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Compare QuoteWerks vs Epicor CPQ (formerly KBMax)

Failure Risk Guidance Security Report ?

Failure Risk for QuoteWerks low Failure Risk for Epicor CPQ (formerly KBMax) low
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Comparison Summary

For QuoteWerks vs Epicor CPQ (formerly KBMax) comparison, Our AI algorithm looked at 5608 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using QuoteWerks and Epicor CPQ (formerly KBMax) to solve their respective business needs.

Pros and cons of QuoteWerks and Epicor CPQ (formerly KBMax)

QuoteWerks is more suited to businesses that require Sales Document Management and Products & Pricelist Management where as Epicor CPQ (formerly KBMax) is focused towards Sales Document Management and Workflow Management .

Both QuoteWerks and Epicor CPQ (formerly KBMax) are CPQ software, peers recommend QuoteWerks for contact list management and communication management where as Epicor CPQ (formerly KBMax) is more known for sales document management and proposal & quote management .

logo QuoteWerks

Focus area

QuoteWerks is better than Epicor CPQ (formerly KBMax) for

Software Failure Risk

  • low

logo Epicor CPQ (formerly KBMax)

Focus area

Epicor CPQ (formerly KBMax) is better than QuoteWerks for

Software Failure Risk

  • low

About

QuoteWerks: Sales Quoting Software and Proposal Solution | CPQ

Powerful CPQ Configurator

Financials

PRIVATE

M&A

Business Need

Total Processes
(we found evidences for)

58

18

Total Goals
(we found evidences for)

8

4

Top Processes

Evidences indicate better relative satisfaction

sales document management

Read Reviews (1486)

Read Reviews (54)

proposal & quote management

Read Reviews (1433)

Read Reviews (51)

contract management

Read Reviews (36)

Read Reviews (2)

digital signature

Read Reviews (16)

Read Reviews (1)

products & pricelist management

Read Reviews (51)

Read Reviews (4)

engagement management

Read Reviews (44)

Read Reviews (5)

engaging and following up

Read Reviews (39)

Read Reviews (2)

contact list management

Read Reviews (32)

Read Reviews (0)

creating contact list

Read Reviews (6)

Read Reviews (0)

contacts history

Read Reviews (2)

Read Reviews (0)

workflow management

Read Reviews (28)

Read Reviews (10)

communication management

Read Reviews (26)

Read Reviews (0)

sending & publishing communications

Read Reviews (25)

Read Reviews (0)

helpdesk management

Read Reviews (14)

Read Reviews (0)

generation of new leads

Read Reviews (9)

Read Reviews (2)

rating and review management

Read Reviews (8)

Read Reviews (0)

lead qualification

Read Reviews (6)

Read Reviews (0)

lead qualification: technographic

Read Reviews (6)

Read Reviews (0)

pipeline management

Read Reviews (5)

Read Reviews (0)

business development

Read Reviews (4)

Read Reviews (1)

relationship management

Read Reviews (4)

Read Reviews (0)

conversion management

Read Reviews (3)

Read Reviews (0)

content management

Read Reviews (3)

Read Reviews (0)

content publishing

Read Reviews (2)

Read Reviews (0)

social media management

Read Reviews (2)

Read Reviews (0)

social media analytics

Read Reviews (2)

Read Reviews (0)

account management

Read Reviews (2)

Read Reviews (0)

campaign management

Read Reviews (2)

Read Reviews (0)

customer feedback management

Read Reviews (2)

Read Reviews (1)

billing and invoice management

Read Reviews (2)

Read Reviews (0)

revenue cycle management

Read Reviews (2)

Read Reviews (0)

training & onboarding

Read Reviews (1)

Read Reviews (9)

SeealllessActivities

Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Scale best practices

  • Improve efficiency

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve internal communications

  • See 5 more

  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Improve ROI

  • See 1 more

Top Channels

Channels Used

  • promotions

  • offline

  • point of sale

  • phone calls

  • on premises

  • website

  • See 3 more

  • promotions

  • offline

  • point of sale

  • phone calls

  • on premises

  • website

  • See 3 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

{{{rsh_C_1}}}

medium

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Integration Risk

low

{{{rsh_C_1}}}

low

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Migration Risk

medium

{{{rsh_C_1}}}

high

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting