Epicor CPQ Reviews, Pricing, Features & Alternatives in 2026
Epicor CPQ is a visual configuration and quoting software that enables your sales team and customers to build complex products with real-time 3D visualization and automated manufacturing outputs.
Epicor CPQ, formerly known as KBMax, transforms how you sell complex, customizable products by bringing them to life with an advanced 3D configurator. You can empower your sales reps and customers to build their own products through a visual interface that automatically enforces your business rules, ensuring every quote is accurate and buildable. This eliminates the back-and-forth between sales and engineering, allowing you to generate quotes in minutes rather than days.
The platform goes beyond simple quoting by automatically generating CAD drawings, cut sheets, and BOMs directly from the configuration. You can integrate it seamlessly with your existing ERP and CRM systems to create a unified digital thread from the initial click to the shop floor. It is particularly effective for mid-to-large scale manufacturers in industries like heavy machinery, building products, and medical devices who need to simplify complex product catalogs.
Screenshots & Interface
Dashboard View
Main dashboard with project overview
Kanban Board
Kanban-style task management
Timeline View
Gantt chart timeline view
Automations
Workflow automation builder
Key Features
Stop relying on static spreadsheets and manual drawings. Epicor CPQ provides you with a visual toolkit to automate your entire quote-to-production process. Here are the core capabilities that help you sell faster:
3D Visual Configurator
Let your customers see exactly what they are buying with real-time 3D product previews that update as they change options.
Snap Rules Engine
Build complex product logic using a visual, blocks-based programming language that requires no advanced coding knowledge.
Automated CAD Generation
Generate SolidWorks, Autodesk, or PTC drawings automatically once a configuration is finished to speed up engineering handoffs.
Dynamic Pricing
Calculate costs and margins instantly as users select different components, ensuring your quotes always protect your bottom line.
Omnichannel Selling
Embed your 3D configurator directly into your website so customers can self-serve and buy from any device.
Manufacturing Automation
Create assembly instructions and bills of materials automatically to reduce errors on the production floor.
Integrations
Salesforce
Microsoft Dynamics 365
Epicor ERP
NetSuite
SolidWorks
Autodesk
HubSpot
SAP
Oracle
Shopify
Pricing Plans
Epicor CPQ uses a custom pricing model tailored to your specific product complexity and user count. While they do not offer a standard free trial, you can request a personalized demo to see your products in 3D. Pricing typically involves a subscription fee based on the number of users and the depth of integration required.
Pros & Cons
After analyzing feedback from manufacturing and sales professionals, here is what you can expect when implementing this platform into your workflow:
Pros
Visual 3D interface makes complex product selection intuitive
Reduces engineering bottlenecks by automating technical drawings
Rules engine prevents sales reps from quoting unbuildable products
Seamlessly connects with Epicor ERP and major CRM platforms
Cons
Initial setup of complex rules requires significant time
Higher price point compared to basic quoting tools
Requires high-quality 3D assets for the best visual experience
Who Should Use Epicor CPQ?
Perfect for mid-market and enterprise manufacturers (50+ employees) who sell highly customizable products requiring technical drawings and complex pricing logic.
Best for Company Sizes
mid-market
enterprise
Popular Industries
manufacturing
construction
automotive
Our Verdict
Epicor CPQ is a top-tier choice if you manufacture complex products and want to move away from manual quoting and engineering delays. The 3D visualization is a significant competitive advantage that helps your customers feel confident in their purchase.
While the implementation phase requires a dedicated effort to map out your product rules, the long-term ROI in reduced errors and faster sales cycles is substantial. Highly recommended for manufacturers who need a bridge between their sales team and the production floor.
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