- Works with
- Epicor ERP, Salesforce, SAP
- Deployment
- Cloud
- Company size
- Mid-market, Enterprise
- Pricing
- Quote-based
- Founded
- 2002
- Headquarters
- Austin, USA
Overview
Epicor CPQ, formerly KBMax, is a visual configure-price-quote platform that Epicor acquired in May 2021. It is built around 3D visual configuration and engineering automation, letting buyers and reps interactively configure complex products in 3D while the system enforces business rules and generates downstream engineering outputs.
A core strength is its Snap rules engine combined with CAD automation: configurations can generate CAD drawings and dynamic bills of materials, with direct integration to CAD tools such as SolidWorks, Autodesk Inventor, and PTC Creo, and those BOMs can pass into an ERP system. This makes Epicor CPQ well suited to manufacturers of complex, engineered products who want to connect sales configuration to engineering and production. Epicor offers it both as a standalone, cloud-first low/no-code toolset and integrated into the Epicor suite.
The platform supports visual configuration in 3D, AR, and VR, self-service buying experiences, and rules-driven pricing and quoting. It serves mid-market and enterprise manufacturers and integrates with Salesforce as well as Epicor ERP.
Screenshots & demo
Demo video from the vendor's YouTube channel.
Features & capabilities
Visual Configuration
Interactive 3D, AR, and VR product configuration.
- Interactive 3D visual product configuration
- AR and VR configuration experiences
- Real-time visual feedback as options change
- Self-service visual buying experiences
- Snap rules engine driving interactive models
CAD & Engineering Automation
Engineering output from sales configurations.
- Automated CAD drawing generation
- Direct integration with SolidWorks, Autodesk Inventor, and PTC Creo
- Dynamic bill of materials (BOM) generation
- BOM hand-off into ERP for production
Rules & Configuration Logic
Business-rule-driven configuration.
- Snap visual rules engine (low/no-code)
- Complex business-rule enforcement
- Constraint and compatibility validation
- Guided configuration workflows
Pricing & Quoting
Real-time pricing and quote generation.
- Real-time, rules-driven pricing
- Automated quote and proposal generation
- Discount and margin handling
- Quote management
Integration
CRM and ERP connectivity.
- Integration with Salesforce
- Integration with Epicor ERP
- Cloud-first standalone or suite-integrated deployment
- API-based connectivity to other systems
Common use cases
- Manufacturers selling complex engineered products with 3D visual configuration
- Generating CAD drawings and dynamic BOMs from a sales configuration
- Self-service 3D/AR/VR buying experiences for configured products
- Connecting sales configuration to engineering tools and ERP production
- Reducing quote errors and rework for configure-to-order products
- Increasing conversion through interactive visual selling
Strengths & considerations
Strengths
- Best-in-class 3D, AR, and VR visual configuration
- Snap rules engine with CAD automation (SolidWorks, Inventor, Creo) and dynamic BOMs
- Available standalone or integrated into the Epicor suite
Considerations
- Visual/engineering depth is most valuable for complex manufactured products
- Building 3D models and rules requires upfront configuration effort
ERP integrations
CRM integration (not an ERP)
Pricing
Subscription pricing based on users, 3D/CAD scope, and integrations; negotiated with Epicor. Not publicly listed. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant)
- Compliance
- SOC 2
- Mobile app
- Yes
- Languages
- English, German, French, Spanish
About the vendor
- Founded
- 2002
- Headquarters
- Austin, USA
- Ownership
- Private equity
Alternatives to Epicor CPQ in CPQ
Epicor CPQ — frequently asked questions
Is Epicor CPQ the same as KBMax?
Yes. Epicor acquired KBMax in May 2021 and rebranded it as Epicor CPQ; the kbmax.com site still hosts the product.
Which CAD tools does it integrate with?
It integrates directly with SolidWorks, Autodesk Inventor, and PTC Creo, and can generate CAD drawings and dynamic BOMs.
Can Epicor CPQ be used without Epicor ERP?
Yes. It is offered as a standalone cloud-first low/no-code toolset as well as integrated into the Epicor suite, and it integrates with Salesforce.
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