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
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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

"...Pricing products, proposal management and sales control...." Peer review by Winzah A

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 efficiently Does Epicor CPQ (formerly KBMax) manage your Proposal & Quote Management?

How does Epicor CPQ (formerly KBMax) facilitate Workflow Management?

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

What Are the key features of Epicor CPQ (formerly KBMax) for Engagement Management?

What makes Epicor CPQ (formerly KBMax) ideal for 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.

Stephen Gould - Supply Chain Solutions

Epicor Kinetic helps Stephen Gould manage global supply chain operations. Stephen Gould is a large, family-run company with over 40 locations and more than $1B in revenue. They provide packaging, des...ign, warehousing, and logistics services to over 5,000 customers. Epicor Kinetic supports about 500 users at Stephen Gould. The ERP system enables agile, intelligent, and integrated business processes.

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Clayton Paint & Flooring Center - Retail

Epicor provided a retail POS and payment processing solution for Clayton Paint & Flooring Center. The business needed to save money, speed up processes, and reduce frustrations. Epicor's system helpe...d them achieve big savings and faster operations. The solution improved efficiency for this small retail business in North Georgia.

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Overdrive Heavy Duty - Automotive

Epicor helped Overdrive Heavy Duty improve their automotive business. The company used Epicor solutions to streamline operations. This made their work faster and more organized. Overdrive Heavy Duty ...saw better results in their daily tasks. Epicor's technology supported their growth in the automotive industry.

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Big Ass Fans - Manufacturing

Epicor Kinetic helped Big Ass Fans streamline production and reduce supply chain costs. The company needed a strong ERP cloud system to support fast growth and complex manufacturing. Their previous E...RP could not scale as the company grew. Epicor ERP provided full visibility across global plants and tied together order fulfillment and planning. Big Ass Fans grew about 30% a year since 2008 by using Epicor to connect all manufacturing and sales processes.

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Alarm Products Distributors - Consumer Electronics

Epicor Prophet 21 helped Alarm Products Distributors move from paper-based warehouse operations to a fully automated system. The company replaced its old ERP with Epicor solutions, including Quick Sh...ip, Commerce, Wireless Warehouse, and Tax Connect. APD now distributes 55,000 product packages a year and opened a second warehouse in Texas. Moving to Epicor Cloud on Microsoft Azure made IT operations more cost-effective. APD plans to expand further using Epicor Cloud.

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Yusen Logistics UK (YLUK) - Transportation/Trucking/Railroad - Large

Odex, an Epicor solution, helped Yusen Logistics UK (YLUK) integrate their internal and external systems. YLUK used Odex to support the distribution of over 300 million Covid-19 vaccine doses. The so...lution enabled near real-time visibility, managed 75,000 documents per day, and supported 250 configurations across 40 customers. YLUK's team could control integrations and offer flexible EDI standards. Data Interchange provided strong support and scalability for YLUK's logistics operations.

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Frequently Asked Questions(FAQ)

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

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

Awards

Epicor Recognized for Execution and Vision in Cloud ERP

Epicor has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Cloud ERP for Product-Centric Enterprises for the third consecutive year. This recognition highlights Epicor's commitment to AI-powered cloud ERP solutions that enhance growth, agility, and productivity across supply chain industries.

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Product

Epicor Announces Schedule of Final On Premises Feature Releases

Epicor announced the final on-premises feature releases for Kinetic, Prophet 21, and BisTrack, marking a strategic shift to focus on cloud innovation. The releases are scheduled for 2028, with active support until 2029, followed by sustaining support. This transition supports Epicor's commitment to cloud solutions, offering enhanced AI-powered capabilities and a streamlined migration process through the Ascend with Epicor program.

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Partnership

Epicor Expands ERP to Optimize Supply Chain and Tax Management

Epicor has announced strategic partnerships with SourceDay and Sovos to enhance its Epicor Kinetic ERP platform. These integrations aim to optimize supply chain and tax management by leveraging AI-driven solutions. SourceDay automates purchase order management, improving procurement efficiency and supplier engagement. Sovos offers automated tax compliance, reducing errors and financial risks. These enhancements provide Epicor customers with improved operational resilience and compliance capabilities.

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Awards

Epicor Recognized as a Leader in IDC MarketScape

Epicor has been recognized as a Leader in the IDC MarketScape for AI-Enabled ERP Applications for Large Enterprises. This recognition highlights Epicor's innovative approach with its Cognitive ERP, incorporating AI and machine learning to enhance operations in industries like automotive and manufacturing. The company's focus on AI-driven capabilities aims to transform ERP systems into actionable insights for businesses.

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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

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Financials

M&A