AI TOOL PROFILE
Epicor CPQ: Visual Configuration Software for Manufacturing
- Sales
- Sales Enablement
- 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.
At a glance
- Best for
- Manufacturing companies, Companies selling custom equipment, Engineer-to-order businesses, Businesses with complex product catalogs
- Key use cases
- Visual Product Configuration, Bid and Quote Preparation, Engineering Automation, Self-Service Online Selling
- Integrations
- ERP, CRM, SolidWorks, Autodesk, PTC
- Official website
- Visit kbmax 3d cpq official website
How AI is used
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
Interactive 3D and 2D Visualization
Provides visual product previews that update in real time as users modify configuration options.
Augmented Reality (AR) Configuration
Supports placing custom product visuals into real-world environments to help buyers visualize products before purchase.
Epicor CPQ Snap Rules Engine
A no-code system for establishing product, pricing, and manufacturing constraints without programming knowledge.
Dynamic Pricing
Updates quotes in real time based on selected options and can incorporate data from external databases or ERPs.
Automated Engineering Output
Generates CAD files, Bills of Materials (BOMs), and cut sheets directly from the product configuration.
AI Product Suggestions
Uses AI to suggest complementary products or upgrades based on the customer configuration.
Use Cases
Visual Product Configuration
Allowing customers or sales reps to customize complex products with 3D feedback.
Bid and Quote Preparation
Generating sales quotes and proposal drawings using pre-set business rules.
Engineering Automation
Supporting the production team by auto-generating CAD files and BOMs.
Self-Service Online Selling
Embedding a configurator on a website to let buyers design and price products independently.
Integrations
- ERP
- CRM
- SolidWorks
- Autodesk
- PTC
- MuleSoft
FAQ
What is Epicor CPQ?
- Epicor CPQ is a cloud-based platform that helps companies configure, price, and quote complex custom products using 2D, 3D, and AR visualization.
Who is this software designed for?
- It is designed for manufacturing companies that sell customized equipment or products.
Does it require coding to set up rules?
- No, it includes a no-code rules engine called Epicor CPQ Snap that allows users to define configuration and pricing logic without programming knowledge.
Can it integrate with existing manufacturing tools?
- 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
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