Epicor CPQ 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Epicor CPQ

4.6

(21)

Pricing

Starting at $150.00 per month

About Epicor CPQ

Epicor CPQ ensures every configuration is accurate, profitable, and optimized from an engineering standpoint. It then automatically calculates pricing and generates a quote. Finally, it generates CAD drawings and bills of materials for the unique configurations, saving a lot of manual work and connecting sales, engineering, and manufacturing teams seamlessly.

Epicor CPQ makes the sales process highly engaging for customers, who can see their products come to life on-screen before placing an order. It also makes the engineer-to-order (ETO) process faster, more efficient, and collaborative for the whole company. Customers receive quotes and have their orders processed more rapidly than with any of your competitors.

Here’s what sets Epicor CPQ apart:

*Captivating Visual Experience: Customers experience your products like never before with gaming-quality 2D, 3D, and AR configurators.

*Instant Pricing and Quotes: Dynamic pricing and real-time quotes reduce week-long sales cycles to seconds.

*Engineer-to-Order Automation: Everything needed to manufacture your product—from CAD files to BOMs—is generated automatically, enabling a truly automated manufacturing process.

*No-Code Rule C...

Epicor CPQ Screenshots

Epicor CPQ Pricing and Plans

Starting price: $150.00 per month

Free Trial

Free Version

KBMax (Epicor CPQ) Standard

$150.00

per user, per month

Plan includes:

2d Dynamic Visualization
Add on – Customer-Facing Website Impressions and Interactions
Boms
Cut Sheets
Document Generation: Quotes
Dynamic Quoting
Epicor CPQ Snap Rules and Workflow Engine
Full Epicor CPQ Cloud Platform Administration
Immersive 3d Visualization
Instructions

KBMax (Epicor CPQ) Plus

Pricing available upon request

Plan includes:

2d Dynamic Visualization
Add on – Customer-Facing Website Impressions and Interactions
Boms
Cut Sheets
Document Generation : Quotes
Document Generation: Quotes
Dynamic Quoting
Epicor CPQ Snap Rules and Workflow Engine
Full Epicor CPQ Cloud Platform Administration
Immersive 3d Visualization

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Epicor CPQ Features

Popular features found in Quoting
Automated Quoting
Billing & Invoicing
Customizable Branding
Discount Management
Document Management
Electronic Signature
Pricing Management
Proposal Generation
Third-Party Integrations
More features of Epicor CPQ
2D Drawing
3D Digital Asset Management
3D Imaging
API
Approval Workflow
Bills of Material
CRM
Drag & Drop
eCommerce Management
ERP integration
For Customer Use
For Internal Use
Guided Selling
Order Processing
Price and Cost Calculations
Price/Margin Management
Pricing and Cost Calculations
Product Catalog
Product Configurator
Quotes/Estimates
Real-time Product Visualizations
Renewal Management
Rule-based Configuration
Rules Engine
Self Service Portal
Template Management
Visual Configuration

Epicor CPQ Integrations

Salesforce Sales Cloud

Salesforce CPQ & Billing

Epicor CPQ User Reviews

Overall Rating

4.6

Ratings Breakdown

62%

38%

Secondary Ratings

Ease of Use

4.3

Value for money

4.3

Customer support

4.5

Functionality

4.6

Gioacchino (Gio) L.

Verified reviewer

Electrical/ Electronic Manufacturing

5001-10000 employees

Used weekly for less than 12 months

Reviewed December 2020

Great product and company

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

The KBMax configurator has been great, thus far. We are not only using it to provide configuration experiences within Salesforce but also to provide stand-alone configurators outside of Salesforce. This ability to re-use the configurator for different channels is key to keep our costs low as well as to provide a consistent experience across channels. The ability to generate output documents from KBMax (like BOMs) has proven to be a valuable asset as well. Our company has some pretty complicated product set, which requires complex rules and experiences to be built. So far, we have not run into a problem that we couldn't solve with the KBMax configurator. As a product owner, one of the most critical differentiators of KBMax (versus competitors) is the ability for us to prototype potential configuration experiences quickly. Anyone that works with configurators knows that there are many variables to consider and having the ability to try them and test them users quickly is invaluable. Just as important as the product, is the KBMax company itself. Everyone I've ever interacted with at KBMax has been great. Part of our company's choice to go with KBMax as a vendor partner was that they seemed to "get it". They picked up on our business needs quickly and understood our complicated configuration asks. Not only did they understand, they asked forward looking questions and have been pushing best practices upon us continuously as well.

Cons:

We've noticed some deficiencies with multi-user authoring. For example, if you have multiple admins that are authoring or editing the same part of your configuration data model, you can potentially run into issues overwriting eachother's work. I'm not sure that any CPQ configurator solution does this well, though. However, we have provided this feedback to KBMax already to consider enhancing in future product releases.

Chris A.

Verified reviewer

Construction

201-500 employees

Used daily for less than 2 years

Reviewed May 2025

Epicor CPQ - Best CPQ on the Market

Overall I would describe my experience with Epicor CPQ as excellent. I personally work within the environment almost everyday, and the ease of use of the configurator really does make my job easier to make changes and meet deadlines.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use and having the capability to be able to essentially do anything we would need for our business. The support team is also fantastic and respond very quickly if there are any issues. The product itself in my opinion, is by far the best CPQ tool on the market. Other CPQs do not offer as many features, customizability, and control compared to Epicor CPQ.

Cons:

There is not much I would really say that I dislike of Epicor. One thing that would be nice is if we were able to change some more of the layouts and views of certain fields. But overall, there isn't much to dislike of Epicor CPQ.

Reasons for choosing Epicor CPQ

Epicor was by far the best compared to many different CPQ products that we looked at. The main driving point was the customizability and 3D viewer.

Reasons for switching to Epicor CPQ

We wanted a configurator that we could visualize our product to our customers in 3D. Our previous product also very closed off and required us to contact support to make very small changes. Support also took sometimes weeks to months to get a response.

Binh N.

Verified reviewer

Construction

51-200 employees

Used daily for more than 2 years

Reviewed November 2020

Good flexibility but heavy to program depending on the requirement

Great people and support, but sacrifice some robustness of functions due to high degree of flexibility and customization that is possible (lots of troubleshooting).

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Flexibility to customize as needed. Easy interface.

Cons:

Need to be a very technical programmer to configure the rules and workflow. Analytics is difficult (e.g. exporting quotes data, need APIs, etc..). Would like to see more native BI possibilities or at minimum export to Excel functions.

Reasons for choosing Epicor CPQ

Flexibility

Ryan H.

Verified reviewer

Construction

201-500 employees

Used daily for less than 2 years

Reviewed May 2025

Epicor CPQ is ahead of all other platforms!

Head and shoulders above any other CPQ platform on the market! We did market research and also met with several competitors prior to selecting Epicor. Epicor delivered where others could not.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Where do I even start? The support team is fantastic, development team is fast and knowledgeable, and the interface is fully customizable. We had all of our needs met and our implementation phase

Cons:

Can't say there is much that we don't like about the product. We initially had some issues related to the mobile version on older phones, but that has since been fully remedied.

Reasons for choosing Epicor CPQ

3D visual engine, interface customization, API, BOM generation, and NetSuite ERP integration.

Reasons for switching to Epicor CPQ

We needed a better engine for 3D rendering that offered BOM generation and integration with NetSuite.

Michael B.

Verified reviewer

Construction

51-200 employees

Used weekly for less than 2 years

Reviewed May 2025

Epicor CPQ is amazing

Overall experience has been great. Our dealers love it, utilizing it on the web is easy and straight forward for our customers.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The implementation, usability and quality of the product is what I like most about the product. Top notch product!

Cons:

The billing. I am not sure we have had a correct invoice yet. I know that you guys switched to a new system but it has been a struggle to get accurate invoices.

Reasons for choosing Epicor CPQ

Epicor met all our needs. Ease of use and total control of the system

Reasons for switching to Epicor CPQ

We were looking for a 3d solution. Epicor met all our needs

Patrick B.

Verified reviewer

Furniture

51-200 employees

Used daily for more than 2 years

Reviewed December 2020

Simple and adaptable for any of your business needs

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Because the snap code is so simple to use, anyone can pick it up and contribute. Instead of needing a programmer to build the entire system and feed them information, you can have people of the right disciplines create their own configurators. There's no concern about syntax errors, etc. The flexibility of the code allows you to adapt to any of your business practices and get as granular as you'd like with things. You never really run into something that the software isn't capable of. The SolidWorks automation is very strong and can help produce a complicated product and bill of material. Many competitors can not handle the CAD and BOM creation that KBMax is capable of.

Cons:

Although the Salesforce integration that we use is robust, it's not as fast as we'd like it to be when making revisions to orders. Because everyone uses the software in a different way, it can sometimes be difficult to get changes implemented by the KBMax team. Although it could be something critical to your specific business, KBMax may not deem it critical based on other customer needs.

Reasons for choosing Epicor CPQ

KBMax stood out because of their simple snap code, broad scope across the company, CAD automation, and live visual scenes to help when configuring a product.

Reasons for switching to Epicor CPQ

KBMax can impact every part of our organization and be used company-wide. Our old tool was mainly just focused on engineering.

Barry Z.

Verified reviewer

Medical Devices

51-200 employees

Used daily for less than 6 months

Reviewed July 2023

Epicor CPQ Review

Our team found that it was not difficult to implement.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use and implement. It interfaces well into Epicor Kinetics.

Cons:

It would be nice if the product was included with Epicor Kinetics.

Reasons for choosing Epicor CPQ

n/a

Reasons for switching to Epicor CPQ

Switched to Epicor Kinetics ERP Software and required a product configurator.

Salvatore D.

Verified reviewer

Architecture & Planning

11-50 employees

Used daily for more than 2 years

Reviewed September 2024

Good Development platform

We are in our 6th year of working with the product and have been able to handle most of our development in house with minimal or targeted support from Epicor.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The platform is easily accessible and once familiar with Snap Code it is each to make modifications.

Cons:

I would like a clearer understanding of fees in using platform.

Joshua S.

Verified reviewer

Furniture

51-200 employees

Used daily for less than 2 years

Reviewed December 2020

Flexible

Overall KBMax has made a tremendously positive impact on how our company does business and it's alleviated a lot of the repetitive work that goes on day to day in our sales and production. It's also given us a far better way to define our products and given our sales team a way to visualize, for themselves and our customers, exactly what they're order in real time.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Snap code makes the software easy to use and pick up with little previous programming experience. The flexibility of the software allows you to utilize it for many different scenarios. There's a lot of room for customization depending on the needs of your company and the other software you may be working with. If KBMax doesn't directly integrate with another software there is often some way you can make them work together.

Cons:

Response to some bugs can be slow. If you have a bigger issue it will typically be resolved quicker, but some of the small to medium issues can take months to get fixed or have progress on them. I would like to see a little bit more responsiveness from the devs in this area.

Daniel M.

Verified reviewer

Construction

10000+ employees

Used weekly for less than 2 years

Reviewed July 2023

Caterpillar Product Owner Review

Visual Configure Price Quote. Allowing customers to explore all available options. Caterpillar machines have many options and attachments.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

In the end, the ability for customers to visually configure all compatible options and attachments on the machine, see the retail pricing, explore options, request a quote.

Cons:

Preparing the 3D model to be web ready and customer facing. Duplicating the configuration and compatibility rules.

Reasons for choosing Epicor CPQ

visualization capability, Snap logic capability

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