After Max displays your quote or quote line item search results, you can invoke workflows to perform the following actions: 

Workflow TypeDescription of the WorkflowConversational InputMax Response
View more details

Drill down into a specific quote or quote line item

  • Show me more details
  • Click on 'Quick Action'

Max asks you to select the quote. 

Drill down using conversational input
  • show me more on the second one
  • view more details on #3
  • Show more details for the 3rd quote
  • show me more on the last one
Max returns the details of the requested quote.
Show related accounts

You want to view the accounts related to your quote 


  • Click Show related Accounts action button.
  • Type one of the following:
    • show me the accounts for this quote
    • show me the accounts on the third quote
Max returns the related accounts sorted by Last Modified Date.
Send proposalYou want to send a quote as an official proposal to a customer
  • send it as a proposal to John Snow <john@snow.com>
  • send it to John Snow <john@snow.com> as a proposal
  • send proposal John Snow
  • send proposal

Max asks you to select the quote.  

Search for fieldsYou want to search for a specific field
  • what is the ACV, account, start date and end date?
  • show me the ACV, account, start date
Max displays specific field details.

You click 'Search for fields' quick action button.

MAX: Which field(s) would you like to see?

You: ACV, template, account, start date and end date

Max displays specific field details.

Send it to meYou want to send the quotes report to your email addressMax emails the quote report to your email address.

You can also update the quantity and discount of the cart line item for a quote. For more information, refer to Updating Quotes.