Epicor CPQ
by Epicor · CPQ
Visual CPQ with 3D configuration and CAD automation for complex products.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
- Epicor ERPSalesforce
SAP - Deployment
- Cloud
- Company size
- Mid-market, Enterprise
- Pricing
- Quote-based
- Founded
- 2002
- Headquarters
- Austin, USA
Overview
Epicor CPQ, formerly KBMax, is a visual configure-price-quote platform that Epicor acquired in May 2021. It is built around 3D visual configuration and engineering automation, letting buyers and reps interactively configure complex products in 3D while the system enforces business rules and generates downstream engineering outputs.
A core strength is its Snap rules engine combined with CAD automation: configurations can generate CAD drawings and dynamic bills of materials, with direct integration to CAD tools such as SolidWorks, Autodesk Inventor, and PTC Creo, and those BOMs can pass into an ERP system. This makes Epicor CPQ well suited to manufacturers of complex, engineered products who want to connect sales configuration to engineering and production. Epicor offers it both as a standalone, cloud-first low/no-code toolset and integrated into the Epicor suite.
The platform supports visual configuration in 3D, AR, and VR, self-service buying experiences, and rules-driven pricing and quoting. It serves mid-market and enterprise manufacturers and integrates with Salesforce as well as Epicor ERP.
Screenshots & demo
Demo video from the vendor's YouTube channel.
Modules & capabilities
Epicor CPQ covers 15 of 48 capabilities we track in this category
31%- Rules-based configuration engineSnap visual rules engine (low/no-code); complex business-rule enforcement.Core strength
- Guided selling workflowsGuided configuration workflows; self-service visual buying experiences.Core strength
- Bundle & option configurationNot evidenced
- Constraint & compatibility validationCore strength
- Attribute-based configurationNot evidenced
- Cross-sell & up-sell recommendationsNot evidenced
“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
Common use cases
- Manufacturers selling complex engineered products with 3D visual configuration
- Generating CAD drawings and dynamic BOMs from a sales configuration
- Self-service 3D/AR/VR buying experiences for configured products
- Connecting sales configuration to engineering tools and ERP production
- Reducing quote errors and rework for configure-to-order products
- Increasing conversion through interactive visual selling
Strengths & considerations
Strengths
- Best-in-class 3D, AR, and VR visual configuration
- Snap rules engine with CAD automation (SolidWorks, Inventor, Creo) and dynamic BOMs
- Available standalone or integrated into the Epicor suite
Considerations
- Visual/engineering depth is most valuable for complex manufactured products
- Building 3D models and rules requires upfront configuration effort
ERP integrations
Epicor's own visual CPQ (formerly KBMax, acquired by Epicor); integrates with Epicor ERP via REST APIs and pre-built configurations, generating production-ready BOMs and shop-floor documents.
REST API connectivity with BOM hand-off; no productized SAP connector evidenced.
Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-11.
Pricing
Subscription pricing based on users, 3D/CAD scope, and integrations; negotiated with Epicor. Not publicly listed. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant)
- Compliance
- SOC 2
- Mobile app
- Yes
- Languages
- English, German, French, Spanish
About the vendor
- Founded
- 2002
- Headquarters
- Austin, USA
- Ownership
- Private equity
Alternatives to Epicor CPQ in CPQ
Epicor CPQ — frequently asked questions
Is Epicor CPQ the same as KBMax?
Yes. Epicor acquired KBMax in May 2021 and rebranded it as Epicor CPQ; the kbmax.com site still hosts the product.
Which CAD tools does it integrate with?
It integrates directly with SolidWorks, Autodesk Inventor, and PTC Creo, and can generate CAD drawings and dynamic BOMs.
Can Epicor CPQ be used without Epicor ERP?
Yes. It is offered as a standalone cloud-first low/no-code toolset as well as integrated into the Epicor suite, and it integrates with Salesforce.
Evaluating CPQ?
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