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

"...It also allows us to speed up the process of quoting significantly by pulling information from our ERP system and autopopulating quotes...." Peer review by Chris L, CAD Operator, Mechanical or Industrial Engineering

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

Why is Epicor CPQ (formerly KBMax) the best choice for Proposal & Quote Management?

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

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

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

How does Epicor CPQ (formerly KBMax) facilitate 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.

Case Studies

Automotive

CASE STUDY Dorman Products

Epicor business management systems help Dorman Products improve customer experience in the automotive aftermarket. Dorman Products uses Epicor to deliver better service to its customers. The solution... supports their operations and helps them meet customer needs. The focus is on customer experience excellence. The case highlights the value of Epicor for automotive businesses.

Read more →
Manufacturing

CASE STUDY Audiotonix

Epicor Kinetic helped Audiotonix get a single view of their business. Audiotonix needed to remove siloed systems and improve control. They used Epicor Kinetic in the cloud to get better visibility an...d drive efficiency. Audiotonix designs and makes audio mixing consoles for live sound, broadcast, and more. The solution gave them a 360-degree view and helped manage their nine brands.

Read more →
Manufacturing

CASE STUDY Big Ass Fans

Epicor Kinetic helped Big Ass Fans improve production planning and support fast growth. The company needed a better ERP cloud system to meet customer expectations and manage supply chain costs. Epico...r Kinetic streamlined their production process. This allowed Big Ass Fans to handle new product lines and reduce costs. The company grew quickly with the new system.

Read more →
Retail

CASE STUDY Flower World

Epicor helped Flower World, a large retail nursery and produce market, modernize its operations. The company moved from manual, paper-based processes to a new point-of-sale system built for garden ce...nters. This change improved the customer experience and made daily operations easier. The new system supported Flower World's growth and helped staff work more efficiently.

Read more →
Consumer Goods

CASE STUDY Ergobaby

Epicor EDI helped Ergobaby speed up trading partner onboarding and improve visibility. Ergobaby needed better connections with its global network of over 700 retailers. The company chose Epicor EDI t...o meet large retailers' expectations for fast, effective data exchange. With Epicor EDI, Ergobaby increased efficiency and brought products to market faster. The solution delivered impressive gains in operational performance.

Read more →
Manufacturing

CASE STUDY JR Automation

Epicor Kinetic helped JR Automation move to the cloud and share global data. JR Automation needed a flexible and customizable ERP system. Epicor Kinetic provided strong innovation and easy personaliz...ation. Josh Owings, director at JR Automation, became an expert in Epicor Kinetic. The company now uses Epicor Kinetic to support its global manufacturing operations.

Read more →

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

?

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.

Read more →
Executive

Epicor names Kerrie Jordan Chief Marketing Officer to drive growth

Epicor has appointed Kerrie Jordan as Chief Marketing Officer. Previously, she was Group Vice President of Product Management and ISV Partner Programmes at Epicor. Jordan will lead Epicor's global marketing strategy, focusing on brand growth and customer engagement. Her appointment aims to strengthen Epicor's leadership and accelerate growth in the supply chain sector.

Read more →
Executive

Epicor Appoints Kerrie Jordan as New Chief Marketing Officer

Epicor has appointed Kerrie Jordan as its new Chief Marketing Officer. Jordan, who has been with Epicor since 2023, will lead the company's global marketing strategy, focusing on brand growth and customer engagement. Her previous role as Group Vice President of Product Management and ISV Partner Programs involved driving the Cognitive ERP roadmap. Jordan's appointment aims to accelerate innovation and global growth for Epicor.

Read more →
Product

Epicor Helps Distributors in Australia and New Zealand Turn Insights into Action with Epicor Prophet 21 Cloud ERP

Epicor is set to release its Prophet 21 Cloud ERP solution for distributors in Australia and New Zealand by December 2025. This SaaS ERP platform offers enhanced Country-Specific Functionality (CSF) to meet regional regulatory needs, improve compliance, and boost operational efficiency. Key features include integration with BPAY for electronic payments, compliance with local accounting standards, and extensive tax reporting capabilities.

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