Overview: QuoteWerks and Epicor CPQ (formerly KBMax) as CPQ Category solutions.
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 and Epicor CPQ (formerly KBMax): Best Use cases based on the customer satisfaction data
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. read more →
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. read more →
Business Goals
QuoteWerks aligns with goals such as increasing sales and enhancing customer relations. It helps scale best practices across large-scale operations. read more →
KBMax is aimed at acquiring customers and increasing sales, with additional focus on improving ROI through targeted enhancements. read more →
Core Features
Notable features include extensive integration and advanced analytics capabilities, along with compliance and custom reporting tools, enhancing data-driven decision-making. read more →
KBMax stands out with its strong integration and custom reporting capabilities, along with security features that meet diverse operational needs. read more →
Vendor Support
Offers comprehensive support with options like phone, email, and 24/7 support, catering to businesses needing diverse communication channels. read more →
Provides training and onboarding alongside 24/7 support but has limited phone and email support options. read more →
Segments and Industries
Predominantly serves large enterprises in IT and software industries, providing robust support for complex operations. read more →
Caters to a variety of industries, including engineering and construction, with a balanced user base across enterprise segments. read more →
Operational Alignment
Designed for larger scale operations, QuoteWerks integrates well with established workflows, providing seamless contract and document management. read more →
Suited for multilevel operational environments, KBMax supports collaboration among teams with an emphasis on lead generation and management. read more →
Applying your context and needs changes the comparison
Failure Risk Guidance?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
Data
Support
Others
Most deployed common Use Cases for QuoteWerks and Epicor CPQ (formerly KBMax)
How does QuoteWerks and Epicor CPQ (formerly KBMax) facilitate Products & Pricelist Management?
How can QuoteWerks and Epicor CPQ (formerly KBMax) optimize your Workflow Management Workflow?
What benefits does QuoteWerks and Epicor CPQ (formerly KBMax) offer for Engagement Management?
QuoteWerks in Action: Unique Use Cases
What Are the key features of QuoteWerks for Contact List Management?
Epicor CPQ (formerly KBMax) in Action: Unique Use Cases
How does Epicor CPQ (formerly KBMax) address your Training & Onboarding Challenges?
Alternatives
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 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.
