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

"...The smart pricing capability allows companies to expedite the quoting procedures and configure pricing rules based on discount codes, geography, and users...." Peer review from Featured Customers

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

"...Kris Goldhair, strategic account director at KBMax, explains why more manufacturers are looking to technologies like configure, price, quote (CPQ) to help sales teams reduce their close times, automate processes and efficiently respond to the call for mass customization in a B2B2C era. ..." The B2B2C Approach in a Changing Sales Landscape
"...It's going to optimize our workflow and save us lots of man hours and money...." Peer review by Tony Lein, Sr. Application Programmer, Super Radiator Coils
"...Proactive team ready to develop when you need something the software can't do yet...." Peer review by Jean-Philippe L, Analyste Performance

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

What Are the key features of Epicor CPQ (formerly KBMax) for Proposal & Quote Management?

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

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

What benefits does Epicor CPQ (formerly KBMax) offer for Engagement Management?

What solutions does Epicor CPQ (formerly KBMax) provide 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.

 

Madsen's Custom Cabinets (1983) Ltd. - Manufacturing - Small

Alberta, Canada

Epicor Kinetic and Epicor Prism helped Madsen's Custom Cabinets streamline data and improve remote access. The company unified multiple data sets into one, making project management easier. Epicor Pr...ism's AI features reduced manual tasks and improved communication. Multilingual support helped their diverse workforce. Meetings became more productive, freeing up high-value staff for strategic work.

 

Allegis Corporation - Wholesale - Medium

Minneapolis, USA

Epicor Prophet 21 helped Allegis Corporation fix ERP issues fast. They deployed in the cloud, going live on time and 26% under budget. Allegis managed 12,000 SKUs and 500 weekly purchase orders with ...out-of-the-box warehouse and demand planning tools. The new system improved supply chain visibility and real-time inventory control. Allegis now trusts its business metrics and supports growth with fewer customizations.

 

City Distribution - Wholesale - Small

Blackpool, UK

Epicor Prophet 21 helped City Distribution modernize its operations. The company improved stock accuracy and reduced inventory errors. A new customer portal enabled 24x7 ordering and better product v...isibility. Mobile sales tools let reps check stock and update accounts in the field. Cloud deployment provided stable, secure remote access. City Distribution now uses data-driven insights for faster decisions and better customer service.

 

Alarm Products Distributors (APD) - Wholesale - Small

Roseville, USA

Epicor Prophet 21 helped Alarm Products Distributors automate business and warehouse operations. APD replaced manual, paper-based processes and outdated ERP with Epicor's cloud-based platform. Shippi...ng costs dropped by 7% and freight revenue rose 17% after Epicor Quick Ship integration. Inventory management became more accurate, and productivity gains allowed APD to reduce headcount. Epicor enabled APD to serve growing demand and expand warehouse locations efficiently.

 

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

London, UK

Odex, an Epicor solution, helped Yusen Logistics UK (YLUK) deliver over 300 million Covid-19 vaccine doses by integrating their warehouse, transport, and finance systems. The solution enabled YLUK to... transfer 75,000 documents per day and manage 250 configurations across 40 customers. Clients gained near real-time visibility and audit trails for assets. YLUK’s in-house team can control and adapt integrations, speeding up onboarding and meeting client demands. Data Interchange provided reliable support and flexibility for ongoing business growth.

 

TAL Building Centers - Retail - Medium

Vancouver, USA

Epicor BisTrack helped TAL Building Centers standardize operations after rapid growth and acquisitions. The company unified multiple ERP and point-of-sale systems, streamlining processes and reportin...g. Automated pricing updates led to a 100 basis point increase in gross margin. Inventory management improved, reducing inventory by 15%. Automation in accounts payable and purchasing cut back-office headcount by 20%.

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

Company

New Epicor Data Centre in India Supports Companys Accelerating International Growth

Epicor has opened a new data center in India to support its expanding international operations. This strategic move aims to enhance service delivery and cater to the growing demand for Epicor's ERP solutions in the region.

M&A

Epicor acquires Acadia Software to empower frontline workers

Epicor has acquired Acadia Software to enhance its offerings for frontline workers in manufacturing and supply chain industries. This acquisition aims to provide real-time insights, digital work instructions, and task management tools, promoting efficiency and continuous improvement. Acadia's integration will support skills development and operational optimization for Epicor's customers.

Product

Epicor Introduces Agentic AI Stack to Power Action Across ERP Workflows

Epicor has introduced the Agentic AI Stack, enhancing its ERP systems with AI-driven capabilities. This includes the Epicor Lux design system and the Prism Agent Foundry, enabling custom AI agent creation within ERP workflows. New agents like the MRP Log Agent and Quick Ship Tracking Agent improve decision-critical processes, demonstrating Epicor's commitment to integrating AI for operational efficiency.

Product

TCP Unveils the Next Generation of Fluent Integration Between SugarAI and Epicor Kinetic at Epicor Insights 2026

TCP has launched Release 2026.1 of its Fluent integration between SugarAI and Epicor Kinetic at Epicor Insights 2026. This update enhances the user interface, configuration portal, and live business activity query dashlet, while also enabling full integration on Sugar Mobile. These improvements aim to provide seamless access to live ERP data for sales and customer service teams.

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