KBMax and Quoter both offer robust CPQ solutions but cater to different needs. KBMax excels in enterprise-level customization with strong emphasis on analytics and compliance, ideal for industries like IT and mechanical engineering. Quoter, meanwhile, is tailored for large enterprises needing streamlined proposal processes, integrating seamlessly with digital platforms essential in IT and software sectors. Both products support extensive vendor assistance, ensuring users receive necessary help through different support mediums.
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.
Quoter: Quoter is a cloud-based CPQ software that helps technology service providers create accurate sales quotations quickly using smart, reusable templates. It enhances customer relationships and streamlines the quote-to-order process with seamless integrations.
Top use cases: Epicor CPQ (formerly KBMax) vs Quoter
Use cases tied to Epicor CPQ (formerly KBMax) and Quoter from verified data sources. Click any use case for supporting evidences.
| Epicor CPQ (formerly KBMax) | Quoter |
|---|---|
Top Capabilities: Epicor CPQ (formerly KBMax) vs Quoter
Lengths: relative topic prominence (square-root scale) · Labels: comparison split. Click any item for supporting evidences.
Deployed Market Segments: Epicor CPQ (formerly KBMax) vs Quoter
Share of peer evidence by company size for Epicor CPQ (formerly KBMax) and Quoter. Each product segments add up to 100%. Click any segment for supporting evidence.
| Epicor CPQ (formerly KBMax) | Quoter | |
|---|---|---|
| Key Capabilities Supported | KBMax specializes in sales document and proposal management, which helps businesses systematically generate and follow up on sales leads. This aligns well with users who require comprehensive workflow and document control. → | Quoter excels at sales document management and proposal generation, providing features like a digital signature, aiding efficient documentation processing. This suits users needing quick, digital-first proposal and quote management. → |
| Business Goals | KBMax facilitates the acquisition of customers and increasing sales through enhanced customer relationships, focusing on improving ROI. It supports strategic efforts to drive revenue in competitive markets. → | Quoter supports acquiring customers and launching new products, with a focus on enhancing digital presence and sales revenue. It meets the objectives of enterprises keen on digital expansion. → |
| Core Features | KBMax offers custom reports and integrations along with analytics and compliance features, catering to businesses needing deep insights into their operations. It's particularly useful for companies valuing data privacy and security. → | Quoter provides extensive integration capabilities, custom reports, and emphasizes security and privacy, vital for organizations managing large volumes of data and prioritizing digital transformation. → |
| Vendor Support | KBMax provides 24/7 support with options like phone and email, supporting diverse customer needs for assistance throughout varying operational scenarios. → | Quoter offers 24/7 support including email, chat, and phone, catering to large enterprises that require constant availability of support services. → |
| Segments and Industries | KBMax caters predominantly to enterprise and large enterprise in sectors like Information Technology and Mechanical Engineering, reflecting its value in technology-driven and engineering industries. → | Quoter predominantly serves large enterprises within the Information Technology and Computer Software industries, highlighting its alignment with companies needing digital transformation capabilities. → |
| Operational Alignment | KBMax integrates into existing workflows of large scale businesses, suitable for managing complex operational requirements in IT and engineering fields. → | Quoter fits well within digital-centric and communication-driven environments, designed for companies seeking seamless integration and management of digital proposals and quotes. → |
Applying your context and needs changes the comparison
Epicor CPQ (formerly KBMax) and Quoter: Best activities based on customer satisfaction
Most deployed common Activities for Epicor CPQ (formerly KBMax) and Quoter
What solutions does Epicor CPQ (formerly KBMax) and Quoter provide for Products & Pricelist Management?
"...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
"...It is very easy to use and easy to import product price books...." Peer review by shannon m., inside sales, Construction
Epicor CPQ (formerly KBMax) in Action: Unique Activities
How can Epicor CPQ (formerly KBMax) optimize your Workflow Management Workflow?
"...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?
"...The customer service is great and although I had some technical issues the development team was quick to help me through a remote connection and suggest my company purchase better hardware to use its modeling functionality...." Peer review by Alexander C, Mechanical Engineer, Mechanical or Industrial Engineering
What makes Epicor CPQ (formerly KBMax) ideal for Engagement Management?
"...Responsibilities -Architect, develop, maintain and test our next generation cloud configurator platform -Collaborate with a small team of developers in a fast-paced agile environment -Engage with KBMax engineers and customers for feedback, feature requests, and solutions Required Qualifications -BA/BS or equivalent experience ..." Front End Web Developer
Quoter in Action: Unique Activities
How does Quoter facilitate Sales Document Management?
"...Our three person sales team generates up to 5 complex quotes per day...." Peer review by Danielle C
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.
Latest Quoter news
ScalePad Product Roundup: August Edition
ScalePad's August product updates include new integrations and enhancements across its platform. Lifecycle Manager now integrates with Addigy, Heimdal, Sophos, and SentinelOne, improving data accuracy for MSPs. ControlMap introduces custom frameworks and links with Lifecycle Manager for streamlined compliance. Quoter's modernized quoting journey and Backup Radar's new reporting features enhance MSP efficiency and client service.
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