KBMax 3D CPQ Pricing, Features, Reviews & Comparison of Alternatives


Cloud-based CPQ solution for enterprises and SMBs

4.5/5 (6 reviews)

KBMax 3D CPQ overview

KBMax 3D CPQ is a cloud-based integrated CPQ suite with 3D visualization and price configurator modules. The solution enables businesses to manage costing, pricing and quoting activities. The multi-feature solution comprises an interactive 3D tool, product configurator, smart pricing tool, proposal generator, rule writer, and workflow management tool.

KBMax 3D CPQ lets designers configure their products using tools such as 3D modeling and CAD automation tool. The inbuilt product configurator can handle complex logic for composite products. The smart pricing feature helps businesses speed up the quoting processes and configure pricing rules according to users, geography, and discount codes. The solution also helps to define rules for pricing and document approvals. Sales managers can configure separate pricing approval workflows for different sales channels such as dealers, distributors, resellers, and sales representatives. The rules can then be standardized across multiple sales channels.

Using KBMax 3D CPQ, sales personnel can create customizable proposals, quotes, contracts, and BOMs. The solution also allows customized branding of these documents with product images and brand logos. Users can standardize document templates by configuring data terms such as pricing, taxes, TnC, delivery charge etc. and keeping rest of the fields constant. The solution can also integrate with other applications such as CRM and ERP systems to seamlessly import and export data within the integrated applications.


Starting from
Pricing options
Value for money
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Business size



United States, Canada, Europe, Germany, Latin America, Mexico

Supported languages

KBMax 3D CPQ screenshot: Live 3D visualsKBMax 3D CPQ Visualization DemoKBMax 3D CPQ screenshot: Complex product configurationKBMax 3D CPQ screenshot: Ecommerce integration capabilitiesKBMax 3D CPQ screenshot: Visual rule language writerKBMax 3D CPQ screenshot: Smart pricing featureKBMax 3D CPQ screenshot: 3D product modelingKBMax 3D CPQ screenshot: Design custom workflowsKBMax 3D CPQ screenshot: Rule validation

KBMax 3D CPQ reviews


Very good

Value for money
Ease of use
Customer support
Steve M. Reed


Reviewed 2010-04-22
Review Source: Capterra

Our highest rating. Service is really the strongpoint. We can get answers to questions quickly and KB Max shines in this area especially.This is an excxellent tool for use in configuring different products for our company and for our customers. We have demonstrated it's effectiveness to many customers of ours and found it to be extremely helpful in designing both new products and updating older models. It is a geniune help to produce a complete package for our customers and we have seen an ROI several times over.

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Don Sanders

KBMAX Review

Reviewed 2011-03-11
Review Source: Capterra

I highly recommend this software, especially if your product line contains part families with multiple sizes or variations that require 3D and 2D documentation. Can increase your production 1000%. If you have part families you want to model and document, KBMAX is a must do. We have seen a dramatic increase in the output of 2D drawings and 3D models. The software can also be adapted to many other areas besides engineering. We have only scratched the surface of what KBMAX can do. Customer support is very good.

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Timothy Groah

KB Max Review

Reviewed 2010-04-22
Review Source: Capterra

I would recommend Citius to any company looking to step into the arena of knowledge based engineering.KB Max is a great piece of software. It has allowed Everbrite to leverage vast gains in the reduction of Engineering times within the product categories that have been implemented. Kevin Bennett of Citius offers exceptional customer/consulting service and has a vast amount of knowledge to offer any implementation.

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Tony Lein

Implemeting KBMax

Reviewed 2013-04-30
Review Source: Capterra

I do recommend KBMax Live, its ability to be customized and tailored exceeds other products we reviewed.Overall the product is very customizable. And the staff is very helpful and knowledgeable. Being that KBMax Live is a cloud based web site makes it very convenient and the hands on design really lets you tailor to your needs.

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Tom Roy

KBMax provided an innovative product configurator that wasn't available anywhere else.

Reviewed 2012-04-09
Review Source: Capterra

I strongly recommend Citius. Kevin, Doug, and the whole team are expert at what they do and have proven themselves to be dedicated, valued partners.Expert Software development skills. Expert Solidworks and PDM knowledge. Excellent understanding of design engineering and related concepts. We are able to speak directly to folks who can solve our problems. Excellent support.

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KBMax 3D CPQ pricing

Starting from
Pricing options
Free trial
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KBMax 3D CPQ starts at $100 /user/month

Contact KBMax for detailed pricing

KBMax 3D CPQ features

Third Party Integration

Activity Dashboard (84 other apps)
Activity Tracking (56 other apps)
Automatic Notifications (47 other apps)
CRM Integration (110 other apps)
Collaboration Tools (46 other apps)
Contact Database (49 other apps)
Customizable Templates (43 other apps)
Data Import/Export (40 other apps)
Email Integration (46 other apps)
Lead Capture (41 other apps)
Lead Management (42 other apps)
Monitoring (45 other apps)
Real Time Data (54 other apps)
Reporting & Statistics (43 other apps)
Sales Analytics (49 other apps)
Sales Reporting (53 other apps)
Sales Tracking (44 other apps)
Search Functionality (49 other apps)

Additional information for KBMax 3D CPQ

Key features of KBMax 3D CPQ

  • Query management
  • Bills of materials
  • Employee portal
  • Product catalog
  • Profit evaluation
  • Proposal generation
  • Quotes / estimates
  • Rule based workflow
  • Shipping estimate
  • Third party integration
  • Discount management
  • Time & labor estimating
  • Order approval
  • Drag & drop rule blocks
  • Rest API
  • Custom pricing options
  • Inventory management
  • Email notifications
View All Features


• KBMax 3D CPQ solution streamlines pricing processes for complex products and helps to improve sales bandwidth.

• With advanced enterprise workflow designs and smart pricing tools, sales teams can automate pricing approvals for products and save time.

• The solution offers an interactive drag & drop user interface with 3D modeling capabilities for generating CAD models and drawings of products.

• With Snap rule language, users can write rules to construct configurator logic and 3D visuals of the products.

• The solution seamlessly integrates with multiple business applications including ERP, CRM, and PLM systems to provide a complete quote-to-cash business environment.