Updating Quotes

After you have identified your quote, you can make changes to the following quote fields:

Quote Header Fields

Workflow Step	Possible Conversational Inputs	Response from Max
Identify the quote	update this quote adjust pricing edit the fields on this quote i want to update the start date
Editing the quote	Click Edit Fields	Ok, Which field would you like to update? Start Date Name Valid Until Date Description
Identify fields	2 Start Date	Max shows the current field value and asks for the new value. For example, if you ask Max to change the start date, Max will reply as: The current value in the Start Date field is Sat Jun 01 2019. *What would you like the new Start Date to be?*
Identify field and get value	Next friday Jan 1 2020	Max displays the updated quote or quote line item and asks for confirmation to save it. You can also change the field value again before saving it.
Save	go ahead change details or Click Save.	Max displays the updated quote in a card view with links for easy navigation.

Workflow Step	Possible Conversational Inputs	Response from Max
Identify the quote	add 15 MaaS360 licenses to the ABC quote adjust quantity update this quote
Adjusting Quantity	Click Adjust Quantity	Select your quote line item. Max displays the selected quote line item
Identify field and set value	increase the quantity of the Watson line item update the quantity of the Watson line item on my ABC quote
Confirmation Card		Max displays the updated quote or quote line item and asks for confirmation to save it. In the confirmation car, the updated field is displayed in Red font. You can also change the field value again before saving it.
Change Quantity	Click Change Quantity	If Max has incorrectly captured the new quantity value or you want to change the entered quantity, you can update the quantity before saving the quote. Before saving. you can go back to the first step and change your entered quantity.
Save and Finalize	Click Save	Max displays the updated quote in a card view with links for easy navigation.

Workflow Step	Possible Conversational Inputs	Response from Max
Identify the quote	increase discount by 15% for the MaaS360 licenses on this quote update this quote
Adjusting Quantity	Click Adjust Pricing	Select your quote line item. Max displays the selected quote line item
Identify field and set value	increase the discount of the Watson line item decrease the discount of the MaaS360 licenses update the pricing of the Watson line item on my ABC quote
Confirmation Card		Max displays the updated quote or quote line item and asks for confirmation to save it. In the confirmation car, the updated field is displayed in Red font. You can also change the field value again before saving it.
Change Discount	Click Change Discount	If Max has incorrectly captured the discount value or you want to change the entered quantity, you can update the discount before saving the quote. before saving. you can loop back to the first step and change your entered discount.
Save and Finalize	Click Save	Max displays the updated quote in a card view with links for easy navigation.

You can only update one quote at a time.