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'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

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

"...Simple to set up and simple to utilize, KBMax makes the ideal brand understanding on each quote, proposal, order form, contract, and agreement...." Peer review by Yesha J, CRM Manager
"...Automate sales workflows, approvals and track purchaser commitment...." Peer review by Yesha J, CRM Manager
"...Responsibilities -Architect, develop, maintain and test our next generation cloud configurator platform -Collaborate with a small team of developers in a fast-paced agile environment -Engage with KBMax engineers and customers for feedback, feature requests, and solutions Required Qualifications -BA/BS or equivalent experience ..." Front End Web Developer

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?

What makes Epicor CPQ (formerly KBMax) ideal for Workflow Management?

How does Epicor CPQ (formerly KBMax) facilitate Onboarding?

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

How can Epicor CPQ (formerly KBMax) optimize your Products & Pricelist Management Workflow?

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.

 

Volgren - Automotive - Medium

Melbourne, Australia

Epicor Kinetic helped Volgren, Australia's largest bus body manufacturer, move from a legacy ERP to a cloud-based system. The new solution gave real-time data access, improved cost control, and enabl...ed faster, data-driven decisions. Volgren saw better on-time delivery and increased confidence in financial planning. Epicor also supported sustainability efforts and reduced meeting time by 40 hours per month. The company now manages custom projects more efficiently and tracks budgets with ease.

Read more →
 

Tilton Group - Manufacturing - Small

Quebec, Canada

Epicor Kinetic and Epicor IP&O helped Tilton Group achieve 99.5% service levels and near-perfect inventory. The company moved from manual, paper-based processes to automated, cloud-based ERP. AI-driv...en forecasting improved demand planning and reduced inventory discrepancies. Real-time data enabled better financial control and resource allocation. Tilton Group now makes faster, more accurate business decisions with integrated ERP and forecasting tools.

Read more →
 

Thomas Dudley Ltd - Manufacturing - Medium

West Midlands, UK

Epicor Kinetic helped Thomas Dudley Ltd, a UK manufacturing group, unify five businesses on a single platform. The company improved delivery flexibility by integrating with third-party logistics, sav...ing over £100k per year. Epicor enabled real-time stock visibility and better eCommerce operations. Custom analytics and reporting supported smarter decisions and manufacturing efficiency. Integration and customization were key to meeting complex business needs.

Read more →
 

Techcomp Group - Manufacturing - Large

Hong Kong, China

Epicor Kinetic helped Techcomp Group, a leading scientific instrument manufacturer, gain better control and visibility over its global operations. The company replaced manual processes with automated... price controls and standardized production tracking. Epicor enabled improved supply chain management, helping Techcomp adapt to longer lead times and plan procurement more effectively. With enhanced data, Techcomp now makes smarter investment decisions and identifies profitable products. The solution also improved inventory management and quality control at their Shanghai facility.

Read more →
 

Stephen Gould - Manufacturing - Large

Whippany, USA

Epicor Kinetic helped Stephen Gould automate manual workflows and move to a paperless system. The company reduced project lead times from months to weeks. Over 40 global sites gained real-time visibi...lity into operations. Automation Studio enabled fast integration and reduced errors. Stephen Gould now tracks costs and workflows more efficiently across all locations.

Read more →
 

Steel Blue - Manufacturing - Medium

Perth, Australia

Epicor Kinetic helped Steel Blue improve order preparation time by 10-15%. The company needed a flexible solution to manage shipping and receiving across multiple warehouses. Epicor became the founda...tion for finance, customer service, supply chain, and manufacturing operations. Real-time dashboards and analytics gave managers better productivity data. Customer service improved, and order consolidation became easier for both staff and customers.

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 Prism Launches Across Latin America, Bringing Embedded, Industry-Specific AI to Manufacturers and Distributors

Epicor has launched Epicor Prism in Latin America, embedding AI into its ERP systems, Kinetic and Prophet 21. This integration allows manufacturers and distributors to access live ERP data through natural-language queries, enhancing decision-making and productivity. Epicor Prism's AI agents automate tasks and provide insights, supporting the shift towards Cognitive ERP.

Read more →
Executive

Enterprise software major Epicor names Vaibhav Vohra as CEO

Epicor appoints Vaibhav Vohra as CEO, effective Oct. 1, succeeding Steve Murphy. Vohra, with a strong background in enterprise software, has been with Epicor since 2021, previously serving as President and Chief Product and Technology Officer. The transition follows a planned succession process.

Read more →
Executive

Epicor President to Take on CEO Role in October

Epicor announced that President Vaibhav Vohra will become CEO on October 1, succeeding Steve Murphy. This transition is part of a planned succession process initiated when Vohra was appointed president in 2024. Vohra has been with Epicor since 2021, leading product strategy and technology initiatives.

Read more →
Executive

Epicor Names Vaibhav Vohra as CEO, Succeeding Steve Murphy in Planned Transition

Epicor has appointed Vaibhav Vohra as its new CEO, effective October 1, 2026, succeeding Steve Murphy. This planned transition ensures continuity and stability, with Vohra previously serving as President and Chief Product and Technology Officer. His leadership is expected to focus on product innovation and AI integration, maintaining Epicor's strategic direction.

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