QuoteWerks is ideal for large enterprises needing robust sales and document management features, with extensive phone and email support. KBMax is suited for diverse industries including engineering and construction, offering strong integration and custom reporting capabilities, along with training and onboarding support.
QuoteWerks: QuoteWerks is a leading integrated quoting and proposal software solution (CPQ). It seamlessly integrates with CRM and accounting systems to streamline the sales process.
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.
| QuoteWerks | Epicor CPQ (formerly KBMax) | |
|---|---|---|
| Key Capabilities Supported | QuoteWerks excels in proposal and quote management, and offers comprehensive sales document management. It's tailored for users seeking efficient workflow and contract management. → | KBMax focuses on collaboration and proposal management with a specialized emphasis on generating new leads. Its design facilitates engagement and workflow management in diverse operations. → |
| Business Goals | QuoteWerks aligns with goals such as increasing sales and enhancing customer relations. It helps scale best practices across large-scale operations. → | KBMax is aimed at acquiring customers and increasing sales, with additional focus on improving ROI through targeted enhancements. → |
| Core Features | Notable features include extensive integration and advanced analytics capabilities, along with compliance and custom reporting tools, enhancing data-driven decision-making. → | KBMax stands out with its strong integration and custom reporting capabilities, along with security features that meet diverse operational needs. → |
| Vendor Support | Offers comprehensive support with options like phone, email, and 24/7 support, catering to businesses needing diverse communication channels. → | Provides training and onboarding alongside 24/7 support but has limited phone and email support options. → |
| Segments and Industries | Predominantly serves large enterprises in IT and software industries, providing robust support for complex operations. → | Caters to a variety of industries, including engineering and construction, with a balanced user base across enterprise segments. → |
| Operational Alignment | Designed for larger scale operations, QuoteWerks integrates well with established workflows, providing seamless contract and document management. → | Suited for multilevel operational environments, KBMax supports collaboration among teams with an emphasis on lead generation and management. → |
Applying your context and needs changes the comparison
QuoteWerks and Epicor CPQ (formerly KBMax): Best activities based on customer satisfaction
Most deployed common Activities for QuoteWerks and Epicor CPQ (formerly KBMax)
How can QuoteWerks and Epicor CPQ (formerly KBMax) optimize your Products & Pricelist Management Workflow?
"...Give careful consideration to your product catalog, pricing and descrpitions - for ease of use...." Peer review by Tim B., Manufacturing
"...Pricing products, proposal management and sales control...." Peer review by Winzah A
What Are the key features of QuoteWerks and Epicor CPQ (formerly KBMax) for Workflow Management?
"...Workflow approvals...." Peer review by Alice W, Lead Sales Associate
"...It's going to optimize our workflow and save us lots of man hours and money...." Peer review by Tony Lein, Sr. Application Programmer, Super Radiator Coils
What Are the key features of QuoteWerks and Epicor CPQ (formerly KBMax) for Engagement Management?
"...With the previous product, most of the times we engaged support, we were told we had to buy professional services...." Peer review by Thad Gerber, Velocity Network Solutions, Inc, Velocity Network Solutions, Inc
"...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
QuoteWerks in Action: Unique Activities
How does QuoteWerks facilitate Contact List Management?
"...Once configured, the tool gives you the capability to quote quickly and like a pro, and you have the quote and customer histories automatically saved for later reference...." Peer review by Eric J, CEO & Principal, Information Technology and Services
Epicor CPQ (formerly KBMax) in Action: Unique Activities
How can Epicor CPQ (formerly KBMax) enhance your Training & Onboarding process?
"...Proactive team ready to develop when you need something the software can't do yet...." Peer review by Jean-Philippe L, Analyste Performance
IT and Other Capabilities
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Business Setting
| QuoteWerks | Epicor CPQ (formerly KBMax) | |
|---|---|---|
| Peer score | 4.4 | 4.5 |
| Peer insights | 5046 | 562 |
| Top industries |
Information Technology And Services 44.0%
Computer Software 16.0%
Computer & Network Security 12.0%
|
Information Technology And Services 29.0%
Mechanical Or Industrial Engineering 20.0%
Construction 18.0%
|
| SMB and Mid-Market | 93.0% | 61.0% |
| Enterprise | 7.0% | 39.0% |
| Pricing | QuoteWerks | Epicor CPQ (formerly KBMax) |
Integrations
Ecosystem partners each product commonly connects with.
News
Latest QuoteWerks news
QuoteWerks Recognized with 14 G2 Summer 2026 Badge Awards Across CPQ ...
QuoteWerks received 14 badge recognitions in the G2 Summer 2026 Reports across CPQ, Proposal, and Quote-to-Cash categories. This recognition highlights QuoteWerks' role in managing quoting and sales workflows, validated by customer feedback on G2. The awards reflect QuoteWerks' market presence and customer satisfaction in complex quoting workflows.
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.
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