Epicor CPQ (formerly KBMax)

CPQ software with 2D/3D/AR visual configuration for engineer-to-order manufacturers

Deployment
Cloud
Pricing
Quote only
Best for
Manufacturers of complex, engineer-to-order products that need visual configuration linked to CAD and manufacturing workflows.
Target size
mid-size plants

Updated · By , Founder, MetaProject · How we rank

About Epicor CPQ (formerly KBMax)

Epicor CPQ is a configure-price-quote platform aimed at manufacturers of complex, custom, engineer-to-order products. Its modules include visual configuration in 2D, 3D, and augmented reality, dynamic pricing, quoting, an advanced rule engine for enforcing product and pricing logic, CAD and manufacturing automation, and analytics on how visitors interact with configured products. Quotes can be generated as branded Word or PDF documents with bills of materials and pricing breakdowns, and pushed to CRM, ERP, or PLM systems.

The vendor's site describes the product for manufacturers with complex or custom product lines, citing industries such as automotive, construction and engineering, hardscapes, process manufacturing, and retail. It is described as a cloud-based platform with administration tools for managing products, integrations, configurators, buying channels, and users. The site documents integrations with Salesforce, Teamcenter, and Magento, plus REST APIs and a MuleSoft connectivity layer, and CAD automation with AutoCAD, SolidWorks, and PTC Creo.

The vendor's site does not list pricing and instead invites visitors to request a demo, so pricing model and cost cannot be confirmed here. Deployment is described as cloud-based for platform administration, but the site does not fully clarify whether all components, such as CAD integrations, run on-premise or in the cloud. Details on contract terms, implementation timelines, or licensing tiers are not provided on the pages reviewed from the vendor's site.

Epicor CPQ (formerly KBMax) at a glance

Key facts about Epicor CPQ (formerly KBMax)
HeadquartersUSA
DeploymentCloud
Pricing modelQuote only
Pricing (as reported)quote
Target sizemid-size manufacturers
IndustriesAutomotive, Construction and Engineering, Hardscapes, Process Manufacturing, Retail
IntegrationsSalesforce, Teamcenter, Magento, MuleSoft, AutoCAD, SolidWorks, PTC Creo

Pricing and facts as reported by the vendor or public listings, checked when this profile was researched. Source: epicor.com.

Pros and cons

What works

  • Documents REST APIs and native integrations with Salesforce, Teamcenter, and Magento
  • Supports visual product configuration in 2D, 3D, and augmented reality
  • Includes a no-code visual rule engine for configuration logic
  • Generates branded Word or PDF quotes with BOMs and pricing breakdowns
  • Automates CAD file generation using AutoCAD, SolidWorks, or PTC Creo

What does not

  • Pricing is not published; buyers must request a demo
  • Site does not specify whether CAD and manufacturing automation components run on-premise or in the cloud

Who Epicor CPQ (formerly KBMax) is best for

Manufacturers of complex, engineer-to-order products that need visual configuration linked to CAD and manufacturing workflows.

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Facts on this page come from Epicor CPQ (formerly KBMax)’s own documentation and pricing pages, plus what buyers tell us. Spotted something out of date? Tell us and we will fix it.