Epicor CPQ (formerly KBMax) and Ignition, An In-Depth Comparison 2026

Comparison Summary

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.

Ignition: Ignition streamlines client engagements by combining proposals, payments, and contracts into one document, enhancing efficiency and cash flow. It integrates with Xero, QBO, and WorkflowMax to automate workflows and boost conversions.

This comparison report of Epicor CPQ (formerly KBMax) vs. Ignition is based on a specific set of business needs and context. The comparison uses 1410 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Epicor CPQ (formerly KBMax) and Ignition

Epicor CPQ (formerly KBMax), Verenia CPQ, Configure One Cloud, etc., belong to a category of solutions that help CPQ, whereas Ignition, NiftyQuoter, Proposal Kit, etc., belong to a category of solutions that help Proposal Management. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Epicor CPQ (formerly KBMax) covers Sales Document Management, Workflow Management, Training & Onboarding, Engagement Management, etc.

Ignition focuses on Sales Document Management, Engagement Management, Workflow Management, Training & Onboarding, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.

Epicor CPQ (formerly KBMax) and Ignition: Best activities based on customer satisfaction


Epicor CPQ (formerly KBMax) in Action: Unique Activities

Why is Epicor CPQ (formerly KBMax) the best choice for Workflow Management?
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's going to optimize our workflow and save us lots of man hours and money...." Peer review by Tony Lein, Sr. Application Programmer, Super Radiator Coils
What solutions does Epicor CPQ (formerly KBMax) provide for Training & Onboarding?
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.
"...-KBMaz is a Cloud base package with both online training and support and it has a unique and wonderful understanding of drawing and also various design Engineering concepts...." Peer review by Christine M, Landscape Architect
How does Epicor CPQ (formerly KBMax) address your Products & Pricelist Management Challenges?
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.
"...Before my company began using KBMax, RFQ's would bounce from sales to product management and back again, wasting time...." Peer review by Kirk Fretwell, Merck Millipore, Merck Millipore

Ignition in Action: Unique Activities

How can Ignition optimize your Sales Document Management Workflow?
Practice Ignition is a software solution for creating, sending, and managing sales proposals. It also integrates with other systems, such as WorkflowMax and Xero, to streamline processes. While it has several features, Practice Ignition is limited in user permissions and lacks the ability to add credit card fees to proposals.
"...Furthermore, special proposals are easily viewable by our team, making sure that we effectively deliver what we promised...." Peer review by Alexey Mitko, Interactive Accounting, Interactive Accounting
What benefits does Ignition offer for Engagement Management?
Practice Ignition streamlines the client engagement process for service-based businesses. It automates the creation and delivery of proposals, engagement letters, and payment collection. This simplifies the process and reduces administrative work. Practice Ignition also helps track engagement status and provides reminders for expiring engagements, though it currently lacks the ability to customize templates.
"...How easy it is to get the signatures for engagement letters and get paid!. ...." Peer review by Mary H., CEO, Accounting
How can Ignition optimize your Helpdesk Management Workflow?
Ignition Helpdesk Management efficiently manages inquiries, providing quick responses and tailored support. It also offers features like templated responses and email reminders for improved organization. The Helpdesk's capabilities are limited in tracking certain activities without assistance.
"...The support center is more than helpful; it taught me how to create a better sales experience...." Peer review by Laura R., CEO, Accounting

Top Processes

Customer evidence for the processes each product supports. Click Read Reviews to open peer feedback.

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


workflow management


training & onboarding


engagement management

engaging and following up


products & pricelist management



generation of new leads



helpdesk management



competitive intelligence


sending & publishing communications


communication management

sending & publishing communications


relationship management


billing and invoice management


Top Goals

Goals Achieved

  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Improve ROI

  • See 1 more
  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Scale best practices

  • Improve ROI

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Establish thought leadership

  • See 5 more

Business Setting

Epicor CPQ (formerly KBMax) Ignition
Peer score 4.5 4.7
Peer insights 562 848
Top industries
Information Technology And Services 29.0%
Mechanical Or Industrial Engineering 20.0%
Construction 18.0%
Accounting 83.0%
Management Consulting 5.0%
Information Technology And Services 4.0%
SMB and Mid-Market 61.0% 100.0%
Enterprise 39.0% 0.0%
Pricing Epicor CPQ (formerly KBMax)

News

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

Latest Ignition news

Ignition gives scaling firms the enterprise-grade control…

Ignition has launched new capabilities for its AI revenue and billing automation platform, enhancing operational control and data visibility for scaling accounting and professional services firms. Features include advanced reporting dashboards, multi-office management, client group workflows, and granular user permissions, addressing challenges in proposal management, access control, and real-time metrics visibility.

19/08/2026 - source