Home CPQ Epicor CPQ (formerly KBMax) Epicor CPQ (formerly KBMax) Alternatives
Epicor CPQ (formerly KBMax): Reviews, Testimonials and Expert Opinions
(562)Powerful CPQ Configurator
Top 30 Epicor CPQ (formerly KBMax) Alternatives : 2025
Competera
Pricing software for online and omnichannel retailers
Competera is a pricing platform for online and omnichannel retailers. It helps enhance strategy and increase revenue through advanced technology and smart pricing approaches.
Xodo Sign (formerly eversign)
Free, Legally Binding Online Signatures
Eversign is an electronic signature system that enables to sign and approve digital documents, streamlining business processes with legally binding validation. It helps to acquire customers and enhance customer relationships. ...
It helps securely get the paperwork out of the way and get deals close faster by creating electronic signature either by drawing, typing, upload an existing one, or have the system generate a beautiful looking signature.
It automates documents with high-security data, integrates with application and services currently in use, and uses any device to sign any document. It also enables documents signing directly on PC, tablet, or mobile device.
Enboarder
Redefining Employee Onboarding Experiences
Enboarder enhances human connections throughout the employee journey. It fosters engagement and improves experiences for employees.
Dealhub
A complete end-to-end Deal Acceleration Platform managing every sales engagement touchpoint.
Dealhub is a sales proposals and contract management platform for sales teams to close deals faster and increase revenue. Dealhub helps teams to streamline quoting process by building and ...
Dealhub comes with intuitive and configurable wizard that walks
teams step-by-step through each customer engagement and content generation activity. It provides tools which helps in automating the workflows that streamline workflows and business processes, it comes with prebuilt templates, dynamic content and CRM integrated data for automating document creation process.
Conga CPQ
CPQ tools to empower sales, partners, and customers to configure complex products
Conga CPQ and KBMax are both CPQ solutions catering to different business needs. Conga CPQ focuses on comprehensive sales, contract, and document management for mid to large enterprises, excelling in integration and custom reporting, a key feature for technology and medical industries. KBMax, on the other hand, offers strong support for custom reports and integration with effective onboarding, appealing to varied industries such as engineering and construction. Its versatility makes it attractive to enterprises of all sizes. ...
ResponsiBid
The selling system for service companies.
ResponsiBid is a bidding and sales tool including follow-up automation and keep the focus on making the best bidding and sales tool to maximize the profit and revenue and also acquire customers. ...
ResponsiBid provides customers quotes in person or over the phone and gives them access to accurately get a quote from the website, follow-up emails, texts, voice mail bombs, postcard mailings flawlessly, and lets the customers schedule themselves based on the availability of the best crew with the best drive times.
ResponsiBid includes features like video integration, instant online purchase options, and auto follow-up leading to a lot of the sales process that happens automatically, systematizes the quoting process to provide accurate quotes, systems and automation drive the sales where people get it and respect it, they upsell themselves, and closing just happens.
Ignition
Client Engagement, Proposals & Payments Software
Ignition is a sales proposal automation software solution that facilitates proposals, payments, insights, scope management, and integrations. It is designed to help the sale with a proposal that takes minutes to create and seconds for the client to electronically accept, no more print, sign and scan. It helps to improve cash flow and reduce debtors. ...
Ignition creates intelligent proposals that trigger workflows, automate back-office and increase conversions. It maximizes engagements with the enablement of the modern accounting practice for Xero, QBO, and WorkflowMax for the connected accountant.
Ignition features include proposals, client payments, recurring billing, client management, engagement letters, business dashboards, integration and more.
Sapling
Your HR Supercharged | SaplingHR
Sapling offers top-tier onboarding and HRIS solutions, including PTO management and org charts. It integrates seamlessly with existing HR systems, reducing workflow duplication and data redundancy.
Rightsignature
Easiest and fastest way to get documents signed online
RightSignature is the easiest and fastest way to get documents signed online. It helps professionals, small businesses, and enterprises to get documents signed with secure, legally binding e-signatures. It helps to save time, cut costs, and impress the clients with secure, legally binding e-signature software. It also helps the organization maintain compliance in regulated industries such as accounting, finance, and more. ...
Its features include sending and sharing documents with these easy options via email, with a secure link, upload documents in common formats, get forms filled out flawlessly, one-click document preparation, get handwritten signatures, send several documents at once and many more.
Yagna iQ
Revenue Acceleration and channel CPQ platform
KBMax and Yagna iQ both provide CPQ solutions, tailored for different user needs. KBMax empowers enterprise clients by offering sophisticated integration, compliance, and security features. It's best suited for tech-heavy industries seeking to streamline proposal or quote management. Meanwhile, Yagna iQ stands out with robust sales document management and AI features, catering especially to the mid-market, particularly within IT and telecom sectors. Its strong channel partner support aids companies focused on cross-selling and upselling services. ...
Experlogix CPQ
Experlogix CPQ - Enterprise CPQ, Powerfully Simple
Experlogix is an Enterprise CPQ platform which can be deployed in industries such as Hardware & Software, Telecom, Manufacturing, Heavy Equipment and so on. It can be integrated seamlessly with ERP and CRM solutions such as Microsoft Dynamics, Netsuite and Salesforce. ...
Experlogix for CRM, ERP users integrates seamlessly with those applications and provides a similar looking user interface eliminating the need for user training. Experlogix’s Rules Engine enables engineering and pricing guidance for sales teams enabling validating of options and providing real-time feedback for optimising on choices.
Experlogix’s rules engine for pricing and discounting assists in complex calculations to arrive at the pricing and margins ensuring accuracy and speed and wherever needed, enabling integrations into external systems for working out the price. Experlogix features also include advanced manufacturing capabilities and automated workflows.
Unqork
No-Code Simplicity with an Enterprise-Grade Application Platform
Unqork is a no-code platform that eliminates the friction points of enterprise development and continued maintenance. It enables creators to build and manage enterprise-grade software without writing a single line of code to focus on overcoming business challenges instead of technical ones. It’s a no-code marketplace for enterprise functionality, empowering organizations to drive optimal application development, speed, and productivity with just a few clicks. ...
Unqork empowers the team to build and deploy applications far faster than with a traditional code-based approach. Rapidly build complex functionality in a completely visual UI. Orchestrate the entire SDLC in one location. Lower costs and scale with confidence using a fully managed, secure-by-default platform as a service (PaaS).
Some of its features are accelerated time-to-market, reduce TCO, improve quality producing fewer bugs than a code/low-code approach, unlocking innovation, engaging employees, and more.
Zuora CPQ
The only solution purpose built for subscription business
Zuora CPQ is a configure price quote solution built specifically for enterprises which are on a subscription based business model. It can be deployed in industries such as Healthcare, Education, Communication, B2C organizations, Media and other industries. ...
Zuora CPQ assists sales teams in closing complex deals that involve different charge models, contract durations, billing frequencies and more. Zuora provides all the configuration details on one screen, flexibility with swapping products and allowing variations in quantity or price.
Zuora CPQ comes with a configurable rules engine that can add, modify or remove products based on business needs. It also supports bundling, such as grouping of popular features and saving it as editions. Zuora enables sales reps with the tools and information that can be used for providing the correct advice to customers and support cross-sell and up-sell opportunities. The customer behaviour data is synced up with Salesforce enabling sales reps to be aware of customer requirements in advance. Zuora also provides tools for measuring sales and cash flow dynamics, revenues - billed and unbilled, valuation of customer commitments, to enable accuracy in booking forecast and sales performance analysis.
Configure One Cloud
CPQ to accelerate sales cycles, streamline processes, and drive digital transformation.
Configure One is a CPQ Software. Configure One, simplifies the process of selling complex products. It is an easy-to-implement configure price quote solution used by small and large manufacturing companies to efficiently sell and process orders for their configurable, multi-option, and customizable products and services. ...
Configure One covers from sale to production process. It guides the user through the configuration process and its visualization options allow the customer to see what their configuration looks like in real-time as each option is selected. Configure One provides seamless CPQ integration for Salesforce. Its integration ties directly into the Salesforce interface for opportunities and Salesforce customer data is sent to Configure One to automatically populate quote data. Configure One’s document creator also includes configured specification sheets and order invoices. Configure One provides all of the tools needed to move the entire sales process into a single application.
Configure One CPQ integrates seamlessly with the other business systems, preventing data synchronization issues, and eliminating double-entry and other manual processes.
HROnboard
Employee Onboarding Software | HROnboard
HROnboard simplifies employee onboarding from offer to first anniversary. New hires are engaged, freeing HR from administrative tasks.
Tacton CPQ software
Tacton intelligent CPQ software for sales productivity in ...
Tacton CPQ Software for Manufacturers is a cloud based multi-channel software and integrates seamlessly with Salesforce, Microsoft Dynamics or any of the CRM ERP software in use. Tacton CPQ enables ...
Tacton CPQ features include automated generation of proposals along with the supporting documentation, thus quickening the quotation process. Tacton is available on iOS.
Quoter
Quoting Softwar
Quoter a CPQ Software is a cloud-based sales quoting platform that helps technology service providers deliver more quotes, eliminate bottlenecks, and get paid faster. It helps to enhance customer relationships and increase sales and revenue. ...
Quoter helps to easily standardize the product, pricing, and quotation details, allowing to create and send comprehensive proposals with just a few clicks. Its seamless integrations help reduce data entry and streamline the quote-to-order process.
Some of its features create beautiful, professional sales proposals in seconds, automate pricing with configurable products and services, minimize data entry with smart, reusable templates, Close deals faster with electronic quote acceptance and payments, and many more.
Verenia CPQ
Verenia | CRM, CPQ, and Ecommerce Sales Acceleration Software
Verenia CPQ is a full-featured, cloud-based integrated eCommerce, CPQ, and self-service solution designed to help companies in multiple industries boost their revenue by enhancing the efficiency of their sales process. ...
Verenia CPQ is designed to handle simple to highly complex product and pricing configurations across all sales channels. With its robust rules engine, it provides guided selling and helps sellers cross-sell and up-sell different products and services to increase sales and improve customer relations. Managing product margins, discounts and quote prices for different products and services, across all channels is effortless with Verenia.
Verenia CPQ interface is designed in such a way that the product team can view sales activities, enter price quotes, send sales proposals, and confirm product orders using any device. The interface allows product managers to edit product data and make changes to the pricing details. Verenia CPQ has user access controls that allow role-based access to product designs and pricing details. The tool provides a drag and drop configuration designing tool for eCommerce players that allows customers to personalize the product as per their requirements.
servicePath
servicepath | CPQ for complex technology sales
servicePath is a configure, price and quote (CPQ) platform that is specifically designed to make complex quotes simple. ServicePath’s automated workflows ensure your customer’s needs are accurately captured and matched with appropriate solution components. ...
servicePath is a modular platform and each module addresses a specific aspect of the commercial service lifecycle: cost management, product management, sales management and solution management. It helps to deliver accurate quotes to customers faster, providing them with the tools to reach them before competition does.
ServicePath offers more than the standard CPQ solution. It tracks and manages client contracts, configurations and renewals all in one place. ServicePath’s powerful quote engine merges product information, pricing, customer requirements and other relevant content into a professional proposal document. With ServicePath, get a 360° view of financial details including revenue and margin for any quote at any time. It is managed through configuration, no developers are required.
QuoteWerks
Sales Quoting Software and Proposal Solution | CPQ
QuoteWerks is ideal for large enterprises needing robust sales and document management features, with extensive phone and email support. KBMax is suited for diverse industries including engineering and construction, offering strong integration and custom reporting capabilities, along with training and onboarding support. ...
CloudSense
Industry omnichannel commerce software
KBMax and CloudSense are both CPQ solutions with distinct strengths. KBMax excels in data-driven decision-making and supports industries like IT and engineering, catering to enterprises of varying sizes. Its features focus on analytics and integrations. CloudSense offers robust contract management and caters to IT, education, and financial services industries. It's well-suited for enterprises seeking extensive order and sales management capabilities. ...
Printavo
Printavo - Simple screen printing software to help manage your shop ...
Paperform is an online platform that enables anyone to create online forms or product pages quickly, intuitively, and to brand them as they like without writing code. It helps to create customizable forms payment or product pages, quickly and intuitively, without any technical knowledge and is easy for the customers and communities to complete on mobile or desktop. ...
Paperform easily creates forms that embody the project or business, sharing those with the community, and taking payments without fuss. Create forms using free text (like a doc), and insert questions or payments wherever required. It helps to engage the visitors and empower people to create forms that are truly theirs.
Its features include inserting pictures, videos and styled text anywhere on the page, sharing the form with or without the website, payments with Stripe, Paypal Business, Braintree and Square. Bookings and scheduling appointments together with the rest of the form and more.
Atlatl Visual
Visual configuration allows you to show interested prospects what even the most complex products and systems would look like in real, physical space to inspire confidence and make the sale.
ATLATL Visual is a 3D Visual Product Configuration software with the ability to configure even complex products into a true-to-scale visual representation of the product in physical space, enabling customers to see what they will be purchasing. The software can be deployed in industries such as Industrial Automation, Speciality vehicles, Tech & Electrical, Material Handling and more. ...
The software features include 3D Product Configurations, Augmented Reality, bCommerce, Rules Engine and Dynamic Drawings. The 3D Product configuration tool is a rules-based guided process to visually configure, price and quote, with facility for customers to view the product in 3D in real-time.
The Augmented Reality feature enables showing custom configurations for complex products instead of explaining them, enabling a faster quote process. The bCommerce feature enables visual configuration on the customer facing website, creating a branded experience.
Powertrak CPQ
Configure Price Quote (CPQ) Software
Powertrak CPQ suite is a bunch of solutions built for enhancing Sales Performance by automating the sales quoting, pricing, ordering and product configuration processes. It is cloud-based and mobile friendly and can be used in high tech, manufacturing and health-care industries. ...
Powertrak CPQ tools enable automation and creation of the quotes, pricing and services from one location ensuring speed and accuracy in the processes. Deal cycles are reduced by supporting sales reps with automated suggestions on products and pricing and for up-sell, cross-sell opportunities.
Powertrak also includes tools that support dealer networks, in addition to secure access for omni-channel selling. It integrates with the leading ERP/CRM systems such as Microsoft Dynamics, Salesforce, Netsuite and more.
The Powertrak CPQ suite includes Visual Product configurators 2D and 3D,Guided Selling, Virtual Reality Configurator, Quoting and Pricing management, and Recurring Revenue management and portals.
DigiFabster
Quote Automation Solution for Job Shop Manufacturers
DigiFabster is a SaaS company providing tools for RFQ for the Manufacturing industry. DigiFabster provides tools online for managing quotes, orders and customers online on the same platform. It ...
DigiFabster’s Quoting tool enables routing of customers all the way from quote to checkout, using automated triggers. It provides data science powered tools for analysing the CAD files and assessing and providing instant feedback on manufacturability. The platform also provides generation of invoices, purchase orders and packing lists and enables online payment.
DigiFabster’s CRM tool enables customer and project management and communication with clients and keeps them updated all through the quote to order and delivery process.
Signicat Sign
Electronic Signatures - Digital Signatures | Signicat
Signicat Sign is a digital identity-management service that accelerates workflows that require legally binding signatures and enforceable documents. It is designed to help customers in the regulated financial services industry sign digital documents. It is one point of integration for all digital identity needs across borders in every step of the customer journey from onboarding to secure authentication to electronic signing. ...
It specializes in verified digital identity facilities offering cross-border, cloud-based electronic identification services and electronic signatures, thereby supporting the full identity journey, from recognition and on-boarding, through login and consent, to making business agreements that stand the test of time.
Signicat Sign offers tons of capabilities, such as signing multiple documents, uploading own documents and writing personal information that can be integrated in the signed documents.
Salesforce Revenue Cloud
Revenue management solution to streamline revenue lifecycle
Salesforce Revenue Cloud is a unified quote-to-cash solution. It can be used by Sales, Channel Sales, Finance and Operations teams in industries such as Manufacturing, Media, Health & Life Sciences, and High-tech. ...
Salesforce Revenue Cloud enables configuring complex deals and enabling direct and channel partner sales teams with a scalable process. Streamlining and ensuring compliance with product rules and quoting approvals, pre-configured customized bundles, branded quotes and pricing optimization are some of the features available.
The software also enables automated contract amendments, usage pricing and renewals and centralized visibility of subscriptions and entitlements. Salesforce CPQ & Billing enables syncing up of data between the front and back office teams, enabling one unified invoice per customer, by flowing the sales order acceptance details to the billing and finance teams.
ConnectWise Sell
Quoting and Proposal Software | ConnectWise Sell
ConnectWise Sell is a cloud-based quote and proposal automation software for IT solution providers. The platform streamlines the quote-to-cash processes to enable sales teams to quickly create accurate quotes and proposals on any device (desktop or mobile). It provides solutions for IT solution providers, including managed service providers, AV professionals, value-added resellers, and more. ...
The primary features include quote and proposal, product sourcing, workflow automation and sales reporting. It allows users to create proposal presentations from pre-built templates, in which they can enter product information, pricing, agreements and more details.
With ConnectWise, Sell users can attach supporting documents, store credit card information, capture e-signatures, update their customer relationship management (CRM) system and create interactive video proposals. ConnectWise Sell also provides a portal that users can use to contact their clients. The business intelligence feature provides sales analytics with supplier, product line, revenue and other reports. Users can customize their reporting dashboard.
Netformx Sales Xpert
SalesXpert - Netformx
Both KBMax and Netformx Sales Xpert are CPQ solutions optimized for different needs. KBMax excels in enterprise-level integration and offers extensive support options, making it suitable for larger organizations. It supports robust sales document management and custom report features. Meanwhile, Netformx Sales Xpert targets smaller segments, focusing on managing sales documentation and integrating analytics. Each has unique strengths tailored to different business scales and priorities. ...
MSBDocs
MSB Smart Document Solutions
MSBDocs is an electronic signature platform that enables hassle-free digitization of tedious and cumbersome paper-based documentation. It is secure, compliant, scalable and holistic e-signature and smart document solutions. It leverages the power of automation to drive unmatched efficiency, fortified document security and cost optimization with MSB Docs. It helps to accelerate business, drive unmatched value, minimize the back and forth, and eliminate low-value manual tasks. ...
It enables effortless signing from anywhere, anytime, eliminating wasteful back and forth, maximizes efficiency, bulk signing, driving productivity, accelerates business processes, fortifies document security, and unlock extraordinary business value. Its templates enable clients to standardize processes and create streamlined workflows, prepare any document, agreement, deal or quotation with just a few clicks with our smart, customizable and reusable templates.
