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
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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
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Epicor CPQ (formerly KBMax) Use-Cases and Business Priorities: Customer Satisfaction Data

Reviews

"...Our teams were able to take a creative hook and put a well-thought out strategy behind it in order to engage dozer customers and attract new ones...." Peer review by Clare Koeppel, Marketing Consultant for Global Construction Infrastructure, Caterpillar

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

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

How efficiently Does Epicor CPQ (formerly KBMax) manage your Workflow Management?

How can Epicor CPQ (formerly KBMax) optimize your Onboarding Workflow?

How can Epicor CPQ (formerly KBMax) optimize your Engagement Management Workflow?

What benefits does Epicor CPQ (formerly KBMax) offer for Products & Pricelist Management?

11+ more Business Use Cases

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 Piston Ring Service

Epicor solutions helped Piston Ring Service improve their automotive aftercare customer experience. Piston Ring Service, a family business with 26 corporate stores and 17 franchises, invested in Epic...or Eagle Point-of-Sale and Epicor PartExpert GFX eCatalog. The company wanted to keep up with changes in the automotive aftermarket industry. Epicor technology allowed them to meet customer needs and stay ahead in the market.

CASE STUDY TAL Building Centers

Epicor BisTrack helped TAL Building Centers solve ERP challenges after rapid growth and acquisitions. TAL had multiple point-of-sale systems and needed to standardize operations. They chose Epicor Bi...sTrack to improve accounts payable, credit, dispatch, analytics, and mobile access. TAL migrated five databases to BisTrack across many locations in 18 months. The new system streamlined processes and supported their continued expansion.

Manufacturing

CASE STUDY TASI Measurement

Epicor Kinetic helped TASI Measurement automate processes and drive consistency across global business units. The company needed a unified ERP solution to support growth and standardize operations. E...picor Kinetic was deployed in the cloud, with six out of sixteen business units already using it. The solution enabled process standardization, streamlined upgrades, and improved efficiency. TASI Measurement now plans to double its onboarding rate for new businesses each year.

Manufacturing

CASE STUDY Marmon Water

Epicor Kinetic helped Marmon Water move to a modern cloud ERP system. Marmon Water needed a scalable solution for its global operations. Epicor Kinetic is now live at three Marmon Water companies, wi...th more sites planned. The cloud deployment made upgrades seamless and automatic. The IT team no longer worries about data migration or new licenses. This change supports Marmon Water’s growth and efficiency worldwide.

Religious Institutions

CASE STUDY Stephen Gould

Epicor Kinetic helps Stephen Gould, a large supply chain solutions provider, manage global operations. The company uses Epicor Kinetic at six sites and plans to expand to all 41 plants in three years.... Epicor Automation Studio lets business users create integrations without coding. This tool makes workflows faster and easier to manage. Stephen Gould uses Epicor to support 500 users and improve change management across departments.

Manufacturing

CASE STUDY Webster Industries

Epicor Kinetic helped Webster Industries automate and streamline their make-to-order manufacturing. The company uses 11 Epicor product configurators to speed up quotes and orders. Epicor EDI made doc...ument exchange easier and faster. Webster cut audit effort by 60% and improved sales order and invoice handling. Mobile tablets and advanced material management gave shop floor workers better inventory visibility. Automation helped Webster deal with skilled labor shortages.

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
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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

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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.

Executive

ProphetForce, a 910 Advisors Brand, joins the Epicor Partner Program

ProphetForce, a 910 Advisors Brand, joins the Epicor Partner Program

Product

Epicor Expands AI to Boost Supply Chain Productivity

Epicor announced the general availability of new agentic AI features in Epicor Prism and predictive machine learning in Epicor Grow AI at the Epicor Insights 2025 conference. These AI capabilities target over 200 supply chain use cases, aiming to improve operational performance, manage disruptions, and drive efficiency for manufacturing and distribution businesses.

Executive

Epicor Expands Leadership Team to Enhance Cognitive ERP Solutions - SDxCentral

Epicor appointed new executives to strengthen its leadership team, supporting the companys strategy to deliver AI-powered cognitive ERP solutions for manufacturing, distribution, and retail sectors. These appointments aim to accelerate innovation and enhance Epicors position in industry-specific enterprise software.

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