Epicor CPQ Software Solutions
Epicor CPQ technology
Our comprehensive CPQ platform elevates the selling experience and streamlines production
Epicor CPQ is a flexible SaaS platform that orchestrates your sales to manufacturing process
We provide simple and powerful administration, rules development, visual configuration, quoting, and dynamic pricing in one complete cloud offering.
Provide a visual experience to sell products of any complexity
Sell more, and larger deals with our interactive and visual buying experience. Empower sales people, distributors, and customers to configure exactly what they want; while Epicor CPQ’s controlled, rules-driven configuration experience ensures you’ll be able to manufacture what is ordered.
Provide smart visual configuration to every audience
Epicor CPQ provides 2D and 3D shopping experiences for your website that drive engagement and boosts conversions as much as 40%. Allow customers, sales people, and distributors to dynamically change product visuals, options, and pricing in real-time – all based on options they are selecting.
Generate quotes quickly and accurately
Shorten the sales cycles and relieve pressure from engineering with the ability to build quotes quickly and easily, with a visual guided experience. Options chosen during configuration automatically make their way into the quote, along with auto-generated proposal drawings and other supporting documents.
Give real-time pricing
Provide pricing to users immediately, while configuring products in real-time. Our controlled ordering experience ensures anyone can produce an accurate quote, no matter the complexity of the product being sold. Update pricing based on any factor, including complex pricing scenarios, discount and approval workflows, and leveraging data from external sources like your databases, pricing tables, or ERP.
Make complex buying simple
The Epicor CPQ Snap rules engine is the backbone of our smart visual CPQ platform, allowing any user to easily and confidently configure the right products, features, pricing, and generate a quote or order. Your specific business and manufacturing rules guide the user experience, ensuring feasibility and profitability on every product configured and sold.
Connect sales, engineering, back-office, and manufacturing
Epicor CPQ makes it easy to integrate your people, processes, systems, and customer/order data to provide a seamless, end-to-end sales to manufacturing process.
Automate proposal drawings and CAD files
Allow Sales to sell, and Engineering to focus on design. Your Epicor CPQ product configurator can auto-generate proposal drawings for Sales, while also providing CAD file outputs for Engineering, relieving pressure for both teams. We work with with the most popular CAD platforms, like SolidWorks, Autodesk, and PTC.
Auto-generate manufacturing documents
Epicor CPQ workflows can generate and send manufacturing documents like BOMs, cut sheets, inventory status, shipping, assembly, and other key outputs for your manufacturing process. Since all outputs are auto-generated directly from product configuration output, you can be assured your shop floor has just what it needs to meet the exacting demands of your customers and distributors.
Integrate buying with core processes and systems
Connect your configure, pricing and quoting to your entire organization. Epicor CPQ Connector and MuleSoft integrations allow you to easily push and pull data from ERP systems, shopping carts/eCommerce, CRM/CPQ platforms, CAD systems, your PLM, or other apps, databases, and proprietary systems.
Gather insights that help all of your teams
Collect key user experience data and push it to your preferred analytics platform, to answer your burning questions about your buyers and their engagement. Find out how you’re products are being configured to optimize your sales and manufacturing processes.
“Our sales team previously submitted quotes to our engineering team multiple times for rework until they were correct. With KBMax, they now create quotes that reflect our engineering rules for our customers immediately.”
“Development is fun using their Snap rule engine and easy to learn. We were able to build configurators quickly.”
“We thoroughly evaluated multiple vendors in the CPQ space and chose KBMax. Its robust configurator, best-in-class visualization, and enterprise flexibility were major factors in our selection.”
“Our product configurator, powered by KBMax, allowed us to systematize our engineering experience to generate customer specific products within minutes, not weeks.”
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