Epicor CPQ | Advanced Configuration, Pricing & Quoting

streamline your sales process

For companies looking to simplify and streamline their buying experience and optimise their sales processes, this is the product to look into. Cannot speak more highly of how its simplified our sales cycle. We have removed inaccurate quotes, wasted materials and freed up salespeople to do more selling and less admin. It's also automated our manufacturing including BOMS, cut sheets and assembly instructions so production has significantly reduced costs. 10/10!

Great product and partner

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.

Great configurator

The configurator that KBMax designed for us has been great. We've set up the KBMax configurator on our customer facing site so they could make as many selections as they wanted to their configuration prior to completing the sale. This has helped increase our average ticket. It has also helped streamline our operations by providing detailed documents for our manufacturing team. Tie it into Salesforce and you have a one stop shop for all of our users.

Fantastic configurator product. Very deep capabilities

KBMax as a 3D configurator product is among the best in the business. The functionality and customization goes as deep or as simple as you would like. We were able to work with their team to create the insanely complication paths and configuration options for our products into the KBMax system, and even improve the accuracy of our pricing! For Tuff Shed, where it really shined was it's workflow capabilities that allowed us not only to generate a quote and order, but also build internal documents through workflows. The Salesforce integration allows us to keep all of our salespeople within a single platform, and even the output files of those workflows get send and stored in Salesforce! Overall, KBMax is a very complex and feature-rich product, and while it has a fairly decent learning curve, the capabilities are second to none.

Simply amazing!

KBMax is simply an amazing tool with the ability to go very deep into whatever you desire. The 3-D Configurator works very well and can be manipulated smoothly to view your product from any angle, add options and place them where you like. Rules can be created behind the scenes to make sure that the configuration is valid, putting the power in your customer's hands but not allowing them to put something together that can't be reproduced. The integration with Salesforce is fantastic and you can get so much information to pass through, allowing it to be used in Salesforce or integrated to another external system.

User Friendly Configurator

We started using KBMax for our Roofing Configurators and its getting really good feedback from our contractors with easy to configure roof and easy to adopt for newer users. It saves lot of time for contractors after using configurations since its very slick and easy navigation with better error handling features. We are planning to enhance to use for other areas as well since configurators looks pretty cool and easy to integrate with any external system, also planning to expand usage to 3D navigations. Development is also fun using their SNAP rule engine and easy to learn and built configurators quickly. I really like their documentation available in wiki, documentation was step by step instructions to use their API calls, product and any other integration stuff.

The wow factor is real

The KBMax integration has been a wonder to me since we began using the tool. The level of intricacy and detail they're able to provide to the sales experience is something I've never seen before. We're able to visually present our products in a way we've never been able to in the past. From a production standpoint, this allows us to be completely aligned as a company and confident in our product output. KBMax has truly been a game changer for us.

KBMAX works and looks awesome

this is a great tool for any company looking to dazzle customer's with a great/fun way to build a product. one absolutely fantastic side note to KBMax is their customer service. They go above and beyond in every way to make sure you're a satisfied customer.

KBMAX is the engine that enables Sales and drives our manufacturing processes

KBMAX is a very nice looking 3D configurator just like several tools out there--the difference is , it's not just beautiful it has a ton of brains behind the beauty! Their tool has allowed us to increase our average transaction as well as speeds up the sales cycle due to the customer being part of the design process while creating a custom building with 1000's of options. During the design process they get a real time quote and an ability to transact immediately. In the background--as the customer designs the building-the KBMAX engine is creating the documents that we need to manufacture-including preparing the Bill of manufacturing materials-generating the specific plans for manufacturing and building instructions for our installers. Its easy to use and intuitive- we are currently using this in over 2000 locations across the United States. In many cases with users that haven't been trained by us. We also use it for our websites-so the customer on the couch, can design and purchase-during that transaction we get all we need to build their fully customized building. The organization stands behind the product and goes the extra mile for the customer. I give them my highest recommendation as they are the engine behind our digital transformation.