Epicor CPQ (formerly KBMax) vs. Yagna iQ: Comparing Best CPQ Solutions 2026

Overview: Epicor CPQ (formerly KBMax) and Yagna iQ as CPQ Category solutions.

KBMax and Yagna iQ both provide CPQ solutions, tailored for different user needs. KBMax empowers enterprise clients by offering sophisticated integration, compliance, and security features. It's best suited for tech-heavy industries seeking to streamline proposal or quote management. Meanwhile, Yagna iQ stands out with robust sales document management and AI features, catering especially to the mid-market, particularly within IT and telecom sectors. Its strong channel partner support aids companies focused on cross-selling and upselling services.

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.

Yagna iQ: Yagna iQ automates the channel ecosystem by streamlining renewals, CPQ, and upsell/cross-sell processes. End-to-end channel visibility and lead distribution are also achieved.

Epicor CPQ (formerly KBMax) Yagna iQ
Key Capabilities Supported KBMax supports sales document management and proposal & quote management, perfectly aligning with enterprise operational workflows. → Yagna iQ excels in sales document and proposal management, with added focus on cross selling and engagement management. →
Business Goals KBMax helps acquire customers and increase sales through robust proposal management. → Yagna iQ enhances customer and stakeholder relationships, aiding businesses in cross and upselling, to boost revenue. →
Core Features KBMax offers custom reports, integrations, and data exports, crucial for complex IT and engineering needs. → Yagna iQ features AI-powered analytics and extensive compliance options, suiting IT, telecom, and software industries. →
Vendor Support KBMax provides 24/7 and phone support, supporting comprehensive training and onboarding processes. → Yagna iQ offers strong 24/7 support, meeting the needs of users with extensive channel marketing strategies. →
Segments and Industries KBMax is predominantly used by enterprise and large enterprises in IT and engineering industries. → Yagna iQ primarily serves the mid-market, focusing on IT and telecommunications sectors. →
Operational Alignment KBMax integrates deeply into tech-heavy industries, aiding in complex proposal management. → Yagna iQ supports versatile sales processes, particularly for industries focused on channel and mobile engagement. →
lightning

Applying your context and needs changes the comparison

Epicor CPQ (formerly KBMax) and Yagna iQ: 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.
"...Automate sales workflows, approvals and track purchaser commitment...." Peer review by Yesha J, CRM Manager
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.
"...Proactive team ready to develop when you need something the software can't do yet...." Peer review by Jean-Philippe L, Analyste Performance
How can Epicor CPQ (formerly KBMax) optimize your Engagement Management Workflow?
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.
"...This product is very good and flexible and, above all I like its ease of use with its design, it has many capacities for different types of packages, in short, it has a variety of suppliers, it is good to interact with customers and it is software very agile and efficient to grow in a business...." Peer review by Lauren M, IT / Data Analytics Consultant
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

Yagna iQ in Action: Unique Activities

Why is Yagna iQ the best choice for Cross Selling?
Yagna iQ provides cross-selling capabilities through its CPQ platform. It leverages AI and machine learning to analyze historical data, generate personalized recommendations, and present them to customers or partners. The platform can also create quotes and facilitate the configuration of products.
"...A unique install base driven sales acceleration platform which utilizes your multi-vendor historical sales transactions data, namely Installed Base Data (IB) and churns new Cross-sell / Upsell opportunities with the help of its analytics and machine learning capabilities...." News & Press
What solutions does Yagna iQ provide for Upselling?
Yagna iQ uses artificial intelligence to provide cross-sell and upsell recommendations.nThis intelligent CPQ platform leverages historical sales data to create new opportunities for cross-selling, upselling, and renewals.nThe platform also allows partners to upload installed base data to generate quotes and identify opportunities.
"...Our intelligent #CPQ software quickly guides the partners through the product configuration,creates quotes & provides upsell & cross-sell recommendations...." Yagna iQ, The Configure Price Quote (CPQ), Renewals, Cross-sell, Upsell platform for channels.
What benefits does Yagna iQ offer for Channel Marketing?
Yagna iQ enables channel partners to access quotes, place orders, and manage contracts. nIt facilitates a seamless sales process through automated quote generation, proposal creation, and payment processing. nThis platform assists in generating new sales opportunities, reducing time-to-proposal, and maximizing revenue.
"...Yagna iQ creates an onboarding portal for the channel partner ecosystem where partners can get quotes and place order in minutes. ..." CPQ platform for channels. Free CPQ trial.

IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting

Epicor CPQ (formerly KBMax) peer evidence is 61% SMB and Mid-Market. Yagna iQ peer evidence is 100% Enterprise.

Epicor CPQ (formerly KBMax) Yagna iQ
Peer score 4.5 4.6
Peer insights 562 1047
Top industries
Information Technology And Services 29.0%
Mechanical Or Industrial Engineering 20.0%
Construction 18.0%
Information Technology And Services 80.0%
Telecommunications 12.0%
Consumer Services 5.0%
SMB and Mid-Market 61.0% 0.0%
Enterprise 39.0% 100.0%
Pricing Epicor CPQ (formerly KBMax)

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