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

Quote Header Fields

Workflow StepPossible Conversational InputsResponse 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?

  1. Start Date
  2. Name
  3. Valid Until Date
  4. 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.

Quantity 

Workflow StepPossible Conversational InputsResponse 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 QuantityClick Change QuantityIf 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.

Discount Percentage

Workflow StepPossible Conversational InputsResponse 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 DiscountClick Change DiscountIf 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.