Epicor CPQ (formerly KBMax) and MSBDocs, 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.

MSBDocs: MSB Docs is Gartner's trusted eSignature for enterprises, offering customizable workflows and easy eSigning. Highly efficient document management is ensured.

This comparison report of Epicor CPQ (formerly KBMax) vs. MSBDocs is based on a specific set of business needs and context. The comparison uses 1346 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Epicor CPQ (formerly KBMax) and MSBDocs

Epicor CPQ (formerly KBMax), Verenia CPQ, Configure One Cloud, etc., belong to a category of solutions that help CPQ, whereas MSBDocs, SignWell, DigiSigner, etc., belong to a category of solutions that help Digital Signature. 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.

MSBDocs focuses on Sales Document Management, Workflow Management, Training & Onboarding, Engagement Management, 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 MSBDocs: Best activities based on customer satisfaction


Epicor CPQ (formerly KBMax) in Action: Unique Activities

How can Epicor CPQ (formerly KBMax) optimize your Workflow Management Workflow?
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.
"...Automate sales workflows, approvals and track purchaser commitment...." Peer review by Yesha J, CRM Manager
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 Engagement Management Challenges?
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.
"...Our teams were able to take a creative hook and put a well-thought out strategy behind it in order to engage dozer customers and attract new ones...." Peer review by Clare Koeppel, Marketing Consultant for Global Construction Infrastructure, Caterpillar
What solutions does Epicor CPQ (formerly KBMax) provide 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.
"...Pricing products, proposal management and sales control...." Peer review by Winzah A

MSBDocs in Action: Unique Activities

What solutions does MSBDocs provide for Sales Document Management?
MSB Docs is a cloud-based solution that helps manage paper-based documents digitally. It automates workflows and provides electronic signatures, allowing users to sign documents online. The platform also helps track documents, making auditing and follow-ups more efficient.
"...Docs modern technology is designed to resolve the needs of an enforceable eSignature stated by UETA and the E-SIGN Act...." MSB Docs eSignature capabilities to automate your legal processes faster
How can MSBDocs enhance your Collaboration process?
The system offers tools to work together on documents. Users can create teams and share files securely. This platform allows for real-time collaboration and easy access to documents.

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



customer feedback management



content management


Top Goals

Goals Achieved

  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Improve ROI

  • See 1 more
  • Acquire customers

  • Improve ROI

  • Enhance customer relationships

  • Improve efficiency

  • Establish thought leadership

  • See 2 more

Business Setting

Epicor CPQ (formerly KBMax) MSBDocs
Peer score 4.5 4.0
Peer insights 562 784
Top industries
Information Technology And Services 29.0%
Mechanical Or Industrial Engineering 20.0%
Construction 18.0%
Information Technology And Services 100.0%
SMB and Mid-Market 61.0% 0.0%
Enterprise 39.0% 0.0%
Pricing Epicor CPQ (formerly KBMax) MSBDocs

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 MSBDocs news

AI Risk-Free Banking Agreements with MSB Docs

MSB Docs introduces AI-enabled Contract Lifecycle Management (CLM) and eSignature solutions to enhance banking agreement security and compliance. These tools help banks identify contract risks, streamline negotiations, and ensure regulatory adherence. By integrating AI and eSignatures, MSB Docs aims to reduce operational risks and improve trust in banking contracts.

23/03/2026 - source