The following table lists changes in the documentation to support each release. 

DocumentTopicDescription
Summer 2020


Creating AgreementsNew topic. New feature for this release.
Getting StartedModified topic. Added information about quick action buttons. 
Follow Up Actions for an Approval

Modified topic. Added information about the following action buttons:

  • Reassign
  • View Approval Chain
Slack ConnectivityModified topic. Added information about installing Max from Slack directory. 
Mobile NotificationsNew topic. New feature for this release.
Spring 2020



Generating QuotesNew topic. New feature for this release.
Cloning existing QuotesNew topic. New feature for this release.
Lookup ApprovalsNew topic. New feature for this release.
Follow Up Actions for an ApprovalNew topic. New feature for this release.
Slack ConnectivityNew topic. New feature for this release.
Winter 2019




Submitting a Quote for ApprovalNew topic. New feature for this release.
Lookup ContactsNew topic. New feature for this release.
Lookup AccountsNew topic. New feature for this release.
Follow Up Actions for an OpportunityModified topic. Updated the topic to add Opportunity Team Members field.
Submitting an Agreement for ApprovalNew topic. New feature for this release.
Max Advanced FeaturesModified topic. Updated the topic to add Yes/No Questions. 
Summer 2019



Opportunity Max FlowNew topic. New feature for this release.
Updating QuotesNew topic. New feature for this release.
Getting StartedModified topic. Updated the topic to include the Getting Started Video Cards feature.
Explain YourselfNew topic. New feature for this release.
Verbose ModeRemoved Topic. See Explain Yourself.
Spring 2019


CPQ Max FlowNew topic. New feature for this release.
Verbose ModeNew topic. New feature for this release.
Max Advanced FeaturesModified topic. Updated the topic to include the Proactive Greetings feature.
Contract Management Max FlowModified topic. Updated the screenshots to reflect the UI changes.