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Epicor CPQ (formerly KBMax) vs MSBDocs: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Epicor CPQ (formerly KBMax) vs. MSBDocs is based on a specific set of business needs and context. The comparison uses 1346 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Epicor CPQ (formerly KBMax) and MSBDocs

Epicor CPQ (formerly KBMax), Verenia CPQ, Configure One Cloud, etc., belong to a category of solutions that help CPQ, whereas MSBDocs, KeepSolid Sign, SignWell, etc., belong to a category of solutions that help Digital Signature. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Epicor CPQ (formerly KBMax) covers Sales Document Management, Workflow Management, Training & Onboarding, Engagement Management, etc.

MSBDocs focuses on Sales Document Management, Workflow Management, Training & Onboarding, Engagement Management, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Epicor CPQ (formerly KBMax)

Focus area

Epicor CPQ (formerly KBMax) is better than MSBDocs for

Software Failure Risk

  • low

logo MSBDocs

Focus area

Software Failure Risk

  • low

About

Powerful CPQ Configurator

MSB Smart Document Solutions

Financials

M&A

NA

Business Need

Total Processes
(we found evidences for)

18

18

Total Goals
(we found evidences for)

4

5

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


workflow management


training & onboarding


engagement management

engaging and following up


products & pricelist management



generation of new leads



customer feedback management



content management


Top Goals

Goals Achieved

  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Improve ROI

  • See 1 more
  • Acquire customers

  • Improve ROI

  • Enhance customer relationships

  • Improve efficiency

  • Establish thought leadership

  • See 2 more

Top Channels

Channels Used

  • mobile

  • offline

  • point of sale

  • promotions

  • e-mail

  • website

  • phone calls

  • video

  • on premises

  • mobile app

  • See 7 more
  • mobile

  • offline

  • point of sale

  • promotions

  • e-mail

  • website

  • phone calls

  • video

  • on premises

  • mobile app

  • See 7 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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low

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Integration Risk

low

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low

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Migration Risk

high

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medium

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Business Setting