Epicor CPQ (formerly KBMax) Overview

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.

Use Cases

Customers recommend Proposal & Quote Management, Workflow Management, Onboarding, as the business use cases that they have been most satisfied with while using Epicor CPQ (formerly KBMax).

Other use cases:

  • Engagement Management
  • Products & Pricelist Management
  • Collaboration
  • Contract Management
  • Generation Of New Leads
  • Product Marketing
  • Digital Signature
See all use cases See less use cases

Business Priorities

Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Epicor CPQ (formerly KBMax).

Other priorities:

  • Enhance Customer Relationships
  • Improve ROI
See all business priorities See less business priorities

Epicor CPQ (formerly KBMax) Use-Cases and Business Priorities: Customer Satisfaction Data

Reviews

"...Time to receive quotes...." Peer review by User

Peer review evidence (same sources as the product rating summary)

"...KBMaxis an important component in our CAD software kit for proposals and model building...." Peer review by Ryan H, Designer
"...Automated CAD and design, manufacturing document generation, and workflows provide fast and accurate information to Engineering and Production teams to give them head starts. ..." Configure, Price & Quote Software
"...-KBMaz is a Cloud base package with both online training and support and it has a unique and wonderful understanding of drawing and also various design Engineering concepts...." Peer review by Christine M, Landscape Architect

Epicor CPQ (formerly KBMax), Competera, Xodo Sign (formerly eversign), Enboarder, Dealhub, etc., all belong to a category of solutions that help CPQ. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Epicor CPQ (formerly KBMax)

Top Industries

  • Information Technology and Services
  • Mechanical or Industrial Engineering
  • Construction

Popular in

  • Mid Market
  • Small Business
  • Large Enterprise

Epicor CPQ (formerly KBMax) is popular in Information Technology And Services, Mechanical Or Industrial Engineering, and Construction and is widely used by Mid Market, Small Business, and Large Enterprise.

Epicor CPQ (formerly KBMax) Customer wins, Customer success stories, Case studies

How does Epicor CPQ (formerly KBMax) address your Proposal & Quote Management Challenges?

What solutions does Epicor CPQ (formerly KBMax) provide for Workflow Management?

How can Epicor CPQ (formerly KBMax) optimize your Onboarding Workflow?

How can Epicor CPQ (formerly KBMax) enhance your Engagement Management process?

How efficiently Does Epicor CPQ (formerly KBMax) manage your Products & Pricelist Management?

11 buyers and buying teams have used Cuspera to assess how well Epicor CPQ (formerly KBMax) solved their CPQ needs. Cuspera uses 562 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CPQ needs.

Traeger Grills - Consumer Goods - Medium

Salt Lake City, USA

Epicor Manufacturing helped Traeger Grills manage rising order volumes and scale for growth. The company used Epicor ERP to centralize operations and improve inventory tracking. Traeger saw nearly 40...% year-over-year sales growth over three years. Real-time stock visibility and flexible order management reduced delivery times and costs. Cloud ERP let Traeger scale IT resources and lower expenses during peak demand.

Read more →

TASi Measurement - Manufacturing - Medium

Largo, USA

Epicor Kinetic helped TASi Measurement standardize processes across 16 global business units. The company reduced inventory by 40% and cut invoicing time from 22 days to 2 days. Epicor Kinetic enable...d automation, improved reporting, and supported sustainability goals. TASi Measurement saved over $300K annually and moved toward a paperless shop floor. The ERP system also helped the company meet ISO 14001 compliance and streamline acquisitions.

Read more →

Stephen Gould - Manufacturing - Large

Whippany, USA

Epicor Kinetic helped Stephen Gould automate workflows and reduce project lead times. The company moved from manual, paper-based processes to a fully paperless workflow in just two weeks. Automation ...Studio enabled fast integration and error reduction across 40+ global sites. Employees now have real-time visibility into job status and shipping. The customizable ERP supports unique business needs and streamlined operations.

Read more →

S. M. Jaleel & Company - Food & Beverages - Large

Trinidad and Tobago

Epicor Kinetic helped S. M. Jaleel & Company, the largest non-alcoholic drinks manufacturer in the English-speaking Caribbean, modernize its operations. The company replaced paper-based workflows wit...h a fully integrated ERP system, improving data collection and visibility. Epicor's solution also strengthened cybersecurity after a previous breach and enhanced forecasting accuracy. SMJ now supports sustainability initiatives and is better prepared for global growth.

Read more →

PT. Mowilex Indonesia - Manufacturing - Medium

Jakarta, Indonesia

Epicor Kinetic helped PT. Mowilex Indonesia modernize its operations by moving to a cloud-based ERP. The company eliminated manual upgrades and reduced IT hours, gaining real-time data insights throu...gh Power BI. Teams now make faster decisions and collaborate better with live dashboards. Epicor enabled accurate carbon accounting and streamlined tax compliance. Mowilex improved sustainability reporting and is ready for future growth.

Read more →

Owen Mumford - Medical Devices - Medium

Woodstock, UK

Epicor solutions helped Owen Mumford cut waste by £300,000 per year and reduce inventory by over £3 million in four months. The company standardized global operations on Epicor, improving data visibi...lity and real-time decision making. Epicor QMS automated paper-based workflows, boosting productivity and supporting sustainability. Owen Mumford achieved six years of 100% on-time delivery and perfect quality audit scores with Epicor Advanced MES. Epicor also enabled easier compliance and supported rapid business growth.

Read more →

Frequently Asked Questions (FAQ)

What buyers ask before choosing Epicor CPQ (formerly KBMax)

What is Epicor CPQ (formerly KBMax)?

KBMax is a Visual CPQ and Product Configuration software. It can be used in Manufacturing, B2B eCommerce, BioTech Sales and Design Automation. It supports Complex product configuration, and CAD automation and rules-driven visualization for Sales CPQ.

KBMax provides tools for rules based product configuration and integration with other business processes enabling manufacturing teams with consistency and control over the business systems. Automated proposals feature enables control over the look-and-feel of the quote document with facility to include product images and logos and other information.

KBMax can also be implemented on the Cloud enabling scaling. It can be deployed on the Cloud without any additional hardware requirements, and is provided with the Security features for enabling safety of Intellectual property.

What is Epicor CPQ (formerly KBMax) used for?

Epicor CPQ (formerly KBMax) is a CPQ Software mainly used by its customers to Acquire Customers and Increase Sales & Revenue by Proposal & Quote Management, Workflow Management and Onboarding .

Who uses Epicor CPQ (formerly KBMax)?

Epicor CPQ (formerly KBMax) is used by Information Technology And Services, Mechanical Or Industrial Engineering and Construction among other industries.

What are Epicor CPQ (formerly KBMax) alternatives?

Competera, Xodo Sign (Formerly Eversign), Enboarder and Dealhub are popular alternatives for Epicor CPQ (formerly KBMax).

Where is Epicor CPQ (formerly KBMax) located?

Epicor CPQ (formerly KBMax) is headquartered at 804 Las Cimas Parkway Austin, Texas 78746 .
lightning

Peers used Epicor CPQ (formerly KBMax) for proposal & quote management and workflow management

Epicor CPQ (formerly KBMax) Competitors

Epicor CPQ (formerly KBMax) Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.78/5 ★

Read Reviews (117)
Analytics

4.75/5 ★

Read Reviews (49)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.78/5 ★

Read Reviews (117)
Analytics

4.75/5 ★

Read Reviews (49)

Software Failure Risk Guidance

?

for Epicor CPQ (formerly KBMax)

Overall Risk Meter

Low Medium High

Top Failure Risks for Epicor CPQ (formerly KBMax)

Epicor Software Corporation News

Product

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.

Read more →
Product

Epicor Announces Newest Release of Epicor LumberTrack

Epicor has released a major update to its LumberTrack software, enhancing user interface customization, data accessibility, and multilingual support. The update introduces user-defined fields, flexible UI, and integration capabilities with other applications like Epicor DDMS. It aims to improve usability for lumber and wood product manufacturers and distributors.

Read more →
Product

Epicor Prism Launches Across European Markets, Bringing Embedded ...

Epicor has launched Epicor Prism, an AI-driven ERP solution, in the UK and select European markets. This tool integrates with Epicor Kinetic to provide industry-specific AI capabilities, enhancing operational decision-making and supply chain resilience. Epicor Prism offers conversational access to live ERP data, helping organizations interpret data and make real-time decisions.

Read more →
Product

Epicor Indago Warehouse Management Integration

Epicor's Indago Warehouse Management System has achieved certified integration with Karmak Fusion, enhancing real-time inventory synchronization for heavy-duty truck dealerships. This integration aims to improve inventory accuracy and operational efficiency, addressing the market's demand for connected, outcome-driven platforms.

Read more →

Epicor Software Corporation Profile

Company Name

Epicor Software Corporation

Company Website

https://www.epicor.com/en-us/

HQ Location

804 Las Cimas Parkway Austin, Texas 78746

Employees

5001-10000

Social

Facebook Linkedin Twitter

Financials

M&A