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

Conga Max enables users 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 NDA
  • Change NDA parameters
    • Name
    • Format
    • Template
  • Send an agreement for eSignature
  • Send an agreement for review
  • Look up agreements and fields
  • Email agreements
  • Submit an agreement for approval
  • Look up an opportunity 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 an opportunity
  • Look up accounts
  • Perform follow-up actions on accounts
    • View more details
    • Show related quotes
    • Show related opportunities
    • Search for particular fields
    • Email it 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 it to you
  • Ask Max for help
  • Give Max Feedback

Select one of the following topics for more information: