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.
PandaDoc
PandaDoc is an all-in-one document automation software that helps you create, manage, and eSign digital documents like proposals, quotes, and contracts to accelerate your entire sales cycle and workflow.
Quick Comparison
| Feature | Epicor CPQ | PandaDoc |
|---|---|---|
| Website | kbmax.com | pandadoc.com |
| Pricing Model | Custom | Freemium |
| Starting Price | Custom Pricing | Free |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2009 | 2011 |
| Headquarters | Austin, USA | San Francisco, USA |
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.
PandaDoc
PandaDoc simplifies how you handle business documents by moving your entire workflow into a single digital space. Instead of toggling between Word, email, and tracking tools, you can build professional proposals and contracts using a drag-and-drop editor. You can pull data directly from your CRM to eliminate manual entry errors and ensure every document stays on-brand.
The platform helps you stay on top of deals with real-time notifications that tell you exactly when a recipient opens or signs a document. You can collect legally binding electronic signatures and even process payments immediately upon signing. It is designed for sales, legal, and operations teams who need to speed up document turnaround times while maintaining a professional appearance for their clients.
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.
PandaDoc Features
- Drag-and-Drop Editor. Build stunning proposals and contracts from scratch or use pre-built templates with an intuitive interface that requires no design skills.
- Legally Binding eSignatures. Collect secure, ESIGN and UETA compliant electronic signatures on any device to finalize agreements in minutes rather than days.
- Real-Time Document Analytics. See exactly how much time your recipients spend on each page so you can follow up with the right information.
- Content Library. Store your most-used clauses, testimonials, and case studies in a central hub to quickly drag them into new documents.
- Automated Workflows. Set up internal approval patterns to ensure every contract is reviewed by the right stakeholders before it reaches your client.
- Native CRM Integrations. Sync data directly with tools like Salesforce and HubSpot to auto-populate your documents and keep your records updated automatically.
Pricing Comparison
Epicor CPQ Pricing
PandaDoc Pricing
- Unlimited document uploads
- Unlimited eSignatures
- Payment processing
- Mobile app access
- Everything in Free, plus:
- Drag-and-drop document editor
- 200+ professional templates
- Real-time document analytics
- 24/7 email and chat 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
PandaDoc
Pros
- Intuitive document editor makes professional design easy
- Unlimited eSignatures on the free plan provides great value
- Detailed tracking shows exactly when clients view documents
- Seamless integration with popular CRM platforms saves time
Cons
- Formatting can be restrictive compared to traditional Word docs
- Mobile app features are limited compared to desktop
- Pricing increases significantly for advanced automation features