Epicor CPQ

Cut complexity out of the sales-to-manufacturing process with Epicor CPQ (formerly KBMax). Our visual ​CPQ is powerful alone or integrated with your ERP solution.

Smart Visual Selling

Sell digitally through intelligent visual product configuration for a controlled, differentiated, and streamlined user experience.

Seamless Processes

Provide a seamless connection between sales, operations, engineering, and manufacturing to improve production and profitability.

Volume and Accuracy

Establish a single source of truth for quick and accurate sales quotes, improved sales rep productivity, and fewer production errors

See How it Works in 60 Seconds



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Introduce Visual Selling with Brains

Our CPQ solution digitally transforms selling for companies, going beyond just allowing users to play with interactive versions of your products. Every buying audience can easily configure products visually, in 2D, 3D, or Augmented Reality.

Get the confidence of knowing each order will be accurate, error-free, and profitable because every configuration follows your defined business and manufacturing rules.


Eliminate Manufacturing Bottlenecks and Mistakes

Automatically generate CAD drawings and files, bills of materials, assembly instructions, parts lists, product renderings, and more—all without any input from engineering.
Our workflows send these powerful outputs to downstream systems and teams are fed by the original product configuration done by the sales rep, distributor, or end-customer.

Sell Larger Deals Simply with Guided Selling

Walk your sales reps, partners, and customers through a series of calibrated questions designed to find the perfect product fit. Triggers and prompts encourage buyers with upsell and cross-sell opportunities, resulting in bigger deal sizes that close fast. Embed it directly in your website and integrate it with your eCommerce platform for slick, automated B2B and B2B2C selling.


Unlocking the full potential of your business with Epicor CPQ:7 Strategies.

Capabilities

Visual Configuration

Bring your products to life and boost sales with visual configuration in 2D, 3D, or Augmented Reality. Sales reps, dealers, and customers can easily change product options and pricing in real-time to get just the right fit.

Quoting

Enable each buying channel to configure a product that automatically produces high-quality, accurate quotes with supporting documents—down to product renderings and the bill of materials.

Integrated CPQ

Integrate your CPQ solution with your websites, apps, and core business systems by harnessing the power of REST web services, pre-built configurations, or MuleSoft’s universal connectivity layer.


Cloud Platform Administration

Break your dependence on custom code and disjointed processes. Easily manage every aspect of your cloud-based CPQ including products, integrations, configurators, buying channels, users, and more.

Dynamic Pricing

Enable quicker buying decisions with dynamically calculated pricing that updates as users change product options. Pricing is accurate and reflects changes immediately based on pre-configured rules.

CAD and Manufacturing Automation

Close the loop between sales, engineering, and production teams. Dynamically create CAD files for engineering, while workflows auto-generate BOM and production documents for the shop floor.

Advanced Rule Engine

Enforce proper configuration and gain greater consistency. Program rules by simply dragging blocks from the toolbox and snapping them together to form logic statements that anyone can understand.

CPQ analytics

Collect data about how web visitors interact with your products and use it to enhance buyer engagement.