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

Reviews

"...A what you see is what you get approach, communication between marketing and product development teams...." Peer review by Administrator

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.

Comprehensive Insights on Epicor CPQ (formerly KBMax) Use Cases

What makes Epicor CPQ (formerly KBMax) ideal for Proposal & Quote Management?

How does Epicor CPQ (formerly KBMax) address your Workflow Management Challenges?

Why is Epicor CPQ (formerly KBMax) the best choice for Onboarding?

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

Why is Epicor CPQ (formerly KBMax) the best choice for Products & Pricelist Management?

11+ more Business Use Cases

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.

Case Studies

Manufacturing

CASE STUDY JR Automation

JR Automation uses Epicor's cloud ERP to improve business. The solution is configurable and helps in managing enterprise resources. The case study highlights the benefits of using Epicor Kinetic in t...he manufacturing industry.

Retail

CASE STUDY Flower World

Flower World improved customer experience. They used a new POS system. It was made for garden centers. The system is intuitive.

Manufacturing

CASE STUDY Stephen Gould

Stephen Gould is a global supply chain leader. They use Epicor's ERP to transform their business. The ERP is agile, intelligent, and integrated. It helps them manage their operations better.

Retail

CASE STUDY Ace Hardware of Appleton

Ace Hardware of Appleton is excited to add the new Epicor Eagle Mobile Manager Application to their expanding business.

Automotive

CASE STUDY Dorman Products

Epicor helps Dorman Products improve customer experience in the automotive aftermarket. The business management systems enhance service quality. This leads to better customer satisfaction.

Manufacturing

CASE STUDY Ergobaby

Ergobaby used Epicor EDI for faster trading partner onboarding. They improved visibility and efficiency. The company saw impressive efficiency gains.

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 .
lightning

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

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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 expands AI offerings, launches new green initiative

Epicor has expanded its artificial intelligence (AI) offerings and introduced a new green initiative aimed at promoting sustainability. The companys latest AI enhancements are designed to improve business operations and efficiency for enterprise customers. The green initiative supports environmentally responsible practices, aligning with industry trends in digital transformation and sustainability.

Executive

ProphetForce, a 910 Advisors Brand, joins the Epicor Partner Program

ProphetForce, a 910 Advisors Brand, joins the Epicor Partner Program

Product

Epicor Expands AI to Boost Supply Chain Productivity

Epicor announced the general availability of new agentic AI features in Epicor Prism and predictive machine learning in Epicor Grow AI at the Epicor Insights 2025 conference. These AI capabilities target over 200 supply chain use cases, aiming to improve operational performance, manage disruptions, and drive efficiency for manufacturing and distribution businesses.

Executive

Epicor names new chief marketing officer - ITP.net

Epicor has appointed a new chief marketing officer.

Epicor Software Corporation Profile

Company Name

Epicor Software Corporation

HQ Location

804 Las Cimas Parkway Austin, Texas 78746

Employees

5001-10000

Social

Financials

M&A