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.
PROS Smart CPQ
PROS Smart CPQ is an AI-powered sales tool that helps your team create fast, accurate quotes and personalized product recommendations to accelerate deal cycles and maximize revenue.
Quick Comparison
| Feature | Epicor CPQ | PROS Smart CPQ |
|---|---|---|
| Website | kbmax.com | pros.com |
| Pricing Model | Custom | Custom |
| Starting Price | Custom Pricing | Custom Pricing |
| FREE Trial | ✘ No free trial | ✘ No 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 | 1985 |
| Headquarters | Austin, USA | Houston, 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.
PROS Smart CPQ
PROS Smart CPQ helps you transform your sales process by automating complex quoting and configuration tasks. Instead of manually building spreadsheets, you can use AI-driven insights to suggest the right products and optimal price points for every customer. It integrates directly with your CRM to ensure your sales reps spend less time on administration and more time closing deals with precision.
You can manage massive product catalogs and intricate pricing rules without breaking a sweat. The platform uses machine learning to analyze historical data, helping you identify cross-sell and up-sell opportunities in real-time. Whether you are dealing with thousands of SKUs or complex global pricing, it provides the speed and accuracy you need to stay competitive in a fast-moving market.
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.
PROS Smart CPQ Features
- AI-Driven Recommendations. Boost your average deal size with intelligent product suggestions based on your customer's specific buying patterns and history.
- Guided Selling. Navigate complex product catalogs easily with step-by-step questionnaires that lead you to the perfect solution for your client.
- Visual Configuration. Build and customize complex products visually to ensure 100% technical accuracy before you ever send a quote.
- Dynamic Pricing Science. Deliver winning prices instantly using AI that calculates the optimal price point for every unique sales situation.
- Automated Approvals. Speed up your sales cycle by setting up automated workflows that route quotes for approval based on your custom rules.
- Document Generation. Create professional, branded proposals and contracts automatically with a single click directly from your sales interface.
Pricing Comparison
Epicor CPQ Pricing
PROS Smart CPQ Pricing
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
PROS Smart CPQ
Pros
- Handles extremely complex product configurations with ease
- AI pricing insights help protect your profit margins
- Seamless integration with major CRM platforms like Salesforce
- Fast quote generation even for massive global enterprises
Cons
- Initial implementation requires significant time and resources
- Administrator interface has a steeper learning curve
- Customization often requires specialized technical knowledge