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 address
  • send it to John Snow <john@snow.com>
  • send it to me
  • send to me
  • send to john@snow.com
  • send it
Max 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.