Configure, price and quote (CPQ)

How KBMax works 

KBMax’s configure, price and quote (CPQ) software makes it easy for your company to scale your sales, engineering, and manufacturing processes to grow your business faster.

CPQ for complex products

KBMax provides an end-to-end configure, price, and quote (CPQ) solution that simplifies and automates sales, engineering, and manufacturing

Fast, dynamic 2D and 3D product configurators for sales teams, distributors, and website visitors

Easy-to-use and powerful rules engine with automation of CAD drawings, proposals, cut sheets, BOMs, and more

Robust integration platform to connect your key systems to customers, sales and engineering teams, and to the shop floor

Let’s go step by step

Step 1

Set up the CPQ rules to run your new, improved business process

The KBMax Snap CPQ rules engine orchestrates the entire sales and manufacturing lifecycle:

  • Use our simple-to-program visual product configurator logic to drive available products, options, and pricing
  • Ingest engineering’s CAD drawings to automatically generate 2D or 3D models for the configurator
  • Easily compose complex workflows, document generation rules, and integrations that will run your end-to-end process
Step 2

Allow buyers to configure and price products visually in real-time

  • Stunning and responsive 2D and 3D experience provides immediate visual updates to products and pricing
  • Website embedding allows end customers to order with eCommerce-like capabilities – for even the most complex products
  • Sales people, partners, distributors, and website visitors can all use different versions of the same visual configurator
Step 3

Automate quotes and approvals, and send order info to downstream systems

  • Sales-created product configurations and/or quotes are pushed to CRM for edits, approval, or close, or to your shopping cart for purchase
  • CAD drawings are generated and attached to CRM estimates for easy customer approvals, change management, and manufacturing
  • Order flow-through to ERP and PLM systems automate invoicing, orders, discounts, taxes, inventory, and manufacturing updates
Step 4

Ensure a seamless handoff to your manufacturing team

  • Automated CAD drawings free up engineering resources while the manufacturing floor can see exactly what they need to build
  • Generating documents like Bills of Manufacture (BOMs), cut sheets, and CAD renderings guide effortless parts picking and assembly
  • Rules-driven configuration ensures that only valid configurations are sent to production reducing back-and-forth with sales or customers

Learn why 2,000,000+ unique users choose KBMax each year

105% increase in deal size
40% increase in conversion rate
26% increase in reps achieving quota
$2.9 million in reduced errors
 
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