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 SalesXpertâ„¢ enables Cisco partners to swiftly generate accurate multi-vendor proposals. Validated configurations are easily created, ensuring completeness and precision.

Epicor CPQ (formerly KBMax) and Netformx Sales Xpert: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

KBMax enriches its offerings with comprehensive sales document management and proposal & quote management, enhancing transactional processes for enterprises. read more →

Netformx Sales Xpert focuses on sales document management and contract management, appealing to those looking for streamlined transactional records. read more →

Business Goals

KBMax aims to acquire customers and increase sales & revenue, furnishing large organizations with tools to maintain competitiveness. read more →

Netformx Sales Xpert helps businesses increase sales and revenue, appealing to those wishing to launch new products efficiently. read more →

Core Features

KBMax emphasizes custom reports and seamless integration, catering to complex data needs and fostering data-driven decision-making. read more →

Netformx Sales Xpert integrates analytics and offers custom reports, facilitating the evaluation of sales strategies and product performance. read more →

Vendor Support

KBMax provides all-around support options, including 24/7 assistance and comprehensive training, ensuring users have extensive guidance. read more →

Netformx Sales Xpert mainly offers 24/7 support, focusing on immediate response, which suits straightforward operational needs. read more →

Segments and Industries

KBMax is preferred by enterprises and large organizations in IT and engineering sectors, aligning with the demands of complex operations. read more →

Netformx Sales Xpert has a smaller footprint, found mainly in computer software, indicative of niche market penetration. read more →

Operational Alignment

KBMax fits within large-scale workflows, designed to support varied and intricate operational demands. read more →

Netformx Sales Xpert is tailored for smaller-scale businesses, concentrating on those seeking straightforward operational enhancements. read more →

lightning

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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low

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Migration Risk

high

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medium

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Epicor CPQ (formerly KBMax) in Action: Unique Use Cases

What Are the key features of Epicor CPQ (formerly KBMax) for Workflow Management?

What Are the key features of Epicor CPQ (formerly KBMax) for Training & Onboarding?

How can Epicor CPQ (formerly KBMax) optimize your Engagement Management Workflow?

What benefits does Epicor CPQ (formerly KBMax) offer for Products & Pricelist Management?


Netformx Sales Xpert in Action: Unique Use Cases

What makes Netformx Sales Xpert ideal for Collaboration?

What Are the key features of Netformx Sales Xpert for Content Management?

News

Latest Epicor CPQ (formerly KBMax) News

Epicor Launches Prism AI Across Europe to Transform Manufacturing ERP ...

Epicor has launched its AI-powered Prism platform across the UK and select European markets, enhancing ERP systems with embedded intelligence for manufacturers. Integrated within Epicor Kinetic, Prism enables real-time decision-making through natural-language interactions, supporting operational activities with AI agents. This rollout marks a significant step in Epicor's Cognitive ERP vision, aiming to transform ERP systems into active business partners.

24/06/2026 - 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

Business Setting

Epicor CPQ (formerly KBMax)

Netformx Sales Xpert