Conga CPQ vs. Epicor CPQ (formerly KBMax): Comparing Best CPQ Solutions 2026

Overview: Conga CPQ and Epicor CPQ (formerly KBMax) as CPQ Category solutions.

Conga CPQ and KBMax are both CPQ solutions catering to different business needs. Conga CPQ focuses on comprehensive sales, contract, and document management for mid to large enterprises, excelling in integration and custom reporting, a key feature for technology and medical industries. KBMax, on the other hand, offers strong support for custom reports and integration with effective onboarding, appealing to varied industries such as engineering and construction. Its versatility makes it attractive to enterprises of all sizes.

Conga CPQ: Conga CPQ empowers sales, partners, and customers to configure complex products, deliver accurate quotes, and create smarter deals. Sales can be closed more efficiently with Conga CPQ.

Epicor CPQ (formerly KBMax): KBMax is a Visual CPQ and Product Configuration software used in various industries for complex product configurations. It supports cloud deployment with robust security features, enabling scalability and control.

Top use cases: Conga CPQ vs Epicor CPQ (formerly KBMax)

Use cases tied to Conga CPQ and Epicor CPQ (formerly KBMax) from verified data sources. Click any use case for supporting evidences.

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Top Capabilities: Conga CPQ vs Epicor CPQ (formerly KBMax)

Lengths: relative topic prominence (square-root scale) · Labels: comparison split. Click any item for supporting evidences.

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Deployed Industries: Conga CPQ vs Epicor CPQ (formerly KBMax)

Lengths: relative industry prominence (square-root scale) · Labels: comparison split. Click any item for supporting evidences.

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Deployed Market Segments: Conga CPQ vs Epicor CPQ (formerly KBMax)

Share of peer evidence by company size for Conga CPQ and Epicor CPQ (formerly KBMax). Each product segments add up to 100%. Click any segment for supporting evidence.

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Key Capabilities Supported Conga CPQ excels in sales document and proposal management, assisting users in managing contracts, forecasting, and enhancing collaboration. → KBMax supports proposal management and efficient sales workflows, with emphasis on engagement management and lead generation. →
Business Goals Conga CPQ helps businesses mainly to boost sales and revenue, focusing on relationship enhancements and ROI improvement. → KBMax concentrates on customer acquisition and enhancing sales, alongside strengthening customer relations and ROI. →
Core Features Conga CPQ stands out with AI-powered analytics, seamless data operations, and strong integration capabilities. → KBMax is noted for its superior custom reporting and easy integration, supported by comprehensive training and security features. →
Vendor Support Conga CPQ provides all-around 24/7 support including email, chat, and phone options, addressing user requirements efficiently. → KBMax ensures support via constant training and onboarding, with 24/7 support to assist its varied user base. →
Segments and Industries Conga CPQ serves mainly mid-market and enterprise clients in software, medical devices, and IT services industries. → KBMax caters to an array of segments from small to large enterprises, prominently in IT services, engineering, and construction. →
Operational Alignment Conga CPQ fits well in operational scales requiring detailed document handling and sophisticated process management by mid to large organizations. → KBMax aligns with dynamic operational needs in enterprises of all sizes, aiding workflow management and strategic engagement. →
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Conga CPQ and Epicor CPQ (formerly KBMax): Best activities based on customer satisfaction


Conga CPQ in Action: Unique Activities

How can Conga CPQ optimize your Forecasting Workflow?
Conga CPQ provides standardized and easy-to-access reporting for forecasting and market information. It automates numerous processes, including sales forecasting, quote generation and negotiation, customer business reviews, and regional report cards. The solution streamlines laborious processes for forecasting and enables reps to generate forecasts with a click of a button.
"...Standardized and easy to access reporting for forecasting and market information...." Case Study Finning International
What Are the key features of Conga CPQ for Revenue Cycle Management?
Conga CPQ streamlines the revenue cycle management process. It enables users to sell effectively, manage revenue operations, and access relevant data within a single platform. The solution simplifies complex responsibilities and integrates disparate departments and systems to enhance user experience.
"...As a result, Apttus customers streamline global revenue generation processes, increase sales effectiveness, optimize margins and ultimately spur greater growth across the entire Quote-to-Cash operation. ..." Apttus Recognized by Gartner in 2018 Critical Capabilities Report for Configure, Price and Quote Application Suites
Why is Conga CPQ the best choice for Collaboration?
Conga CPQ facilitates collaboration between teams. It enables the sharing of data for pricing configurations and expedites quote generation while maintaining quality. Conga CPQ also enables collaboration on complex quotes.
"...Its training programs are meant to improve employee performance, communication, and collaboration, as well as foster professional development and assess employee skills...." Case Study Cornerstone OnDemand

Epicor CPQ (formerly KBMax) in Action: Unique Activities

How does Epicor CPQ (formerly KBMax) address your Workflow Management Challenges?
KBMax's Workflow Management capabilities automate sales processes, manage approvals, and track purchaser commitment. It supports various sales channels and enables the creation of specific pricing workflows for different customer types. While the platform offers extensive functionality, it may not be suitable for all organizations due to its complexity and learning curve.
"...It also enables us to send client the price quotation so that further workflow can be decided...." Peer review by Uma D, Senior Designer
How can Epicor CPQ (formerly KBMax) enhance your Training & Onboarding process?
KBMax provides comprehensive online training and support. nIt offers a user-friendly interface, incorporating a WYSIWYG approach, and facilitates efficient communication between teams. nThe company demonstrates a proactive approach to development, addressing customer needs and fostering a collaborative environment.
"...Proactive team ready to develop when you need something the software can't do yet...." Peer review by Jean-Philippe L, Analyste Performance
What makes Epicor CPQ (formerly KBMax) ideal for Engagement Management?
The product offers a variety of features and capabilities, enabling businesses to interact with customers efficiently. The platform fosters collaboration and engagement among teams, ultimately leading to increased customer engagement. Its adaptability facilitates growth and development within organizations.
"...More Engaged Customers and Better Connected Teams. ..." Configure, Price & Quote Software
What makes Epicor CPQ (formerly KBMax) ideal for Products & Pricelist Management?
KBMax facilitates the management of complex product offerings. The system supports pricing and proposal management, as well as sales control. KBMax automates pricing workflows for different sales channels.
"...It provides features such as workflow management tool, rule writer, proposal generator, smart pricing tool, product configurator, interactive 3D tool, and more...." Peer review from Featured Customers

Integrations

Ecosystem partners each product commonly connects with.

News

Latest Conga CPQ news

Conga Recognized as a Customers’ Choice for Configure, Price, and Quote Applications

Conga has been recognized as a Customers' Choice in the 2026 Gartner Peer Insights Voice of the Customer report for Configure, Price, and Quote (CPQ) applications. This recognition is based on 18 months of verified peer reviews, with 92% of 125 reviewers recommending Conga CPQ. The report highlights Conga's strong user interest, adoption, and overall experience.

18/08/2026 - source

Latest Epicor CPQ (formerly KBMax) news

Epicor Acquires PIM Provider KYKLO

Epicor has acquired KYKLO, a provider of product information management solutions, to enhance its AI-driven cognitive ERP vision. This acquisition aims to help Epicor's customers manage and deploy product information across multiple channels, supporting collaboration with suppliers and strengthening eCommerce strategies.

16/09/2026 - source