Epicor CPQ (formerly KBMax) and Xodo Sign (formerly eversign), 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.

Xodo Sign (formerly eversign): Eversign allows secure, legally binding eSignatures on contracts, agreements, and forms. Documents can be signed online for free from any device with Xodo Sign.

This comparison report of Epicor CPQ (formerly KBMax) vs. Xodo Sign (formerly eversign) is based on a specific set of business needs and context. The comparison uses 11063 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Epicor CPQ (formerly KBMax) and Xodo Sign (formerly eversign)

Epicor CPQ (formerly KBMax), Verenia CPQ, Configure One Cloud, etc., belong to a category of solutions that help CPQ, whereas Xodo Sign (formerly eversign), Dotloop, SignEasy, 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.

Xodo Sign (formerly eversign) focuses on Sales Document Management, Workflow Management, Engagement Management with Website, 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 Xodo Sign (formerly eversign): Best activities based on customer satisfaction


Epicor CPQ (formerly KBMax) in Action: Unique Activities

How does Epicor CPQ (formerly KBMax) address your Workflow Management Challenges?
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
How can Epicor CPQ (formerly KBMax) enhance your Training & Onboarding process?
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 Are the key features of Epicor CPQ (formerly KBMax) 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.
"...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
What Are the key features of Epicor CPQ (formerly KBMax) 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.
"...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

Xodo Sign (formerly eversign) in Action: Unique Activities

How can Xodo Sign (formerly eversign) optimize your Sales Document Management Workflow?
Eversign facilitates the management of sales documents by enabling users to send and receive legally binding signatures electronically. It streamlines the entire process from document preparation to signature completion and distribution. While Eversign offers a comprehensive solution for managing sales documents, it lacks the ability to create contracts from scratch within the platform.
"...I have mainly been using it for contractor agreements, but will be integrating sales proposals as well. ...." Peer review by Duncan H., Co-Founder, Information Technology and Services
What benefits does Xodo Sign (formerly eversign) offer for Communication Management?
Eversign facilitates efficient communication management for signing documents electronically. This platform enables sending documents for signature, tracking document progress, and receiving email notifications throughout the process. The platform lacks a default signature option, requiring users to send an email to themselves for their own signature.
"...It tracks the progress of your document through the signature phase and the sends you email alerts letting you know about opens, reads, signings and document completion...." Peer review by John M., Digital Strategist, Internet

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


workflow management


training & onboarding


engagement management

engaging and following up


products & pricelist management



generation of new leads



customer feedback management



account management


sending & publishing communications


tracking & monitoring communications


communication management

sending & publishing communications

tracking & monitoring communications



creating contact list


contact list management

creating contact list




content publishing


content management

content publishing


helpdesk management


rating and review management




social media marketing



lifetime value management


Top Goals

Goals Achieved

  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Improve ROI

  • See 1 more
  • Acquire customers

  • Enhance customer relationships

  • Build brand awareness

  • Improve stakeholder relations

  • Grow market share

  • Improve digital and social presence

  • Improve internal communications

  • Improve brand engagement

  • Increase sales & revenue

  • See 6 more

Business Setting

Epicor CPQ (formerly KBMax) Xodo Sign (formerly eversign)
Peer score 4.5 4.8
Peer insights 562 10501
Top industries
Information Technology And Services 29.0%
Mechanical Or Industrial Engineering 20.0%
Construction 18.0%
Marketing And Advertising 11.0%
Information Technology And Services 8.0%
Real Estate 8.0%
SMB and Mid-Market 61.0% 94.0%
Enterprise 39.0% 6.0%
Pricing Epicor CPQ (formerly KBMax) Xodo Sign (formerly eversign)

Integrations

Ecosystem partners each product commonly connects with.

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 Xodo Sign (formerly eversign) news

Apryse Answers Ep. 3: DOCX Editing

Apryse's WebViewer DOCX Editor allows developers to integrate DOCX editing capabilities into web applications using JavaScript frameworks like React. It supports client-side document creation, editing, and review workflows, maintaining full formatting fidelity without converting DOCX files to HTML. This integration enhances document processing and web application development by providing a stable and customizable editing solution.

10/08/2026 - source