Epicor CPQ (formerly KBMax) vs. Netformx Sales Xpert: Comparing Best CPQ Solutions 2026

Overview: Epicor CPQ (formerly KBMax) and Netformx Sales Xpert as CPQ Category solutions.

Both KBMax and Netformx Sales Xpert are CPQ solutions optimized for different needs. KBMax excels in enterprise-level integration and offers extensive support options, making it suitable for larger organizations. It supports robust sales document management and custom report features. Meanwhile, Netformx Sales Xpert targets smaller segments, focusing on managing sales documentation and integrating analytics. Each has unique strengths tailored to different business scales and priorities.

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.

Netformx Sales Xpert: Netformx SalesXpert™ enables Cisco partners to swiftly generate accurate multi-vendor proposals. Validated configurations are easily created, ensuring completeness and precision.

Top use cases: Epicor CPQ (formerly KBMax) vs Netformx Sales Xpert

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

Epicor CPQ (formerly KBMax) Netformx Sales Xpert

Top Capabilities: Epicor CPQ (formerly KBMax) vs Netformx Sales Xpert

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

Epicor CPQ (formerly KBMax)
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Netformx Sales Xpert
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Epicor CPQ (formerly KBMax) only
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Deployed Market Segments: Epicor CPQ (formerly KBMax) vs Netformx Sales Xpert

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

Epicor CPQ (formerly KBMax) 100%
Netformx Sales Xpert 100%
Epicor CPQ (formerly KBMax) Netformx Sales Xpert
Key Capabilities Supported KBMax enriches its offerings with comprehensive sales document management and proposal & quote management, enhancing transactional processes for enterprises. → Netformx Sales Xpert focuses on sales document management and contract management, appealing to those looking for streamlined transactional records. →
Business Goals KBMax aims to acquire customers and increase sales & revenue, furnishing large organizations with tools to maintain competitiveness. → Netformx Sales Xpert helps businesses increase sales and revenue, appealing to those wishing to launch new products efficiently. →
Core Features KBMax emphasizes custom reports and seamless integration, catering to complex data needs and fostering data-driven decision-making. → Netformx Sales Xpert integrates analytics and offers custom reports, facilitating the evaluation of sales strategies and product performance. →
Vendor Support KBMax provides all-around support options, including 24/7 assistance and comprehensive training, ensuring users have extensive guidance. → Netformx Sales Xpert mainly offers 24/7 support, focusing on immediate response, which suits straightforward operational needs. →
Segments and Industries KBMax is preferred by enterprises and large organizations in IT and engineering sectors, aligning with the demands of complex operations. → Netformx Sales Xpert has a smaller footprint, found mainly in computer software, indicative of niche market penetration. →
Operational Alignment KBMax fits within large-scale workflows, designed to support varied and intricate operational demands. → Netformx Sales Xpert is tailored for smaller-scale businesses, concentrating on those seeking straightforward operational enhancements. →
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Epicor CPQ (formerly KBMax) and Netformx Sales Xpert: Best activities based on customer satisfaction

Epicor CPQ (formerly KBMax) in Action: Unique Activities

How can Epicor CPQ (formerly KBMax) enhance your Workflow Management process?
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
What Are the key features of Epicor CPQ (formerly KBMax) 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.
"...A what you see is what you get approach, communication between marketing and product development teams...." Peer review by Administrator
What benefits does Epicor CPQ (formerly KBMax) offer 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
How can Epicor CPQ (formerly KBMax) optimize your Products & Pricelist Management Workflow?
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

Netformx Sales Xpert in Action: Unique Activities

How can Netformx Sales Xpert enhance your Collaboration process?
Netformx helps users to work together to create solutions that involve multiple vendors. nNetformx enables users to share information and work together more effectively. nThis collaboration helps sales teams to create and deliver solutions more quickly.
"...Netformx accelerates solution provider profits with powerful business intelligence, actionable insights, collaboration, and automation...." Netformx Tools to Increase Solution Provider Profitability
How can Netformx Sales Xpert optimize your Content Management Workflow?
Netformx Sales Xpert Content Management helps businesses manage their content efficiently. It offers a simple and intuitive way to create, update, test, and distribute content based on a company's specific needs. It also allows users to control content privacy and quality.
"...Service providers, systems integrators, and distributors use KnowledgeXpert as a single online interactive content management system that they can control...." Simplify Content Management While Increasing Productivity

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 Netformx Sales Xpert news

Netformx PIT for Modeling Profitable Cisco 360 Deals

Netformx has introduced the Pipeline Insight Tool (PIT) to enhance profitability in Cisco 360 deals. The tool offers deal modeling, CPI insights, and what-if analysis to optimize margins and rebate efficiency. It enables partners to improve profitability by over 50% through better SKU selection, bundling, and specialization strategies.

20/04/2026 - source