Epicor CPQ: Visual Configuration Software for Manufacturing
Epicor CPQ helps manufacturing companies manage the sale of complex, custom products. It is designed for teams that need to connect sales quotes with engineering and production workflows.
At a glance
- Category
- Sales
- Best for
- Manufacturing companies, Companies selling custom equipment, Engineer-to-order businesses, Businesses with complex product catalogs
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Visual Product Configuration, Bid and Quote Preparation, Engineering Automation, Self-Service Online Selling
- Integrations
- ERP, CRM, SolidWorks, Autodesk, PTC
- Official website
- kbmax.com/
Epicor CPQ (formerly KBMax) is a Configure, Price, Quote (CPQ) platform designed for businesses that sell customizable products. The software provides visual selling capabilities, allowing users to interact with 2D and 3D models during the configuration process.
It is designed for companies in sectors such as heavy equipment, biotech, and modular building. The tool helps bridge the gap between initial sales inquiries and the shop floor by automating the creation of technical documents.
The platform includes a no-code rules engine to manage product constraints and pricing logic, which may help sales representatives generate accurate quotes without deep engineering knowledge for every transaction.
Buyers should confirm how the automated CAD and BOM generation fits into their specific manufacturing software stack, as these features support the engineer-to-order workflow.
Key Features
Provides visual product previews that update in real time as users modify configuration options.
Supports placing custom product visuals into real-world environments to help buyers visualize products before purchase.
A no-code system for establishing product, pricing, and manufacturing constraints without programming knowledge.
Updates quotes in real time based on selected options and can incorporate data from external databases or ERPs.
Generates CAD files, Bills of Materials (BOMs), and cut sheets directly from the product configuration.
Uses AI to suggest complementary products or upgrades based on the customer configuration.
Use Cases
Allowing customers or sales reps to customize complex products with 3D feedback.
Generating sales quotes and proposal drawings using pre-set business rules.
Supporting the production team by auto-generating CAD files and BOMs.
Embedding a configurator on a website to let buyers design and price products independently.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
Epicor CPQ is a cloud-based platform that helps companies configure, price, and quote complex custom products using 2D, 3D, and AR visualization.
It is designed for manufacturing companies that sell customized equipment or products.
No, it includes a no-code rules engine called Epicor CPQ Snap that allows users to define configuration and pricing logic without programming knowledge.
Yes, it supports integration with ERP, CRM, and CAD systems, specifically mentioning compatibility with SolidWorks, Autodesk, and PTC.
Source category: Sales
Source subcategory: Sales Enablement
