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

Conga Max enables you to:

  • Look up 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
  • Look up agreements and fields
  • Email agreements
  • Submit an agreement for approval
  • Look up opportunities 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 opportunities
  • Look up accounts
  • Perform follow-up actions on accounts:
    • View more details
    • Show related quotes
    • Show related opportunities
    • Search for particular fields
    • Email results to you
  • Look up contacts
  • Perform follow-up actions on contacts:
    • View more details
    • Show related quotes
    • Show related accounts
    • Show related opportunities
    • Search for particular fields
    • Email results to you
  • Ask Max for help
  • Give feedback to Max