Epicor CPQ
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.
Outvio
Outvio is an all-in-one post-purchase platform that helps e-commerce businesses automate fulfillment, shipping, and returns while providing a branded tracking experience to increase customer loyalty and repeat sales.
Quick Comparison
| Feature | Epicor CPQ | Outvio |
|---|---|---|
| Website | kbmax.com | outvio.com |
| Pricing Model | Custom | Subscription |
| Starting Price | Custom Pricing | $29/month |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2009 | 2018 |
| Headquarters | Austin, USA | Tallinn, Estonia |
Overview
Epicor CPQ
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.
Outvio
Outvio is a post-purchase automation platform designed to streamline everything that happens after your customer clicks the buy button. You can connect your online store to dozens of couriers instantly, allowing you to print shipping labels in bulk and manage orders from multiple sales channels in a single dashboard.
The platform focuses heavily on your brand identity by replacing generic carrier tracking pages with your own custom-branded tracking portal. You can also automate the entire returns process, giving your customers a self-service portal to print their own labels while you maintain full control over return rules and analytics. It helps you turn shipping from a cost center into a marketing tool that drives repeat purchases.
Overview
Epicor CPQ Features
- 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.
Outvio Features
- Automated Fulfillment. Print hundreds of shipping labels and picking lists in seconds to speed up your warehouse operations and reduce manual errors.
- Branded Tracking. Direct your customers to a tracking page that looks exactly like your store instead of sending them to carrier websites.
- Self-Service Returns. Provide a dedicated portal where your customers can manage their own returns and print labels without contacting your support team.
- Multi-Carrier Integration. Connect with over 80 global couriers and automatically select the best shipping method for every order based on your rules.
- Post-Purchase Marketing. Add promotional banners and personalized product recommendations to your tracking pages to drive immediate repeat sales from active shoppers.
- Smart Notifications. Send automated email and SMS updates to your customers at every stage of the delivery process to reduce support inquiries.
Pricing Comparison
Epicor CPQ Pricing
Outvio Pricing
- Up to 100 orders per month
- Unlimited shop connections
- Branded tracking pages
- Automated email notifications
- Standard support access
- Basic shipping automation
- Everything in Launch, plus:
- Up to 1,000 orders per month
- Self-service returns portal
- Advanced marketing banners
- SMS notification options
- Priority customer support
Pros & Cons
Epicor CPQ
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
Outvio
Pros
- Extensive library of European courier integrations
- Highly customizable branded tracking experience
- Significant reduction in customer support tickets
- User-friendly interface for warehouse staff
- Fast setup process for major platforms
Cons
- Pricing scales quickly with order volume
- Advanced features locked behind higher tiers
- Limited reporting on the entry-level plan