st and the end of last quarter	Shows at the most 3 recent quotes created by John Snow in the past 2 months.	You can also use the following phrases for looking up quotes within a specific time duration: last Monday (specific day relative to current time) On 08/01/2018 (specific date) Feb 2020 (date range) In the last week (date range relative to current time) in the next 12 months (future time relative to current time) since yesterday (past time duration)
Lookup quote within a specific time duration	show me the last 3 quotes that I worked on in the last week show me the last 3 contracts that I worked on since yesterday	Shows at the most 3 recent quotes updated by the user logged into Conga CPQ in the past week.
Lookup quote based on quote data	show me the last 3 Acme Inc Quotes that I worked on in the last week having a net price between $200k to $300k and a term of at least 6 months ending in the next 12 months	Shows at the most 3 recent quotes of the account Acme Inc updated by the user logged into Conga CPQ in the past week with a net price of $200k - $300k with a term >= 6 months and end date in the next 12 month.
Lookup quote sorted by specific criteria	show me the last 3 Acme Inc quote that I created in the last month with a net price between $200k to $300k, a payment term of Net 30 and that expires in the next 12 months sorted by create date in descending order	Shows at the most 3 recent quotes on account Acme Inc updated by the user logged into Conga CPQ in the past week that have a net price of $200k - $300k with a payment term set to Net 30 days and end date in the next 12 months. The resultant quotes are sorted in descending order. Max displays the most recent quotes first.
	show me the last 3 Acme Inc quote that I created in the last month with a net price between $200k to $300k, a payment term of Net 30 and that expires in the next 12 months sorted by create date in ascending order	Shows at the most 3 recent quotes on account Acme Inc updated by the user logged into Conga CPQ in the past week that have a net price of $200k - $300k with a payment term set to Net 30 days and end date in the next 12 months.The resultant quotes are sorted in ascending order. Max displays the quotes with the oldest start date first.
Lookup quotes based on quote status	show me the last 3 quotes that I created that are in draft stage	Shows the 3 most recently created quotes by the user logged into Conga CPQ, that are in draft stage	You can also use the following replacements for, 'In Draft Stage': still being drafted drafted right now currently drafted
	show me the last 3 quotes that I created that are in accepted stage	Shows the 3 most recently created quotes by the user logged into Conga CPQ, that are in accepted stage	You can also use the following replacements for, 'In Accepted Stage': are/were accepted approved by the customer confirmed
	show me the last 3 quotes that I created that are declined	Shows the 3 most recently created quotes by the user logged into Conga CPQ, that are in declined stage	You can also use the following replacements for, 'In Declined Stage': have been declined were not accepted got rejected
	show me the last 3 quotes that I created that are not yet accepted	Shows the 3 most recently created quotes by the user logged into Conga CPQ, that do not have status as accepted or declined	You can also use the following replacements for, 'Not Yet Accepted': prior to the acceptance stage are in a presented or earlier stage
Lookup a quote with no specific criteria	lookup quotes lookup proposals	Max returns the 20 most recently modified quotes
Lookup latest quotes	show me the latest quotes	Max returns the 20 most recently modified quotes
Lookup a given number of quotes	show me the 4 Acme quotes	Max returns the 4 most recent quotes of the Acme account
Lookup a quote for an invalid account	show me the last 3 quotes on Jamba account	Max returns an error as, "I am sorry, I couldn’t find any quotes that match that description. Try refining your search by giving me more information about the quote you’re looking for".

Lookup Quote Fields with Max

When you ask Max to lookup a quote field, Max follows the following steps:

Selects the candidate quotes. If there are no candidate quotes or the lookup query that is too generic, Max returns an error.
Once Max selects the candidate quote, it fetches the specific user-requested fields
After Max obtains all the information, it displays a summary of the retrieved quotes and fields.

When returning the quote results, Max highlights the quote fields that you specifically ask for.

For example, if you ask Max to look up quotes over $5000, Max will reply as:

Here, the fields Net Price, Created By, and Owner are highlighted.

Conversational Flow: Lookup Quote Fields

The following table describes the possible conversational flow between the user and Max for looking up Quote fields.

Type of Lookup

Conversational Input from User

Response from Max | Result

Useful Tips

Look up quote fields

What is the create date, close date, term and net price for the Acme Inc quote I created last week?
Show me the net price, account, and payment terms for all quotes I created for the Acme account?

Shows the requested fields and other fields that partially match the search criteria (eg: Payment Terms matches the phrase "term") for the quote on account Acme Inc created in the past week by the user logged into Conga CPQ

You can also ask Max to retrieve the following fields:

Quote Name
Account Name
Proposal ID
Opportunity Name
Quote Status
Net Price
Payment Term
Primary Contact
Created Date
Expected Start Date
Expected End Date
Price List
Last Modified By
Init Price Display
Effective Discount
Contract Term (Months)

Look up for a specific field in a specific quote

What is the start date on the Google quote?

Provides a specific answer to the specific question.

If there are multiple answers for your question, Max displays all the relevant quotes and highlights your requested field in each quote.

Look up for specific fields on specific quotes matching specific criteria,

Show me the last 3 quotes that I created in the last 2 months that have a net price between $2000 and 150k ending in Q4 2020.

MAX automatically includes all relevant details in the information display.

MAX shows the 3 most recently modified quotes authored by the logged in user with the quote creation date in the last 6 months with a Net price between $2000 to $150k with a quote end date in Q3 2020.

Looking up Quote Line Items with Max

After selecting your quote, you can also ask Max to look for Quote Line Items.

Conversational Flow: Lookup Quote Line Items

The following table describes the conversational flow between the user and Max for looking up quote line items.

Workflow Step	Conversational Input from User	Response from Max \| Result
Quote selection	show me line items over 50k show me line item QL-000046597 can i see the MaaS360 line items pull up line items for the first one Looking up quote line items is a followup action for lookup quote.	Max displays the quote line item summary view.

Once Max has fetched the quote or quote line items, refer to Follow Up Actions to understand the set of actions that you can perform on a quote or quote line item.